The chain rate is 57.1%!

A few days ago, the State Drug Administration released the "Statistical Report on Drug Supervision and Administration (3rd Quarter 2021)" (hereinafter referred to as the "Report")
.
The "Report" shows that as of the end of September 2021, there were 606,500 "Drug Business License" holders nationwide
.
Among them, there are 13,400 wholesale enterprises, 6,658 retail chain headquarters, 335,300 retail chain stores, and 251,200 individual drugstores
.
The number of pharmacies in Guangdong, Sichuan and Shandong ranked top 3.
In the first three quarters of 2021, the number of pharmacies in the country continued to grow, reaching 587,000, an increase of nearly 34,000 from 553,000 in 2020; the chain rate increased from 56.
5% to 57.
1%; the number of chain enterprises increased from 6,298 to 6,658, an increase of 360
.
Chain stores and single drugstores have grown together, but the growth rate of chain stores is 7.
1%, and the number has increased from 313,000 at the end of 2020 to 335,300; the growth rate of single stores is 4.
2%, and the number has increased from 241,000 at the end of 2020.
The number of homes increased to 251,200
.
Distribution of pharmaceutical companies In terms of distribution, Guangdong, Sichuan and Shandong have the largest number of pharmacies, with 55,283, 47,821, and 44,962 pharmacies, respectively
.
The chain rate is the highest in Shanghai and Sichuan, with 92.
1% in Shanghai and 89.
3% in Sichuan
.
Due to the large differences in chain survival status in different regions, their competitive strategy choices are different
.
Among the numerous provincial markets, "Sichuan characteristics" are particularly prominent
.
The number of pharmacies is large, second only to Guangdong, and the second in the country; the chain rate is high, second only to Shanghai, which also ranks second.
"It's pitiful, with 1,743 people, and the fierce competition can be imagined
.
In addition, the "Report" also disclosed the regulatory status of drug retail enterprises
.
The "Report" shows that in the first three quarters, the provincial and sub-provincial regulatory agencies inspected 21,800 drug wholesale enterprises, found 4,637 companies that violated the relevant management regulations on drug distribution, and completed 4,250 rectifications
.
Provincial and sub-provincial regulatory agencies have inspected 1.
4957 million drug retail enterprises, and found 62,400 companies that violated the relevant management regulations on drug distribution, and completed 63,600 rectifications
.
Undiminished enthusiasm for opening stores Although the pharmaceutical retail industry is facing multiple difficulties such as slow growth, declining profits, strict policies, and increased management costs, the enthusiasm for opening stores has not slowed down
.
On the whole, the number of pharmacies in most provinces and cities has shown an increasing trend
.
Judging from the situation in relatively developed regions such as Guangdong, Shandong, and Jiangsu, the number of chain stores and single drugstores is basically a positive growth trend
.
The number of chain stores in Shandong in the third quarter was 33,040, an increase of 2,745 from 30,295 at the end of 2020, and the number of individual drugstores increased from 10,722 at the end of 2020 to 11,922; the number of chain stores in Jiangsu increased by 493 to 17,267 in the third quarter.
Single pharmacies increased by nearly 1,000
.
Guangdong, which experienced a wave of pharmacy cancellations at the beginning of 2021, ushered in considerable growth in both the second and third quarters
.
Among them, the number of chain stores is 22,839, an increase of 1,015 compared with 21,824 at the end of 2020, and the number of individual drugstores has increased from 31,848 to 32,300
.
In addition, the pace of store opening in Hubei is the most enthusiastic, with 11,252 chain stores, a growth rate of 26.
1% compared with 8,925 at the end of 2020; the number of individual stores has increased from 6,722 at the end of 2020 to 8,735, a growth rate of nearly 30% %
.
The influence of leading chains continues to increase
.
In the first three quarters of 2021, the six listed chain stores continued to grow, and Yixintang maintained the position with the largest number of stores.
However, the pace of catching up with the common people continued to accelerate.
The number of stores (including franchise stores) has reached 8,163, which is different from the 8,356 of Yixintang.
193
.
Moreover, the number of stores in the first three quarters of the common people was the largest among the six listed chains, reaching 1,866, more than 700 more than Yixintang
.
Comparison of the number of listed pharmacy stores in the first three quarters of 2021 The listed upstarts Jianzhijia and Shuyu Pingmin continue to yearn for expansion under the premise of a solid base
.
Among them, in the first three quarters, Jianzhijia opened a net increase of 415 stores in Yunnan, and at the same time, it continued to make efforts in Sichuan, Guangxi, Chongqing and other regions; in the first three quarters of 2021, Shuyu Mining added 413 stores in Shandong, compared with last year.
During the same period, the number of new stores was 93, a year-on-year increase of 344.
09%
.
At the same time, Shuyu Mining continued to increase its coverage in Shandong, Northeast China and other places through the franchise model, and currently has 679 franchise stores in Shandong and other provinces
.
From the perspective of the layout of directly-operated stores, compared with the same period last year, the four listed chains have the widest coverage of ordinary people, covering 22 provincial markets and more than 140 prefecture-level cities across the country
.
Yixintang focuses on the southwest and northwest, of which there are more than 4,000 in Yunnan.
At the same time, it is constantly trying to deploy new areas, including Hainan, Henan and other places
.
Yifeng and Dashenlin are distributed in about ten provinces, cities (districts), and the sphere of influence of Dashenlin has increased in Sichuan Province compared with the same period last year
.
Note: "√" means there is a layout, blank means no, the statistical pharmacy is a directly-operated store, and the data comes from the company's financial report
.
From the above table, we can also see the key points of the major listed chains and the new directions for future expansion
.
For now, Yunnan is the home base of Yixintang and Jianzhijia.
In the future, their power will not only be weakened but will be further strengthened.
It can be seen that except for them, the rest of the listed chains are not deployed in Yunnan.

.
Areas with developed economy and strong spending power can be said to be one of the most competitive markets for listed chains.
It can be seen that in Guangdong, Zhejiang, Jiangsu, Jiangxi and northward Hebei, the four major chains are currently inactive except for Yixintang.
The three have their own corresponding sites, plus the local local chains, the competition is fierce
.
In other areas, the major listed chains have their own priorities.
For example, Dashenlin focuses on Guangdong and Guangxi, Henan and other places.
Recently, it has also begun to enter Heilongjiang, which can be regarded as a new change
.
It is worth noting that among the six major listed chains at present, except for Dashenlin and Shuyu civilians, which have corresponding layouts in the northeast, the other ones have not seen the latest action for the time being
.
Attachment: Status of pharmaceutical business enterprises in various provinces (autonomous regions and municipalities) as of the end of September 2021