Pharmaceutical commercial stocks rebounded and will continue to maintain a rapid growth trend

【Pharmaceutical Network Pharmaceutical Stock Market】 On December 1, pharmaceutical commercial stocks rebounded rapidly in the afternoon, of which Jiashitang rose to the limit, Shuyu civilians rose by more than 5%, and Dashenlin, Yifeng Pharmacy, Ordinary People, Yixintang, First Pharmaceutical, etc.
followed suit
.
Among them, Jiashitang at 13:20 on December 1, the intraday limit was 17.
11 yuan, and the current closed order is 140962, equivalent to 241 million yuan
.
The stock has risen 5 times
in the past year.
It is understood that Jiashitang is an enterprise operating in the pharmaceutical industry, and the company is mainly engaged in the retail, wholesale and logistics business
of drugs.
The company began to enter the high-value consumables channel in 2011, and by the end of December 2017, the products involved a total of 23 categories of products
such as cardiology, peripheral, neurology, orthopedics, equipment, gastroenterology, and in vitro diagnostic reagents.
Jiashitang is one of the five distributors of basic drugs in Beijing, expanding its business
in Liaoning, Anhui, Sichuan and other places through GPO projects.
From the perspective of news, from December 1, the "Measures for the Supervision and Administration of Drug Online Sales" was officially implemented
.
Analysts said that the Measures play a guiding role in further improving China's "Internet +" drug supply guarantee services, and will help China's pharmaceutical circulation industry achieve a new stage of transformation and upgrading
.
In addition, winter is the peak season for influenza, and there is a phenomenon of residents hoarding drugs in many places, which will also promote the rebound
of pharmaceutical commercial stocks.
The data shows that the growth rate of online sales of pharmaceutical retail is obvious, and it is expected that the annual sales in 2022 will be 289.
9 billion yuan, with a growth rate of more than 32%, and the industry will continue to maintain rapid growth
.
In addition, data show that China's online drug market from 2015 to 2019 has a compound annual growth rate of 23.
7%, and it is expected that the size of China's online retail pharmacy market will reach 456 billion yuan and 1.
2 trillion yuan in 2024 and 2030, with compound annual growth rates of 34.
2% and 17.
5%
respectively.
The high prosperity of the industry has also promoted pharmaceutical retail enterprises to continue to expand the Internet business sector
.
Data show that in the first half of this year, the Internet business revenue of Yifeng Pharmacy reached 816 million yuan, a year-on-year increase of 81.
4%; In terms of ordinary people's pharmacy, online channels achieved sales of 560 million yuan, a year-on-year increase of 70%, and its O2O takeaway service stores reached 7,700; Yixintang e-commerce total sales of 262 million yuan, a year-on-year increase of 62.
64%, the company said that it has achieved synchronous integration with offline stores; Dashenlin did not disclose relevant data, but the company said that sales of new retail business increased by 63.
95% year-on-year, and its O2O drug delivery service has covered 7,639 stores
.
The industry said that the growth potential of online prescription drugs is large, and it is still optimistic about its future prospects, and with the implementation of the Measures, the outflow of electronic prescriptions will further accelerate, thereby expanding the scale
of the online retail market of prescription drugs.
From the performance point of view, in the first three quarters of this year, pharmaceutical commercial enterprises also achieved a good report card
.
Among them, Dashenlin achieved revenue of 14.
82 billion yuan in the first three quarters of this year (+20%); Achieved net profit attributable to owners of RMB920 million (+12.
8%); Net profit attributable to the parent after deduction was RMB920 million (+20.
7%)
.
In the first three quarters of this year, Yifeng Pharmacy achieved revenue of 13.
348 billion yuan (+22.
03%) and net profit of 795 million yuan (+16.
62%)
.
The people achieved income of 13.
776 billion yuan (+22.
13%), net profit attributable to owners of 610 million yuan (+14.
46%), and net profit deducted from non-attributable parents of 567 million yuan (+18.
88%)
.
In addition, according to the data, pharmaceutical commercial stocks have also attracted institutional attention this year, with the number of institutional researchers of ordinary people and Yixintang reaching 312 and 273 respectively during the year
.
One of them, Yixintang said in a recent institutional survey that the company plans to open a net increase of 800 stores throughout the year, and at present, the growth of the number of stores in 2023 will remain stable and upward, and the number will be higher than this year
.
In the first three quarters of this year, the people added 2,214 new stores, including 1,342 directly operated stores and 872 franchised stores, focusing on the central, east and northwest markets
.
Analysts said that under the catalyst of multiple factors, pharmaceutical business concept stocks rebounded, and the industry continued to maintain a rapid growth trend
.
Disclaimer: Under no circumstances does the information or opinions expressed herein constitute investment advice
to anyone.