The Ministry of Commerce issued another report on the circulation of medicines: pharmaceutical retail companies led the way in growth!

Pharmaceutical Network, August 3 News On July 30, the official website of the Ministry of Commerce released the "Statistical Analysis Report on the Operation of the Pharmaceutical Circulation Industry in 2020" (hereinafter referred to as the "Report"), which has an impact on the overall scale, corporate benefits, and distribution of sales of the pharmaceutical circulation industry in China.
The development and operation characteristics of ten dimensions including ownership structure, medical e-commerce operations, listed companies, and registered licensed pharmacists are analyzed, and future development trends are predicted
.
This is the first time after 3 years that the Ministry of Commerce issued a report on the circulation of drugs again
.
The official website of the query shows that the most recent report was the "2017 Pharmaceutical Distribution Industry Operation Statistical Analysis Report" released in 2018
.
The "Report" shows that with the continuous deepening of the reform of the medical and health system, the pharmaceutical distribution industry has accelerated the pace of transformation and upgrading, the total sales of the industry have risen steadily, the degree of intensification has continued to increase, and the steady and positive trend has continued to be maintained
.
In 2020, the total sales of seven major categories of pharmaceutical products nationwide was 2,414.
9 billion yuan, a year-on-year increase of 2.
4% after deducting incomparable factors, and the growth rate slowed by 6.
2 percentage points year-on-year
.
Among them, the pharmaceutical retail market was 511.
9 billion yuan, a year-on-year increase of 10.
1% after deducting incomparable factors, and the growth rate accelerated by 0.
2% year-on-year
.
From the perspective of overall operating characteristics, the performance of the four major types of companies in the pharmaceutical distribution industry can be said to have their own merits: the concentration of pharmaceutical wholesale companies continues to increase, and sales are showing a rebound trend; the sales of pharmaceutical retail companies have risen steadily, and the growth rate is higher than the overall level of the industry; Pharmaceutical logistics companies have improved their service capabilities and promoted the coordinated development of the supply chain; pharmaceutical e-commerce sales have increased, and integration with offline has entered a new stage of development
.

　　The sales proportion of the three major categories declined.

　　Guangdong continues to
rank top in sales.
From the perspective of the sales category structure of the entire industry, Western medicine still dominates, with sales accounting for 71.
5% of the total sales of seven major categories of pharmaceutical products, followed by Chinese patent medicines, which accounted for 14.
1 %, Chinese medicinal materials accounted for 2.
3%, the above three categories accounted for 87.
9%; medical devices accounted for 7.
4%, chemical reagents accounted for 0.
7%, glass instruments accounted for less than 0.
1%, and other categories accounted for 4.
0%
.
It can be seen that, compared with the data in 2019, under the effect of policies, the sales proportions of the three major categories of Western medicine, Chinese patent medicine and Chinese medicinal materials have all declined to varying degrees
.
However, there is little change in the distribution of sales regions.
In 2020, the sales of the six major regions in the country accounted for the proportion of total national sales: East China 36.
1%, Central South 27.
0%, North China 15.
2%, Southwest 13.
3%, Northeast 4.
4%, Northwest China 4.
0%
.
Among them, the sales of the top three regions accounted for 78.
3% of the total national sales, an increase of 0.
1% year-on-year
.
The proportions of pharmaceutical sales in the three economic zones in total national sales were: Beijing-Tianjin-Hebei Economic Zone 12.
8%, a year-on-year decrease of 0.
7%; Yangtze River Delta Economic Zone 26.
5%, a year-on-year decrease of 0.
2%; Pearl River Delta Economic Zone 10.
6%, A year-on-year increase of 0.
4%
.
While the Beijing-Tianjin-Hebei and Yangtze River Delta economic zones have fallen year-on-year, the Pearl River Delta is making every effort to catch up
.
From the perspective of total regional sales in 2020, Guangdong Province continues to be the champion with a market volume of nearly 256 billion yuan, and Beijing, Shanghai, Jiangsu, Zhejiang, Shandong, Henan, Anhui, Sichuan, and Hubei rank among the top ten lists
.
The "Report" pointed out that compared with 2019, except for Jiangsu, Zhejiang, Shandong, and Henan, the ranking of the remaining provinces remained stable; the sales of the above-mentioned provinces and cities accounted for 65.
3% of the total sales of the country, an increase of 0.
1 year-on-year Percentage points
.
Under the influence of policies such as mass procurement and medical insurance payment reform, it remains to be seen whether the top ten lists of provinces and cities next year will continue to change
.

　　The growth rate of retail companies is higher than the overall level.
In the
　　future, new models must be innovated to meet demand.

The sudden new crown pneumonia epidemic in 2020 has brought a lot of impact to the development of various industries in our country
.
Different from the slowdown in sales growth of large-scale pharmaceutical wholesale companies, the sales of pharmaceutical retail companies in 2020 will rise steadily and in a good situation throughout the year
.
The total sales of the top 100 pharmaceutical retail companies were RMB 180.
6 billion, accounting for 35.
3% of the total national retail market, an increase of 0.
4% year-on-year
.
Among them, the top 10 sales totaled 107.
1 billion yuan, accounting for 20.
9% of the total retail market in the country, an increase of 1.
3 percentage points year-on-year, and the competitive landscape of the strong Hengqiang became clearer
.
The growth of pharmaceutical retail companies is obviously due to the fact that they have become an important place for people to purchase medical protection materials and related drugs for epidemic prevention during the epidemic
.
The "Report" believes that pharmaceutical retail companies adjusted their category structure in a timely manner to meet market demand, and the sales of household medical devices and major health care products have seen significant growth
.
At the same time, pharmaceutical retail companies are actively exploring professional, digital, and intelligent transformation paths, improving service capabilities, establishing professional pharmacies, and providing specialty pharmaceutical services such as health consultation; using digital information and intelligent means to provide consumers with B2C and O2O And “Internet+” and other multi-format online and offline value-added services have driven the continued growth of retail market sales
.
Standing at the new starting point of the "14th Five-Year Plan", the "Report" predicts that in 2021, as the people pay more and more attention to health, preventive demand will grow, and policies such as Internet + medical insurance payment and national medical insurance negotiation drugs "dual channel" The landing has provided new opportunities for the development of retail pharmacies
.
At the same time, the reform of medical insurance payment methods, the entry of cross-border capital, and the development of pharmaceutical e-commerce have made the pharmaceutical retail industry more competitive
.
Therefore, the "Report" suggests that companies should seek new growth methods, accelerate digital transformation, intelligent upgrades, and carry out online and offline integration to match the individual needs of different consumers; continue to innovate business models, develop professional pharmacies, smart pharmacies, etc.
This model provides service functions such as health monitoring, device rehabilitation, medical extension, and chronic disease management to meet the diverse needs of consumers for health services
.

　　Pharmaceutical e-commerce sales accounted for doubled
　　business expense ratio remained high
Under the catalysis of the new crown epidemic, the "fourth terminal" represented by pharmaceutical e-commerce is rapidly emerging, and the operation of pharmaceutical e-commerce has become a major focus of the "Report"
.
According to incomplete statistics, the total sales of direct-reported pharmaceutical e-commerce companies in 2020 will reach 177.
8 billion yuan (including third-party transaction service platform transactions), accounting for 7.
4% of the total national pharmaceutical market in the same period, doubling the data in 2017
.
Among them, the transaction volume of third-party transaction service platforms was 70.
8 billion yuan, accounting for 39.
8% of total pharmaceutical e-commerce sales; B2B (business-to-business) business sales were 100.
3 billion yuan, accounting for 56.
4% of total pharmaceutical e-commerce sales; B2C (business-to-business) Customer) business sales of 6.
7 billion yuan, accounting for 3.
8% of total pharmaceutical e-commerce sales
.
It can be seen that the B2B business at this stage is still the main force in the pharmaceutical e-commerce sector, while the B2C business is relatively at a disadvantage
.
However, in terms of the number of active users on the website, B2C websites take the lead with 49.
53 million active users and have huge potential
.
At present, the difference in sales structure between B2B and B2C is still quite obvious
.
"Report" that, B2B business mainly concentrated in the western category, followed by medicine; and B2C business mainly in western medicine, medical equipment category and, secondly, containing health care category, cosmetics and personal care products, and adult family planning supplies other classes, etc.
,
.
It is also worth noting that the expense ratio of B2B and B2C e-commerce business is still high, reaching 7.
3% and 16.
3% respectively, which are both higher than the industry average expense ratio of 6.
8%
.
The industry generally believes that with the launch of the prescription drug online sales policy in the future, the "fourth terminal" is bound to usher in a new stage of development opportunity
.
The "Report" predicts that under the guidance of national policies, pharmaceutical e-commerce will move towards a standardized development path
.
In the future, social capital will continue to enter the field of pharmaceutical e-commerce, making it present a situation of diversified competition
.
TraditionPharmaceutical distribution companies must actively respond to challenges, accelerate the transformation of retail business from offline to online and offline integration, and forma new pattern of integration and competitive developmentwith pharmaceutical e-commerce
.