The concentration of the pharmacy industry continues to increase, and 70,000 stores will disappear!

[Pharmaceutical Network Market Analysis] Compared with developed countries, China's pharmaceutical retail industry market chain rate is still relatively low, with multiple, small and scattered competition patterns, but in recent years, with the continuous acceleration of industry development, more than 500,000 companies Under the current market size of retail pharmacies, large-scale brand chains are accelerating their staking and expanding; in addition, small chains, independent stores, and mom-and-pop stores are also gaining populari.
Take large chains as an examp.
Since the beginning of this year, the listed companies of chain pharmacies have been making continuous mov.
In order to further consolidate the leading edge of Hunan's market, Yifeng Pharmacy announced in April this year that it plans to acquire a 51% stake in Hunan Jiuzhita.
On June 30, Jianzhijia announced that it plans to acquire 100% equity of Tangren Pharmaceutical with 074 billion yuan in cash; on June 26, the People's Pharmacy held a celebration of breaking through ten thousand stor.

From the above point of view, the current pattern of the entire pharmaceutical retail industry Changes have taken place, mergers and acquisitions expansion has become an important way for leading companies to develop upwards, and mergers and acquisitions of "big eats", "big eats" and even "big eats" are accelerati.
In this context, the industry believes that chain pharmacies are about to enter the "10,000-store er.
It is understood that as of the end of March this year, the common people have owned 8,612 stor.
As of the end of March this year, Yifeng Pharmacy had 8,225 stores (a net increase of 416 stores in the first quarter), 8,469 Dashenlin stores (a net increase of 276 stores in the first quarter), and 8,809 Yixintang direct chain stores ( A net increase of 249 stores in the first quarte.
Under the saturated market capacity, the industry believes that the competition in China's pharmacy retail market is unprecedentedly fierce, and it has entered a vortex of involuti.
Taking chain pharmacies as an example, as they continue to expand their territory, it is inevitable that there will be overlapping dramas among pharmacy brands in the same area, which will also bring resistance to the continued expansion of market share for leading pharmaci.
It is worth noting that, according to the "Guiding Opinions on Promoting the High-Quality Development of the Drug Circulation Industry during the "14th Five-Year Plan" Period" issued by the Ministry of Commerce, by 2025, 5-10 professional and diversified companies with over 50 billion yuan will be cultivat.
The annual sales of pharmaceutical retail chain enterprises and the top 100 pharmaceutical retail enterprises account for more than 65% of the total pharmaceutical retail market; the pharmaceutical retail chain rate is close to 70%, the industry believes that under the market volume of more than 500,000 retail pharmacies, single The number of pharmacies will be reduced to about 180,000 in the next three years, compared with the current number of about 250,000, or a sharp decrease of about 70,00In the face of such fierce competition, the industry proposes that retail pharmacies should change the original single offline sales channel and expand to online and offline integrati.
It is reported that at present, leading chain pharmacies including Yixintang, Common People, Yifeng Pharmacy, Dashenlin, Jianzhijia, Shuyu Civilian, e.
have basically completed the online channel layo.
In addition, retail pharmacies can also turn to expand into sinking markets, such as dense distribution in third- and fourth-tier cities and county-level are.
Disclaimer: Under no circumstances does the information or opinions expressed in this article constitute investment advice to anyo.