虎嗅

Can “AI + Hardware” truly reinvent the health management industry?

原文:“AI+硬件”就能重塑健康管理业务么?

Popular Summary of the Key Points

This article takes a hypertension remote management project, which was personally implemented by the former head of Chunyu Doctor's core business and even won an international hospital management award, as a real-life example to debunk the myth that "AI + smart hardware can revolutionize health management." The model, which has been proven in the past to transform patients' homes into "wall-less wards," offers a win-win situation for patients, hospitals, and equipment manufacturers. However, this promising approach has not been scaled up over the past decade due to four main challenges: clinical evidence, patient willingness to pay, healthcare insurance coverage, and profit distribution. Now, the "Healthy China" policy initiative provides an opportunity to implement such solutions. But the companies that will succeed will not be those that simply sell AI hardware; rather, it will be the integrated platforms that can streamline the interests of all stakeholders and create a comprehensive health service.

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Detailed Explanation of Each Point

1. How did the project that won an international award achieve a win-win situation for all three parties?

The author's early project at Wuxi Second Hospital was not some complicated concept. It involved providing diagnosed patients with automated blood pressure monitors that could transmit data to the hospital. Patients could measure their blood pressure at home, and the data would be immediately displayed on the hospital's system. Doctors could adjust the dosage of their medication online without waiting for the patients to come in for a follow-up visit. If the blood pressure remained abnormal, a nurse would call to confirm the adjustment, eliminating the need for patients to make a trip to the hospital. The results were impressive: the hospital did not need to build additional wards or hire more staff, yet the number of patients it could manage doubled, and the efficiency of patient care significantly increased. Patients avoided the hassle of waiting in long queues; their blood pressure could be adjusted before it became a serious issue, saving them money and time. The manufacturers of the smart blood pressure monitors gained a major new sales channel without competing on low prices in the e-commerce market. Such a mutually beneficial project is rare in the internet healthcare sector, which has been heavily funded for over a decade, and it won an award for best hospital management in Asia.

2. Why couldn't such a good project be widely implemented nationwide even after winning the award? Four obstacles prevented its expansion

Many thought that replicating this mature model nationwide would be straightforward. However, the author pointed out that there were four insurmountable barriers:

  • Lack of convincing evidence: Just having a successful case in Wuxi was not enough; doctors, healthcare insurance authorities, and policymakers needed concrete clinical data showing that this approach effectively reduced blood pressure and complications. Without this, doctors would be reluctant to offer remote management services.
  • Patient reluctance to pay: Patients needed to see a real cost benefit—the service should save them more money than the combined cost of transportation, registration fees, and emergency visits. Without patient payment, the project would not be sustainable.
  • Healthcare insurance coverage: Current insurance policies only cover online follow-ups and prescribed medications. Hardware and data analysis services are not yet included in the reimbursement scope, so most people would have to pay out of pocket.
  • Unclear profit distribution: Everyone involved in the process needed a fair share of the benefits. Doctors, hospitals, and insurance companies needed clear incentives to ensure the model's sustainability.

3. Don't be fooled by the "AI health hardware" trend; it's not even a core competitive factor

The market is full of AI-enabled health devices that claim to automatically monitor blood pressure and blood sugar and predict diseases. However, the author argues that AI and hardware are not essential for success. They are at most foundational components. The demand for such devices is low-frequency: a blood pressure monitor is used a few times a year, and the rest of the time, it sits unused. Even if the device generates reports, who will adjust the medication or handle emergencies? Many manufacturers think that adding AI and connectivity solves health management issues, but without the necessary support systems (cooks, ingredients, and staff), the solution is incomplete.

4. The "Healthy China" policy creates opportunities for platforms that can manage the benefits

The 15th Five-Year Plan emphasizes the need to strengthen chronic disease prevention and management, integrating the entire healthcare process and promoting tiered care. These previously unsolvable issues have become mandatory requirements. The companies that will thrive in this new landscape will not be those that sell hardware; rather, it will be the platforms that can coordinate the interests of all stakeholders. They will connect different devices and doctors, turn sporadic monitoring data into comprehensive health services, and ensure that everyone benefits—doctors get more compensation, hospitals improve efficiency, healthcare insurance reduces costs, and patients save money. Health management is about balancing interests, not just about technology.

In summary, health management is about coordinating the interests of various parties. Hardware is a necessary component, but it is not the key to success. The real challenge is finding platforms that can create a sustainable and profitable health service ecosystem.