Medical network - on July 10, if from the source of the classification, the current domestic layout medicine e-commerce has three kinds of enterprises: one is the development of the pharmaceutical industry enterprises to electricity, such as correction pharmaceutical, ridge pharmaceutical, its pharmaceutical group, medicine group, sig, yunnan baiyao, wang Huang drug firms, such as already involved in electricity. Second, large pharmaceutical business companies, such as kyushu, east China medicine, the Internet group, to the electronic commerce development. Three is a large e-commerce enterprises to permeate medical health field, including alibaba, tencent, jingdong, no. 1 shop.
This article mainly from the common B2B, B2C e-commerce and O2O classification to analyze medical electrical contractor.
(source: the ministry of commerce; in view of the ministry of commerce data, the data is not included in the medicine O2O platform the actual size of our medical electrical contractor is expected to something greater than the ministry of commerce data)
B2B investment: should
From the medicine circulation industry in 2016 to run statistical analysis report, domestic Internet medicine B2B development momentum, drug electricity sales totaled 61.2 billion yuan, up 29% from a year earlier, mainly comes from the B2B business growth.
In 2017, seven nu-lax, medicine help, anonymous penguin medicine such as electricity have complete wholesale funding.
In February 2017, medicine, electricity seven nu-lax announced the first echelon enterprise finish by day investment group (DCS), participation of sequoia capital, jingdong, etc, a new round of financing. At the same time, seven nu-lax health and beauty years (002044) reached a strategic cooperation, will be sent to you by online resources complement each other, to build a more complete medical and drug supply, medical and health management service ecological closed loop. , step length at the end of 2015 the pharmaceutical, which is believed to have seven nu-lax online pharmacies guangzhou pharmaceutical chain co., LTD. Invested 186 million yuan.
During the same month, medical pharmacist for mobile Internet B2B platform is completed by loose grain capital, fosun collar, such as wei capital, ivy with RMB 110 million B round of funding.
Medicine B2B platform anonymous penguin completed A round of funding, financing amount tens of millions of yuan, led by evergreen fund into capital, warp/weft institutions such as China, and send to vote. The unnamed penguin was established in November 2015, is a large for drugs and devices, health care products such as B2B third-party trading platform in the field of health. After A round of funding, the unnamed penguins announced its "will further promote the city development," and said it would put the business in 2017 to 100 cities.
However, beginning in 2017, has showed the B2B model of failure case. Some years of performance failed to meet expectations, some losses, even leading domestic supply chain integrated service provider. The author summarizes the failure case, think the B2B electricity drugs there are two main reasons for the decline in operating income and profitability:
It is policy strictly, business models no longer applicable Yu Xinzheng environment. Since the second half of 2015, the relevant state departments to associated with Internet use is greatly enhanced in the field of regulation. In August 2016, the state food and drug supervision administration of notice in hebei province, Shanghai, guangdong food and drug supervision bureau, to end the Internet third-party platform online retail drug pilot work. And in strengthening under the situation of drug safety regulation, the relevant state departments originally published comments let go online prescription drug sales policy in the short term will also be difficult to formally launched. At the same time, the national pharmaceutical circulation mess for management to reduce drug circulation of drug sales "two votes" policy has been clear in the pilot provinces and rapid advance. These policies and market environment change, become the weight of some B2B medical electrical contractor.
Second, the price war impact profit margins. In recent years new B2B electricity into the increase in the number of operators, the market competition. The original customer relationship and business impact, the original high margin of varieties of gross sales decline, prices have great influences on the market for the business development.
B2C: low threshold, into the era of proprietary
Released in April 2017, the CFDA "about the implementation of" the state council the third batch of cancel the designated place to implement the decision of the administrative licensing item "about the work", officially cancel medicine for examination and approval of electric business card and card of C B, medicine, electricity card and card of C B formal from examination and approval system to records. This means that the barriers to entry into medical electrical reduce. The original policy as long as the two entities drug retail stores can apply online pharmacies sell drugs, the threshold of the online pharmacies in itself is not high, the examination and approval formalities also is very easy, chain pharmacies want to do Internet business is very easy, not for sales medicine certificates already is not important. The threshold of the new rules only further reduce online pharmacies.
With the greatest impact for online pharmacies, is still the Internet third-party platform drugs online retail end of the trial work. In 2013, the administration has approved, Shanghai, guangdong food and drug supervision bureau in hebei province three provincial food and drug supervision department in hebei eye pharmaceutical technology co., LTD. "95095" platform, information technology co., LTD., guangzhou eight hundred party platform "eight hundred" and the new electronic commerce (Shanghai) co., LTD. "no. 1 shop" platform for Internet third-party platform online retail drug pilot work, pilot period for one year. Pilot exposed in the process of the third party platform and physical pharmacy subject responsibility is not clear, the sales of prescription drugs and drug quality and safety problems such as difficult to effective regulation, in July 2016, administration's decision to end the Internet third-party platform online retail drug pilot work.
This policy will lead to the end of each big online pharmacies not amorphous agglomeration of the platform, can only rely on their own in their own way traffic. Tmall, shop no. 1 electric business platform has also been the impact of this policy, cannot provide OTC (over-the-counter) medicines online trading, retain only the function of drug information display. Ali health in July 2016 through the acquisition of guangzhou pharmaceutical chain in five thousand won the medicine electricity C certificate, and launched ali health pharmacy flagship store was forced to try water proprietary model. When online pharmacies can only rely on their own flow, online pharmacy market will be subject to a pharmacy brand reputation.
O2O: listed drug companies to speed up the layout?
O2O is WeChat qr code super fire concepts of marketing, namely Online To Offline, will be Offline business opportunities together with the Internet, the Internet become Offline trading desk. So offline services can by using line, assures consumers can thread on screening services, clinch a deal can be online settlement, is expected to reach scale quickly.
By far the most common medical O2O mode is "delivery to your door" service. Besides traditional O2O platform, pharmacy, drug companies, pharmaceutical logistics have to send medicine "battlefield", one of the biggest chain pharmacies is giving medicine O2O enterprise competition.
In 2016, O2O giving medicine industry benchmarking "medicine to force" suspend delivery business, make industry slump for a time. In the form of cooperation with offline drug sales terminal built to send medicine O2O platform "medicine to force" in May 2016, a new round of financing failure, ended its short mobile medical career. That establishment of medicine "to force" once half A year has got A round of funding, accumulated nearly 1 million registered users and close to 400000 users. "One hour delivery to your door" service for the industry and the user's consistent high praise.
Two listed companies, each step pharmaceutical and renhe pharmaceutical layout to send medicine O2O enterprise "fast delivery" and "jingle fast medicine".
Step length pharmaceutical investment goal is to "fast delivery" realize the request of "qualified IPO" at the end of 2020. Fast party for nearly three years of science and technology in the acquisition of 31 pharmacy, reformed through Internet pharmacies, explore "proprietary is given priority to, the Internet drugstore drugstore, warehouse distribution integration" Internet pharmacies mature business model. Through the Internet to reform from the supply side of the store and is expected to fast technology one pharmacy order processing capacity equivalent to about 50 traditional pharmacies. On the basis of the existing scale of pharmacy, the future fast science and technology will be based in Beijing, facing the whole country cities and lower-tier cities to develop pharmacy service network. Plan of agriculture in 2017-2019 north guangzhou and other first-tier cities, for nearly hundred pharmacies, to gradually extended to the economic developed areas after 2020 second - and third-tier cities, total pharmacy number of breakthroughs in 300.
Renhe pharmaceutical launched in October 2014 medical O2O platform "jingle fast medicine", February 6, is launched in 2015. To benevolence and pharmacy network implemented its main body, the use of benevolence and pharmacy network pharmacy network, set up a jingle medical online information management center, through the integration of the 3000 terminal stores across the country, the company plans to make layout of the national pharmaceutical e-commerce company's logistics system is responsible for the unified logistics distribution, realize the terminal stores the fastest half an hour to send quickly, and the middle channel and the upstream product supply to achieve system coordination, renhe pharmaceutical supply chain integrity and competitiveness.
O2O goal, therefore, in the short term or a proprietary pharmacy improve market coverage, is essentially a logistics company.
Questions < < <
"Prescription + + electronic prescription health online payment" as a new growth point?
The medicine circulation industry in 2016 to run statistical analysis report mentioned, "prescription drug + + electronic prescription health online payment" tripartite model of information sharing or will be the next drug retail business growth point.
Policy review
At the beginning of the state council issued "on further reform and improve the use policy for producing and distributing medicines of several opinions", "outpatients to choose from in the medical institutions or retail pharmacy to buy medicine, medical institutions shall not be restricted with outpatient prescription to retail pharmacy to buy medicine. Qualified can explore to spin out the outpatient pharmacy from medical institutions" and "encourage conditional pharmacist online prescription audit, the rational use of drugs in the areas of guidance services", such as content for "prescription + electronic prescription" provides policy support.
In June 2017, bureau of guangdong province "on further strengthening the drug circulation safety supervision notice, mention" to the long-term use of fixed drug control and treatment of chronic diseases in the sale of prescription drugs, on the premise of guarantee the safety, for the convenience of the masses, can fully understand and record the patient drug use situation, need to buy drugs information and detailed information, buyers by retained the prescription of sales for the first time, and save the complete sales parameter for future reference "and" encourage pharmaceutical retail chain enterprises USES the "net book store" "from" net book store ways convenient public administration policy, means that chronic drug prescription is likely to be first to be liberalised, as well as good medicine O2O enterprises.
The ministry of industry and information technology push "Internet + medicine", promote the development of electronic health records and electronic medical records, electronic prescription database; People club department issued by the "Internet + one club" 2020 plan of action, social security card will be paid to load function, support various payment application and treatment to enjoy.
discuss
The above policy is "health online payment" tripartite information sharing mode provides policy support. However, online payment health-care docking is not urgent and important matters, people club department is expected to become the growth point is difficult in the short term.
In addition, the 2017 national "1 + 4 + 6" constitute a series of tax cuts, personal tax pilot startup investment enterprise and angel investment policy, will also promote the drug electricity investment boom. The policy is mainly good seed, leading science and technology enterprises, many medical electrical business start-up technology company standards. Policy pilot areas including beijing-tianjin-hebei, Shanghai, guangdong, anhui, sichuan, wuhan, xi 'an, shenyang eight comprehensive innovation reform test area, and suzhou industrial park.
Start-up technology company, refers to the within the territory of the People's Republic of China (excluding Hong Kong, Macao and Taiwan) was registered, the residents of audit collection enterprise; To accept investment, no more than 200 workers, which has a university bachelor degree or above, no less than 30% workers; Total assets and annual sales income of less than 30 million yuan; To accept investment to set up the time not more than 5 years; Accept investments and investment within 2 years after not listed on overseas stock exchanges; Accept investment that year and the next tax year, total r&d spending accounted for no less than 20% of the cost expense.
Conclusion the < < <
Policy influence investment guidance, but ultimately depends on investment targets. Investment boom could push high valuations.
In the short term, the B2B now largely depends on the pharmacy group products, and relies on online pharmacies group "platform" B2B jumpers, B2B firms may O2O direction. The threshold of the B2C is reduced further, online pharmacies differentiation brand era. O2O giving medicine is more drug firms try to drug retail "logistics" part of the water.
Drug electricity is still in a stage of development, the business is too single, however, homogeneity competition is too serious, where the parties are still in groping in the future.
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