6 pharmacies will be available soon

Retail pharmacies, the third wave of listings is coming! Six pharmacies including Dingdong Kuaiyao, Quanyuantang, Supai Health, Yuanxin Technology, Dajia Weikang, and Chinese Health will be launched

Within one year, 6 pharmacies will be listed

2021 is coming to an end.

On November 25, Dajia Weikang made an initial public offering of shares and listed on the Growth Enterprise Market

Just a month ago, Yuanxin Technology submitted a prospectus to the Hong Kong Stock Exchange

In August of this year, Supai Health formally submitted a prospectus to the Hong Kong Stock Exchange and plans to list on the main board

On June 23, Dingdang Health, a subsidiary of Dingdang Express, submitted a listing application to the Hong Kong Stock Exchange

In the same June, Sichuan Quanyuantang submitted a prospectus to the Hong Kong Stock Exchange, intending to list on the Hong Kong Main Board

On May 7, Huaren Health submitted its listing prospectus on the Shenzhen Stock Exchange

The third wave of listings, the general trend of professional development

Judging from the current situation, this is undoubtedly a new wave of listing in the pharmaceutical retail circle.

The first wave is a large chain nationwide, representing the four major listed pharmacies (Yixintang, Yifeng, Lao People, and Dashenlin); the second wave is a regional large chain, representing the enterprises Jianzhijia and Shuyu Common People; The third wave focuses on complex businesses and is related to industry development trends

It is worth mentioning that this wave of chain pharmacies getting listed on the market represents two trends: one professional development (Sipai Health, Yuanxin Technology, Dajia Weikang), focusing on the new pattern of prescription outflow; and an innovative development (Dingdong Kuaiyao , Quanyuantang), focusing on the new trend of Internet medicine

Based on the characteristics of these six upcoming companies, companies that grasp these three points will usher in major benefits: first, the integration of wholesale and retail; second, prescription drugs can be sold online; third, accelerated prescription outflow and professional development

However, with the implementation of the "dual channel" management mechanism, professional development has become a top priority

Judging from the layout of major companies, they have all targeted this market

Integration is accelerating, and the individual is facing transformation

As for why these chain pharmacies get together and listed this year? The account writer Li Yuejun pointed out that traditional pharmacies want to expand, and Internet retail pharmacies want to gain a firm foothold in the market

At the end of last month, the "Guiding Opinions on Promoting the High-Quality Development of the Pharmaceutical Distribution Industry during the "14th Five-Year Plan" period" issued by the Ministry of Commerce made it clear that by 2025, 5-10 specialized and diversified companies with a value of over 50 billion yuan will be cultivated.

The promulgation of this document will directly accelerate industry integration
.
You know, the current annual revenue of major chains has just exceeded 10 billion, and the National University Pharmacy with the largest annual revenue is only 21.
5 billion.
It will grow to 50 billion in the next 5 years, and the annual growth rate of each major chain will be more than 20%.
, The annual revenue of just over 10 billion should be more than 30%
.

According to this trend, industry integration will inevitably accelerate, and the pressure on small and medium pharmacies will be even greater
.
As for how to break through the small and medium pharmacies? Baoer Rui (Beijing) Health Technology Co.
, Ltd.
Yu Guoqing pointed out, “First, increase the size by yourself, and then take advantage of the wave of listings to stick to the big companies and embark on the path of capital together
.
”

"A lot of small and medium-sized chain pharmacies are doing this now
.
" He said, "We can only hold a group for warmth, and then break through, because it is impossible to withstand the impact of big companies on our own
.
"

In addition, the Ministry of Commerce document also mentioned that by 2025, the drug retail chain rate will be close to 70%
.
It is reported that as of the end of June 2021, the total number of pharmacies nationwide (excluding the number of retail chain headquarters) is 579,000, and there are 249,400 single pharmacies, with a chain rate of 56.
93%
.

If the existing base number of 579,000 pharmacies remains unchanged, the chain rate of 70% is to be achieved, which means that by 2025 there will be 75,700 single pharmacies or be annexed or eliminated
.
And to become one of the 173,700 single pharmacies that can remain, the pressure to survive is not small
.

Another problem is that even if some single stores sell, they may not be able to sell
.
Yu Guoqing told the pharmacy manager that because more than 50% of single pharmacies lack varieties and talents, they have no chance of being acquired
.

It is true that the dual-channel policy has accelerated the outflow of prescriptions, but from the perspective of the application requirements for dual-channel pharmacies, the requirements are also very high and strict, and it is also difficult for a single person to develop into a professional pharmacy
.

"Single pharmacies can still support larger scales, but the future must be integrated with Chinese medicine clinics
.
" Yu Guoqing believes that after the new medical reform, it is possible that hospitals will focus on Western medicine, and treat and treat the surface; pharmacies will focus on traditional Chinese medicine.
Nourish, cure the root cause
.