Re: media: some high-end pension companies receive a million yuan per person, but they still lose money.
but specifically to the membership fee of millions of yuan, the management fee of tens of thousands of yuan per year, whether this type of charging mode can win the favor of customers, and the cost of millions of levels of pension is not cost-effective in the end?
a person engaged in the pension industry for years to the daily economic news reporter showed his doubts: "pension is a normal thing, if a nursing home is only two months and three months that is no problem, but if it is to live for 10 years? 1 months 20 thousand, 1 years about 200000, 10 years about 2000000, and 80 year old people may even stay for 20 years, those can only be a real rich group to bear; for them, the rich group can own professional nanny, chef and special nurses, home care all included, and again Spend twenty thousand or thirty thousand dollars to live in a nursing home? Therefore, pension must be suitable for China's actual situation and the level of consumption of the Chinese people.
to this question, Qiu Haitao thinks: "now the first tier cities are still very big for the middle and high - end pension needs. Now the first tier cities are changing in concept, like Shanghai and Beijing's consumption ability is not a point, so the market is also able to accept this model."
Yihua health earlier in the announcement that the pension industry in the past is very low, resulting in high costs in the middle and high end of the country, and a serious mismatch with the customer's consumption capacity and willingness to pay, but all this will be turned in 2016. "First, the degree of domestic industry integration has increased rapidly in 2015. A large number of leading enterprises begin to pay attention to the pension industry, and will further accelerate the integration process through the way of capital, so that the maturity of the products and industry chain will be improved rapidly. Secondly, the technology accumulation of the pension industry has been relatively rich. At the end of the last two years, the relatively blind old-age industry investment will also become the object of the integration of the strong people, and thus become the "stepping stone" of the successful people.
Yihua health is not just a simple investment in high-end pension, Qiu Haitao said the main concern is the synergy with the main business: "the consumer ability of the group is very strong, and now there are many celebrities in the Shanghai affinity source, and the listed companies want them to serve the whole family's medical service." Consumption is all on my platform. What we want is not just old-age care, but pension is just to bring these groups to us.
profit model and breakthroughs
double arrow shares in the bulletin also pointed out that the current business operation mode of our country's old-age service industry is still in the groping stage, and has not formed a mature profit model. At the same time, the emergence of various forms of pension services will also bring risks to market development and other aspects.
is not only a double arrow stock home for a period of time, but it is expected that it will continue to lose in the next few years. The problem of high-end pension profit is the most misgivings of the market. According to the original shareholders of the affinity source, the net profit of the affinity source in 2019 should not be less than 20 million yuan, but the losses in 2016, 2017 and 2018 were not more than 30 million yuan, 20 million yuan, and 10 million yuan.
Qiu Haitao said: "the loss is because of the more projects invested in the early stage, the overall cost and the financial cost are relatively high, and the income of this model is to be apportioned. In the early stage, the income is relatively poor, but with the spread of the project, it is given to them with the help of our listed companies. The ability of financing, significantly reduce the related financial costs, profits will come up very quickly, and we will be "medical care combination" to break through some new mode of cooperation, it will certainly bring him some income.
Tianfeng securities in a research report that different from the real estate investors, the industrial investors who focus on the pension market often hold old estate projects for a long time, and get the corresponding return through the later operation. Therefore, the corresponding medical rehabilitation, catering and other supporting services are more complete. Shanghai affinity source, Beijing Yue Cheng pension, Beijing Tai Shen detailed and Beijing love home are more representative, and the more mature membership system is introduced, and the investment recovery period is longer.
in Deng Chunyang's view, at present, the dominant profit model of the pension industry is still "catering fee, nursing fee, bed fee" and so on, but more recessive profit model is being excavated. At the same time, the industry also has a lot of problems, among which industry talent is equally gap: "the industry is still relatively new, the source of practitioners is relatively single, most of them are rushed in with a passion or government subsidies, and the real degree is not enough, especially those who know more about the economy and finance." Less. " The analysis of
and the health care department of the monarch group also believes that there are still a lot of problems in the development of the industry, the high vacancy rate of the pension institutions, the difficult to produce profit, the lack of personnel for the elderly, especially the nursing staff, the low level of service, the hidden danger and the pension payment Low power, poor willingness to pay, industry needs further transformation and upgrading, some enterprises lack of clear direction and other problems still plague practitioners, and become the hindrance to the further development of enterprises in the industry.