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| State control, China resources, drug expansion |
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| Author：中國銘鉉 企劃部 Release Time：2017-8-30 10:23:30 Number Browse：740 |
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The national version of the "two-ticket" document released on August 30 has been released for more than half a year. As of June 30, 2017, 26 or so provinces in the provinces of China have introduced the implementation policy documents related to the "two-ticket system".
With half released annual report into the peak, the market size of the top three manufacturers of its holdings, China resources medicine and Shanghai pharma are issued in the first half of 2017 transcripts, look at the three drug giant in the national policy of "two votes" file was born six months, which marketing network is expanding, which is covered in contraction, the deepening of the existing network?
▍ concentration on improving pharmaceutical giants in China market
According to the ministry of commerce of the medicine circulation industry to run statistical analysis report (2016) statistics show that: in 2016 China's medicine circulation industry sales totaled 1.84 trillion yuan, up 10.4% from a year earlier, the growth is up 0.2% from a year earlier, of which 367.9 billion yuan medicine retail market, excluding factors than year-on-year growth of 9.5%, growth rose 0.9%. The main business revenue (excluding tax) of national drug circulation enterprises was 1.40 trillion yuan, an increase of 11.6% year on year and 0.7 percentage point increase.
By the end of 2016, the number of pharmaceutical wholesalers in China reached 1.30 million, down nearly 500 from the previous year. The total number of pharmacies in China (including chain stores and independent pharmacies) is 447 thousand, which is about 1,000 fewer than in 2015.
Sinopharm, China resources medicine and Shanghai pharma is the top three in the field of pharmaceutical circulation enterprises in our country, the three companies business network (the area of pharmaceutical products reach) have been covering the mainland area of the country's 31 provinces. From the sales growth rate, the sales growth rate of large drug wholesale enterprises is higher than the industry average, and the concentration of drug wholesale industry is further improved. In 2016, the top 100 business income of pharmaceutical wholesale enterprises accounted for 70.9% of the total medical market in China, up 2.0 percent year on year. Among them, four national champions accounted for 37.4% of the total pharmaceutical market in the same period, up 0.5 percentage point year on year.
Once upon a time three big companies the size of the pharmaceutical business revenue sinopharm is absolute giant, than CRC medicine and scale of Shanghai pharma both combined, but its growth is relatively slow, but the absolute value of growth amount is still in the lead. If all the statistics are made in RMB, the growth rate of China resources medicine is the fastest, at 15%.
The basic operating income of the big three companies is as follows:
Note: data from the company's semi-annual report? China resources medicine, if measured in yuan, is up 15% year on year.
From the pharmaceutical business that contributes major business income to the enterprise, the distribution business accounts for most of the amount, and is also the most affected by the national policies.
In the first half of 2017 is in the national "two votes" files released the first half year, some enterprises in the expansion of marketing network, some enterprises have carried on the marketing network and marketing network of shrinkage, in the deep.
▍ its marketing network - contraction, the deepening, and increase efficiency
There is no change in the distribution network coverage and business coverage of the national drug control distribution network, which has distribution network layout in addition to Tibet. The retail stores cover 18 provinces and cities in China, with 3,693 pharmacies (only the major pharmacies), with 2,664 direct stores and 1,029 franchised stores.
A strong distribution network is no different from 2016. The pharmaceutical distribution logistics network includes 4 hub logistics centers, 38 provincial logistics centers, 185 prefecture-level logistics outlets, 24 retail logistics outlets and 251 total branches.
China's downstream terminals and customers have slightly shrunk in comparison to 2016, but the downstream resources are still abundant. It can be seen that enterprises have made great efforts and achieved fruitful results in the deep ploughing. The unit output has increased and profitability has been significantly improved. Sinopharm downstream clients include pure pin 14279 hospitals (only refers to the classification of hospital, including the largest highest-level tertiary hospitals, 1938), a year-on-year increase in 38, small end users (including grass-roots medical institutions, etc.), 112041, 2016 in 119931 to cut 2016, compared to the retail pharmacy 74108 compared to the 2016 2016 5731.
The following table of revenue and profit of the business segment of China pharmaceutical holding business division:
Note: the data comes from the company's semi-annual report.
▍ CRC medicine - the rapid expansion of marketing network, has won four provinces
In the first half of 2017, China resources medicine in the pharmaceutical distribution business aspects strengthen the breadth and depth of network coverage, continue optimizing adjustment of product mix and promote innovation mode, improving operation efficiency and quality and promote distribution integration of business operations; There are 745 retail pharmacies and 81 DTP pharmacies, covering 44 cities.
By the end of June 2017, China resources pharmaceutical marketing network covered 27 provinces, municipalities and autonomous regions and built four new provinces on the basis of the new four provinces in 2016.
In terms of the number of downstream terminal resources, China resources medical grade hospital was rapidly developed in the first half of 2017, but there is still a large gap between China and the state drug control.
By the end of June, there were 5,085 downstream customers of China resources pharmaceutical, with an increase of 805 compared with the end of 2016. There were 32,164 grass-roots medical institutions, down 3,701 from the end of 2016. There were 21,789 retail pharmacies, a bigger increase than the end of 2016, adding nearly 2,500.
In the first half of 2017, the overall situation of the business sector was not increasing, the revenue growth was faster, and the profit showed a different degree of decline.
In terms of income of the sub-section business, China resources pharmaceutical pharmaceutical distribution business realized a division income of hk $70,412,834 thousand Hong Kong dollars, up 10.6% from the same period a year earlier (16.3% in RMB caliber). Retail sales revenue was hk $2,117,495 hk, up 10.2 per cent year on year (15.8% in renminbi terms).
The business income and profit of the business segment of China resources pharmaceutical industry are as follows:
Note: the data comes from the company's semi-annual report.
▍ Shanghai pharma - slowly but surely, marketing network expansion and subsoil efficiency on two legs
By the end of June 2017, Shanghai pharmaceutical marketing network layout covered the country's 22 provinces, there are two provinces (note: the author half released annual report 2017, according to enterprise branch and announcement of listed companies and other public information to estimate new network provinces of qinghai, and chongqing, for reference. Welcome to the insider's criticism of the new construction in the first half of 2017; There are 1,855 retail pharmacies in the brand chain, with 1, 200 of them.
Obviously, in terms of the number of downstream terminal resources, there is a big gap between Shanghai pharma and sinopharm control, but the overall growth trend is shown.
Until the end of June 2017, the Shanghai medical pure pin downstream customers medical institutions for 27712, more than 2016 by the end of 25139, 2573, including 1425 tertiary hospital, more than 2016 by the end of 1332, 93, the centers for disease control and prevention (CDC), 727, 141 increase from 2016 in 586.
Note: based on the semi-annual report and the company's related public information, the author speculates that the new network provinces are qinghai and chongqing.
In addition, in order to improve the logistics service capacity of pharmaceutical logistics, Shanghai pharma will also develop strategic cooperation with DHL, a leading global logistics company, to expand the pharmaceutical logistics market in 2017.
In the first half of 2017, the overall situation of the pharmaceutical and commercial sectors in Shanghai was better, increasing revenue and increasing profits, and the gross profit margin of distribution and retail business increased.
In terms of revenue of sub-section, Shanghai pharmaceutical pharmaceutical distribution business realized a division income of 58521 million yuan, up 9.64% from the same period last year. Retail sales revenue was 27.14 billion yuan, up 9 percent year on year.
The following table of business income and gross profit of Shanghai pharmaceutical commercial sector division:
Note: the data comes from the company's semi-annual report.
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