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2015 1 2 3 4 3 3 3 2005 2014 3.7%4.3%14.9 2/5 2005-2014 2015 18703 20918 25860 2005 2010 2014 162.3 197.3 237.5 2005 2010 2014 2007-2013 38.9 32.7 31.9 28.0 25.0 23.0 14.9/4 4 4 2014 91.7 1.5 0.77 0.58 0.15 2015 9 2014 2015 91.7 1.5 0.77 0.58 0.15 5 5 5 2014 71.5 16.7 2.6 2.4 0.5 1 2 2014 2014 2015 71.5 336 16.7 85 2.6 13 0.5 0.8 6 6 6 47.0%38.6%6.2%8.1%2015 1 2 2014 2014 10047 38.9%7009 27.1%6850 26.5%7.6%65.6 336 58.3 85 9.2 13 13.9 14 7 7 7 1/3 2014 13.3 97.5%2007-2014 1 2015 2 2015 7.3 8.2 8.3 8.4 8.3 8.1 8.0 7.4 0.4 1.2 1.8 2.0 2.2 2.7 3.0 3.1 1.8 2.0 2.2 2.4 2.5 2.6 2.7 2.8 2007 2008 2009 2010 2011 2012 2013 2014 8 8 8 1 2015 2 2015 2/3 2015 1300 650 80%18 80%70%60%650 55%3000 45%50%650 50%2000 1300 60%15 650 70%17 2015 50%55%70%9 9 9 2014 3/3 1300-3 85%87%90%10 3-4 90%92%95%4-95%97%97%1300-3 91%92.2%94%3-4 94%95.2%97%4-97%98.2%98.2%2 1800 90%70%70 1300 70%70 80%70 80%2014 10 10 10 2013 55.8%76.8%40.7%2013 55.8%47.1%83.5%82.1%77.5%76.8%40.7%19.4%13.7%15.4%13.2%13.9%3.5%33.5%2.8%2.5%9.3%9.3%11 11 11 1 2 40 3 40 2015 年中国病患看病难痛点分析 12 12 12 13 13 13+70%14 14 14 1 2 1 2 3 4 16 16 16 1 2 17 17 17 160 中医类问诊平台 科室垂直类问诊平台 logo 18 18 18 160 logo 19 19 19 O2O 在线问诊平台 互联网医院 O2O 20 20 20 2014 8 10 2014 8 2015 2 2015 5 2015 12 2014 8 2014 10 2015 9 11 2015 12 1 21 21 21 2014 7.2%1990 4.5 2015Q1 8572 1990 2014 2015 2.7%5.9%6.7%7.2%1990 2000 2010 2014 56.8%10.2%11.8%6.7%2.2%6.9%2.7%2.7%31.0%7.6%22.1%6.1%12.9%10.6%7.2%2.5%1990%2014%22 22 22 2014 64875 55678 47.9%41.1%1 CNNIC 2015 1 2 2014 30 2005-2014 65 2008-2014 7.7%7.9%8.1%8.3%8.5%8.9%9.1%9.4%9.4%9.7%10.1%2005 2006 2007 2008 2009 2010 2011 2012 2012 2013 201465%0.4%35.2%31.5%17.6%9.6%4.2%1.5%1.7%22.8%31.5%23.8%12.3%5.5%2.4%10 10-19 20-29 30-39 40-49 50-59 60 2008%2014%23 23 23 常见疾病精准诊断及治疗程度 H5N1 SARS HIV/AIDS FAP/HNPCC+HER2/Neu(+)I Christensen Grossman Jason.The Prescription:A Disruptive Slution for Health Care.McGraw-HillM.2008.24 24 24/医药流通/B2B C B2C A/O2O 1 logo 2 3 25 25 25 2015H1 2005-2015 1 2015 2015 12 1 2 IT 42.6 52.9 56.1 4.6 12.1 175 87 27 8 38 71 40 17 6 16-500-400-300-200-1000100200 26 26 26 2015 2015 12 1 IT 87 A 2007 1 2015 11 40 87 A 41 30 A 2007-2015 2007-2015 1 1 0 2 4 4 10 25 40 2007 2008 2009 2010 2011 2012 2013 2014 2015 41 2 30 8 4 1 1 Pre-A A B C D IPO 27 27 27 2007 2015 12 55 63.2%2013 2007-2015 2015 2015 12 1 IT 1 1 0 1 3 3 5 16 25 3 5 1 1 1 2 4 3 2 1 2 3 1 1 1 1 2007 2008 2009 2010 2011 2012 2013 2014 2015 28 28 28 App 560 2015 1 10 App 450 3 565.7 2011 560 PC App mUserTracker-2015 1-10 App mUserTracker.2015.12 100 454.9 462.1 565.7 537.1 528.3 520.9 473.3 430.1 438.3 432.0 1.6%22.4%-5.1%-1.6%-1.4%-9.1%-9.1%1.9%-1.4%2015.1 2015.3 2015.5 2015.7 2015.9%29 29 29 App 7.5 2015 1 10 App 7.5 9 7.9 2015 10 37.25 App App mUserTracker-2015 1-10 App mUserTracker.2015.12 100 7.5 7.5 6.1 7.4 7.3 6.5 7.1 7.1 6.9 7.9 0.3%-18.8%22.0%-2.4%-10.3%9.4%-0.1%-2.7%14.7%2015.1 2015.3 2015.5 2015.7 2015.9%30 30 30 App App 20%App 5%20%App mUserTracker-2015 10 App App mUserTracker.2015.12 100=20%5%=x20%=5%160 31 31 31 1 2 3 4 32 32 32 1 PC 2 3 4/2015 33 33 33 2015 1.9 1 2 3 2009-2015 0.5 0.6 0.8 1.0 1.2 1.5 1.9 29.3%20.5%28.0%23.3%26.3%23.0%2009 2010 2011 2012 2013 2014 2015e%34 34 34+2015 11 2015 1 2015 9 ACO ACO ACO 2015 8 35 35 35 1 2013 59.1%13 95%2 2013 38.8%22.7%15.0%14.1%6.2%3.2%2015 36 36 36 1 2 2015 1-9 48.9%28.1%2015 8 1 2 1 2 3 4 38 38 38 2004 B C B C 盈利模式及运营数据 100 18 3 1 2000 3 核心优势及发展方向 24 2 39 39 39 160 160 160 BAT 2015 160 1.3 B 2015 12 15 盈利模式及运营数据 160 2015H1 62.02%160 44 160 7000 160 6000 核心优势及发展方向 160 160 160 B B 40 40 40 160 160 B C B C 160 160 160 41 41 41 2011 4 盈利模式及运营数据 B B C 41 9200 10%33 320 核心优势及发展方向 O+O 2015 7+52 42 42 42 B C+43 43 43()2010:HIS ACO 盈利模式及运营数据 19 2015 1.1 2015 5 1900 HIS 12 7;2016 1 17 15 企业特色及核心优势 2015:1.1 5 1900 28 6700 20 44 44 44 C B2C O2O 运营数据 1000 5000 3000 核心优势及发展方向 C 45 45 45 2015 5 2015 8 800 12 5000 A O2O C 盈利模式及运营数据 400 10 15 40 10000 企业特色及核心优势 24 46 46 46 APP 2015 12 盈利模式及运营数据 500 15000 核心优势及发展方向 500 30 47 47 47 2013 5 2015 9 TBP DCM B C 盈利模式及运营数据 3000 20%95%80%45%500 20-30 60%企业特色及核心优势 60%4 25%48 48 48 C O2O 15 O2O 2016 2 O2O 1 2 3 4 50 50 50 1 2 3 O2O 4 ACO 51 51 51 2015 线上服务 线下服务/52 52 52 2015 12 1 1 IT 2 mUserTracker.2015.12 100 32 36.8%App Top20 7 App 2007-2015 mUserTracker-2015 10 App Top20 3 5 1 1 1 2 4 3 2 1 2 3 1 1 1 1 2007 2008 2009 2010 2011 2012 2013 2014 2015 65.0%35.0%7 App Top20 13 App Top20 53 53 53 B 2015.12.15 160 IPO 2015.9.24-D 3.0 Hillhouse Capital()2015.9.10-B 4000 2015.8.20 IPO 2015.6.12 C 6000 2015.4.28-B 2 2015.4.8 160 B 1.3 2015.4.7 B 1750/3G 2014.10.15 C 1.07 MorningSide/2014.8.19 C 5000 Temasek/2014.4.1 C 7000 KPCB 2013.3.1 B/Betafund 2012.1.12 B MorningSide 2011.8.1 B 2000 KPCB GL Captal 2011.1.1 B 1 2015 2015 12 1 160IPO 2 IT 54 54 54 2002 400-026-2099
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