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Medical Network News, September 1 With the increase in industry concentration and the increase in the rate of drug retail chain operations, the small and scattered problems of China's drug retail enterprises have been significantly improved
.
At the same time, the normalization of epidemic prevention and control has promoted the improvement of health awareness, which has further stimulated the demand for pharmaceutical consumption and accelerated the recovery of the pharmaceutical retail industry market
.
As of August 31, domestic listed companies have successively completed the first half of the performance announcement disclosure.
Pharmaceutical retail chains represented by six listed pharmacies including Yixintang, Dashenlin, Laobaixing, Yifeng Pharmacy, Jianzhijia, and Shuyu Pingmen The sector continued its business performance in the first quarter of this year.
Not only did revenue and profit maintain a relatively large growth, but it also accelerated the trend of industry mergers and acquisitions and terminal integration
.
"New retail" is accelerating diversification.
The out-of-hospital prescription market has attracted much attention.
China's pharmaceutical retail industry as a whole shows a long-term growth trend.
Even in an economic environment where the physical industry is severely declining in 2020, when the epidemic is severe, pharmacies are still bucking the trend.
Proud .
In the 2021 semi-annual report that has been disclosed, the six major listed chains have maintained double-digit revenue growth .
Revenue data of the six listed chains in the first half of the year
Yixintang, Dashenlin, Lao People, and Yifeng Pharmacy have an eye-catching revenue performance due to the large number of stores, exceeding 6 billion yuan from January to June, of which Yixintang's revenue reached 6.
7 billion yuan, an increase of 11.
16% over the same period last year; Yifeng Pharmacy’s operating income was 7.
346 billion yuan, a year-on-year increase of 16.
74%; ordinary people realized operating income of 7.
461 billion yuan, a year-on-year increase of 11.
58%; Dashenlin crossed the “8 billion yuan” threshold and reached 8.
054 billion yuan, an increase from the same period last year 16.
05%
.
In addition, Jianzhijia and Shuyu Civilian successfully entered the capital market at the end of 2020 and mid-2021 respectively, and also delivered satisfactory performance answers during the rapid development in the first half of this year
.
Jianzhijia achieved operating income of 2.
379 billion yuan from January to June, an increase of 12.
83% year-on-year; Shuyu civilians achieved operating income of 2.
479 billion yuan from January to June, an increase of 10.
26% year-on-year
.
The development of new retail has allowed more and more retail pharmacies to make efforts to open up online and offline sales; at the same time, mass procurement and prescription circulation have also allowed hospital-side prescription outflows to obtain development dividends, and jointly promote the revenue of retail chain pharmacies Rapid growth
.
Industry analysts pointed out that in the post-epidemic era, medical insurance fee control and hospital reforms are accelerated , mass purchases in various regions are normalized, the "dual channel" pilot of national medical insurance negotiation drugs is deepened, medical insurance payment reforms promote the outflow of prescriptions in hospitals, and the growth trend of the prescription drug market outside hospitals is increasing.
Make it clear
.
The content of Dashenlin’s announcement shows that the company develops pharmacy specialization standards centered on patient services, and actively develops the docking of hospitals, medical insurance, and insurance platforms based on the advantages of physical stores, and accelerates the development of professional pharmacy models driven by technology, policies and the market.
Expansion, integration and development of diversified businesses have entered a stage of accelerated growth
.
The company makes full use of its business advantages such as hospital-side stores, DTP professional pharmacies, and O2O to undertake prescription flow through long-term prescriptions, hospital prescription circulation platforms, self-owned Internet hospitals, third-party APPs and other channels, and build the ecological value of prescription + pharmacy retail to seize the market first Machine
.
As of the reporting period, the company has 655 courtyard-side stores
.
Yifeng Pharmacy announced that the three-medicine linkage reform of "medicine, medicine , and medical insurance" will continue to deepen.
"Proportion of medicines, zero mark-up rate, medical insurance control fees, graded diagnosis and treatment, consistency evaluation, mass procurement, dual-channel, chronic disease A series of medical reform measures such as "long prescriptions" have been steadily advanced, the outflow of hospital prescriptions has accelerated, the trend of separation of medicines has become increasingly clear, and the scale of the pharmaceutical retail industry has continued to expand
.
Yixintang’s announcement pointed out that the hospital-side store has always been an important part of the company’s business strategy.
It is a retail pharmacy that can accept prescription outflows in the fastest time and the shortest distance in the future.
The pharmacy fetches medicines to establish more three-dimensional and convenient service channels
.
As of June 30, 2021, the company has a total of 8053 directly-operated chain stores, and 6,859 pharmacies that have obtained various "medical insurance designated retail pharmacies" qualifications, accounting for 85.
17% of the company's total pharmacies; as of June 30, 2021 , The company has 583 stores in hospitals above the second level
.
"Selling drugs is not as good as selling pharmacies to earn money" terminal integration intensifies resource competition.
According to the National Medical Products Administration's "Drug Supervision and Administration Statistical Report" for the first quarter of 2021, as of the end of March 2021, there are 58.
08 "drug business license" companies nationwide.
Wanjia .
Among them, there are 13,200 wholesale companies, 6,593 retail chain headquarters, 319,100 retail chain stores, 241,900 single pharmacies, and a total of 561,000 retail pharmacies nationwide .
According to the data released by the National Food and Drug Administration, the number of pharmacies in China has increased from 424,000 to 561,000, and the number of chain stores has increased from 147,000 to 319,100, taking the period from 2011 to the first quarter of 2021 as the interval.
Increased from 34.
67% to 56.
88%, a substantial increase .
Number of six listed chain terminal stores in the first half of the year
In fact, the number of terminal stores of retail chains has continued to increase in recent years, which has further set off a leap-forward development wave of mergers and acquisitions
.
On July 5 this year, Shuyu Civilian Pharmacy, headquartered in Jinan, Shandong , was listed on the Growth Enterprise Market and became the sixth listed A-share chain pharmacy company
.
Both Jianzhijia and Jianzhijia, which were listed at the end of last year, belong to local chain enterprises, with more than 2,000 stores; Shuyu civilian stores are concentrated in Shandong Province, while Jianzhijia is mainly concentrated in Yunnan and the surrounding Guangxi, Sichuan, and Sichuan provinces.
Chongqing and other provinces
.
In terms of the number of stores, the other four listed pharmacies are relatively close in scale.
Yixintang and the common people are in the first echelon, vying for the first place; Yifeng Pharmacy and Dashenlin have less than 7,000 stores in total
.
The fierce competition for store resources has allowed the four major retail chains to accelerate the expansion of store scales through "self-built + mergers and acquisitions"
.
In the first half of this year alone, Laobaixing and Yifeng Pharmacy both conducted 11 mergers and acquisitions, costing 573 million yuan and 312 million yuan respectively, and included 309 and 264 stores; Dashenlin conducted 14 mergers and acquisitions in the first quarter alone, involving 371 stores cost 533 million yuan
.
Just last week, the common people made an announcement that they intend to acquire 51% of Hebei Huatuo Pharmacy Pharmaceutical Chain Co.
, Ltd.
with their own funds of 1.
428 billion yuan (including loans).
The "11 times" valuation premium has also triggered inquiries from the Shanghai Stock Exchange.
This is undoubtedly Reflects the popularity of mergers and acquisitions of industry resources
.
After the acquisition of 715 new stores, the total number of stores for ordinary people will also exceed 8,300
.
Market analysts pointed out that several major listed retail chain pharmacies have stepped up their efforts to "enclose the land".
Coupled with the influx of capital from various sources, the purchase price of pharmacy assets will also rise.
Intensify competition for terminal resources
.
.
At the same time, the normalization of epidemic prevention and control has promoted the improvement of health awareness, which has further stimulated the demand for pharmaceutical consumption and accelerated the recovery of the pharmaceutical retail industry market
.
As of August 31, domestic listed companies have successively completed the first half of the performance announcement disclosure.
Pharmaceutical retail chains represented by six listed pharmacies including Yixintang, Dashenlin, Laobaixing, Yifeng Pharmacy, Jianzhijia, and Shuyu Pingmen The sector continued its business performance in the first quarter of this year.
Not only did revenue and profit maintain a relatively large growth, but it also accelerated the trend of industry mergers and acquisitions and terminal integration
.
"New retail" is accelerating diversification.
The out-of-hospital prescription market has attracted much attention.
China's pharmaceutical retail industry as a whole shows a long-term growth trend.
Even in an economic environment where the physical industry is severely declining in 2020, when the epidemic is severe, pharmacies are still bucking the trend.
Proud .
In the 2021 semi-annual report that has been disclosed, the six major listed chains have maintained double-digit revenue growth .
Revenue data of the six listed chains in the first half of the year
| Chain pharmacy | The first quarter | The first half of the year | |
| Revenue | Revenue | Year-on-year growth | |
| Great Ginseng Forest |
4. 059 billion yuan |
8. 054 billion yuan |
16. 05% |
| Yifeng Pharmacy |
3. 63 billion yuan |
7. 461 billion yuan |
11. 58% |
| Common people |
3. 638 billion yuan |
7. 346 billion yuan |
16. 74% |
| Yixintang |
3. 429 billion yuan |
6. 7 billion yuan |
11. 16% |
| Shuyu Civilian | / |
2. 479 billion yuan |
10. 26% |
| Jian Zhijia |
1. 167 billion yuan |
2. 379 billion yuan |
12. 83% |
7 billion yuan, an increase of 11.
16% over the same period last year; Yifeng Pharmacy’s operating income was 7.
346 billion yuan, a year-on-year increase of 16.
74%; ordinary people realized operating income of 7.
461 billion yuan, a year-on-year increase of 11.
58%; Dashenlin crossed the “8 billion yuan” threshold and reached 8.
054 billion yuan, an increase from the same period last year 16.
05%
.
In addition, Jianzhijia and Shuyu Civilian successfully entered the capital market at the end of 2020 and mid-2021 respectively, and also delivered satisfactory performance answers during the rapid development in the first half of this year
.
Jianzhijia achieved operating income of 2.
379 billion yuan from January to June, an increase of 12.
83% year-on-year; Shuyu civilians achieved operating income of 2.
479 billion yuan from January to June, an increase of 10.
26% year-on-year
.
The development of new retail has allowed more and more retail pharmacies to make efforts to open up online and offline sales; at the same time, mass procurement and prescription circulation have also allowed hospital-side prescription outflows to obtain development dividends, and jointly promote the revenue of retail chain pharmacies Rapid growth
.
Industry analysts pointed out that in the post-epidemic era, medical insurance fee control and hospital reforms are accelerated , mass purchases in various regions are normalized, the "dual channel" pilot of national medical insurance negotiation drugs is deepened, medical insurance payment reforms promote the outflow of prescriptions in hospitals, and the growth trend of the prescription drug market outside hospitals is increasing.
Make it clear
.
The content of Dashenlin’s announcement shows that the company develops pharmacy specialization standards centered on patient services, and actively develops the docking of hospitals, medical insurance, and insurance platforms based on the advantages of physical stores, and accelerates the development of professional pharmacy models driven by technology, policies and the market.
Expansion, integration and development of diversified businesses have entered a stage of accelerated growth
.
The company makes full use of its business advantages such as hospital-side stores, DTP professional pharmacies, and O2O to undertake prescription flow through long-term prescriptions, hospital prescription circulation platforms, self-owned Internet hospitals, third-party APPs and other channels, and build the ecological value of prescription + pharmacy retail to seize the market first Machine
.
As of the reporting period, the company has 655 courtyard-side stores
.
Yifeng Pharmacy announced that the three-medicine linkage reform of "medicine, medicine , and medical insurance" will continue to deepen.
"Proportion of medicines, zero mark-up rate, medical insurance control fees, graded diagnosis and treatment, consistency evaluation, mass procurement, dual-channel, chronic disease A series of medical reform measures such as "long prescriptions" have been steadily advanced, the outflow of hospital prescriptions has accelerated, the trend of separation of medicines has become increasingly clear, and the scale of the pharmaceutical retail industry has continued to expand
.
Yixintang’s announcement pointed out that the hospital-side store has always been an important part of the company’s business strategy.
It is a retail pharmacy that can accept prescription outflows in the fastest time and the shortest distance in the future.
The pharmacy fetches medicines to establish more three-dimensional and convenient service channels
.
As of June 30, 2021, the company has a total of 8053 directly-operated chain stores, and 6,859 pharmacies that have obtained various "medical insurance designated retail pharmacies" qualifications, accounting for 85.
17% of the company's total pharmacies; as of June 30, 2021 , The company has 583 stores in hospitals above the second level
.
"Selling drugs is not as good as selling pharmacies to earn money" terminal integration intensifies resource competition.
According to the National Medical Products Administration's "Drug Supervision and Administration Statistical Report" for the first quarter of 2021, as of the end of March 2021, there are 58.
08 "drug business license" companies nationwide.
Wanjia .
Among them, there are 13,200 wholesale companies, 6,593 retail chain headquarters, 319,100 retail chain stores, 241,900 single pharmacies, and a total of 561,000 retail pharmacies nationwide .
According to the data released by the National Food and Drug Administration, the number of pharmacies in China has increased from 424,000 to 561,000, and the number of chain stores has increased from 147,000 to 319,100, taking the period from 2011 to the first quarter of 2021 as the interval.
Increased from 34.
67% to 56.
88%, a substantial increase .
Number of six listed chain terminal stores in the first half of the year
| Chain pharmacy | The first quarter | The first half of the year | |
| Revenue | Revenue | Year-on-year growth | |
| Great Ginseng Forest |
4. 059 billion yuan |
8. 054 billion yuan |
16. 05% |
| Yifeng Pharmacy |
3. 63 billion yuan |
7. 461 billion yuan |
11. 58% |
| Common people |
3. 638 billion yuan |
7. 346 billion yuan |
16. 74% |
| Yixintang |
3. 429 billion yuan |
6. 7 billion yuan |
11. 16% |
| Shuyu Civilian | / |
2. 479 billion yuan |
10. 26% |
| Jian Zhijia |
1. 167 billion yuan |
2. 379 billion yuan |
12. 83% |
.
On July 5 this year, Shuyu Civilian Pharmacy, headquartered in Jinan, Shandong , was listed on the Growth Enterprise Market and became the sixth listed A-share chain pharmacy company
.
Both Jianzhijia and Jianzhijia, which were listed at the end of last year, belong to local chain enterprises, with more than 2,000 stores; Shuyu civilian stores are concentrated in Shandong Province, while Jianzhijia is mainly concentrated in Yunnan and the surrounding Guangxi, Sichuan, and Sichuan provinces.
Chongqing and other provinces
.
In terms of the number of stores, the other four listed pharmacies are relatively close in scale.
Yixintang and the common people are in the first echelon, vying for the first place; Yifeng Pharmacy and Dashenlin have less than 7,000 stores in total
.
The fierce competition for store resources has allowed the four major retail chains to accelerate the expansion of store scales through "self-built + mergers and acquisitions"
.
In the first half of this year alone, Laobaixing and Yifeng Pharmacy both conducted 11 mergers and acquisitions, costing 573 million yuan and 312 million yuan respectively, and included 309 and 264 stores; Dashenlin conducted 14 mergers and acquisitions in the first quarter alone, involving 371 stores cost 533 million yuan
.
Just last week, the common people made an announcement that they intend to acquire 51% of Hebei Huatuo Pharmacy Pharmaceutical Chain Co.
, Ltd.
with their own funds of 1.
428 billion yuan (including loans).
The "11 times" valuation premium has also triggered inquiries from the Shanghai Stock Exchange.
This is undoubtedly Reflects the popularity of mergers and acquisitions of industry resources
.
After the acquisition of 715 new stores, the total number of stores for ordinary people will also exceed 8,300
.
Market analysts pointed out that several major listed retail chain pharmacies have stepped up their efforts to "enclose the land".
Coupled with the influx of capital from various sources, the purchase price of pharmacy assets will also rise.
Intensify competition for terminal resources
.
