Jichuan and other exclusive proprietary Chinese medicines are selling "magic medicine" endlessly!

Let's take a look at the specific situation of proprietary Chinese medicines in physical pharmacies in the three cities
.
Different from the chemical medicine market, the Chinese patent medicine market is mainly the competition between domestic pharmaceutical companies.
The impact of time-honored and large companies is relatively controllable because of their rich product lines and years of brand accumulation and customer maintenance
.
After the baptism of the epidemic last year, consumers' living habits have changed, which has affected their consumption habits.
The three major cities have different changes.
The TOP20 products have also undergone a major reshuffle, but pediatric Chinese patent medicines have been singing all the way in the three cities.
, The potential can be expected
.
Figure 1: The sales scale of proprietary Chinese medicines in physical pharmacies in the three cities of Beijing, Shanghai, and Guangzhou (unit: 100 million yuan).
In the database of Mi Nei.
While Guangzhou is only at the level of 4 billion yuan, Guangzhou is more prominent in the Chinese patent medicine market, and the growth rate is also the highest in the three cities, exceeding 9%
.
Cardiovascular and cerebrovascular drugs occupy the top spot, and Tongrentang dominates Beijing.
Figure 2: The positive growth of the Chinese patent medicine market in Beijing physical pharmacies in 2021E.
The terminal Chinese patent medicine market in Beijing physical pharmacies is expected to reach 4.
3 billion yuan in 2021, a year-on-year increase of 2.
73%
.
In terms of the general situation, the drugs for respiratory diseases, which have been far ahead in the past few years, fell to TOP2 for the first time, and were surpassed by drugs for cardiovascular and cerebrovascular diseases.
The growth rate in 2019-2020 is more than 20%, and the growth rate is expected to be as high as 34.
46% in 2021.
, With sales close to 1 billion yuan
.
In addition, the sales scale of pediatric drugs has plummeted in the first two years, and is expected to rebound by more than 10% in 2021, and the market share will return to the level of 2018
.
In addition to the 11.
98% decline in the use of drugs for respiratory diseases, the growth rate of drugs for oncology diseases also fell by 13.
25%
.
Figure 3: Distribution of TOP20 categories of proprietary Chinese medicine products in 2021E Beijing physical pharmacies TOP20 products are distributed in 8 categories, of which respiratory diseases account for the largest proportion, and only 2 of the 7 products on the list have positive growth, and the increase does not exceed 10 %; Digestive system disease drugs account for 20%, and 3 of the 4 products on the list have positive growth, distributed in the three subcategories of stomach and digestion, liver disease drugs, and intestinal drugs; 2 products for skeletal and muscular system diseases have positive growth , Involving traumatic injury medication and orthopedic analgesic medication; both cardiovascular and cerebrovascular disease medications and pediatric medications have one product on the list, and they have shown explosive growth, reaching 49.
97% and 30.
98% respectively
.
Table 1: 2021E Beijing Entity Pharmacy TOP20 proprietary Chinese medicine products exclusive situation (unit: 100 million yuan) The total market share of Beijing 2021E TOP20 proprietary Chinese medicine products rose to 42.
69%, Angong Niuhuang Wan is expected to rise to 800 million yuan, while donkey-hide gelatin remains at At the level of 100 million yuan, TOP1 and TOP2 are non-exclusive products with more than 100 million yuan
.
Among the remaining 18 products, 13 are exclusive products.
Jichuan Pharmaceutical Group has two seats, Xiaoerchiqiao Qingre Granules rose by more than 30%, and Pudilan Anti-inflammatory Oral Liquid rose by more than 2%
.
In addition, Kang Enbei's Changyanning tablets rose by 30.
22%, rising by 9 places, and successfully squeezed into the TOP10; Yunnan Baiyao Group's Yunnan Baiyao aerosol increased by 27%, which is a new product on the list this year
.
Shijiazhuang Yiling Pharmaceutical's Lianhua Qingwen Capsules dropped by more than 40%, and their ranking dropped by 3 places.
Yangzijiang Pharmaceutical Group's Lanqin Oral Liquid dropped by 13%, and its ranking dropped by 2 places.
Tasly Pharmaceutical Group's Andrographolide drops Maru dropped by 10%, and its ranking dropped by 7 places
.
The 3 exclusive products with a large decrease are distributed in three sub-categories: cold medicine, throat medicine, and heat-clearing and detoxifying medicine, which have a greater impact on the cooling of the epidemic this year
.
Table 2: 2021E TOP5 manufacturers of proprietary Chinese medicines in physical pharmacies in Beijing.
In 2021, TOP1 and TOP2 of proprietary Chinese patent medicines in physical pharmacies in Beijing will be taken over by Beijing Tongrentang.
Both subsidiaries are growing rapidly, with total sales exceeding 1 billion yuan and a total market share.
It has also risen to 25%.
Except for Angong Bezoar, the top five varieties of the two companies do not overlap too much, but it must be mentioned that the proportion of Angong Bezoar in the two companies is as high as 80% and 57% respectively
.
The competition for TOP4-5 is extremely fierce.
Last year, Shijiazhuang Yiling Pharmaceutical, which was TOP4, fell to eighth after a 40% drop due to Lianhua Qingwen.
Last year, TOP5 Shanxi Guangyuyuan Sinopharm could not resist Jichuan Pharmaceutical Group and Yunnan.
The rapid growth of Baiyao Group fell to sixth place; Yunnan Baiyao Group, in addition to the soaring of Yunnan Baiyao series products, Huoxiang Zhengqi series also rose by 35.
09%
.
In general, it is expected that in 2021, the market for proprietary Chinese medicines in physical pharmacies in Beijing will rise slightly to 4.
3 billion yuan, but it has not yet recovered to the level before the 2019 epidemic
.
Medications for cardiovascular and cerebrovascular diseases beat the medications for respiratory diseases for the first time and topped the list of major categories.
Pediatric medications rebounded rapidly after experiencing the downturn in the first two years
.
13 TOP20 products are exclusive, among which Xiaoer Liaoqiao Qingre Granules and Changyanning Tablets soared by more than 30%; the top three of TOP5 companies stood still, and the competition between the four and five was fierce.
Jichuan Pharmaceutical Group and Yunnan Baiyao Group rushed.
Grab a place
.
The competition for TOP20 products is extremely fierce, and Yangtze River sticks to the Shanghai market.
Figure 4: The general situation of Shanghai's physical pharmacy Chinese patent medicine market with a growth rate of over 1% in 2021E
.
From the perspective of the general situation, the use of respiratory diseases continues to maintain TOP1 with a scale of over 1 billion, but the growth rate continues to decline
.
Pediatric medicine is in line with the situation in Beijing.
After experiencing last year’s plunge, it is expected to rebound by more than 10% in 2021, and the market share will return to the level of 2019.

.
In addition to medications for respiratory diseases, medications for digestive system diseases, ENT medications, qi and blood-replenishing medications, urinary system medications, gynecological medications, and cancer medications all declined, but the decline was not particularly significant
.
Figure 5: Distribution of TOP20 categories of proprietary Chinese medicine products in 2021E Shanghai physical pharmacies.
TOP20 products are distributed in 7 categories.
Respiratory disease drugs account for half of the country.
7 of the 10 products on the list have positive growth.
Among them, 3 of the heat-clearing and detoxifying drugs have risen across the board , 3 medicines for relieving cough, expectorant and asthma increased by more than 10%; medicines for skeletal and muscular diseases accounted for 3, Hongmao medicinal wine continued to "fall and fall", and Shujinjianyao pills, which are also medicines for rheumatic diseases, increased by more than 27%
.
Table 3: 2021E Shanghai physical pharmacy TOP20 proprietary Chinese medicine products exclusive situation Shanghai physical pharmacy Chinese patent medicine is expected to fall to 25.
35% of the total market share of TOP20 products in 2021, the market concentration is not high, there are only 2 products with more than 100 million yuan, and donkey-hide gelatin continues to dominate The top of the list, but sales in the past three years have continued to decline sharply.
The exclusive product Lanqin Oral Liquid of Yangtze River Pharmaceutical Group ranks TOP2.
After the rapid increase in the past few years, the growth rate has slowed down this year, but it still remains at 1 More than 100 million yuan
.
Of the remaining 18 products, 12 are exclusive, involving 12 manufacturing companies.
It can be seen that the competition in the Shanghai physical pharmacy market is extremely fierce
.
The growth rate of 4 exclusive products exceeded 20%, and the ranking rise was also very obvious.
Among them, 2 cough, expectorant and antiasthmatic drugs showed good explosive power.
The growth rate of Tiepifengdou granules from Zhejiang Emperor Pharmaceutical Co.
, Ltd.
in the past three years was 526.
79 respectively.
%, 17.
92%, 24.
43%.
The growth rate of Suhuang Cough Capsules of Yangzijiang Pharmaceutical Group Beijing Haiyan Pharmaceutical Co.
, Ltd.
in 2017-2019 was as high as 71.
53%, 95.
82%, and 66.
84%.
After a brief decline in 2020, it is expected to rebound by 24.
38% in 2021.
, Kang Enbei’s Changyanning tablets grew by more than 30% in Beijing and 27% in Shanghai.

.
In addition, three new non-exclusive products on the list are also worthy of attention.
There are two main competitors for Guipi tablets.
Taiji Group Chongqing Tongjunge Pharmaceutical Factory is expected to grow by 41.
04% in 2021; there are many manufacturers of Pudilan Anti-inflammatory Tablets.
Shanghai's physical pharmacy is leading the Yunnan Baiyao Group, which is expected to grow by 21.
06% in 2021; there are two main competitors for Hou Earring Anti-inflammatory Granules, and Jiangxi Xinglin Baima Pharmaceutical has soared by 50.
92%
.
Table 4: 2021E Shanghai entity pharmacy top 5 proprietary Chinese medicine manufacturers.
In 2021, the competition among proprietary Chinese medicine manufacturers in Shanghai entity pharmacy terminal is also very fierce.
The top five manufacturers do not have absolute leaders
.
After reaching the top in 2020, Yangtze River Pharmaceutical Group is struggling to protect its leading advantage.
At the same time, thanks to the decline of Donge Ejiao, the gap between the two companies remains at about 0.
5%
.
However, Yunnan Baiyao Group's offensive has accelerated significantly, and the gap with Donge Ejiao has been shortened to about 0.
2%
.
The company's sales of the top five varieties rose across the board, and the growth rates of Pudilan Anti-inflammatory and Fuyankang were double-digits
.
In general, in 2021, the terminal Chinese patent medicine market in Shanghai's physical pharmacies is expected to remain at the level of 4.
5 billion yuan.
The use of respiratory disease drugs has declined slightly, but still tops the list.
Pediatric drugs are consistent with the situation in Beijing, and they have experienced a rapid rebound after the downturn
.
Competition for TOP20 products is extremely fierce, with 4 out of 12 exclusive products increasing by more than 20%; TOP5 companies do not have absolute leaders, Yangtze River is struggling to guard the championship, and Yunnan Baiyao Group's upward momentum in Beijing and Shanghai cannot be underestimated
.
12 categories are soaring across the board, Baiyunshan exclusive products squeeze into the TOP3 Figure 6: Guangzhou entity pharmacy Chinese patent medicine market 2021E growth rate of more than 10% of the category situation in 2021 Guangzhou entity pharmacy terminal Chinese patent medicine market scale rose to 5 billion yuan, year-on-year An increase of 9.
47%, the city that has recovered the best among the three cities
.
From the perspective of major categories, except for the decline in the use of drugs for tumor diseases, the other 12 categories are all showing positive growth.
The use of respiratory diseases continues to maintain TOP1 with a scale of over 1 billion, and the growth rate of the five categories is as high as 10% or more.
The overall situation is better than Beijing and Shanghai
.
Pediatric medicine is consistent with the situation in Beijing and Shanghai.
After experiencing last year's plunge, it is expected to rebound by more than 28% in 2021, and the market share will return to the level of 2019
.
The growth rate of drugs for cardiovascular and cerebrovascular diseases has also exceeded 25%.
In recent years, this category has shown an explosive trend in Guangzhou, with its market share rising from 9.
92% in 2017 to 17.
84% in 2021
.
Figure 7: Distribution of TOP20 categories of proprietary Chinese medicine products in 2021E Guangzhou physical pharmacies.
TOP20 products are distributed in 7 categories.
Respiratory disease drugs account for 40%, and 8 products on the list have increased by half and declined; qi and blood drugs, skeletal muscles System disease drugs and cardio-cerebrovascular disease drugs accounted for 3 drugs each, with positive growth across the board; ENT drugs and urinary system disease drugs accounted for 1 each, and the growth rate dropped by more than 10%
.
Table 5: 2021E Guangzhou entity pharmacy TOP20 proprietary Chinese medicine products exclusive situation Guangzhou entity pharmacy TOP20 proprietary Chinese medicine products are expected to rise to 42.
34% of the total market share, the market concentration is higher than Shanghai, and closer to Beijing
.
There are 3 products with more than 100 million yuan.
Angong Niuhuang Wan beat Ejiao for the first time.
Guangzhou is the "base" of Baiyunshan Chen Liji Pharmaceutical Factory.
The exclusive product Shujin Jianyao Wan ranked in the TOP 3 with 122 million yuan.
The growth rate in the last two years is as high as 38.
56%, 22.
04%
.
Half of the TOP20 are exclusive products, involving 10 pharmaceutical companies, and competition among exclusive brands is also fierce
.
The growth rate of 5 exclusive products exceeded 20%.
After the blood-tonifying drug Dong'e-E-Jiao's compound Ejiao Jiao experienced a sharp drop in the first three years, it is expected to rebound rapidly in 2021, and the ranking has risen by 4 places.
The cerebrovascular disease drug Beijing Tongrentang's Tongren Bezoar Qingxinwan has grown rapidly in the past three years, and is expected to rise by 6 positions in 2021
.
There are also several non-exclusive products worthy of attention.
The Qushu agent Huoxiang Zhengqi Oral Liquid plummeted by 17.
12% last year and is expected to increase by more than 50% this year; the anti-inflammatory analgesic ointment is the first product to enter the TOP20, and the market share of the leading company Baiyunshan He Jigong Pharmaceutical exceeds 30%
.
Among the products with declining sales, 4 are medicines for respiratory diseases, mainly because under the normalization of epidemic prevention and control, citizens have further strengthened their own protection, and the incidence of colds, coughs and other diseases has decreased
.
Table 6: 2021E Guangzhou entity pharmacy TOP5 manufacturers of proprietary Chinese medicines.
In 2021, the dispute between the leading enterprises of Guangzhou entity pharmacy terminal TCM is mainly concentrated between Dong Ejiao and Beijing Tongrentang.
Beijing Tongrentang Co.
, Ltd.
, Tongrentang Pharmaceutical and Beijing Tongrentang Technology Pharmaceutical Co.
, Ltd.
The total market share in 2021 is about 11%, and the gap with Donge Ejiao is about 1%
.
Guangdong people are good at tonic.
The sales of Ejiao in Guangzhou's physical pharmacies have been much higher than those in other cities.
As a time-honored brand, Dong Ejiao has been doing a good job in brand maintenance, which has driven the increase in sales of other products under the trend.
In 2021, the company In addition to the positive growth of donkey-hide glue, the growth rate of compound donkey-hide glue and donkey-hide gelatin for blood also exceeded 10%
.
The growth rate of Tongren Niuhuang Qingxin and Tongren Wuji Baifeng of Beijing Tongrentang Co.
, Ltd.
Tongrentang Pharmaceutical Co.
, Ltd.
exceeded 20%.
Beijing Tongrentang Technology Pharmaceutical's Yongsheng He Ejiao is also a very promising product
.
Guangzhou local pharmaceutical company Baiyunshan Chen Liji Pharmaceutical Factory adheres to the TOP4.
After the company’s rheumatic disease drug Kunxian experienced a decline in the first three years, it is expected to soar by 330% in 2021; Shanxi Guangyuyuan National Medicines rises one position, mainly from Angong Bezoar The increase was larger
.
In general, it is expected that the terminal Chinese patent medicine market in Guangzhou's physical pharmacies will rise to 5 billion yuan in 2021, with positive growth in 12 categories, and the overall situation is better than Beijing and Shanghai.
Its central cerebrovascular disease drugs and paediatric drugs have grown at an alarming rate.

.
Half of the TOP20 products are exclusive, and the number is less than Beijing and Shanghai, and the ranking is not too high, showing that exclusive products in Guangzhou still need to increase customer stickiness through promotion and brand maintenance.

.
The battle for leading companies is between Donge Ejiao and Beijing Tongrentang, but local companies have territorial advantages, and their accumulation should not be underestimated
.
Conclusion The two time-honored brands, Beijing Tongrentang and Donge Ejiao, are well-known in Beijing and Guangzhou and have a wide range of customer groups, and their leading advantages are obvious
.
The competition situation in Shanghai is more intense.
Not only is the market concentration of TOP20 products not high, but there is no absolute leader.
It is expected that the future market reshuffle will be more severe
.
Source: Meinenet database Note: The terminal competition pattern of physical pharmacies in key cities of Meinenet is based on the sales data of all physical pharmacies in 22 key cities including Beijing, Shanghai, Guangzhou, Shenzhen, etc.
, and is a sample city drug database for continuous monitoring of all categories
.
The above sales are calculated based on the average retail price of the product at the terminal
.