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Combing 163 semi-annual reports to consider the attitude of drug companies to e-commerce
 
Author:中國(guó)銘鉉 企劃部  Release Time:2017-9-21 10:46:46  Number Browse:1295
 
On September 21, the medical network has a different attitude and attitude towards medical e-commerce. As a listed pharmaceutical company standing at the forefront of industry development, the semi-annual report published by them shows that it has a complicated attitude towards medical e-commerce.

Reporter combed the motherboard 163 pharmaceutical industry listed companies (according to the CSRC industry classification standard, in addition to a heart hall, yi feng, ordinary people, inside and outside) half annual report found that early have medical electricity enterprise layout, electricity performance still have a lot of bright spots, like yunnan baiyao, renhe pharmaceutical, taian hall, etc.; Some companies said they would strengthen their business. But more businesses are still "saying nothing".

As for the reasons behind it, the industry policy is the most important factor in combining the semi-annual reports of these companies and the development of pharmaceutical e-commerce.

A negligible e-commerce business

In the six months of the 163 listed companies, there are only 23 companies mentioned in the pharmaceutical e-commerce business, and only a handful of enterprises already operating in the pharmaceutical e-commerce business. This partly reflects the "awkward" status of current drug companies in the pharmaceutical market.

One of the 23 companies that mentioned the drug business is spinning off its e-commerce business. Kahn bei referred to in the half annals, "the company business income is 2.34 billion yuan, fell by 23.27%, but according to weed out late last year after Jane cheng medical factors and table comparable caliber, year-on-year growth of 21.34%." Previously, Mr Conen had transferred his company's business-to-business platform, jin-cheng pharmaceuticals, to the company. It can be seen that pharmaceutical e-commerce is not "a piece of fat", and it is likely to become a "burden" for enterprises to operate unwell.

Of course, if run properly, e-commerce will be an important engine for enterprise development. According to share half annals, its electric business platform for its shopping mall and by the end of June, a total of 1628 new customers, has more than 7844 online customers, trade order 10132 this year, orders rose 45%.

Baiyunshan pharmaceutical sales company of guangyao baiyunshan has expanded the sales of the jinge e-commerce channel in baiyunshan, which has made the sales of jingodian channel sales increase in the first half year. The sales volume of Tmall stores in baiyunshan, a company with its own e-commerce, has been further developed, with sales increasing by more than 30% year on year. Companies such as yunnan baiyao, ren and pharmaceutical, taian hall, and others have vigorously expanded their e-commerce channels, and their e-commerce businesses continue to continue to grow. The semi-annual report of nanjing medicine showed net profits of 112 million yuan and e-commerce revenue of 50 million yuan.

In addition, a number of enterprises that have tried e-commerce business have said in the semi-annual report that they will continue to strengthen the driving force of e-commerce channels and create new growth points for the business.

"The great health is a great source of development for the development of pharmaceutical channels, and actively tries to explore and explore modern sales models such as e-commerce and wechat business," he said. Ma yinglong takes online promotion, offline drainage, optimizing e-commerce business structure and enriching the way of category structure to optimize and upgrade. In the health care products, health yuan will also increase the opening and promotion of new channels such as e-commerce and social e-commerce, and accelerate the exploration of new models.

Although the potential of medical e-commerce is huge, there are a number of representative enterprises at present, but judging from the whole pharmaceutical market, the market size and influence are still insignificant.

An industry policy that doesn't work

In the era of mobile Internet, e-commerce has become an important driving force for economic transformation and upgrading, and it has also produced many business myths. Is it possible to replicate or draw on the experience of e-commerce in other industries? Unfortunately, in the field of medical e-commerce, Internet thinking is ultimately a wall of industry policy.

In 163 listed companies, basically is the pharmaceutical industry enterprise, their biggest market terminal is the hospital, so in prescription drugs sales ban policy environment, and the existing marketing mode, the net is almost impossible to make them, plus they had already established a radiation each business area sales team, marketing system, in addition to the B2B model, other medical electrical business model doesn't suit the development situation of industrial enterprises.

In the OTC market, improve the market position of retail pharmacies, the industrial enterprises are more willing to cooperate with the pharmacy, to show the strength of the existing marketing team, and will not impact the existing marketing system, rather than in the unknown forest, less intensive cultivation in the familiar field.

In fact, even in the current cancel the drug addition, to reduce the medicine proportion, and the implementation of two votes policy changes, such as age, coupled with the cost increasing, most of the listed companies in the presentation of half annals reform of basic is to optimize the current marketing model, rather than into the medical field of electricity.

However, there are also some enterprises in the "Internet plus" thinking, integrating online and offline elements to innovate, exploring new development models in the field of medical e-commerce.

Tasly referred to in the half annals, will gradually build the health management center and electricity new mode of pharmacy platform, service center will slow disease as offline order to assist patients and distribution station, set up perfect slow disease health management system, continuously expand the scope of service and products, forming third-party accurate health management platform based on health care. According to the introduction, the diabetes management service platform established by tianshili has rapidly increased the number of diabetic members. As of June 2017, the number of online diabetes members increased from 50,000 to 70,000, and the business revenue for the first half of the year was 130 million yuan, up 45% from the same period last year.

The stronger the strong

In this more than twenty involving medical electricity business of listed companies, yunnan baiyao, taian hall, renhe pharmaceutical the three layout electrical business already, results it is a bright spot, with the current medical electricity the development characteristic of "the strong constant strong".

Yunnan baiyao in half said in its annual report, "in the modern channel to implement Internet +, the product channels and the Internet to grafting, with the method of autonomous construction and platform in synergy, realizing a complete coverage of the main electric business platform; At the same time, the development of channel construction in the wechat business and other fields has obvious channel advantages.

Health products in the form of a flagship store in each big electric business platform, on the basis of based on features of its own products, with new retail development pace, Internet marketing center was established in hangzhou, gradually open the new pattern of health product development of the Internet." Data show that yunnan baiyao e-commerce business operating profit reached more than 400 million yuan.

The e-commerce platform of taiantang has been growing rapidly and the industry status has been further consolidated. "As of December 31, 2016, the company registered more than 30 million registered users and 20 million total users," the company said in its semi-annual report. Daily visits to more than 3 million, daily processing orders of 50,000, while achieving full - division membership resources and terminal pharmacy sharing.

The e-commerce business of ren and the pharmaceutical industry has shown polarization. At present, the electric renhe pharmaceutical business mainly include: jingle O2O business medicine and pharmacy network and B2C business of benevolence, marketing by profit model, O2O business is still in a state of loss, and B2C business growth trends.

It is important to note that there are quite a few listed companies has been involved in medicine, electricity, relevant information has not released in half annals, perhaps wait for the annual report, of listed pharmaceutical companies for electricity attitude is the best time.
 
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