Chain drugstore synod group to step on the merger and acquisition "brake", and actively explore new business.

"In the next 5-10 years, pharmacies in China will die at least 1/3 first.
", "This is a phrase that has been heard in the pharmaceutical retail industry recently.
once upon a time, the chain of pharmacies that were keen on mergers and acquisitions also gradually calmed the boom, with the four large listed pharmacy companies as the representative of the head of the enterprise collectively "braked" and began to actively explore new business.
mergers and acquisitions boom gradually calmed the head of enterprises collectively on the "brake" in recent years, with China's pharmaceutical retail industry reform continues to deepen, some do not have the ability to resist risks of single-body pharmacies gradually eliminated, or by chain pharmacies mergers and acquisitions.
according to incomplete statistics, in the four years from 2015 to 2018, the number of mergers and acquisitions of Yifeng pharmacy, Dasan Lin, the common people and the four largest listed pharmacies enterprises reached about 4,111, with an investment of about 6.6 billion yuan.
notable, the chain's merger sourcing has subsided since 2018, with the big four listed pharmacy companies collectively stepping on the "brake" of mergers and acquisitions.
this can be learned from the 2019 report of the big four listed pharmacy companies.
, for example, has acquired nearly a thousand stores in 2018, but the number of stores will fall to 390 in 2019.
unique, the number of new stores added in 2019 was 709, down 41.20% year-on-year, and the growth rate of new stores in 2019 was less than 9%.
the reasons behind it, since 2018, "4 plus 7" city pilot drug volume procurement, drug price reduction has become a major trend.
while hospitals are cutting prices, pharmacies have had to follow suit to stay competitive.
now the national collection has been carried out to the third batch, pharmacies have become the main body of centralized procurement.
in addition, the "National Retail Pharmacy Classification Classification Management Guidance (Draft for Comments)" clearly, by 2020, most provinces and cities in the country retail pharmacy classification classification management system is basically established, by 2025, the country's unified retail pharmacy classification classification regulation and policy system basically established.
with the promotion of classification, the industry believes that pharmacies will face the challenge of high-cost operation, the future will be more difficult.
Internet medical has become the new mouth of the major drugstore chains to speed up the entry under the influence of multi-party policies, the current major drugstore chains are actively exploring new business, including Internet medical has become a new wind, listed chain pharmacies also began to accelerate entry.
for example, on July 29th, Hunan Women's and Children's Hospital, which was built at a cost of 4 billion yuan, officially opened.
it is understood that Hunan Women's and Children's Hospital has set up six disciplines: gynecology, obstetrics, pediatrics, medical beauty, plastic surgery and traditional Chinese medicine. On July 15,
, Yifeng Pharmacy announced that it had invested in two subsidiaries: Yifeng Remote Medical Center and Yifeng Internet Hospital, which were set up to provide users with Internet access, prescription transfer platforms, family private doctors, and health management services.
and before, One Heart also announced the investment in the establishment of a holding subsidiary of One Heart Hospital Health Services Co., Ltd.
can see that, driven by the new trend, Internet hospitals will become an important support for the chain of pharmacies to expand into the online market, or help improve their profitability.
but the industry also pointed out that in the medical value market, online and offline to promote the industry concentration in the background, drugstore chain is also facing the scene reconstruction, low gross margin, traffic king, strict supervision and other challenges.
.