Can "health care" penetrate deep into the home appliance industry?

Alibaba founder Ma Yun once said that after 10 years, the biggest trouble in China is health care. Therefore, in recent years, Alibaba has invested the most in the health care industry.

In fact, in China's home appliance industry, as early as many years ago, there have been hundreds of billions of home appliance giants have begun to deploy health care industry. Including Haier, TCL, Changhong, Hisense and other home appliance giants, have quietly adopted various means and forms to complete the layout of the health care industry and the decline. However, what is the future of the medical industry in the future and will become the second development of the household electrical appliance industry to take off in the runway? For many home appliance manufacturers, the depths of the heart are still confused.

Hisense is not the Chinese home appliance industry, the first company to open the Pandora's Box of "health care."

As far back as Hisense, Haier and TCL have been rooted in the medical industry for many years, and Changhong completed the layout of its Internet + medical industry earlier. It can be said that currently among China's home appliance giants, the layout and even the advancement and vigorous development of the medical industry have become a common practice.

In addition to Haier, TCL, Changhong, and Hisense, which have already entered the health-care industry, there will be some home appliance companies that are going to make “healthy care” for the health-care industry. Eventually, there will be a heat wave for the “health medical” cake of the collective Nuggets of home appliance giants.

It can be seen that the health-care industry has long been an exclusive cake for Internet companies and has begun to attract more and more attention from traditional enterprises including home appliances. Behind this, it is precisely the trillions of market cakes and commercial space in this area.

What should China's home appliance giants standing above 100 billion should hold up the next 100 billion yuan in growth?

At present, the health care industry seems to have a bigger air intake, attracting the largest number of home appliance giants. However, in addition to the signals released by many home appliance giants in the past few years, it seems that for the Internet, venture capital incubators and other industries, they have also conducted corresponding layouts and trials.

Including Haier as a whole has transformed from a company to a platform, to become a business platform for creating a better home life. Similarly, companies including Changhong, Midea, TCL, etc. are all making venture capital incubator layouts and plans.

There is also a financial industry that has been recognized and sought after by many home appliance giants. In particular, such relatively traditional enterprises as Gree are also deploying financial industries, and even have to invest in establishing banks. In addition, TCL, Haier, Midea and other companies have rapid industrial finance development. In particular, Haier's financial business is not limited to industry, but also deep in financial investment and other fields.

In addition, there are some home appliance companies do not seem to want more away from home appliances industry, but want to fully based on the field of home appliances, home appliances business do deep, do thorough, do thick. For example, the air-conditioning business has emerged in the home, central, and commercial, as well as special areas and other areas of the layout and development.

Can the health-care industry bear the burden of China’s home appliance giants in creating their own strategic emerging industries?

For example, Haier has been in the medical device field for more than a decade. Although the movement is not big, the market share and profit return are not low. Similarly, TCL Group, from its medical division, specifically came out of the company and introduced relevant GE executives to invest in establishing a medical industry group. In addition, Changhong's medical industry layout is more focused on the Internet + platform, to establish a smart home under the smart community solutions to provide smart homes need medical and health services.

In short, the current transformation and distribution of home appliance companies, whether it is 100 billion, or billion-grade enterprises, can basically be sorted out into two logical directions: one direction is to home appliances industry, establish its own core of differentiation The technological advantage is the direction of business extension layout. For example, black power companies enter electronic medical equipment, while white power companies enter medical refrigeration and refrigeration equipment.

For example, Hisense, TCL, and Haier have entered the medical industry. The first two are focused on imaging equipment and operating systems used in the medical process. They belong to an integrated layout from hardware to system solutions. The test is the ability to lay out enterprise hardware and software systems. The latter focuses on the technical solutions of some medical cryogenic refrigeration and freezing equipment, and medical air purification equipment, as well as the whole process of cold chain, all based on their own advantages of frozen technology over the years.

Another aspect is that with the advantages of capital, scale, and industrial chain established by the home appliance industry, the status of investors, and the advantages of the industrial chain, it will enter new industries and make strategic investments. For example, Changhong's advancement into the Internet + medical industry is not confined to the hardware industry chain. Instead, it is based on Changhong's smart community cloud service and big data. It has established a competent medical platform to provide "wearable health equipment + users + hospital + doctor + illness control center." + Third-party health service resources "of great health services.

In the same way, financial services built by Haier, Midea, and Gree in recent years have essentially jumped out of specific businesses. Instead, they have taken full advantage of capital, not only providing industrial finance to upstream and downstream partners, but also actively investing in some commercial banks. Even investment in private banks and other platforms.

How should home appliance partners grasp the new 100 billion changes to find new momentum for their transformation?

Whether it is finance or health care, it is a completely unfamiliar field and industry for home appliance companies and upstream and downstream friends of home appliance companies. Equivalent to the past, home appliances are more concerned with end consumers, and are concerned with daily shipments. Regardless of financial and medical services, they are actually more business customers. They are concerned with order robbing and long-term business partners. Relationship maintenance.

Therefore, for many partners of home appliance companies, what must be seen is that whether it is transformational medical care or finance, the entire service target has changed, from the past consumers and families to the enterprises, institutions and commercial sites. . Then, this brings not only changes in the business model of home appliance companies, but also changes in the upstream and downstream supporting service industry chain.

Panasonic, which has been transforming its commercial business for many years, is currently the provider of car audio and video entertainment solutions for many global auto companies, energy solution service provider for new energy vehicles, and a large number of airline entertainment and wireless Internet access solutions. Business. It can be said that in many commercial fields, the overall layout and experience from hardware to system solutions and after-sales service have been completed.

Panasonic's related business executives said two things: One globally, Panasonic B2B business no competitors, because GE Ye Hao, Siemens worth mentioning, are only providing hardware products, there is no corresponding after-sales support services; another currently only In Japan, we only have a relatively good third-party service system. In China, including other countries, this service team has not been established at all and can only be done by ourselves.

What can be seen is that, in fact, behind this round of transformation of the household appliance industry, it is from the end consumer market to the commercial market. Then, the ability and level of the necessary marketing service team must also undergo new changes and adjustments. From this point of view, the transformation space that can be provided to home appliance dealers is also great.