The "four types of drugs", namely fever reducers, cough medicines, antibiotics and antiviral drugs, are all medicines that are always available at home
.
Recently, as the weather cooled down, sales of "four types of drugs" also ushered in growth
.
The industry expects that in this context, chain pharmacies are expected to continue to improve in the fourth quarter and further improve their operating conditions
.
According to the third quarter report of chain pharmacies in 2022, among the four major chain heads, only Yixintang increased revenue without increasing profits, achieving revenue of 12.
025 billion yuan in the first three quarters, a year-on-year increase of 14.
55%; The net profit attributable to the parent was 677 million yuan, a year-on-year decrease of 11.
33%.
The three chain heads of Da Shenlin, Laomin and Yifeng Pharmacy increased their revenue and profits in the first three quarters, achieving revenue of 14.
818 billion yuan, 13.
776 billion yuan and 13.
348 billion yuan respectively, an increase of 19.
93%, 22.
13% and 22.
03% respectively year-on-year; The net profit attributable to the parent was 923 million yuan, 610 million yuan and 824 million yuan, an increase of 12.
82%, 14.
46% and 18.
34%
respectively year-on-year.
In addition, Liuyao Group also achieved a double increase
in revenue and net profit in the first three quarters of this year.
During the reporting period, the company achieved revenue of 14.
222 billion yuan, a year-on-year increase of 10.
43%; The net profit attributable to shareholders of the listed company was 575 million yuan, a year-on-year increase of 15.
4%.
As for the reasons for the growth of performance, Liuyao Group said that the performance of the industrial sector has grown rapidly, the production capacity of the industrial sector has increased, the market expansion has accelerated, and the contribution to the company's profits has continued to expand, and has developed into a new profit growth point
for the company.
At the same time, the company's variety structure was further optimized, the sales of equipment consumables achieved rapid growth, and the market share was further increased
.
In addition, the traditional Chinese medicine formula granule project has completed the filing of more than 210 varieties, the filing speed has been further accelerated, and the company has gradually carried out the work of entering the hospital for formula granule products in the core hospital market, laying the foundation
for achieving performance in the future.
At present, there are pharmaceutical companies that are full of confidence in the fourth quarter performance due to the good sales of "four types of drugs", such as China Resources 39 said in a survey on September 26 that the growth rate of CHC driven by cold medicine in the third quarter was relatively good, and pediatrics, gastric medicines, and skin medicines all achieved rapid growth
.
The control trend of the four types of drugs tends to be relaxed, and the performance in the fourth quarter is expected to be better
.
On November 14, many stocks including Jianzhijia, Laomin, Da Shenlin, Yixintang and so on recorded a limit increase, and Yifeng Pharmacy and China Pharmaceutical followed suit
.
Looking forward to the fourth quarter, Soochow Securities believes that after the issuance of the 20 new regulations, the relevant listed companies will benefit significantly
.
Among them, the performance of the pharmacy sector is more eye-catching
.
Looking forward to the future, the pharmacy sector will continue to grow
steadily under the trend of increasing industry concentration and chain rate.
Zhongtai Securities believes that the pharmacy industry is expected to continue to improve, the switch of the medical insurance system has caused a relatively low base of Q4 performance in 2021, coupled with the frequent promotional activities in Q4, the recovery of consumption scenarios after the epidemic, and the profit improvement of the pharmacy sector will continue
.
At the same time, as the head expands against the trend, new stores and sub-new stores are expected to contribute considerable incremental growth
in 2022-2023.
In addition, with the advent of the 10,000-store era, leading enterprises in the pharmacy industry are expected to benefit
.
As of the third quarter of 2022, among the four major chain head enterprises, in addition to the number of ordinary people's stores has exceeded 10,000, the total number of stores of Yifeng Pharmacy, Da Shenlin and Yixintang has also moved towards 10,000, with 9,781, 9,578 and 9,164 respectively
.
In the first three quarters of this year, the number of directly operated stores was 1,342, and the number of new alliance stores was 742, and the total number of stores as of the third quarter of 2022 has reached 10,327, with a significant
pace of expansion.
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