The blockbuster policy of Chinese medicine is coming, and the entire chain of listed chains has become popular

Medical News, April 1st, 30th, the listed chain has an eye-catching performance in the capital market.
As of today's close, Yixintang has risen as much as 8.
98%.
This is the most obvious signal that the industry is generally optimistic about the future development of traditional Chinese medicine after the State Council Information Office held the "Conference on Promoting the Revitalization and Development of Traditional Chinese Medicine" yesterday.

 

The analysis believes that Chinese medicine plays an indispensable role in the prevention and control of the new crown epidemic, highlighting the importance of Chinese medicine, and from a policy perspective, multiple policy dividends promote the development of the Chinese medicine health industry, and the pharmaceutical retail sector will obviously benefit .

 

In fact, the Chinese medicine sector has become the "core force" of retail pharmacy sales.
In addition, in the context of the country's strong support for the development of Chinese medicine, many pharmacies have made a big fuss about the health preservation of Chinese medicine, and even sold "Chinese herbal milk tea".
.
.

 

The "14th Five-Year Plan" supports the innovation and development of Chinese medicine

 

At this press conference, relevant persons in charge of the State Administration of Traditional Chinese Medicine, the Department of Social Development of the National Development and Reform Commission, etc.
, emphatically introduced the in-depth implementation of the "14th Five-Year Plan" and the promotion of the revitalization and development of Chinese medicine.
It was revealed at the meeting that the preparation of the "14th Five-Year" development plan for traditional Chinese medicine has been basically completed.

 

　　According to reports, during the "14th Five-Year Plan" period, plans and work will be carried out at multiple levels to support the revitalization and development of Chinese medicine.
Specifically, there are seven aspects:

 

　　The first is to build a national TCM medical center and a regional TCM medical center.

 

　　The second is to accelerate the improvement of traditional Chinese medicine inheritance and innovation capabilities.

 

　　The third is to build a major national base for the prevention and treatment of Chinese medicine epidemics.

 

　　The fourth is to vigorously carry out the exploration and promotion of an effective model of integrated Chinese and Western medicine.

 

　　Fifth, promote the expansion and sinking of high-quality TCM medical resources in the province.

 

　　Sixth, continue to strengthen the county-level Chinese medicine focus on poverty areas hospital construction.

 

　　Seventh, we will vigorously support the training of Chinese medicine talents and discipline construction; play the role of the formation of epidemic prevention and control teams, the formulation of epidemic prevention and treatment technical plans, the research and development of traditional Chinese medicine prescriptions, and the storage of medical materials, so as to enhance the face of Chinese medicine in major public health such as emerging and emerging infectious diseases The ability to respond quickly to incidents and prevent, control and treat the incident.

 

　　In addition, my country will also implement the "14th Five-Year Plan" of the grassroots TCM service capacity improvement project, strengthen the construction of TCM pavilions, provide TCM treatment, medical treatment and rehabilitation services in TCM pavilions, and promote the use of TCM non-drug therapies and appropriate technologies.
In addition, strengthen system construction around post-graduation education, continuing education, and teacher-to-education; implement the "Qihuang Project", a special talent training project for traditional Chinese medicine; build a group of key traditional Chinese medicine disciplines, clinical teaching bases of traditional Chinese medicine, and inheritance of famous traditional Chinese medicine experts Studio.
.
.
Cultivate Chinese medicine talents.
It is even more imperative for the common people to be able to see good Chinese medicine at their doorsteps.
The Administration of Traditional Chinese Medicine will further promote and accelerate the construction of a technological innovation system for traditional Chinese medicine.

 

　　As early as February this year, the State Council issued the "Several Policies and Measures on Accelerating the Development of Traditional Chinese Medicine Features", encouraging the implementation of the famous doctor hall project, encouraging and supporting experienced social forces to establish chain-operated famous doctor halls, highlighting characteristics and brands, and building first-class Provide first-class Chinese medicine services in a medical environment.

 

　　CITIC Securities Research Report pointed out that leading pharmaceutical retail chains are expected to enhance their core competitiveness.
The policy supports the establishment of a number of well-known medical hall practice platforms based on superior traditional Chinese medicine medical institutions and teams, and clearly encourages social forces to establish chain-operated well-known medical halls, highlighting characteristics and brands.
Leading chain pharmacies are expected to achieve rapid progress based on their own traditional Chinese medicine business foundation and the advantages of the layout of traditional Chinese medicine museums.
In the short term, they are expected to increase their performance through the sales of Chinese medicine and paid diagnosis and treatment.
At the same time, they are expected to strengthen the company's professional services and chronic disease management capabilities in the long-term, which will help strengthen membership .
The leading pharmaceutical retail chains Yifeng Pharmacy, Dashenlin, People, and Yixintang will benefit from the accelerated deployment of Chinese medicine and Chinese medicine business.

 

　　Contribution of Chinese medicine continues to increase

 

　　Judging from the performance of listed chains in recent years, the proportion of sales of traditional Chinese medicine products has continued to increase, and it has become one of the most important "profits" in pharmacies.

 

　　Yixintang's 2020 annual report shows that the proportion of traditional Chinese medicine revenue has increased from 7.
69% in 2019 to 8.
86% in 2020, a year-on-year increase of 39.
26%.

 

　　It mentioned in the annual report that the Chinese medicine industry is one of Yixintang's main industries in the future.
The company has initially completed the establishment of a complete industrial chain of Chinese medicine planting, primary processing, finishing, wholesale, medical institution supply, and retail sales.
Currently, Yunnan Hongxiang Traditional Chinese Medicine Technology Co.
, Ltd.
, Hongxiang Traditional Chinese Medicine Technology Co.
, Ltd.
, and Yunzhong Pharmaceutical Co.
, Ltd.
have established three businesses focusing on Chinese medicine research, seedling cultivation, Chinese medicine material storage, processing of decoction pieces, and formula granule production.
In response to structural changes under the category of policy affecting the industry, the company has increased the pharmaceutical efforts to promote the class, effectively protect the company's good profitability.

 

　　Dashen mentioned in the 2020 semi-annual report that the gross profit margin of Chinese ginseng medicinal materials is 38.
59%, while the gross profit margin of Chinese and western medicine is 31.
48%.
The semi-annual report mentioned that the company strives to fully penetrate the industry chain and continue to create products with ginseng nourishing characteristics to ensure supply and maintain a competitive advantage.
From supply, marketing and retail to manufacturing in the supply chain, the structure is complete.
The main production of Chinese herbal medicine pieces, ginseng, medicine and other products; Chinese herbal medicine pieces and ginseng products are mainly purchased through planned and carefully selected origins, combined with the market’s consumer health needs, to provide retail stores with quality assurance and cost-effective products to ensure the company Competitive advantage.

 

　　In addition, the 2020 third quarter report of the People's Pharmacy shows that the gross profit of Chinese medicine is 50.
36%, and the gross profit of Chinese and Western medicine is 29.
56%.
From the data of Yifeng's 2020 semi-annual report, a similar situation has appeared.
Its gross profit of Chinese medicine is 46.
43%, and the gross profit rate of Chinese and Western medicine is 34.
06%.

 

　　This shows to a certain extent that there is still a lot of potential for the upper limit of traditional Chinese medicine products to be tapped, which has become the main contributor to the growth of pharmacies' gross profit margin.

 

　　In recent years, pharmacies have also continued to innovate service models and product updates in the Chinese medicine sector to tap more market growth points.

 

　　Tong Han Chuntang integrates "health preservation" into the milk tea that young people are passionate about, and launches a series of Chinese and Western health-preserving herbal milk teas.
On the one hand, it allows young people to enjoy delicious food while reducing their physical burden.
On the other hand, Tong Hanchuntang uses tea to interact with young users High-frequency links are generated, turning the concept of low-frequency "Chinese medicine" into high-frequency "health" consumption, realizing brand continuation and continuous consumption.

 

　　Zhang Zhongjing’s pharmacy sells tea, pastries, snacks, etc.
; the century-old Hu Qingyutang veteran TCM doctor launches "Night and Tea" to provide nutritional nourishment for people who stay up late; Tongrentang is also trying to combine traditional Chinese medicine with new-style tea to explore "direct management" + Affiliate " model.

　　Medical News, April 1st, 30th, the listed chain has an eye-catching performance in the capital market.
As of today's close, Yixintang has risen as much as 8.
98%.
This is the most obvious signal that the industry is generally optimistic about the future development of traditional Chinese medicine after the State Council Information Office held the "Conference on Promoting the Revitalization and Development of Traditional Chinese Medicine" yesterday.

 

　　The analysis believes that Chinese medicine plays an indispensable role in the prevention and control of the new crown epidemic, highlighting the importance of Chinese medicine, and from a policy perspective, multiple policy dividends promote the development of the Chinese medicine health industry, and the pharmaceutical retail sector will obviously benefit .

 

　　In fact, the Chinese medicine sector has become the "core force" of retail pharmacy sales.
In addition, in the context of the country's strong support for the development of Chinese medicine, many pharmacies have made a big fuss about the health preservation of Chinese medicine, and even sold "Chinese herbal milk tea".
.
.

 

　　 The "14th Five-Year Plan" supports the innovation and development of Chinese medicine

 

　　At this press conference, relevant persons in charge of the State Administration of Traditional Chinese Medicine, the Department of Social Development of the National Development and Reform Commission, etc.
, emphatically introduced the in-depth implementation of the "14th Five-Year Plan" and the promotion of the revitalization and development of Chinese medicine.
It was revealed at the meeting that the preparation of the "14th Five-Year" development plan for traditional Chinese medicine has been basically completed.

 

　　According to reports, during the "14th Five-Year Plan" period, plans and work will be carried out at multiple levels to support the revitalization and development of Chinese medicine.
Specifically, there are seven aspects:

 

　　The first is to build a national TCM medical center and a regional TCM medical center.

 

　　The second is to accelerate the improvement of traditional Chinese medicine inheritance and innovation capabilities.

 

　　The third is to build a major national base for the prevention and treatment of Chinese medicine epidemics.

 

　　The fourth is to vigorously carry out the exploration and promotion of an effective model of integrated Chinese and Western medicine.

 

　　Fifth, promote the expansion and sinking of high-quality TCM medical resources in the province.

 

　　Sixth, continue to strengthen the county-level Chinese medicine focus on poverty areas hospital construction.

 

　　Seventh, we will vigorously support the training of Chinese medicine talents and discipline construction; play the role of the formation of epidemic prevention and control teams, the formulation of epidemic prevention and treatment technical plans, the research and development of traditional Chinese medicine prescriptions, and the storage of medical materials, so as to enhance the face of Chinese medicine in major public health such as emerging and emerging infectious diseases The ability to respond quickly to incidents and prevent, control and treat the incident.

 

　　In addition, my country will also implement the "14th Five-Year Plan" of the grassroots TCM service capacity improvement project, strengthen the construction of TCM pavilions, provide TCM treatment, medical treatment and rehabilitation services in TCM pavilions, and promote the use of TCM non-drug therapies and appropriate technologies.
In addition, strengthen system construction around post-graduation education, continuing education, and teacher-to-education; implement the "Qihuang Project", a special talent training project for traditional Chinese medicine; build a group of key traditional Chinese medicine disciplines, clinical teaching bases of traditional Chinese medicine, and inheritance of famous traditional Chinese medicine experts Studio.
.
.
Cultivate Chinese medicine talents.
It is even more imperative for the common people to be able to see good Chinese medicine at their doorsteps.
The Administration of Traditional Chinese Medicine will further promote and accelerate the construction of a technological innovation system for traditional Chinese medicine.

 

　　As early as February this year, the State Council issued the "Several Policies and Measures on Accelerating the Development of Traditional Chinese Medicine Features", encouraging the implementation of the famous doctor hall project, encouraging and supporting experienced social forces to establish chain-operated famous doctor halls, highlighting characteristics and brands, and building first-class Provide first-class Chinese medicine services in a medical environment.

 

　　CITIC Securities Research Report pointed out that leading pharmaceutical retail chains are expected to enhance their core competitiveness.
The policy supports the establishment of a number of well-known medical hall practice platforms based on superior traditional Chinese medicine medical institutions and teams, and clearly encourages social forces to establish chain-operated well-known medical halls, highlighting characteristics and brands.
Leading chain pharmacies are expected to achieve rapid progress based on their own traditional Chinese medicine business foundation and the advantages of the layout of traditional Chinese medicine museums.
In the short term, they are expected to increase their performance through the sales of Chinese medicine and paid diagnosis and treatment.
At the same time, they are expected to strengthen the company's professional services and chronic disease management capabilities in the long-term, which will help strengthen membership .
The leading pharmaceutical retail chains Yifeng Pharmacy, Dashenlin, People, and Yixintang will benefit from the accelerated deployment of Chinese medicine and Chinese medicine business.

 

　　Contribution of Chinese medicine continues to increase

 

　　Judging from the performance of listed chains in recent years, the proportion of sales of traditional Chinese medicine products has continued to increase, and it has become one of the most important "profits" in pharmacies.

 

　　Yixintang's 2020 annual report shows that the proportion of traditional Chinese medicine revenue has increased from 7.
69% in 2019 to 8.
86% in 2020, a year-on-year increase of 39.
26%.

 

　　It mentioned in the annual report that the Chinese medicine industry is one of Yixintang's main industries in the future.
The company has initially completed the establishment of a complete industrial chain of Chinese medicine planting, primary processing, finishing, wholesale, medical institution supply, and retail sales.
Currently, Yunnan Hongxiang Traditional Chinese Medicine Technology Co.
, Ltd.
, Hongxiang Traditional Chinese Medicine Technology Co.
, Ltd.
, and Yunzhong Pharmaceutical Co.
, Ltd.
have established three businesses focusing on Chinese medicine research, seedling cultivation, Chinese medicine material storage, processing of decoction pieces, and formula granule production.
In response to structural changes under the category of policy affecting the industry, the company has increased the pharmaceutical efforts to promote the class, effectively protect the company's good profitability.

 

　　Dashen mentioned in the 2020 semi-annual report that the gross profit margin of Chinese ginseng medicinal materials is 38.
59%, while the gross profit margin of Chinese and western medicine is 31.
48%.
The semi-annual report mentioned that the company strives to fully penetrate the industry chain and continue to create products with ginseng nourishing characteristics to ensure supply and maintain a competitive advantage.
From supply, marketing and retail to manufacturing in the supply chain, the structure is complete.
The main production of Chinese herbal medicine pieces, ginseng, medicine and other products; Chinese herbal medicine pieces and ginseng products are mainly purchased through planned and carefully selected origins, combined with the market’s consumer health needs, to provide retail stores with quality assurance and cost-effective products to ensure the company Competitive advantage.

 

　　In addition, the 2020 third quarter report of the People's Pharmacy shows that the gross profit of Chinese medicine is 50.
36%, and the gross profit of Chinese and Western medicine is 29.
56%.
From the data of Yifeng's 2020 semi-annual report, a similar situation has appeared.
Its gross profit of Chinese medicine is 46.
43%, and the gross profit rate of Chinese and Western medicine is 34.
06%.

 

　　This shows to a certain extent that there is still a lot of potential for the upper limit of traditional Chinese medicine products to be tapped, which has become the main contributor to the growth of pharmacies' gross profit margin.

 

　　In recent years, pharmacies have also continued to innovate service models and product updates in the Chinese medicine sector to tap more market growth points.

 

　　Tong Han Chuntang integrates "health preservation" into the milk tea that young people are passionate about, and launches a series of Chinese and Western health-preserving herbal milk teas.
On the one hand, it allows young people to enjoy delicious food while reducing their physical burden.
On the other hand, Tong Hanchuntang uses tea to interact with young users High-frequency links are generated, turning the concept of low-frequency "Chinese medicine" into high-frequency "health" consumption, realizing brand continuation and continuous consumption.

 

　　Zhang Zhongjing’s pharmacy sells tea, pastries, snacks, etc.
; the century-old Hu Qingyutang veteran TCM doctor launches "Night and Tea" to provide nutritional nourishment for people who stay up late; Tongrentang is also trying to combine traditional Chinese medicine with new-style tea to explore "direct management" + Affiliate " model.