In recent years, the industry concentration of the pharmaceutical retail industry has been increasing, and in order to expand the scale of business, leading enterprises have accelerated the pace
of horse racing through self-construction + mergers and acquisitions + joining.
Among them, on June 26 this year, the Taiping Road store in Taojiang County, Hunan Province opened, which means that the people ushered in the 10,000th store
.
In addition, the total number of stores such as Yifeng Pharmacy, Yixintang and Da Shenlin has exceeded 8,000, and it is about to enter the "era of 10,000 stores"
.
So, will chain pharmacies make big acquisitions next?
In April this year, the people spent 1.
637 billion yuan to acquire nearly 660 directly-operated stores of Huairen Pharmacy, which has attracted much attention
from the industry.
Recently, Wells Fargo Fund and other institutions have investigated the company and asked questions
about the reasons for its acquisition of Huairen Pharmacy, the progress of Huairen Pharmacy integration, and its plans for mergers and acquisitions in the near future.
The people expressed optimism about the influence of Huairen Pharmacy in Xiangxi, which is distributed in Huaihua, Xiangxi Autonomous Prefecture, Shaoyang, Zhangjiajie and other regions of western Xiangxi and Guizhou, and its drug sales scale and brand effect are prominent
.
Its stores have excellent operation quality, and they can continue to strengthen the depth of market layout through the expansion of the store network in the future, which has development potential
.
According to reports, before the acquisition, the stores of Laobai People's Pharmacy in Hunan were mainly located in central and eastern Hunan regions, and the acquisition filled the relatively blank area of the company's marketing network coverage in Hunan, effectively forming a regional synergy, further expanding the company's market in Hunan and increasing market share
.
After the completion of the acquisition, the number of stores in Hunan exceeded 3,000, and the number of stores and sales in 7 of the 14 prefectures and cities in Hunan Province ranked first, and at the same time, the acquisition can greatly enhance the company's scale and procurement scale in the national pharmaceutical retail market, reduce procurement costs, and enhance the company's overall profitability
.
At present, the integration of Huairen Pharmacy has achieved the set goals, commodity empowerment has achieved results, and lean operation and management have gradually exerted efforts
.
In terms of mergers and acquisitions, the people said that it will take time for the company to deeply integrate the Huairen Pharmacy acquired in the first half of this year, and at this stage, the company will cautiously carry out large-scale mergers and acquisitions, but mainly
small mergers and acquisitions.
Compared with asset-heavy mergers and acquisitions, the company will prefer asset-light franchise and alliance models
in the future.
At the same time, it was mentioned that at present, the company has formulated a "9+7" expansion strategy to focus on the sinking market
.
Among them, 9 advantageous provinces have concentrated their locations through self-construction, mergers and acquisitions, franchises, and alliances, and 7 provinces have focused on asset-light expansion franchises and alliances, and used existing store networks to increase market share through online O2O
.
In the eyes of the industry, the purpose of chain pharmacies to open more stores is to have more revenue and have the so-called brand chain and brand franchise influence, but data show that since 2017, China's drug sales have entered single-digit growth, and the growth rate has declined
year by year before the epidemic.
On the whole, the growth of the entire industry has been relatively weak, major chains are competing for mergers and acquisitions, and even using ultra-high premiums to seize the market regardless of costs, whether it can achieve the expected results is not yet easy to say
.
Therefore, it is reasonable for the people to consider cautiously large-scale mergers and acquisitions, in addition, the urban pharmacy market has approached saturation, and the space for the head chain to sink the market may be relatively large
.
According to the 2022 half-year report, the people achieved operating income of 8.
991 billion yuan in the first half of the year, a year-on-year increase of 20.
51%; The net profit attributable to the parent was 457 million yuan, a year-on-year increase of 12.
48%.
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