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| After the two-ticket system, these companies are going to make a lot of money. |
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| Author：中國銘鉉 企劃部 Release Time：2017-8-8 10:55:02 Number Browse：645 |
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On August 8, the medical network has issued two bills of implementing policy documents or two voting systems in the major provinces of China.
Both the country's two-ticket document and the local two-ticket document make it clear that the traditional Chinese medicine tablets do not implement the two-ticket system and continue to add and sell.
At the same time, Chinese medicine yinpian also don't take medicine, the Internet is more a guangzhou recently 3 armour hospital outpatient service notice file out of the country, to control the medicine proportion, try to minimize the medicine prescription drugs, increase the amount of Chinese medicine yinpian prescription and hospital preparations are encouraged to use the relevant documents.
▍ policy, Chinese medicine yinpian meet multiple quantity price so is in sight
Different from prescription drugs, the pricing of Chinese medicine is not included in the uniform bidding procurement scope. Chinese medicine yinpian (including traditional Chinese medicine formula particles) is the national policy encouragement, hospital sales still can be suitable addition, hospitals and factories have jointly push up the price of Chinese medicine yinpian, fully implementing zero drugs addition policy this year, especially in hospital on the revenue side facing shrinkage, under the pressure of the hospital to further improve Chinese medicine yinpian price increases power terminal.
Since the pricing mechanism of traditional Chinese medicine yinpian supports cost price increases to the sales terminal transmission, and the actual implementation of the situation, it is generally promoted by the terminal products to increase the price of the raw materials.
For example, assume that the product of 100 yuan, medicinal materials costs 20 yuan, other costs 20 yuan, product gross margin of 60%, if the medicinal materials prices by 50%, cost up to $30, other constant cost, product ex-factory price by more than 10%, gross margin can be promoted, if the price more than 10%, in the other constant cost under the premise of net income can ascend.
In addition, the country's relevant regulatory authorities have been stepping up efforts to strengthen the price of medicines.
From the recently released by the ministry of commerce "the analysis of Chinese medicinal materials circulation market analysis report 2016" : in 2016, reflecting the overall price level of Chinese medicinal materials "traditional Chinese medicine comprehensive price index 200" (200 kinds of leading the Chinese medicinal materials market price in our country comprehensive weighted) the overall upward, from about 2100 points up to near 2600, trend compared with 2015, prices rebound.
(note: data from Chinese medicinal materials tiandi network)
Among them, more than 20 varieties have risen more than 100 percent in 2016, including 37 percent of the most commonly used medicinal herbs, and 136% in 2016.
At present, China's relevant regulatory authorities are still at high pressure on the fly inspection of traditional Chinese medicine, and the high price of Chinese medicine and Chinese medicine is a big probability event.
Chinese traditional Chinese medicine tablets are expected to rise in price at both hospitals and pharmacies.
Because of the policy on the sales of Chinese medicine in the hospital, the price of the terminal will be increased, and the hospital will profit more from the traditional Chinese medicine. Therefore, the current operation of the hospital business is sufficient. In addition to increased Chinese medicine yinpian prescriptions of traditional Chinese medicine hospital, other general hospital in additional regions, promote sales, slices and higher price, convenient use, high patient acceptance new slices of traditional Chinese medicine formula particles will significantly benefit, is expected to Chinese medicine yinpian end so quantity and price is expected to achieve in a hospital.
At the pharmacy end, with the promotion of consumer health care and the high-end of the brand of self-service tablets of pharmacies, the sales proportion of the sales of pharmacy channels has also been gradually improved. From the point of the sales situation of each big chain pharmacies bibcock, high gross profit of Chinese medicine yinpian were is one of the important category of its business, its sales accounted for and the gross profit margin also gradually improve, Chinese medicine yinpian prices also are expected to further increase the pharmacy of yinpian category of promotion.
In fact, from the point of macroscopic operation of pharmaceutical industry in China, in recent years, Chinese medicine yinpian industry growth is one of the fastest several architectural industry, the trend is expected to continue in the coming 2 ~ 3 years.
(note: data from the ministry of industry and information technology)
▍ "rise" sound, these yinpian enterprise benefit the most
Two votes to strengthen implementation, medicine proportion control fee tighter, combined with Chinese herbal medicine price trend obviously, this will directly benefit Chinese medicine yinpian (including formula particles, the current formula particles should be brought into the Chinese medicine yinpian management).
Sig pharmaceutical co.
The company is a leading manufacturer of traditional Chinese medicine, with a capacity of 53,400 tons. With a complete range of products, the company can produce more than 1, 000 kinds of products and more than 20,000 products. It is one of the most competitive business sectors.
Revenue in 2016 was 4.7 billion yuan, up about 26 percent year on year, and the market share was about 2.4 percent, up 0.2 percentage points from the previous year.
The company's products are of high quality, which can grab more market share in the industry shuffle; Finally is the pull of wisdom pharmacy, at the end of 2016, the company, pharmacy prescriptions of the highest wisdom has reached 14000 pieces, since June 2015 by the end of 2016, the cumulative treatment prescription nearly 1.8 million copies, outpatient service doctor about more than 10000 people, services more than 700000 patients.
Intelligent manufacturing is based on a new generation of information communication technology and advanced manufacturing technology. In 2016, the company is committed to promote Chinese medicine manufacturing of intelligent manufacturing, Chinese medicine yinpian workshop introduction of near infrared technology, embodies the modern traditional Chinese medicine (TCM) industry intelligent production automatic packaging machine has been put into operation, and brewing workshop production line automatic production and monitoring; The intelligent pharmacy workshop has developed an intelligent production system with independent intellectual property rights through independent research and development and the introduction of automatic production equipment. The company has been selected as the pilot enterprise of the two-integration management system of the ministry of industry and information technology. It is the only enterprise in the field of Chinese traditional Chinese medicine in the field of intelligent manufacturing pilot demonstration in 2016.
Released at the same time, enterprises in guangdong province traditional Chinese medicine formula particles pilot when the file is released ten working days of tickets received traditional Chinese medicine formula particles, in view of the enterprise comprehensive service ability and integration ability of traditional Chinese medicine industry chain, in the near future, the enterprise of traditional Chinese medicine formula particles will surely.
China's traditional Chinese medicine (TCM)
Chinese traditional Chinese medicine is one of the leading enterprises in China's traditional Chinese medicine industry.
China's traditional Chinese medicine has a complete industrial chain, integrating scientific research, manufacturing and sales. It has rich resources and produces more than 500 kinds of drugs, including Chinese medicine, chemical and biological drugs.
At present, the company has many production lines that have been certified by GMP, which can be used to extract 48,000 tons of Chinese medicinal materials each year, and produce 8,000 tons of traditional Chinese medicine formula and 7000 tons of traditional Chinese medicine.
After the Chinese traditional Chinese medicine has pocketed the income of jiangyin tianjiang and its subsidiaries, it has become the largest Chinese herbal formula granule enterprise with the market share of about 50% of the formula grain market.
In 2016, the contribution of Chinese medicine recipe granulates was 43.59 billion yuan, accounting for 67% of the sales revenue of enterprises. Gross profit is nearly 1.8 billion yuan.
The strong profitability of Chinese traditional Chinese medicine (TCM formula granule) also comes from the control of the terminal channels. The agent distribution accounts for less than 25% of the company's income, and the other more than 75% of the shares are controlled by the enterprise.
(note: annual report from listed company of the company)
Beijing tongrentang health pharmacy
Beijing tongrentang health pharmaceutical co., LTD., founded in 2003, is a subsidiary of Beijing tongrentang holdings.
At present, the company has seven major production bases. The production bases of enterprises are mostly built on the basis of local crude medicines or features: dalian seafood base; Liaoning ginseng product base, sichuan health wine base, jiangshan bee product base, daxing health manufacturing base, bozhou Chinese herbal medicine base and fuzhou production and manufacturing base.
Beijing tongrentang health pharmaceutical co., Lt. operates the entire health care products industry chain of health products including the research and development, production, sales and service of health care products, covering a total of 4,710 varieties. The business characteristics of the company are mainly high-end and expensive, such as cordyceps and ginseng, with emphasis on the health care products.
The main traditional types of health care products are as follows:
(note: the data is from Beijing tongrentang health pharmaceutical co., LTD. Subject and related debt item 2017 tracking rating report, for reference)
With the development of China's traditional Chinese medicine industry, the policy of "treating unsick" has greatly promoted the development of enterprises.
Beijing tongrentang health pharmaceutical r&d production, logistics, supply and terminal sales, product categories include traditional health care products and food, modern health care products and food, etc., has a complete product system, has developed into a main enterprise of Chinese health food industry.
In 2016, Beijing tongrentang health pharmaceutical sales revenue exceeded 4.6 billion yuan, with the sales of caterpillar fungus and ginseng products more than 2 billion yuan, which is the main source of business income.
(note: the data source is from "Beijing tongrentang health pharmaceutical co., LTD.
Because the market concentration of Chinese traditional Chinese medicine yinpian enterprises is extremely low, with the improvement of people's demand for the medicine, the new type of Chinese medicine yinpian or the future direction.
With the benefit of the policy, some enterprises can seize the opportunity to develop rapidly. Some enterprises may become objects of merger and acquisition, and the market concentration of enterprises may improve.
The attached:
Representative Chinese traditional Chinese medicine yinpian enterprises (because of the space relationship, only give the main 100, ranked no.) :
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