Home Consumer Healthcare: Chain Expansion, Boundary Extension, and Refining Services with Patience – Spring Festival Special

Consumer Healthcare: Chain Expansion, Boundary Extension, and Refining Services with Patience – Spring Festival Special

Feb 04, 2019 08:00 CST Updated 08:00

As the 2019 Spring Festival quietly arrived, we wish all VCBeat readers a Happy New Year and extend our festive greetings! On the occasion of this joyful season, the VCBeat content team has specially curated a series of New Year reports. We have compiled articles from various healthcare subsectors over the past year into a cohesive collection, serving as the first knowledge package of the new year.


This initiative also invited entrepreneurs and investors deeply entrenched in various medical sub-sectors to share their New Year’s messages on the future of healthcare. Amidst the turbulent transformations reshaping the medical landscape, VCBeat remains committed to identifying innovative forces that are changing the healthcare paradigm, providing support, and fostering mutual growth.


First, I will provide a general definition of consumer healthcare. It belongs to the non-public healthcare system and is closer to consumers. It includes areas such as medical aesthetics, dentistry, maternal and child care, and health management, involving offline hospitals and clinics, as well as online communities and platforms. There is no precisely defined scope for this sector.


Driven by my focus on this industry, I regularly engage with entrepreneurs, investors, and operators, listening to their insights on industry trends, hot topics, and insider news. As a media partner, these exchanges and on-site visits often spark new perspectives, deepen my understanding of the sector, and continuously fuel the creation of fresh content.


As an “industry journalist,” I often reflect on how to better observe and understand the industry. Under VCBeat’s content methodology, how can we produce higher-quality articles through improved reporting and provide more systematic support to enterprises? This is a long and arduous journey. Along the way, there have been applause and accolades, as well as regrets and guilt. Yet our “driving force” remains unchanged: to put in the hard, meticulous work, documenting and exploring the future transformations of the healthcare industry from the most subtle changes.


As 2018 has passed and 2019 has arrived, this “Spring Festival Special Edition” curates articles from the past year that hold significant reference value. The compilation includes industry reports, trending articles, exclusive interviews with enterprises, and trend analyses, serving as the first knowledge package of the new year. We have also invited leaders from top-tier companies in the industry to summarize their achievements in 2018 and provide outlooks on market trends for 2019. We extend our gratitude to all friends for their continued support and understanding of VCBeat. While the past cannot be changed, the future is still within our grasp.

 

From an Industry Perspective, We Focus on and Anticipate


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We made an accurate forecast of the number of newborns.


For the maternal and infant industry, the annual number of newborns is a highly sensitive figure that determines future demographic structures and even drives the pulse of industrial development.

 

In March 2018, VCBeat’s VBInsight released the report “China’s Healthcare Industry in the Era of Low Fertility: An Analysis of Development Trends and Investment Opportunities.” The report was developed by analyzing survey data from authoritative institutions such as the National Health and Family Planning Commission and the United Nations, conducting interviews with partners at top consulting firms, and leveraging VCBeat’s long-term focus on the healthcare industry. It examines current demographic conditions and shifts in population structure, while also highlighting emerging opportunities in maternal and child health, elderly care, and commercial health insurance.

 

This report was the first in the industry to forecast that “the number of newborns will further decline on a large scale.” Ten months later, in January 2019, the National Bureau of Statistics announced that the total number of live births in China in 2018 was 15.23 million, with a birth rate of 10.94 per thousand, representing a decrease of 2 million compared with 2017. Reviewing the data: In 2017, China’s annual number of live births was 17.23 million, with a birth rate of 12.43 per thousand; in 2016, the number of live births reached 17.86 million, with a birth rate of 12.95 per thousand. Following the implementation of the universal two-child policy, the number of newborns in China failed to show the anticipated growth for three consecutive years, indicating that the demographic dividend from second births has been fully exhausted.

 

Does the decline in newborns indicate that China has entered an era of low fertility? As the sector most sensitive to changes in birth rates, how should maternal and infant healthcare enterprises adapt to industry shifts and refine their positioning? Whether for physical hospitals and clinics specializing in obstetrics, pediatrics, and gynecology, or for online communities and digital tools, a new wave of technological and business model innovations is imminent. Improving efficiency is imperative, as is the precise identification of user needs.

 

See the article for details:

Demographic Index and Healthcare Industry Research: Newborns to Decline Sharply, Maternity, Elderly Care, and Commercial Insurance Sectors Reach a Turning Point


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Non-Public Healthcare: Has the Winter Really Arrived?


In 2018, the term “winter” was frequently heard. On one hand, the introduction of multiple landmark policies in the pharmaceuticals, internet healthcare, and medical devices sectors had a profound impact on the industry; on the other hand, capital increasingly favored leading enterprises with competitive advantages, resulting in numerous company closures and consolidations.

 

What will the market landscape and future of non-public healthcare look like? Liu Mochao, Deputy General Manager of Beijing Aiyuhua Women’s and Children’s Hospital, provides an in-depth analysis in a comprehensive 10,000-word article. VCBeat has always welcomed industry experts to share their research and practical experience, offering new perspectives on understanding the industry from the viewpoints of investors, managers, and planners, beyond the traditional media lens.


See the article:

An In-Depth Analysis of Non-Public Healthcare: Winter Has Arrived—How to Face the Future?


Trends, Hot Topics, and In-Depth Reviews


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The Strategic Layout of Internet Giants


From the perspective of industrial development curves, leading internet platforms, having completed their accumulation of consumer-side (C-end) traffic and established their role in delivering value-added services, are now shifting their focus to the business side (B-end). On one hand, they are transitioning from a traffic-driven mindset and simple information matching to a model centered on professional, refined services, thereby empowering merchants and the entire industry chain. On the other hand, they are continuously expanding the boundaries of B-end services, seeking new entry points for online-to-offline integration, and attracting new consumer segments through enhanced experiences. This strategic shift explains why internet giants such as Tencent, Alibaba, Meituan-Dianping, and JD.com are currently competing intensely in the “New Retail” sector.

 

In the competition for the second half of the internet era, Meituan-Dianping has been deepening its layout on the B-side. Previously, Wang Xing, CEO of Meituan-Dianping, disclosed in an internal letter that Meituan-Dianping would strategically focus on “Food + Platform,” centering on “eating” to build a user platform, as well as two major business groups: In-Store and At-Home. On the new business front, the Kuailv Business Unit and the Xiaoxiang Business Unit will continue to explore business opportunities, while an LBS (Location-Based Services) platform will be established.

 

In the consumer healthcare sector, such as dentistry and medical aesthetics, standardizing and transparentizing information on institutions, physicians, and product services to help online consumers identify suitable offline providers and shorten their decision-making process has become a key component of the intelligent transformation of the dental industry, enabling new operational strategies and branding models.

 

How has Meituan Dianping structured its layout, optimized review structuring and upgrades, standardized projects, and commercialized physician services? We continue to observe and learn from these efforts, and this year we jointly released the “2018 Meituan Dianping Dental User Market Behavior Analysis Report” with Meituan Dianping.

 

See the article for details:

Meituan Dianping Releases “2018 Meituan Dianping Dental User Market Behavior Analysis Report,” Featuring Over 2.2 Million Transaction Data Points of Greatest Concern to Dental Clinics

Meituan Dianping Unveils New Strategy to Reshape the Trillion-Dollar Beauty Industry: The “New Beauty Industry” Initiative and the Xinghe Medical Aesthetics Case Study


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The Dilemma of Dental and Medical Aesthetics Chains


In 2018, multiple enterprises including Taikang Bybo Dental, Happy Dental, Malo Clinic, and Meiwei Dental Healthcare completed financing rounds exceeding RMB 100 million. Moreover, driven by higher terminal output value and the ability to reflect the added value of services, the trend toward chain operations remained strong, with investors flocking to terminal dental chains.

 

Chain integration has become a trend in China. Similarly, in the European and American markets, the pace of dental chain expansion is also very rapid, with Heartland Dental, the largest Dental Service Organization (DSO), operating more than 800 clinics.

 

Nevertheless, the overall chain affiliation rate of private institutions remains very low. Dental clinics and light medical aesthetic clinics or hospitals, characterized by high gross margins, ease of standardization for chain expansion, and a low risk of major medical malpractice incidents, have attracted substantial capital driving the consolidation of private institutions. These healthcare providers will become increasingly chained, premiumized, and digitalized.

 

We believe that their core competitiveness lies in their ability to deliver standardized services. Meanwhile, technological upgrades and evolving consumer values are driving changes in service offerings, such as the shift from therapeutic needs to aesthetic services. Regarding chain operations, we have conducted multiple analyses of benchmark enterprises and various chain business models.


See the article for details:

Dental Investments Grow More Rational: 5 Irreversible Trends—Examining Successful Chain Models Through Six Leading Brands

Dental chains are racing to capture market share. Can this rapid replication model succeed? What are the differences between China and the $190 billion European and American markets?

A Deep Dive into the $70 Billion European Dental Market: 6 Strategies for Successful Clinic Expansion

The Battle for Tier-1 and Tier-2 Cities Begins: How Can Light Medical Aesthetics Chains Break Through?


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Invisible Orthodontics: The Golden Egg Amidst Consumption Upgrading


On December 19, 2018, a piece of news once again caught the attention of reporters. Align Technology, a global leader in medical devices, announced that the number of users worldwide using the Invisalign system had exceeded 6 million, including 1.4 million teenage users (data from Q3 2018), with a teenager from China becoming the 6 millionth user.

 

As a nearly invisible, removable, and comfortable dental aligner, Invisalign does not rely on materials such as metal or ceramic, effectively reducing the aesthetic and other limitations associated with traditional fixed braces. It has enabled significant breakthroughs in digital medical technology within the field of orthodontics, transforming clinical practices and treatment models. Consequently, orthodontics has become one of the most prominent subspecialties in dentistry.

 

In 2011, Align Technology established a wholly-owned subsidiary in Shanghai, marking its entry into the Chinese market. Previously, on June 1, 2017, Align Technology officially launched its China Design Center in Chengdu. This Design Center in China is the second of its kind globally and represents the first introduction of such a facility in China, equipped with advanced production and manufacturing technologies. Moving forward, Align Technology plans to establish an assembly plant in Chengdu for digital medical devices—specifically, the iTero intraoral digital scanner.

 

On September 20, 2018, Alibaba Health and Align Technology jointly announced the official launch of a dedicated oral care service zone focused on innovating consumer experience. Going forward, consumers can conveniently book “invisible teeth straightening” services via the Taobao and Tmall mobile apps, and receive follow-up oral health care at nearby offline clinics.

 

The Chinese market has become one of the primary battlegrounds for major players in the clear aligner industry. In addition to Invisalign, Angelalign, as a leading domestic brand of clear aligners, has achieved significant innovative breakthroughs in materials and biomechanics over the past two years. Its MasterControl material has been rated by UCLA as one of the most effective materials for clear aligner therapy, enabling precise management of complex tooth movements.


Who are the key players in the clear aligner market? How is localized customer support delivered? Why is dentist education considered the primary challenge to promoting clear aligners in China? VCBeat provides a comprehensive analysis of these questions. From an investment perspective, the orthodontics and dental implant sectors in China will likely produce more companies that rank among the top ten in the Chinese stomatology industry.

 

VCBeat will continue to monitor how leading clear aligner companies such as Invisalign and Angelalign, along with SmileDirectClub, a pioneer in the new retail model for clear aligners, pursue industrial collaborations (e.g., partnerships with CVS).


See the article:

Invisalign Dominates: Four Major Device Giants Vie for Entry—Just How Hot Is the Clear Aligner Market?

After Four Years in Remote Dentistry, Valuation Hits $3.2 Billion: Is This How the Industry Can Be Played?


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Pediatric Dentistry: Capital Fuels the Hype


The market demand for pediatric dental care is robust, making it one of the hottest niche segments in the dental industry in recent years, aside from orthodontics. Although a number of chain brands have emerged in the market, a truly national chain has yet to take shape. Professional pediatric dental service providers remain relatively scarce, indicating that pediatric dentistry is a promising blue-ocean market.

 

From the supply side of institutions, driven by policy and capital, there are an increasing number of pediatric dental clinics. Outstanding enterprises such as Qingmiao Children's Dentistry and Ruilei Dental have completed financing rounds and continue to expand. However, there remains significant room for improvement in areas such as how chain operators can establish mature, profitable single-store models and how health management services should be promoted.

 

VCBeat interviewed company founders to gain first-hand operational and management insights into the challenges of achieving profitability in chain clinics, the standardization and systemic transformation of chain operations, and the future boundaries of pediatric dentistry. We extend our sincere gratitude to the entrepreneurs who generously shared their valuable expertise with VCBeat.


See the article:

Blue Ocean Competition: How Can Pediatric Dental Clinics Build a Replicable Chain Model?


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Intimate Care, Hair Transplantation, and Body Contouring: Striking Gold in Niche Markets


The greatest challenge in the medical aesthetics industry has always been efficient customer acquisition, a topic that has sparked extensive discussion. The competitive landscape among leading medical aesthetics apps—such as SoYoung, Gengmei, Yuemei, and Meibei—has already taken shape. Meanwhile, platforms like Meituan-Dianping and Ali Health have also entered the medical aesthetics sector. A transition is underway from traffic-driven platforms to those deeply engaged in specialized medical aesthetics services. Regardless of whether it involves supply chain management, AI, medical services, or the establishment of evaluation systems, possessing professional service capabilities will become a key competitive barrier for enterprises.

 

In terms of business model innovation, trends such as the integration of medical aesthetics with beauty services, two-tier distribution, social e-commerce, and referral-based viral marketing have continued this year. However, our focus remains on identifying which popular projects are gaining traction. Niche segments such as body contouring, dermatological treatments (e.g., skin repair), women’s health (e.g., intimate care), and hair transplantation are heating up, with clear trends toward affordability, transparency, and non-invasiveness. The data released by SoYoung and Gengmei are highly referenceable, and VCBeat has consistently compiled and analyzed such information. By monitoring changes among industry leaders, we can better identify emerging opportunities within the sector.

 

See the article:

Intimate Plastic Surgery Surges in Popularity: Decoding the Top 10 Trends in Medical Aesthetics and Plastic Surgery in 2018, with the Asian Market Potentially Surpassing Europe and the US for the First Time

SoYoung Releases 2018 White Paper on the Medical Aesthetics Industry: Intimate Plastic Surgery Ranks First in Growth Rate, with a Market Size of Over RMB 220 Billion Having Nearly Sixfold Growth Potential

Gengmei App Releases “2018 White Paper on China’s Medical Aesthetics Industry”: China’s Formal Medical Aesthetics Market Reaches RMB 495.3 Billion, with Guangdong Province Posting the Highest Growth Rate Nationwide


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What’s New About the New Type of Clinic?


New-type clinics refer to those that excel in brand operations, product design, service capabilities, and management standards. They lean towards consumer-grade medical attributes, with most positioned in the mid-to-high-end market.

 

The fever for clinics has cooled this year compared to the peak expansion period of previous years. On one hand, this is related to the investment environment, with capital becoming more cautious about investments; on the other hand, the head effect is becoming increasingly pronounced, characterized by larger entities acquiring smaller ones. In terms of financing and M&A volume, there were 10 deals involving new financing or major acquisitions worth over 100 million yuan this year.

 

According to the "2018 China New Clinic Operation Report" released by VCBeat in June 2018, nationwide chain clinics are currently dominated by dental and pediatric clinics, while some comprehensive general practice clinics are regionally concentrated with relatively simple management. VCBeat provided an analysis of the current status and models of new clinics (such as entry barriers and replicability, services and boundaries) as well as their pain points and future prospects (chain models and sustained patient flow), and interviewed the heads of ten leading clinics.

 

As a new type of clinic that differentiates itself from and complements public hospitals, we remain optimistic about healthcare service providers that can better offer patients convenient and professional services, while featuring asset-light operations, rapid expansion, and scalability.

 

See the article for details:

New Clinics: Continued Capital Inflow, Chain Expansion, Patient Acquisition, and Service Boundaries Still Have Room for Improvement

15 Cities, 200 Clinics, Tens of Thousands of Data Points — 2018 China New Clinic Operations Report

What Are the Secrets to Operating and Investing in Clinics? To Find Out, We Conducted Exclusive Interviews with the Heads of 10 Star Clinics


Riding the Wind and Waves: 14 Industry Leaders Share Their Views on 2019


As 2018 has passed, how do leaders of top consumer healthcare companies view their achievements over the past year and the prospects for 2019? We have invited 14 guests to share their insights.


Mr. Li Bin, Chairman of the United Beauty Group:In 2018, United B&G partnered with Sino-Ocean Capital to complete a Series C financing round of RMB 400 million, supporting over 100 shareholder physicians in their independent entrepreneurial ventures and investing in the construction of more than 40 medical aesthetic institutions, over 80% of which achieved profitability. We are deeply aware of our significant corporate responsibilities—to respect physicians, return to the essence of medical practice, and adopt a people-centric approach—while continuously meeting the service demands of patients (aesthetic seekers) for plastic and cosmetic surgery, staying true to our original aspiration and keeping our mission firmly in mind.

 

In 2019, United Bioty Group will continue to focus on and support physicians in their independent entrepreneurial endeavors, “empowering” more outstanding plastic and aesthetic surgeons to start their own practices. By seizing the pulse of the internet era’s major trends and closely following the innovative development paths of healthcare reform and consumer-driven medical services, the group aims to truly realize its vision of “Uniting Renowned Physicians, Beauty at Bioty.”

 

In 2019, United Liger Group will devote greater efforts to building a chain platform for physicians’ independent entrepreneurship: establishing a three-tiered structure for United Liger physician entrepreneurship, namely (1) online entrepreneurship, (2) shared medical services, and (3) physician-owned clinics. This initiative will provide the most convenient pathways and optimal resource combinations for more plastic and aesthetic surgeons to launch their own ventures. The growth and strengthening of China’s plastic and aesthetic surgery industry will reflect the entrepreneurial development path of China’s renowned physicians, enabling them to attain their due social status and social value. We look forward to a brighter future on this entrepreneurial journey.

 

Li Xiaohui, Head of the Medical Aesthetics Business Division at Meituan:On the demand side, the consumer base for medical aesthetics has become more diversified and extensive. There is a pronounced trend toward younger consumers, with those under the age of 35 accounting for over 80% of medical aesthetics users on the Meituan and Dianping apps. Amidst consumption upgrades, consumers are seeking more effective and safer medical aesthetic products and services to fulfill their desire for enhanced appearance. In 2019, it became imperative to upgrade supply-side services and establish a safe and regulated medical aesthetics market.

 

Zhou Mei, President of Alma Lasers China:2018 was a year of adjustment for the medical aesthetics market, characterized by the continuous turnover of new and existing investors. Institutions placed greater emphasis on treatment efficacy and the fundamental principles of medical practice. Following this period of consolidation in 2018, the medical aesthetics market is expected to become more transparent and standardized in the coming year.

 

2018 also marked the 15th year of Alma Lasers serving China’s medical aesthetics industry. As an upstream manufacturer, Alma has been continuously leveraging technological innovation and a service-oriented ethos to deliver safe and effective aesthetic treatments. We will join hands with like-minded partners committed to building a healthy ecosystem for medical aesthetics in China, ensuring that Chinese consumers gain access to high-quality aesthetic services.

 

Zhu Liya, Founding Partner and CEO of Meiwei Dental Care:2019 was a year of transformation and a turning point. It will no longer be a scenario where thousands compete for a single narrow path, nor one where the success of a few is built upon the failure of many. Instead, the future landscape should be characterized by a hundred schools of thought contending. Through survival of the fittest, the institutions that ultimately prevail will be those with a profound understanding of the industry, excellence in strengthening their core competencies, and truly distinctive investment strategies. The healthcare industry must return to rationality and to the essence of medical practice in order to establish genuine competitive barriers.

 

In 2019, the deep integration of information technology and industry emerged as the most critical trend and focus area. By leveraging big data and artificial intelligence to build intelligent information platforms, a full-lifecycle oral health management system was ultimately established, encompassing health records, health warnings, health interventions, health education, and health maintenance. This system helps customers develop healthy lifestyle habits and appropriate healthcare-seeking behaviors.


Wu Zhijia, Founder of LinkCare:Healthcare is a relatively counter-cyclical industry. Even so, in 2019, amid the global economic downturn, consumer healthcare institutions such as dental clinics and medical aesthetics providers will enter a period of adjustment, with competition becoming increasingly intense.

 

LinkingCare aims to continuously help dental and medical aesthetic institutions maintain excellence and achieve sustained growth in a changing environment. By focusing on the productization of services, the digitalization of products, and the intelligent use of data, it fully empowers healthcare institutions to drive business growth through data. It helps healthcare institutions unlock the value of social tools and effectively manage customer lifecycles in the internet era. Additionally, it strengthens chain management and operational efficiency, helping clinics elevate their capabilities to meet the challenges of the times. Entrepreneurship is difficult, but perseverance is inspiring.

 

Angelalign CEO Li Huamin:Looking back at 2018, the dental industry remained in a state of rapid development. Public awareness of oral health has increased, latent demand continues to be unleashed, and commercial capital is highly active within the private sector. Although 2019 is poised to face a prolonged economic downturn, I believe that the digital orthodontics sector, where Angelalign operates, will enter an era characterized by more intense competition and a greater focus on product quality and technical services.

 

“In 2019, as a private entrepreneur, particularly one who has reached the forefront by leveraging China’s independent scientific and technological innovations, I believe that genuine effort and sincere commitment are essential in product and technological innovation, technical services, and the deepening of corporate social responsibility.”

 

Angelalign has been deeply engaged in the field of digital orthodontics for over a decade, serving more than 60,000 doctors. We have secured numerous patents and achieved significant results across many foundational disciplines, particularly in medicine, materials science, and mechanics, with some technologies being world-first innovations. Meanwhile, we have long been committed to providing comprehensive technical services to doctors and partners. Currently, we boast the world’s largest teams dedicated to digital orthodontic medical design, medical training, and front-end service chains. We aim to build a positive and thriving ecosystem within China’s oral healthcare market through our technical services, demonstrate the strength of Chinese enterprises alongside our partners amid the wave of globalization, and drive the accelerated development of the entire industry.

 

Yang Zhiyu, CEO and Director of Malong Dental China:Looking back at 2018, it is evident that the dental industry underwent significant changes during this year. Both the investment climate and the scale, management, operations, and talent pools of dental institutions within the sector faced severe challenges.

 

As we entered 2019, this severe macroeconomic trend continued, and even intensified. Industry competition did not abate as a result, making the foundation laid by past development and internal management and operations particularly crucial.

 

For Ma Long Dental, we will continue to uphold the principle of prioritizing medical care, driving optimization and innovation in operations, clinical services, and customer experience, while forging ahead alongside our esteemed partners. There are no unfavorable industries or years—only companies lacking a solid foundation.

 

Sun Yan, President and CEO of Happy Oral Care Medical Group:As China’s economy develops and domestic residents’ awareness of oral health care continues to grow, the Chinese dental industry has been experiencing steady growth in recent years. In response to public demand, the industry should strive for new heights by embracing a fresh approach.

 

In the future of dentistry, we must not only excel in technical expertise but also prioritize management and service, remaining consistently customer-centric and placing client trust at the forefront. We firmly believe that “Total Trust = Total Reputation.” By employing scientific methods to manage operations and returning healthcare to its essence, we will maximize the value of the Kaiyuanhua dental practice model!


Luo Mu Health CEO Li Hao:China’s medical aesthetics industry has grown from scratch, and in just over a decade, its scale and growth rate have surpassed those of the dental industry. What is the key driving force? I believe the success of medical aesthetics lies in its customer-centric approach, which truly addresses the enduring desire for enhanced beauty.

 

With this in mind, what are the potential tipping points for the dental industry? I believe the success of the medical aesthetics sector offers valuable insights: the next surge in dentistry will stem from the integration of dental care with medical aesthetics, driven by the rise of the “appearance economy.” By age 4, 60% of craniofacial growth and development is complete; by age 7, 70%; and by age 12, 90%. Managing jaw growth and development during the mixed dentition stage not only guides erupting permanent teeth into proper alignment for a straighter smile but also helps optimize facial contours and enhance aesthetic appeal. In an era where appearance holds significant sway, we are convinced that addressing the deeper needs of parents will bring Chinese children healthy teeth and confident, fulfilling lives, thereby further propelling the development of the dental industry.

 

Pan Anping, Co-founder & President of Meiyou:We are delighted to see that women’s health is garnering increasing attention in China and around the world. In 2019, Meiyou will continue to uphold its mission of “making women more beautiful and healthier,” delivering superior services to a broader base of female users through relentless innovation. Meanwhile, we will fully leverage our strengths as China’s leading internet platform dedicated exclusively to women, continuing to drive the sound and sustainable development of the women’s health industry in China.

 

Jiang Wei, COO of Yu Xue Yuan:In 2018, the number of live births in China was 15.23 million. The maternal and infant industry predicts that birth rates will continue to decline in the coming years, leading many practitioners to refer to this period as a “winter.” Amidst such a “winter,” if companies can accurately identify user needs, clearly recognize their core competencies, adapt to environmental changes, and differentiate themselves from industry leaders, I believe that no matter how harsh the winter becomes—even amidst heavy snowfall—we can still recite a line of poetry: “As evening falls and snow threatens, would you care for a cup of wine?”

 

Song Jingwei, Co-founder of Xiao Dou Miao:The mobile internet has significantly shifted how maternal and infant populations access health services, pointing to a more open future for the maternal and child health industry. On one hand, leading internet service platforms will emerge as “super connectors” within the industry; an increasing number of maternal and child health service enterprises will transcend their traditional development boundaries, enabling target users to enjoy higher-quality services tailored to their needs. On the other hand, companies must assume greater social responsibility within their respective vertical niches to secure sustainable growth momentum.

 

In 2019, building on its foundation of providing high-quality, convenient “Internet+” vaccination services to Chinese families, Xiao Dou Miao sought to connect with more professional service providers. Together, they aimed to accelerate and enhance the development of China’s maternal and child health service ecosystem, delivering warmer and more valuable services to all.

 

Liang Liang, Founder and CEO of Mami Knows:2018 is widely regarded as a turning point. Mami Zhidao also overcame a significant challenge by successively entering the Guangzhou and Shanghai markets and opening three new pediatric clinics in Shenzhen. Managing a chain of seven clinics is no easy feat. We established a membership-centric operational model to strictly control the quality of medical services, and continuously invested in the research and development of our medical cloud platform to enhance the efficiency of integrated online-to-offline healthcare services. Fortunately, we successfully completed our Series C financing, bucking the trend during the capital winter.

 

As we moved past 2018, a new cycle of structural opportunities began. I am relatively optimistic about 2019. From the perspective of the broader economic environment, the market economy remains the central theme of reform and opening-up. In terms of market demand, the 300 million middle-class income earners in China constitute the world’s largest growth engine. The innovative online-to-offline (O2O) pediatric healthcare model provided by Mammy Knows is precisely what the market and users need.

 

In 2019, we will soon celebrate the fifth anniversary of Mammy Knows, marking the beginning of a new “entrepreneurial cycle.” We aspire to return to our original entrepreneurial vision, leveraging technology and integrity to deliver healthcare solutions. We will devote more time to understanding our users, slowing down to tackle challenging issues, and providing customers with satisfactory products and exceptional services. I firmly believe in the power of staying true to our core values, the power of technology, and that as long as we strive to grow upward, we will surely soar against the wind.

 

Huang Sen, Founder of Haoyunbang:As a medical chain specializing in reproductive health, Haoyunbang looks back at its core progress in 2018: first, our advantage in internet traffic became more pronounced; second, we took a crucial step in physical medical services. The true appeal of specialized reproductive care lies in the synergy between online platforms and offline physical facilities.


Patient safety and clinical efficacy are the foundational requirements for any healthcare institution. Meanwhile, building a chain operation demands a solid foundation, including standardized store models, SaaS systems, and quality management—all of which require significant patience to implement. The reproductive health market is indeed undergoing rapid changes, creating new opportunities for the industry. By continuously refining our products and services around “success rates” and “service experience,” we believe that Haoyunbang can help more clients and make greater contributions to the development of the industry.


The above-mentioned guest speakers are listed in no particular order. We extend our heartfelt thanks to the friends who have consistently supported and understood VCBeat. We are committed to continuously improving upon any shortcomings. In the new year, let us move forward together.