On June 22, the "People" announced that it plans to introduce Tencent as a strategic investor, and the total amount of funds raised will not exceed 600 million yuan.
On July 6, the issuance and listing of Shuyu Mining Pharmacy Chain Co., Ltd. ("Shuyu Mining") on the Shenzhen Stock Exchange was accepted. It is planned to issue no more than 40.54 million shares, and the total amount of funds to be raised is 560 million yuan.
On July 21, Hunan Dajia Weikang Pharmaceutical Industry Co., Ltd. (hereinafter referred to as "Dajia Weikang") plans to be listed on the Shenzhen Stock Exchange.
On July 28th, Yunnan Jianzhijia Health Chain Store Co., Ltd. submitted a prospectus to the China Securities Regulatory Commission for the fourth time. It plans to issue no more than 13.25 million shares and apply for listing on the main board of the Shanghai Stock Exchange, raising 920.9 million yuan. .
In the past month, the pharmacy industry can be described as turbulent, and now, the post office will also seize the pharmacy market, and the era of staking land has arrived. On July 17, the "Beijing Daily" reported that , the first domestic convenience pharmacy with postal outlets as the main operating entity, officially opened at Qinglonghu Post Office in Fangshan District, Beijing. The business scope of this pharmacy covers more than 1,000 kinds of prescription drugs and OTC drugs. It also cooperates with network doctors to provide remote medication consultation, health consultation and other services for surrounding people, and postal staff can also provide home delivery services.
The pharmaceutical retail industry is becoming a new outlet. According to Tianyan Check data, currently has more than 100,000 pharmaceutical retail companies across the country , of which 16,300 were newly registered companies in 2019, but this year only The number of similar companies newly added in half a year reached 13,800, which is equivalent to 84% of the new pharmaceutical retail companies in the whole year of last year.
Picture from Tianyancha
While the number of new pharmaceutical retail companies has soared, giants have also stepped into it. Among them, there are many companies such as Ali, Tencent, JD.com. Taking the pharmaceutical O2O market as an example, from January to May this year, the sales of some pharmaceutical products even increased by more than 400% year-on-year .
The emergence of convenience pharmacies with postal outlets as the main operating entity, in the opinion of the person in charge of Hangzhou pharmacies, is a signal for further enhancing competition in the market. "We welcome the arrival of such new entrants, and sufficient competition will make the market more mature."
The relevant person in charge of the postal administration said that the postal company has begun to connect with relevant departments to establish convenient pharmacies at postal outlets. One thing.
can measure blood pressure for free and can deliver medicines to your door
The first post office convenience pharmacy in the country does this
Yesterday afternoon, when the reporter contacted the Qinglong Lake post office convenience pharmacy When the person in charge, she was measuring blood pressure for residents who came to the pharmacy. This China Post Convenience Pharmacy opened in Qingxiu Street Post Office, Qinglonghu Town, Fangshan District, has attracted many people's attention since its opening. The residents near Qingxiu Street have gained the most impressions. According to the person in charge, after the pharmacy opened, residents who are far away from the hospital can directly come to the postal pharmacy to buy medicine .
Picture from Beijing Daily
And not long ago, this postal office was still a business including basic postal services, postal value-added services, and retail services such as pharmaceuticals and daily necessities. Township and township postal outlets for civilian business. This year, China Post Group Co., Ltd. put forward the requirements for the transformation and development of postal outlets at the beginning of the year, and improved the convenience services for the supply of drugs in towns and remote areas, and selected the location of Qinglonghu Post Office, Qinglonghu Town, Fangshan District as the first postal pharmacy. .
Picture from Beijing Daily
As the first postal convenience pharmacy, the drug store in the store is quite sufficient. In addition to OTC drugs, it also sells prescription drugs, with a total of more than 1,000 drugs. The postal pharmacy also promised that pharmacies will adhere to inclusive prices to benefit the majority of residents and postal users. Customers come to the store to measure their blood pressure for free, and they can also use postal savings debit and credit cardsEnjoy member discount prices. For nearby residents who are inconvenient to go out, the postal pharmacy also provides service calls at outlets or contact delivery personnel, and postal personnel provide home delivery services. Regarding when to see such a postal pharmacy in Hangzhou, the Hangzhou Post Administration also gave a reply: Currently, the postal company is actively dealing with this matter with relevant departments .
The Post Office’s attempt to enter the pharmacy field did not happen temporarily. At the end of last year, the postal branch of the Ningxia Hui Autonomous Region opened a China Post pharmacy. Unlike the self-operated pharmacy in Beijing, China Post’s pharmacy is mainly engaged in the retail of medicines, and it also focuses on pharmaceutical logistics and distribution. E-commerce and retail chain are the main business areas. How big is this cake in the pharmaceutical industry? Can it accommodate a large man like the post?
Picture from Beijing Daily
Hangzhou has more than 4,100 pharmacies
The number of Zhejiang pharmacies is fourth in the country
Wang Peng is Wang The person in charge of Feihong Pharmacy on Jiangdong Road, whose customers are all residents of the surrounding four or five communities, for him, the business of the pharmacy this year is much better than in previous years, and the most obvious increase is the sales of masks. "In previous years, the business of masks in pharmacies was very ordinary, but this year there were four to five hundred sales in just one day, which can catch up with one month in previous years." The blowout of the mask business also directly drove the sales of other medicines in pharmacies. Take Wang Peng's shop as an example. After some customers buy masks, they will also buy some commonly used medicines such as gauze, band-aids, and iodophors, which directly drives the revenue of the pharmacy.
Wang Peng's understanding of pharmacies lies only in the data of individual stores, and according to the data of Analysys Market Monitoring, the scale of China's pharmaceutical e-commerce market exceeded the 100 billion mark in 2019, an increase of 29.14% from 84.5 billion in 2018 ; It is expected that this data will increase significantly to 175.6 billion yuan in 2020, a year-on-year increase of 61%. From January to May this year, sales of some products even increased by more than 400% year-on-year.
While revenue is increasing, the number of pharmacies is also increasing. According to data from the Hangzhou Municipal Market Supervision Bureau, as of June this year, there are 4114 pharmacies in Hangzhou. These pharmacies are located in various areas of Hangzhou and provide services to nearby residents. In the broader market, the number of pharmacies is even greater and amazing.
Network Diagram
According to Tianyan Check data, currently has more than 100,000 pharmaceutical retail companies across the country , among which Guangdong, Jiangsu, Shanxi and Zhejiang are ranked first on the list four. The pharmaceutical retail industry is becoming a new outlet. According to Tianyan Check data, there are currently more than 100,000 pharmaceutical retail companies across the country. Among them, the number of newly registered companies reached 16,300 in 2019, and the number of new similar companies in the first half of this year was only Reached 13,800, which is equivalent to 84% of the newly added pharmaceutical retail companies last year.
giants have laid out the pharmaceutical industry
is now
In the face of huge market and huge demand, the situation of pharmacies is also quietly changing.
"Many pharmacies were not very profitable in the early years. There was even a saying in the industry that selling drugs is not as good as selling pharmacies. However, since the end of last year, the revenue of pharmacies has begun to increase. This aspect is due to the increase in the number of consumers. On the other hand, it is also because of the launch of major pharmaceutical platforms and consumers' acceptance of the online drug purchase model, which directly leads to consumers who are farther away can find us.” Wang Peng said.
In addition, the pharmaceutical retail market is also expanding. According to industry analysis, the domestic prescription outflow market will form a scale of 400 billion this year, which is a big cake for capital and enterprises.
Under such circumstances, many giants have also deployed pharmacy O2O industry. In the first half of this year, the National University Pharmacy announced the opening of a strategic cooperation with Ele.me. The nearly 5,000 pharmacies of the National University Pharmacy nationwide will all be online. When consumers want to buy prescription drugs, they need to submit their medication needs based on theirAfter the steps of “doctor follow-up and prescribing” and “online pharmacist reviewing prescription”, Ele.me will deliver it to the door.
网络图
And earlier, Ali and Jingdong , Meituan and other giants have begun to deploy the O2O field of pharmacies. The relevant person in charge of the Hangzhou Municipal Market Supervision Bureau introduced that due to the early start, high starting point, and rapid development of network applications in Hangzhou, the development of Hangzhou’s pharmaceutical O2O model was relatively early and relatively fast. In August 2008, Hangzhou became the first city to cover all-weather minute-level drug delivery services. Among them is the Alibaba Healthcare O2O platform created by Alibaba. Currently, it has cooperated with 11 chain pharmacies in Hangzhou and more than 250 stores have settled in.
In addition, "People", Shuyu Commoner Pharmacy Chain Co., Ltd., Hunan Dajia Weikang Pharmaceutical Industry Co., Ltd., and Yunnan Jianzhijia Health Chain Store Co., Ltd. have all completed hundreds of millions in the market. Yuan-level fundraising plan, it can be seen that both the enterprise and the capital market are quite optimistic about the future of the pharmacy market.
Striving for talents to grab the market
The demand for licensed pharmacists blows out
While the pharmacy industry is surging, competition has become more intense. According to the newly opened postal pharmacy, this pharmacy has introduced licensed pharmacists and pharmacists, applied for drug retail, medical equipment and other business projects, and handled drug business licenses Only after meeting the requirements, will it begin to provide diversified comprehensive services to residents around the outlets.
In Hangzhou, if you want to open a pharmaceutical business enterprise, you also need to meet the corresponding conditions. The person in charge of the relevant department introduced that it should first meet the " Hangzhou Pharmaceutical Retail Enterprise Management Regulations" "Pharmaceutical Business Quality Management Regulations" requirements. Among them, professional pharmacy technicians must be equipped (no less than 2 licensed pharmacists in single pharmacies, no less than 1 licensed pharmacist in chain stores; business scope If there is a Chinese herbal medicine recipe, it should be equipped with a registered practicing Chinese pharmacist), with independent business premises and warehouses (the building area of the single pharmacy business premises should be no less than 80 square meters, and the construction area of the chain store business premises should be no less than 60 square meters Meters; if there are formulas of Chinese herbal medicines in the business scope, a warehouse of Chinese herbal medicines with a building area of no less than 10 square meters must be set up), with computers, medicine sales receipt printers and other information management facilities and information management systems.
And among these requirements, the competition for talents has become fierce. According to Wang Tengfei, marketing manager of Neptune Stars, the number of pharmacists currently practicing in Hangzhou is quite tense compared to the number of pharmacies. "The future of this type of talent must be from various companies. Drugstores are the target of high-paying competition. "
In fact, a similar situation has occurred. In a QQ group called licensed pharmacists, there are thousands of information about the recruitment of licensed pharmacists every day. According to the group owner, as the number of pharmacies continues to increase, The remuneration of licensed pharmacists has also risen. "At the end of last year, the monthly income of licensed pharmacists was around 6,000 yuan. Now some pharmacies have set a price of nearly 8,000 yuan a month. ”
From a national perspective, the gap of licensed pharmacists is also quite huge. According to the data released by the former State Food and Drug Administration on November 1, 2018, as of the end of September 2018, the number of registered licensed pharmacists in the country was There were 454,357 people, an increase of 4385 from the previous month, and the average number of licensed pharmacists per 10,000 population was 3.3. According to relevant requirements, the number of licensed pharmacists per 10,000 population in the country exceeds 4, That means that the national policy of licensed pharmacists just needs a gap. There are 101675 people .
O2O Medicine will reduce the price of medicines
Medicines will be more convenient and cheaper for the common people
The O2O of pharmacies is being further deepened and the number is increasing. The pharmacy in Hangzhou will also further facilitate the way for consumers to buy medicines. According to statistics, during the new crown epidemic in Hangzhou, the city’s average daily orders are about 3,000 orders. This guarantees the supply of medicines, meets the needs of the people for medication, and reduces the number of patients in special periods. The risk of seeking medical treatment and drug purchase, and enjoying the "take-away" service, making drug purchase safer and more convenient.
According to data from the National Bureau of Statistics, 2018In 2019, there were 270,000 postal service outlets in China, and 370,000 postal service outlets in 2019, an increase of 36.04% year-on-year. This also makes the postal enterprise with the most terminal outlets in the country. Some insiders believe that is provided by the post office. Drugs will effectively increase the coverage of pharmacies, and consumers will more easily obtain drugs .
网络图
This seems to be true for Wang Tengfei, the marketing manager of Neptune Stars. He introduced that, taking the Hangzhou market as an example, almost all the major pharmacies in the country are now available. From the perspective of the number of pharmacies per capita, the situation in Hangzhou is more reasonable in first- and second-tier cities. It is not convenient for me to comment on the postal strategy, but from the perspective of the market, the number of pharmacies is directly proportional to the convenience of people buying medicine. "In the current situation where drug prices are almost transparent across the country, most pharmacies have profits below 5%. In order to grab the market and customers, all pharmacies can do is serve."
Wang Tengfei introduced, the entry of postal pharmacies, There is no direct conflict with Neptune’s business. He emphasized that in the previous improvement, the company has changed from a traditional pharmacy to an online and offline operating model. In this epidemic, this profit model has also been affected. The verification is successful, and the online business is now considered to be a very important part, and a dedicated team is already in charge. "This model will be a future trend, and it is also a new market that can improve service articles."
The relevant person in charge of the Hangzhou Municipal Market Supervision Bureau introduced that at present, the Hangzhou Pharmaceutical O2O model is developing rapidly, and it will also bring to the regulatory authorities. It is more difficult. To this end, the regulatory authorities have also studied relevant regulatory methods: on the one hand, they have increased support and implemented safeguard measures. Optimize the development trend of people's drug purchase experience, promote "no-face diagnosis and treatment, contactless dispensing" during the epidemic prevention and control period, reduce the risk of cross-infection, promote the implementation of various support and safeguard measures, and help solve the needs of the people for medical treatment and medication; Strict supervision to ensure healthy development.
The person in charge introduced that the Hangzhou Municipal Market Supervision Bureau will combine the "special rectification of illegal activities in online drug sales" deployed by the State Drug Administration and the "Medicine Sword" action organized by the Provincial Drug Administration to further strengthen the The monitoring of online transactions, intensified special supervision and inspection, severely cracked down on online sales of counterfeit drugs, inferior drugs, and various violations of laws and regulations to ensure drug safety for the common people.
Chinese Commercial News reporter: Zhu Guanghan Correspondent: Liu Qin
Duty Editor: Shi Zhuoni
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