Medical network - on January 6, 2016 medical electrical contractor B2C market is contradiction development situation; Is expected in 2017 policy relatively loose, market growth is relatively slow. By 2020, the medical electric dealer market will grow to more than $100 billion in large market.
In 2016, has been in the past, have opened in 2016. About 2016, medicine, electricity industry popular reaction is the environment is bad, not to mention 2014 "Internet food and drug supervision and administration of business method (draft)" has so far failed to have the following, in 2015, the industry of medicine electricity forward to culminate at the same time, industrial environment and policy in 2016 all the way down, bring a big impact to the whole medical electricity industry. Review the past this year, medicine, electricity B2C market presents the contradiction between development situation, on the one hand, investment environment layer upon layer to tighten policy; , on the other hand, according to early November 2016 CFDA south medicine on online pharmacies sell 2016 released by the economic research institute, the size of the data, 2016 medical electric dealer market B2C sales scale is expected to reach 28.5 billion yuan, increased by 97.6% compared with 2015, 14.4 billion yuan, overhaul environment loose in 2015 (85.11%).
There will be a logic behind all things, behind the seemingly contradictory phenomenon is not only carry on past industry change, also gestates the inspiration to the development of the industry for the future.
2017 investment delay effect weakened
In 2017? The first is the policy level of concern. It should be said that bad is good, no matter whether the future development and reform commission (NDRC) negative list will be officially released, the ban is a prescription drug sales, and endorsed by the national Internet hospital provides prescription drug sales in some sense of a kind of solution, and to vigorously developing trend. Negative list blow will be part of the chip without prescription electric business solutions the layout of the enterprise, for Internet hospitals can provide legal ChuFangYuan and various electric business platform, the influence of negative listing co., LTD.
In addition, although the pilot countries stopped the third-party platform drugs, but the instrument, family planning supplies, health supplies, etc, and proprietary type network sale of OTC drugs are still open, third-party platform OTC drug payment in cash on delivery mode is also was allowed, and social health insurance with the people of online payment in various provinces and cities, health bonuses will also be released. Overall, 2017 policy level is the steady transition and even a year for good.
Is unpredictable, "black swan" event's influence on the industry. In the long term, medical electric dealer market development trend is unstoppable, but if the massive counterfeit drugs will have strong pressure of the policy, such as the pressure on the market, short-term impact will be very big. In addition, the part of the electricity company will face the risk of capital chain rupture. Therefore, as a whole, medical electrical business is losing money to foster market stage, although some companies announced in 2016 that profit is only a small profit and still at the expense of scale. , many enterprises are still in angel rounds or A round into B round and later is very less, raise funds are not sufficient to support enterprise continuing losses, the current funding markets encounter cold, early can get investment through 2017 remains unclear.
In general, the network consumers buy medicine behavior to develop the long-term drivers of the market, short-term the market co., LTD. On the policy, easing in 2016 by the year 2017, the market development in the early accumulation of supplier, investment market for driving the market supernormal growth in 2016, but under no big policy stimulus, this kind of effect will decay in 2017. This judgment, 2017 medical electrical dealer market growth will be relatively slow.
Medical electricity four big anticipation
The future is bright, the road has twists and turns. The author observed medical electric dealer market for many years, the biggest regrets is that market has been growing but episode. In general, however, we are very bullish on the future of the medical electrical contractor.
Anticipation [a] in 2020, the medical electric dealer market will grow to more than $100 billion in large market.
In simple terms, the future market of the compound rate of growth is difficult to less than 50%, if calculated in accordance with the growth rate of 50%, to 2020, medical electric dealer market scale will reach 109.5 billion yuan. In fact, growth has reached 97.6% in 2016.
Anticipation [2] ali health pharmacy and Beijing university pharmacy will quickly grow into the billions of level players in the industry.
Ali and jingdong or active or passive choice in proprietary medicines in this category, rather than merely as a third party to provide matching trading platform, with the advantage of the natural flow of the two big pharmacy online is easy to implement cash flow. Ali health proprietary pharmacy debut on "a" double tenth day is the top Tmall medicine pavilion sales list is a case in point.
One or a few [three] anticipation proprietary B2C platform is expected to enter the club of billions.
Data in 2015, 1 billion club several B2C platform, such as medicine, seven nu-lax, kang love and health guest if according to the compound growth rate of 50%, to around 7.5 billion levels by the year 2020. Although this several B2C platform at present growth rate is less than 50%, but note that the explosive growth of the Internet company often comes suddenly, whose capital chain is more solid, team is more robust, operations more efficient, more logical layout, action is more efficient, who were more likely to live to be 2020 and live better.
Anticipation [4] a few vertical medical electrical contractor will really profitable and effective business model.
Such electrical contractor including focus on one or a few slow disease field of drug and provide the perfect combination of online slow disease management service electrical contractor and focus on the features such as contact lenses, medical equipment, such as the electricity, these companies are likely to be king in niche markets and rely on the unique business model blocking access to giant.
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Supporting medical electricity tripartite confrontation of "angel"
Due to the delayed effect of investment funds, many medical electricity enterprise financing in 2016 the former have been given a good investment when it meets cold. Proprietary medicine electricity, for example, the first camp team of seven nu-lax, 1 medicine network has a good financing in late 2015 and the money enough to support the electricity company in the 2016 years of development, and continue to drive growth. Incomplete statistics in the table below the medical electrical business financing situation in recent years.
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