Medical e-commerce bonus period? Ali's health revenue soared 119.1%

[pharmaceutical network market analysis] data shows that in 2016, the scale of China's pharmaceutical e-commerce market was 61.2 billion yuan; in 2017, the scale reached 73.6 billion yuan (excluding a certificate) The industry forecasts that the scale of China's pharmaceutical e-commerce market will reach 102 billion yuan in 2019, with an annual compound growth rate of about 12.95% in the next five years (2019-2023), and will reach 166 billion yuan in 2023 "Internet plus" era, the rapid development of the pharmaceutical business, 26 night, Ali health released interim results announcement shows that as of September 30, 2019, 6 months time, the company recorded a total of 4 billion 117 million yuan revenue, an increase of 119.1% over the same period The strong growth of revenue and gross profit was mainly due to the rapid growth of self operating business, medical e-commerce platform business and consumer medical business during the reporting period, according to the relevant person in charge In fact, in the past 12 months, the annual active consumers of tmall healthcare platform operated by Alibaba health have exceeded 160 million, an increase of 30 million in half a year The annual number of active consumers in online stores increased by 10 million in half a year, reaching more than 37 million The total volume of commodity transactions (Gmv) exceeded 37 billion yuan, and the revenue of consumer medical services, covering medical beauty, oral cavity, vaccine, physical examination and other fields, increased 274.4% year on year As of November, Alibaba health's "30 minute delivery, 7x24 hour delivery" service has covered 10 cities including Hangzhou, Beijing, Guangzhou, Shenzhen, Wuhan and Shanghai During the past tmall double 11 period, o2o orders reached 2.65 times of the same period last year In addition to alihealth, at present, the pharmaceutical e-commerce platform has a rapid development momentum, and has a certain scale of revenue enterprises, mainly including JD health, pinduoduo medicine, Pingan good doctor, etc At the initial Partner Conference held by Jingdong health on October 28, part of its announced operating conditions showed that in 2018, Jingdong health retail revenue exceeded 20 billion yuan It has become a relatively large pharmaceutical retail channel in China, accounting for more than 15% of the retail market, contributing more than 60% of the sales of specialized drugs, and more than half of the drugs have been sent to cities below the third tier As for pinduoduo pharmaceutical, since the launch of the medical health category in October last year, as of October 24, there have been about 300000 businesses under the health category in just one year There are more than 1000 flagship stores of large pharmacies, more than 100 brand flagship stores and more than 15 million items on the shelf In addition, after years of operation and accumulation of kangaido, it has been ranked in the forefront of domestic pharmaceutical e-commerce, becoming the brand of choice for more than 51 million users to purchase drugs online At present, the Internet hospital business is mainly carried out in the form of self construction, co construction, joint construction and assistance It has cooperated with micro medicine, Chunyu doctor and other platforms, and is carrying out Internet medical activities in an all-round way, successfully realizing the layout of "drug network" The vigorous development of medical e-commerce is inseparable from the policy support for the rapid growth of an industry, and certainly inseparable from the policy support In recent years, there have been endless policies on medical e-commerce For example, at the beginning of 2017, the state announced the approval of canceling the B and C licenses of Internet drug transaction qualification; in September of the same year, it announced a new batch of matters of canceling administrative license, including the approval of the Internet drug transaction service enterprise (the third party) (a license of pharmaceutical e-commerce), which further lowered the threshold of pharmaceutical e-commerce In April 2018, the state officially issued the "opinions on promoting the development of" Internet plus medical health ", releasing a series of favorable policies for internet medical treatment Directly related to the pharmaceutical business is to "improve the Internet plus" drug supply service, "to promote the development of drug network sales and medical logistics distribution", which brings opportunities for the development of the prescription drug distribution business of pharmaceutical electronic business On August 26 this year, the state passed the newly revised Drug Administration Law In the new version of the drug administration law, prescription drugs are not included in the categories of drugs not allowed to be sold on the Internet, which is regarded by the market as a signal to break through the online sale of prescription drugs On August 30, the State Medical Insurance Bureau officially released the guidance on improving the price of "Internet" medical services and the payment policy of medical insurance, and the internet medical service projects were officially included in the payment scope of medical insurance This measure has historical significance It not only expands the scope of online medical treatment, but also encourages the development of medical industry in terms of payment, which is conducive to the realization of "medical insurance card free payment" in a real sense In summary, the pharmaceutical industry has always been a very strict regulatory industry, so in the past, the development of pharmaceutical e-commerce has been set in a "shackle" But in recent years, as the country began to support the pharmaceutical industry with policies, it provided more opportunities for the development of Internet plus medicine In the long run, with the gradual development of online e-commerce and the further development of Internet drug buying habits, the whole pharmaceutical circulation industry may face a new shuffle In the future, pharmaceutical e-commerce may become an important driving force for the development of pharmaceutical industry.