13 departments to encourage Internet health care, the old chain of giants to fight for the pattern of change.

Guide: The out-of-court market starts a price war!---- On July 15, the National Development and Reform Commission, the Central Network Office of Information Affairs, the Ministry of Industry and Information Technology and other 13 departments jointly issued the Opinions on Supporting the Healthy Development of the New Business Model to Activate the Consumer Market to Drive The Expansion of Employment, which stated that Internet health care should be actively developedOptimize the medical experience with the Internet to create a new ecology of healthy consumptionFurther strengthen the construction of intelligent hospital, promote online appointment inspection and inspectionExplore mutual recognition systems such as examination results and online prescription information, and explore the establishment and improvement of patient-led medical data sharing methods and systemsExplore and improve the online medical dispute resolution methodsInclude eligible "Internet plus" medical services in the scope of health insurance paymentsStandardize the promotion of chronic disease Internet follow-up, telemedicine, Internet health counseling and other modelsSupport platform in the medical treatment, health management, old-age health and other fields of coordinated development, training healthy consumption habitsIn fact, in order to promote the development of China's Internet medical, the country has issued a series of heavy positive policiesAnd a sudden arrival of the new crown epidemic is to let the Internet medical "big show out", accelerate more favorable policies landingPolicy Affirmation: On April 28, 2018, the General Office of the State Council on promoting the development of "Internet plus health care" (State Office issued No26), clearly supports the development of "Internet plus health care"Code guidance: February 12, 2019, "Internet and Nursing Services" pilot work program was released, the pilot areas are Beijing, Tianjin, Shanghai, Jiangsu, Zhejiang Province, Guangdong Province, six provinces and municipalities directly under the Central Government, aimed at regulating the guidance of "Internet plus nursing services" healthy development, and further ensure the quality and safety of medical care and the formulation of regulationsOn August 30, 2019, the State Health Insurance Administration issued the Guidance on Improving the Price of "Internet Plus" Medical Services and Health Insurance Payment Policy, which clearly meets the requirements of "Internet Plus" medical services, supports the medical insurance payment policy in accordance with the principle of online and offline fairness, and improves the agreement management, settlement process and related indicators according to the characteristics of the serviceFurther liberalization of medical insurance payments: On March 2, 2020, the State Health Insurance Administration and the National Health and Health Administration jointly issued the Guidance on Promoting the Prevention and Control of the New Crown Pneumonia Epidemic to carry out "Internet plus" medical insurance services, and proposed to include eligible "Internet plus" medical services such as online follow-up and telemedicine in the scope of medical insurance payment, while encouraging fixed-point medical institutions to provide "do not meet" drug purchase services, and promote the orderly landing of "Internet plus" health care servicesThe preemption of the new retail circuit, encouraged by the support of the Internet health care policy, has extended the war to a new battleground for "new retailing of Internet healthcare and medicine." Today, the chain of pharmacy giant Yifeng Pharmacy (603939) announced that it will set up two wholly-owned subsidiaries in Hainan with 10 million yuan registered capital - Yifeng Internet Hospital and Yifeng Remote Clinic Among them, Yifeng remote diagnosis and treatment center is a physical medical institution, Yifeng Internet Hospital is based on Yifeng remote diagnosis and treatment center bid for an Internet medical institution, the two companies aim to provide users with Internet diagnosis and treatment, prescription transfer platform, family private doctors, health management, light consultation, patient education and other services It is worth mentioning that as early as last September, Yifeng Da Pharmacy announced that a joint venture with Hainan Huayi set up Hainan Yifeng Medical Technology Co., Ltd ("Hainan Yifeng Medical"), Yifeng Big Pharmacy contributed 9 million yuan, holding 90% According to the information, Hainan Yifeng Medical and Yifeng Big Pharmacy today the newly established Yifeng Internet Hospital, Yifeng remote treatment center operating services direction is very close Although Yifeng Big Pharmacy in today's announcement did not mention the relevant situation of Hainan Yifeng Medical, but in a year, it is not difficult to see Yifeng Big Pharmacy to speed up the attack "Internet medical and pharmaceutical new retail" determination As early as 2013, Yifeng Big Pharmacy started the pharmaceutical e-commerce business In 2016, the company set up an e-commerce business group, and set up B2C, O2O, CRM, e-commerce technology and other e-commerce business division, with CRM and big data as the core, to build online and offline fusion development of new pharmaceutical retail business At present, Yifeng pharmacy O2O online stores more than 3000, covering all major cities offline In addition to Yifeng's large pharmacy plus-code layout, other drugstore chains are also reluctant to show weakness On June 22, 2020, The People's Pharmacy (603883), which specializes in capital operations, announced the introduction of Tencent Capital Power New Retail at 600 million yuan, aiming to take advantage of Tencent's capital and technology advantages and carry out smart retail-level cooperation, including but not limited to precision customer marketing (including member operations and digital empowerment), restructuring new customers' consumption and common customer interaction scenarios, and so on And one heart (002727) in the new retail model of rapid rise, rapid development of the background, with more than 6400 direct drugstore chain, and actively layout and development of new retail business On the basis of the traditional e-commerce B2B and B2C models, it is dedicated to developing and exploring the direct O2O business by relying on the physical stores In addition, DashanLin (603233) also actively promote the development of O2O, B2C e-commerce model, to achieve online and offline industry integration, at present, Dashan Lin has achieved through a third party and self-built shopping platform, respectively, weChat public number, small program, Dasan Lin online shopping mall APP, PC end to achieve the order delivery method In addition to the Internet policy to help the price war in the out-of-hospital market, in recent years, graded diagnosis and treatment, medicine separation, public hospitals to implement the "drug ratio", the elimination of drug bonuses; In 2019, Yifeng's pharmacy officials issued a notice promising that consumers would purchase the same-specized drugs at the same factory if they were purchased at a market other than Yifeng within 2 km Once verified, Yifeng will return the minimum unit of sale of the drug There is no doubt that Yifeng Big Pharmacy's move is full of gunpowder First face-to-face is the people's big pharmacy Subsequently, the people's big pharmacy followed up that, if consumers in 2 kilometers of other market institutions to buy less than the common people's large pharmacy sold the same factory specifications of drugs, consumers can be sold within 30 days to the purchase of small tickets to the purchase of drug stores to return the minimum sales unit of the drug 3 times the difference People's big pharmacy said that the company is taking advantage of the size of the national layout, with major brands manufacturers actively negotiate; In addition, Shandong Shuyu civilian, Xi'an Yikang Pharmaceutical salso announced the docking of the country centralized procurement Shandong, Zhejiang, Jiangsu, Shanghai and other provinces and cities have also included pharmacies in the collection platform As can be seen, as pharmacies implement the scope of 4 plus 7 band procurement expansion, the price gap between hospitals and pharmacies will no longer exist, the future policy level whether to consider pharmacies to join the collection, is also a big point of view The crazy circle expansion battle sit uthetis ethos of the old drugstore chain, which has used the internet to add code to seize the out-of-court market and the battle for new retail circuits, and where their perennial battle for the wild merger and acquisition ring is raging One-minded, to direct-run-based: data show that in the listed four chain pharmacies, the current one-minded (002727) the largest number of stores, more than 6400, and all for direct stores, it is worth mentioning that in recent years, the main self-building, mergers and acquisitions do not do much People, covering 22 provinces: Since 2015, the number of people in large-scale mergers and acquisitions, the number of stores in 5 years, from more than 1400 to more than 5438, covering 22 provinces, more than 100 cities above the level In 2019 alone, people completed 13 mergers and acquisitions, bringing the total revenue of 370 pharmacy stores to about 468 million yuan Yifeng Big Pharmacy, the pace of mergers and acquisitions leading the industry: Data show that from 2015 to 2019, Yifeng Pharmacy Stores stores grew at a CAGR of 45.34 percent Among them, Yifeng Pharmacy added 1,552 stores in 2018, and its net increase of 1008 direct-run stores between the beginning of 2019 and the end of the first quarter of 2020 slowed As of March 31, 2020, Yifeng Pharmacy had 4,869 stores Dasan Lin, deep-cultivated south China, layout of the country: from the beginning of 2019 to the first quarter of 2020, Ayutthaya has a total of 15 mergers and acquisitions and 1 equity investment, involving a total transaction amount of about 714 million yuan During this period, it opened 516 new stores, acquired 501 stores and closed 88 stores At present, There are 4809 direct stores under the dathan forest It is worth mentioning that the rapid expansion of the head chain of pharmacies, improve the retail industry "small, scattered, chaotic" pattern, improve the concentration of the industry, the four giants have also made bright performance growth, 2019 revenue scale has entered the "billion" era Overall, the expansion trend of the giants' stores has slowed, but continues At the same time, focus on the development of new retail medicine, Internet plus, artificial intelligence, slow disease management, snatching "prescription outflow" of new markets will also become the major chains of the new outlet