Alibaba and JD.com have opened pharmacies across the country, and the roads of giants are not easy to follow

This year, JD.
com and Ali have successively opened 27 medicine house companies in 25 provinces and cities across the country
.
The 27 drug house company Cyblan-Drugstore managers found in the updated information of the company that Ali Health Pharmacy Pharmaceutical Chain Co.
, Ltd.
(hereinafter referred to as "Ali Health Pharmacy") this week added a new foreign investment, new investment The company is Ali Health Pharmacy Hefei Co.
, Ltd.
, with an investment ratio of 100%
.
The subsidiary has a registered capital of 2 million yuan, and its business scope includes pharmaceutical retail, third-class medical device operations, and medical device Internet information services
.
This is the ninth medicine house company established by Alibaba Health this year.
As of December 25, Alibaba Health Pharmacy has established a total of 11 medicine house companies in 10 provinces and cities across the country (the list is attached at the end of the article)
.
In addition to opening new companies, Ali also increased the registered capital of some subsidiaries.
For example, the registered capital of Ali Health Pharmacy (Fujian) Co.
, Ltd.
increased from 10 million yuan to 50 million yuan last week, an increase of 400%
.
On the other hand, JD’s momentum in opening companies across the country is even more violent-this year 18 new medicine house companies have been established
.
At present, JD Pharmacy has 43 pharmacy companies (list attached at the end of the article), covering 25 provinces and cities including Guangdong, Shandong, and Shanghai
.
Among them, 15 have a registered capital of more than 10 million yuan, 5 have a registered capital of between 2 million and 5 million yuan, and the remaining 20 have a registered capital of 1 million yuan
.
Relying on prescriptions and prescription drugs to open up the market Ali Health’s interim financial report for fiscal 2021 showed that for the six months ended September 30 this year (the “reporting period”), Ali Health’s revenue was approximately 9.
358 billion yuan, a year-on-year increase of 30.
7%.
, Self-operated pharmacies operating under the "Ali Health" brand accounted for 64% of drug revenue, and prescription drug business revenue increased by 127.
3% year-on-year
.
According to the company's information, Ali Health Pharmacy currently has about 33 stores, of which 21 are in Guangzhou and 12 are in Hangzhou.

.
The rapid development of self-operated pharmacies has allowed Ali Health to maintain growth in revenue, but its profits have turned from profit to loss
.
During the reporting period, Alibaba Health’s loss was approximately 232 million yuan, and its profit in the same period last year was approximately 279 million yuan
.
After adjustment, the net loss was about 283 million yuan, and the adjusted net profit for the same period last year was about 436 million yuan
.
Ali Health said that the loss is related to many factors, including increasing the market share of online B2C drug sales, accelerating the consolidation of prescription drug business, and enhancing the capabilities of the drug supply chain
.
Investment in the field of prescription drugs is not without gains.
As of the end of the reporting period, the number of users with chronic diseases in Ali Health reached 5 million, an increase of 170% year-on-year, and the per capita medication time and user repurchase rate continued to increase
.
At the same time, the annual active consumers of its online self-operated stores (consumers who have actually purchased one or more products in the Group's online self-operated stores in the past 12 months) have also reached 90 million
.
JD Health chose to enter medical institutions through prescriptions, bringing various AI applications into pre-diagnosis inquiries, prescription renewals, and medication management
.
During the reporting period, JD.
com's AI cloud review center based on a new cloud architecture and multi-tenant model was launched in 10 community medical institutions in Haidian District, Beijing
.
Use AI technology to provide unified management, review, and circulation of prescriptions, including pre-examination of prescriptions, prescription reviews, rational use of medicines, and prescriptions of Chinese herbal medicines
.
To a certain extent, this is helpful to solve the problems of inconsistent review capabilities and standards of regional grassroots pharmacists, and low efficiency of pharmacy services
.
The road for giants is not easy to follow.
In September this year, the General Office of the State Council issued the "14th Five-Year Plan for Universal Medical Security", which clearly stated that it would "support telemedicine services, Internet diagnosis and treatment services, home care services and other medical and health services.
" The orderly development of new models and new business formats will promote the rational use of new technologies such as artificial intelligence.
"
.
As the leading Internet "big manufacturers" in China, JD.
com and Ali set their sights on the field of "Internet + health" early on.
Almost both started with medical e-commerce, and then gradually expanded to pharmacies, consumer medical, Internet medical and other sectors.

.
But they are not the only ones who want to divide the cake
.
In June of this year, Baidu Health launched the "Family Health Festival" and participated in the 618 for the first time.
It used 1 billion subsidies to set off a battle for medical e-commerce subsidies and entered the hinterland of Alibaba Health and JD Health; Pinduoduo also officially deployed pharmaceutical products in 2018, within one year , The number of merchants under its pharmaceutical e-commerce category has reached 300,000, and there are more than 1,000 flagship pharmacies, and more than 15 million items on the shelves.
.
.
In addition, 1 medicine network, YiYuan medicine, DingDang fast medicine, medicine Gangshou and other platforms are also actively financing and expanding.
Data shows that from the beginning of last year to June this year, 16 investment and financing incidents occurred in the pharmaceutical e-commerce field alone, and the total amount of funds involved exceeded 3.
8 billion yuan
.
Although the "Internet + health" industry has been lively in recent years, the problems behind it are still prominent, especially on the closed-loop path of the business model.
At present, no company has completed the closed-loop of "medicine-medicine-insurance" to maturity.
, Can be copied
.
The field of "Internet + health" is also "impeded and long" for giants such as JD.
com, Alibaba, and Baidu
.
List of Ali health big medicine house companies List of Jingdong big medicine house companies