Q3 drug retail terminal market in 2017 grew steadily

Source: near the end of 2017-12-15, every family is busy with the strategy of the new year Which areas are worthy of heavy investment and which should be withdrawn as soon as possible? Next, the market monitoring data of China's drug retail industry 2017q3 released by Zhongkang CMH authority may give you some inspiration 2017q3 retail market grew steadily, with a slight decline in year-on-year growth In 2017q3, the scale of China's drug retail market (in terms of terminal retail price, the same below) was 92.6 billion yuan, up 9.8% year-on-year, slightly down 11.0% year-on-year; it is estimated that the total scale of China's drug retail market in 2017 will be 364.8 billion yuan, up 8% year-on-year, of which 266.2 billion yuan is expected to be sold for drugs (excluding medicinal materials), up 8.8% year-on-year Specifically, in 2017q3, the market share of drugs (excluding medicinal materials) in retail terminals reached 67.8 billion, accounting for 73.2% of the overall market share; of which, 36.9 billion was chemical drugs, accounting for 39.9% of the overall market share; 30.9 billion was Chinese patent drugs, accounting for 33.3% of the overall market share, with a year-on-year growth rate of 11.6% and 11.2% respectively Among non drugs, health care products have long been the top category, with the market size of health care products reaching 8.9 billion in 2017q3, followed by 6.3 billion in medicinal materials and 4.5 billion in instruments Vitamins / minerals, tonics and health care maintain a good momentum The decline of anti infective drugs is obvious From the perspective of market share of retail terminal drugs in 2017q3, the category with the largest share is still cold drugs, with a share of 8.0%; cardiovascular drugs, with a share of 7.4%; gastrointestinal drugs, with a scale of 5.5 billion, with a share of 6.0% The total share of top 10 categories is 50.4%, the total share of top 20 categories is 77.5%, and the category concentration is high Due to the improvement of living standards and the improvement of health awareness of Chinese residents, the retail terminal market of vitamin / mineral drugs in 2017q3 increased by 20.6% year on year Some people are happy and some are worried In sharp contrast to the growth of vitamins / minerals, the growth rate of anti infective drugs dropped significantly, and the retail terminal market of anti infective drugs in Q3, 2017q dropped 9.4% year on year With the increasingly strict restrictions on the use of antibiotics by the state, more and more provinces call for the full stop of outpatient infusion, and the restrictions on emergency infusion have been introduced in succession, it can be predicted that the decline of anti infection will continue In addition to the anti infection category, other categories of 2017q3 retail terminal basically maintained a growth trend Among them, YTD (the total sales volume from the first quarter to the third quarter) increased as fast as 36.7%, and Q3 alone even increased by 40.9% year on year! It can be seen that with the full implementation of reducing the proportion of drugs and zero margin in the hospital, drug enterprises will further strengthen the transfer of new special drugs with high value, high added value and major special diseases to retail channels Another large-scale and fast-growing category is tonic and health care drugs, with a year-on-year increase of 19% in YTD in 2017 With the arrival of the aging population, the improvement of people's self-care awareness and the impact of consumption upgrading trend, the tonic health care category has grown rapidly in recent years, and the market scale of this category in the retail pharmacy channel has continued to expand, reaching 39 billion 400 million yuan in 2016, with an average growth rate of 15.5% From the data of 2017ytd, the tonic and health care drugs based on donkey hide gelatin will continue to maintain the overall high-speed growth in 2017 The three categories with the largest share of retail terminal chemicals 2017q3 are antihypertensive drugs (sales volume 4.6 billion, market share 12.4%), cardio cerebrovascular drugs (sales volume 3 billion, market share 8.2%), and diabetes drugs (sales volume 2.9 billion, market share 8.1%); the top three categories of Chinese patent drugs are cold drugs (sales volume 6 billion, market share 19.2%), cardio cerebral blood Management (sales volume: 3.3 billion, market share: 10.8%) and health care (sales volume: 2.8 billion, market share: 9.4%).