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As the epidemic prevention and control enters a new stage, coupled with the increase in people's demand for seasonal standing drugs in winter, new policies
have also been introduced across the country for the management of online and offline purchase of "four types of drugs".
At present, Guangzhou, Shanghai, Hebei, Shandong, Tianjin, and other places have clarified that online and offline purchases of "four types of drugs" will no longer be registered
.
For a while, the sales of cold medicines, antivirals, and antigen reagents in pharmacies around the world were booming
.
01 Related companies switch stocking mode
At the opening of trading on December 6, the pharmaceutical sector changed
.
From the perspective of individual stocks, Guizhou Bailing rose to the limit, in addition, Xinhua Pharmaceutical, Yiling Pharmaceutical and many other stocks have risen
.
Under the background of the optimization and adjustment of epidemic prevention policies, from the "four types of drugs" APIs to finished products to downstream retail chain pharmacies, the listed companies involved have opened the "stocking" model
.
In addition, the heads of listed pharmacy chains said that the current demand for new crown antigen test kits is large, and they are actively communicating with suppliers to step up the supply
of reserve supplies.
Yiling Pharmaceutical's Lianhua Qingwen is favored by the market because it is suitable for new crown indications
.
Yiling Pharmaceutical said in the latest investor research activity: "At present, Lianhua Qingwen has been registered and approved for listing
in more than 20 countries and regions.
This year, Lianhua Qingwen still continued the good sales trend
of last year.
In the future, the company will continue to promote the overseas registration and sales of Lianhua Qingwen, and actively strive to
further expand the overseas market share of its products.
”
Erkang Pharmaceutical is one of the leading enterprises of excipient drugs in China, and the p-aminophenol products produced by the company are important intermediates
in the synthesis of acetaminophen (antipyretic and analgesic drugs).
The relevant person in charge of Erkang Pharmaceutical told reporters: "According to the current sales situation, the sales revenue of this variety has increased to a certain extent compared with the same period last year, and the current orders are relatively full, which will continue until next year
.
" ”
The core product of Teyi Pharmaceutical, Cough Suppressant, is one of the best-selling varieties among the "four types of
drugs".
In the latest investor research activity, Teyi Pharmaceutical said: "In the autumn and winter periods, especially from September to March of the following year, sales will be relatively higher than in other months
.
Up to now, the sales of cough suppressant treasure are good and in line with market expectations
.
At present, the company's cough suppressant treasure has been fully produced to ensure market supply
.
”
02 Good for pharmacies to recover in Q4
As the terminal distribution channel of drugs, the sales and stocking of "four types of drugs" in retail pharmacies are more intuitive
.
According to data from Minai.
com, the sales of pharmacy retail terminal market in 2021 will be 477.
4 billion yuan, accounting for 26.
9%
of the overall drug sales.
Some securities institutions expect that as the restrictions on "four types of drugs" continue to be lifted in the second half of the year, the growth rate of the retail pharmacy industry will continue to improve
.
Under the long-term trend, because the chain rate of pharmacies in China is still low, and the sales market share of CR100 is increasing, the increase in chain rate is a definite trend, and the head pharmacies fully benefit from it, and the advantages of head concentration gradually appear
.
Statistics show that in the first three quarters of 2022, 7 listed chain pharmacy companies achieved revenue of 65.
7 billion yuan, a year-on-year increase of 22.
9%; net profit attributable to owners was RMB3.
43 billion, a year-on-year increase of 8.
8%; Net profit net of non-attributable parent was RMB3.
32 billion, a year-on-year increase of 11.
7%.
Listed chain pharmacies began to get out of the dilemma of increasing revenue and profits in the first half of the year, and the gross profit margin of retail business, especially Chinese and Western medicines, increased
.
"Since the state encouraged residents to increase household drug reserves, the sales of 'four types of drugs' in the company's pharmacies have reached an inflection point, and the recent optimization of epidemic prevention policies in various places, many places do not require nucleic acid certificates and real-name registration, which has further catalyzed sales growth
.
" Feng Shini, the secretary of the common people, said that winter is the season of frequent influenza, which also has a certain role
in promoting the sales of "four types of drugs".
Chai Danni, director of Dajia Wellcom, also said in an interview that the sales of "four types of drugs" in its stores have grown rapidly
recently.
"The sales volume of drugs in the previous drug reserve guidelines issued by various places is relatively good, and in order to cope with the sales peak, the company is stepping up the stocking
.
"
In addition, the relevant persons in charge of Yifeng Pharmacy and Qianjin Pharmaceutical also expressed similar views
in interviews.
At the third-quarter collective performance briefing of pharmaceutical retail companies that the four major pharmacy chains Yifeng Pharmacy, Laomin, Da Shenlin and Jianzhijia participated in the same stage, the executives of the participants clearly stated that with the increase in demand for "four types of drugs" and the low base factor of last year's performance, the fourth quarter will continue the trend
of improving quarter by quarter in the first three quarters.
It is worth noting that the new crown antigen test kit may become a new hot-selling variety
after the "four types of drugs".
As Beijing, Guangzhou and other places encourage families to bring their own antigen kits, major chain pharmacy listed companies have also strengthened their stocking
.
Feng Shini said: "At present, the company has 12 manufacturers cooperating in the production of antigen test kits nationwide, and on the one hand, the company actively transfers goods and purchases to ensure the supply of relevant materials in stores, and on the other hand, actively meets customer needs
through online channels such as mini programs.
”
In addition, under the adjustment of epidemic prevention and control policies, in addition to family medicines, the public's demand for the purchase of antigen test kits has also increased
.
The heads of listed pharmacy chains said that the current demand for new crown antigen test kits is large, and they are actively communicating with suppliers to step up the supply
of reserve supplies.
03 Experts do not recommend hoarding large amounts of medicine
Or affected by the "new crown medicine order" pictures spread on the Internet, the sales of Lianhua Qingwen capsules and antigen test kits have skyrocketed
.
1 On the drug network, the above drugs are in the state of "replenishment"; Platforms such as Meituan and Ele.
me also need express delivery for 1 to 3 days to receive the above medicines; Some offline physical pharmacies are also temporarily out of stock
.
The reporter called some pharmacies in Dongcheng District, Xicheng District, Fengtai District, Tongzhou District and other districts in Beijing and found that Lianhua Qingwen capsules were in a state
of no stock.
"I couldn't buy antigen test kits the week before, and even Hua Qingwen capsules were bought by consumers in the form of 'stockpiling' in five boxes and ten boxes
.
" A staff member at a pharmacy in Liuliqiao, Fengtai District, said it was not certain when the drugs would arrive.
A pharmacy staff in Tongzhou District told reporters: "At present, there is still a little common cold medicine, anti-inflammatory drugs, antigen kits are also in stock in small quantities, and there is no more fever reducing medicine
.
" ”
"Blindly hoarding drugs is not the best option
at any time.
" Meng Lilian, chief expert of Sichuan Tianfu Health Industry Research Institute, told reporters that the domestic drug supply chain is stable and rich, and it is not recommended to hoard drugs
in large quantities.
However, appropriate stockpiles of the drug are necessary, but they must be appropriate and as directed
by the physician.
Previously, the Guangdong Provincial Food and Drug Administration also pointed out that drugs have a shelf life, storage also has certain conditions, improper storage is easy to deteriorate, too many drugs long-term storage is easy to cause waste, "you can buy a small number of short-term, daily urgently needed spare drugs, but there is no need to long-term, large-scale, irrational hoarding
.
" ”
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