A billion-dollar rehabilitation industry begins
"After two years of projects, It became clear to me that the market for rehabilitation was bigger than we thought." In the interview, Zhang LAN, founding partner of bo xing capital tells artery network reporter so.
In 2017, when the sports rehabilitation market emerged, Boxing Capital participated in the early financing of Hongdao Sports Medicine Clinic. In the same year, boxing capital invested in Demei Medical, which focuses on orthopedic consumables and sports medicine services, and also participated in the investment of Enqi Medical, an autism rehabilitation enterprise.
In Zhang LAN's opinion, the opportunity of the rehabilitation market lies in its rigid enough demand.
According to the "Development Prospect and Investment Forecast analysis Report of China's Rehabilitation Medical Industry" by Foresight Industry Research Institute, the scale of China's rehabilitation market in 2017 is 38 billion yuan. It is predicted that by 2020, the size of China's rehabilitation medical market will exceed 70 billion yuan, and with a compound annual growth rate of no less than 20%, another 100 billion yuan market will be formed by 2020.
Capital is the market "barometer", many times the industry boom came from the "hot money" flowing of capital, when we pay attention to the field of rehabilitation, found in this area did not like the Internet health, artificial intelligence, and other general tuyere in the rush of capital, according to incomplete statistics, arterial network database 60 rehabilitation sector finance incidents since 2016, various types of capital invested in the field of more than 3.6 billion yuan.
The investment in rehabilitation market still needs to start from the real demand
"Rehabilitation is not a cure, it is a remission," many entrepreneurs involved in rehabilitation say. Tradition of patients after surgery and comply with home to rest more, especially in elderly patients, but in fact, home to recuperate most belong to the "low quality life", as a result, entrepreneurs have a concept in the field of rehabilitation, that's not focus on recovery treatment, but function, "to restore the function of the patients" is the primary purpose of healing.
It can be seen from the data that the effect of rehabilitation is obvious, but the market's response is still relatively cool. The fundamental purpose is to improve the public's awareness of rehabilitation. According to New Yukio, cognitive enhancement in clinical medicine can indirectly promote people's awareness of rehabilitation.
"Patients in the rehabilitation market usually come from the hospital that is responsible for the acute phase of treatment. An important part of this is the awareness of the doctor. If the doctor's advice does not tell the patient to get well, then the patient will largely not seek rehabilitation services."
"From the point of view of demand, from the point of view of the customer, that is to match the corresponding business form." Aiming at the rehabilitation needs of autism and cardiopulmonary rehabilitation, Dan 'en Capital has invested in Multicolor Deer and Julu Medical respectively in the rehabilitation field, both of which are relatively early projects. In his opinion, the position of rehabilitation in the medical industry chain is constantly rising. Due to the strengthening of clinical medicine's cognition of rehabilitation, patients' demand and policy encouragement supplement each other, rehabilitation has gradually evolved into a market of rigid demand.
Both home rehabilitation care and private rehabilitation services rely heavily on "people" mode. Therefore, whether entrepreneurs can break through the dilemma of lack of professional talents and brain drain is a problem they need to focus on solving. In terms of the overall market environment, medical rehabilitation reflects just need, good service must be market needs, this is not only the medical rehabilitation of consciousness, but also related to the national economy level of development, is also should be the words - "the rehabilitation industry integrity of a country, often also can reflect the country's development level."