Recently, Ali Health has continued to have new moves. On the evening of January 12, Hong Kong stocks Ali Health announced that it had migrated the drug regulatory network infrastructure from Oracle's database to the Alibaba Cloud platform. Ali's health and Oracle arbitration settlement, the cost is 37.2 million yuan "breakup fee." In the future, Ali Health and Oracle will not generate any economic benefits.

At the same time, Oracle will refund a deposit of approximately $11 million (approximately RMB 68 million), together with an interest of $1.2 million.

This "high-priced break-up case" once again triggered the industry's attention to Alibaba's "going to IOE" action. The media pointed out that the reason for the breakup was mainly to reduce the cost of data and speed up the operation of the business system. On May 30, 2006, Oracle signed an agreement with CITIC 21st Century Company to provide Oracle with database management software, intermediate software and related services to CITIC 21st Century, and CITIC will pay Oracle a deposit of US$11 million for the 21st century.

"IOE" refers to server provider IBM, database software provider Oracle (Oracle), storage equipment provider EMC, which constitutes an enterprise database system from software to hardware, accounting for the majority of the global commercial database system market share. "Going to IOE", this formulation was originally derived from the Alibaba Group. The “going to IOE” action was also interpreted by the industry as low cost.

Based on the monopoly of “IOE” in the industry, the whole system maintenance cost is considered very expensive. Only the sales price of Oracle system reaches tens of millions in three years, and the user group of Ali's platform grows exponentially every year. This maintenance cost Expenditure is more and more like a bottomless pit. In terms of cost and other aspects, in the beginning of 2013, CITIC 21st Century expressed the hope to switch the traditional IT architecture to a new generation of cloud computing architecture.

After three months of migration, it switched the back-end system of China's pharmaceutical electronic regulatory platform to the Alibaba Cloud computing platform. The latency of its key business document platform was also reduced from 60 minutes to 2.7 seconds, and the speed increased by 1333 times. It is understood that with the real-time processing capability of massive data provided by Alibaba Cloud Computing, China's pharmaceutical electronic regulatory platform has now realized the full flow monitoring of drugs.

In July 2014, Alibaba announced that two applications, Mobile Taobao and Alipay Wallet, launched the “Drug Safety Plan”. As long as you use these two clients to scan the bar code and drug supervision code on any box of medicines on the market, you can get the authenticity tips, usage, taboos, production batches, circulation process, date of manufacture, etc. of the drug. .

What is the financial impact of Ali's Health Announcement and Oracle Reconciliation? The Ali Health Announcement shows that “the Group expects the pre-tax income related to the settlement agreement to be approximately HK$114 million, and the license processing will confirm the pre-tax loss of approximately HK$34.1 million for the current fiscal year”.

Subsequently, on January 13th, Guangyao Baiyunshan announced that it will cooperate with Ali Health to establish a strategic partnership. The two sides will actively connect in the three fields of medical e-commerce, medical health services and big health industry. On the evening of January 12, Guangyao Baiyunshan announced that the total number of non-public issuance of A shares was no more than 41,946,100 shares, and the total amount of funds raised did not exceed 10 billion yuan. The target of the increase is the company's controlling shareholder Guangyao Group, Tianfu-Dingsheng Shengshi Special Account No. 66 Asset Management Plan, Guangzhou State-owned Development Holdings Co., Ltd., Guangzhou Guoshou Urban Development Industrial Investment Enterprise (Limited Partnership), Shanghai Five specific targets, such as special investment entities to be established by Yunfeng Xinchuang Investment Management Co., Ltd., have subscription amounts of approximately 3.495 billion yuan, 505 million yuan, 3 billion yuan, 2.5 billion yuan, and 500 million yuan respectively.

Shanghai Yunfeng Xinchuang Investment Management Co., Ltd. is the only strategic investor outside the Guangzhou State-owned Assets System and the controlling shareholder of Hong Kong-listed Ali Health. In early 2014, Alibaba Group teamed up with Yunfeng Fund to conduct a strategic investment of US$170 million to CITIC 21st Century Co., Ltd., a CITIC Group company, with a shareholding ratio of 54.3%, which promoted the development of Ali's medical and health fields. In October 2014, CITIC 21st Century Co., Ltd. changed its name to Ali Health.

Li Chuyuan, chairman of Guangyao Baiyunshan, pointed out that Ali's health and Guangyao Baiyun Mountain reached a strategic cooperation intention, which means that Guangzhou Pharmaceutical fully embraced the Internet. The two sides will jointly explore cross-border cooperation and provide new ideas and business models for the transformation of Guangzhou Pharmaceutical Baiyunshan to the Internet.

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