Listed retail pharmacies reported net profit of more than 10% year-on-year

Recently, the country's major listed group pharmacies have released the first half of 2017 annual report. Reporters from One Heart, Yifeng, the people and Dasinlin 4 A-share listed companies semi-annual report learned that the market situation of listed retail pharmacies is optimistic, showing a growing trend, each is actively exploring the retail drug differentiation of marketing.strong expansion of mergers and acquisitions
since last year, various policies have been introduced to accelerate the market sales gradually to large chain enterprises concentrated trend. The listed retail chain pharmacies, using the strength of the capital market to accelerate the pace of market expansion, in the pharmaceutical retail industry set off a wave of mergers and reorganization, continue to enhance the retail chain rate, industry concentration has increased.
Taking the single-hearted hall as an example, in the first half of this year through the extension of mergers and acquisitions to strengthen the expansion of the Sichuan-Yuan region and the south China region, from "less regional high-density outlets" to enhance market share to urban and rural integration of the development of the store structure, coverage is wide and deep. High-speed extension of mergers and acquisitions, so that the one-hearted hall in Yunnan Province outside the layout gradually become. However, Guoxin Securities Research Institute Jiang Weina also pointed out that "one-hearted merger optimism, to achieve market and profitability, we must deal with the unified management of mergers and acquisitions in a timely manner."
Yifeng Pharmacy also continued to accelerate the pace of mergers and acquisitions in the same industry, through the "mergers and acquisitions and new openings" and the expansion of the stock store performance of the endoensive way, the establishment of four modern logistics centers, to achieve steady and rapid growth. Wei Wei, a researcher at Shanghai Securities, pointed out that The expansion of Yifeng's pharmacy stores is in line with expectations and is expected to maintain a relatively fast pace of store expansion in the second half of the year. It is expected that Yifeng will gradually lay out more regional markets in the second half of the year through equity participation, mergers and acquisitions, etc. on the basis of consolidating the existing regional markets.
the reporting period, the company and its non-wholly-owned subsidiaries completed a total of 5 mergers and acquisitions. Xie Zilong, chairman of the People's Big Pharmacy, said publicly that the industry has been in a good position, but the concentration is not enough, the drug retail industry has a huge space for development.
and the listing of the soon-to-be-listed Dasinlin, with direct chain stores as the core business strategy, in-depth development and consolidation of the South China market on the basis of continuous radiation to the surrounding provinces and cities, to achieve cross-regional development. The company said it would continue to adhere to the "self-opening stores and mergers and acquisitions" strategy, with a more cautious attitude towards the target mergers and acquisitions, in order to centralize the idea of a national layout.
It is not difficult to see that under the general situation, the scale of mergers and acquisitions expansion of enterprises increased, channel construction strengthened, drug retailing accelerated growth smoothly, but also there are difficulties in management unity, excessive capital investment, pharmaceutical sales staff are not professional enough. In the competition, the survival of the fittest, the future pharmacies continue to strengthen the norms and integration, will promote the sustainable development of the pharmaceutical retail industry.Pharma e-commerce situation
the Internet strong platform to promote, the New Deal on the online drug circulation provisions, so that retail pharmacies learn from each other, integration, accelerate its transformation, evolution is conducive to the pharmaceutical retail market competition environment benign. With the reform of the national medical and health system and the "Healthy China 2030" strategy, the Internet has become an important marketing channel for pharmaceutical retailing.
, the most positive way to explore new business is probably to be located in the southwest of the heart. Since the first half of last year, it has launched a heart-to-heart APP, group purchase business, cross-border business, city service business and other cross-border B2C business, while taking advantage of its own brand influence and regional service advantages, launched a home-to-home B2C business. It was revealed that the current single-hearted physical stores have been able to gradually integrate the "Internet Plus", store-based O2O business is becoming more mature, so that the traditional business Internet rapidly landing. Recently with Ali Health hand in hand to force the operation of Internet medicine services, is expected to make a heart-to-heart pharmaceutical e-commerce to mature development. It is worth noting that due to the high intensity of new store expansion and e-commerce investment, the year-on-year growth rate of net profit in January-June 2017 was lower than the year-on-year growth rate of operating income. How to increase the year-on-year growth rate of profits will be a big test.
people's big pharmacy in the semi-annual report also pointed out that enterprises vigorously develop e-commerce O2O. Xie Zilong stressed that "Internet drug trading legislation is to promote the 'Internet and drug circulation' orderly development and ensure the safety and convenience of the masses of drug demand premise and guarantee." People's big pharmacies will continue to prepare for pharmaceutical e-commerce, through the newly built speed of operations center, through the internal online and offline business, to achieve online sales and physical store business integration. Yifeng Pharmacy has set up an e-commerce business group, fully launched O2O and big data as the core of the 10-channel e-commerce business, the construction and operation of O2O self-employed APP and public micro-mall, full access to third-party platform, through CRM and BI systems and e-commerce multi-channel integration to change customer service model, market competition model, to achieve the company's business line integration growth.
Dasanlin also said that in addition to the construction of physical stores, is through the construction of Dasanlin online shopping mall, as well as the use of other e-commerce platforms, actively expand online sales channels, improve online sales capacity and customer service level, and improve the commodity supply system to meet the diverse demand for drugs.
Driven by GDP growth, rising levels of social consumption, aging of the population, urbanization and upgrading of consumption structure, online drug purchase, health advisory services, etc. have become a good choice, and the development potential of pharmaceutical e-commerce is quite large.third medical association led the new retail
the first half of 2017 a new round of "three medical association" reform accelerated period. Data show that in 2016, the number of people participating in basic medical insurance in cities and towns in China was 743.92 million, an increase of 78.1 million over the end of the previous year, and the coverage rate of medical insurance increased year by year.
Analysis points out that under the continuous influence of public hospital zero rate, medical insurance control fee, drug ratio control, rational drug use, prescription outflow and other policies, the public hospital "to supplement medicine" mode gradually weakens, the retail market will get huge sales opportunities, qualified retail pharmacies are expected to undertake medical institutions outpatient pharmacy services and other professional services, the overall size of the pharmaceutical retail market is expected to increase. However, the functions of primary medical institutions and community health service centers are gradually perfected, the expansion of family doctor contract services and other factors, drug retail enterprises operating costs increase year by year, the market competition is becoming more and more fierce.
"Deepening the reform of the medical and health system in 2017 key tasks" put forward, pilot retail pharmacy classification and classification management, encourage the development of chain pharmacies, explore medical institutions prescription information, medical insurance settlement information and drug retail consumption information interconnection, real-time sharing. With the landing of various policies, to the industry to bring opportunities and development space, industry concentration will be further enhanced, the advantages of leading enterprises will present the trend of stronger and stronger.
such as a heart in order to meet the medical separation, layout DTP pharmacy, hospital side shop, in the community to carry out slow disease management, comprehensive system layout yard side shop construction, the current hospital side shop has more than 400. Yifeng large pharmacy through the "ship-type" store layout and unique location model, carefully consider medical institutions and medical insurance radiation point location, to ensure the quality of pharmacy promotion. In order to cope with the linkage between the three doctors, Dasinlin Pharmaceuticals is actively preparing for the medical reform policy, building a professional DTP/DTC pharmacy, actively communicating with the associated pharmacies, and communicating with medical institutions about the construction of prescription flow. People's big pharmacies are also vigorously developing DTP professional pharmacies, innovative business model, to create O2O health transport platform, through professional pharmaceutical services, improve the company's professional services capabilities.
It is not difficult to speculate that the future retail pharmacies will pay more and more attention to the training of professional and technical personnel, through the provision of professional services to customers, diagnosis and treatment, drug purchase, health management and other organic combination, full-time for customers to provide family health solutions, to win customer trust to undertake hospital outflow prescriptions, social pharmacies will become the most operational health service platform entrance. The industry's professional services capabilities will be gradually enhanced to expand the "new retail" ecological model. (Medical Economics)