Analysis of drug retail market in the first half of 2015

Source: pharmaceutical economic news October 23, 2015 general market overview according to the monitoring data of CFDA Southern Institute Guangzhou punctuation Pharmaceutical Information Co., Ltd China Pharmaceutical retail system, in the first half of 2015, the sales of chemicals, proprietary Chinese medicine and health care products accounted for 42.8%, 28.5% and 8.6% respectively, and the sales of chemicals accounted for 2014 In the same period of the year, it increased by 0.1 percentage points, Chinese patent medicine by 0.7 percentage points, health care products by 0.2 percentage points, medicinal materials by 0.9 percentage points, and instruments by 0.2 percentage points It can be seen from the change chart of sales proportion of various categories in the drug retail market that the sales proportion of medicinal materials has declined significantly, and the sales proportion of Chinese patent medicine products has increased 2 Analysis of market characteristics 1 In the drug retail market, the proportion of proprietary drugs increased significantly In the drug retail market, the proportion of sales of [chemical] anti-tumor and immunomodulator increased year by year, 0.8 percentage points higher than that in the same period of 2014, ranking one place higher The performance of blood and hematopoietic system drugs was also good, up 0.7 percentage points year on year In addition, digestive system and metabolic system drugs and circulatory system drugs increased 0.2 and 0.4 percentage points year on year respectively [chemical] the sales volume of systemic anti infective drugs this year decreased by 0.7 percentage points compared with the same period in 2014, ranking the fourth place Since the implementation of the order of restriction on sales and anti infective drugs and several times of price reduction by the national development and Reform Commission, the proportion of sales volume of such drugs has continued to decline in recent years [chemical] respiratory system drugs and [chemical] genitourinary system and sex hormone drugs decreased significantly The two sub categories decreased by 0.5% and 0.6% respectively compared with the same period in 2014, and the market concentration of the top ten categories of chemical drugs decreased slightly The proportion of sales of Chinese patent medicine increased significantly, the proportion of sales of [Chinese] tonic and health care in the first half of 2015 increased by 1.4 percentage points year on year, ranking first in sales, and the proportion of sales of [Chinese] orthopedic drugs also increased by 0.8 percentage points, the other sub categories showed different performances, and the share of sales fluctuated within 1.0 percentage points compared with the same period in 2014 The growing sub categories of Chinese patent medicines are mainly concentrated in the field of drug use and health care for the elderly, which is related to the aging of the population and the popularization of health care concept The top ten sub categories remain unchanged, with only [Chinese] gynecological drugs and [Chinese] antipyretic and antidote drugs interchanged, and the market concentration slightly increased In health care products, vitamin, microelement and protein are supplemented, growth and development are improved, bone mineral density products are increased, leading the health care product market with 50.2% share, and sales share is 0.7% higher than the same period in 2014 [Bao] showed better performance in improving nutritional anemia, the top ten sales shares of new health care products, while [Bao] brain strengthening and intelligence benefiting products fell out of the list, the other sub categories showed different rises and falls, each ranking remained unchanged, and the market concentration of the top ten categories increased slightly Since 2014, due to the slowdown of economic growth, overcapacity and other factors, the prices of traditional Chinese medicine have been rising continuously in the previous years, which finally made a rational correction In Gansu, an important producing area of traditional Chinese medicine, the prices of Dangshen, Danggui, Sanqi and other traditional Chinese medicine declined significantly, and the sales volume of medicinal materials in the retail market in the first half of 2015 decreased by 0.9 percentage points year on year However, tonic and health preserving traditional Chinese medicine increased by 1.5 percentage points this year, driving the overall level of traditional Chinese medicine It is imperative that Ginkgo biloba drug events continue to ferment and standardize the market of Chinese herbal extracts, which is a new field differentiated from the Chinese herbal industry and a deep processing of Chinese herbal medicines The disturbance of Ginkgo biloba extract reflects the current situation of confusion in the industry of traditional Chinese medicine extract Among many traditional Chinese medicine extracts, Ginkgo biloba is not the only one with problems It is imperative to regulate and regulate the market of traditional Chinese medicine extract With the strengthening of national supervision, the market of plant extract may face a big reshuffle 4 The policy of drug price liberalization was implemented, and the market was generally stable In May 2015, with the approval of the State Council, the national development and Reform Commission and other seven departments jointly issued the opinions on promoting drug price reform Since June 1, in addition to narcotic drugs and the first category of psychotropic drugs, the government pricing of drugs has been cancelled and the market price has been adjusted At present, although drug prices have risen and fallen, and individual varieties have been adjusted, they are generally stable, and there is no large-scale rise in drug prices 5 The deadline of the new GSP is approaching, "survival of the fittest" according to the provisions of the new GSP Before December 31, 2015, all drug distributors must meet the requirements of the newly revised Drug GSP, regardless of whether their "drug trade license" and "drug trade quality management specification certificate" expire Since January 1, 2016, those who fail to meet the requirements shall not engage in drug trading activities According to the new GSP According to the requirements, the market access threshold has been raised For the requirements of the regulations that licensed pharmacists must be equipped as well as the requirements for enterprise hardware, on the one hand, pharmacies should solve the problem of rising operating costs of pharmacies, on the other hand, they should face the hard injury of the current shortage of licensed pharmacists, which are all tests of the comprehensive strength of retail pharmacies, regardless of Dalian lock, small and medium-sized chain Or single drugstores, under the law of "survival of the fittest", enterprises that cannot meet the requirements will withdraw from the market, in which the pressure of single drugstores is bound to be greater and the situation is more severe "Internet + medicine" is a major trend in the future With the increasing influence of Internet and mobile Internet on consumers, "Internet + medicine" will be a major trend in the future In recent years, bat (namely Baidu, Alibaba and Tencent) has distributed internet medical services, Ali health, tmall medical center and Jingdong medical city, which has driven the development of pharmaceutical e-commerce Various pharmaceutical commercial enterprises, pharmaceutical distribution enterprises and traditional e-commerce enterprises have started to "touch the Internet" As of October 7, 2015, 460 enterprises approved by the State Food and drug administration have obtained the qualification certificate of Internet drug transaction service, and 342 online pharmacies can directly sell drugs to consumers However, at present, online pharmacies mainly sell medical devices, health care products and maternal and infant products, rather than drugs Only by solving the problems of drug distribution, electronic prescription, prescription outflow, medical insurance docking, can the blue ocean of medical e-commerce really come, and it is bound to impact the retail business of existing pharmacies Traditional retail pharmacies are waiting to die It's better to take the initiative and take advantage of their own professional advantages to seize more markets 7 Focus on the big health field With the "big health concept" deeply rooted in people's minds, and with the help of policies, the market potential of the big health industry is huge Yunnan Baiyao (toothpaste) and Guangyao group (Wang Laoji), which set foot in this field earlier, have made enviable achievements More pharmaceutical enterprises have been engaged in the layout of large health field in order to take a share in the market of large health field Stimulated by the new medical reform policy, drugstores now focus on "specialty", and properly carry out diversified operation has become the main theme of development At present, in addition to the business direction of diversified products such as daily chemical products, cosmetics, health food, maternal and infant products and medical devices, terminal drugstores may also provide consumers with health consultation, pharmaceutical knowledge services and other services.