调研速递|药易购接受国信证券等1家机构调研 透露多项战略规划要点

Core Insights - Sichuan Hezhong Pharmaceutical Easy Purchase Co., Ltd. (referred to as "Easy Purchase") is committed to developing the outpatient market and the pharmaceutical industry internet, focusing on a full-channel supply chain and driven by digital innovation technology [3] Group 1: Strategic Planning - Easy Purchase aims to create a one-stop service system by leveraging talent and capital across industrial, commercial, terminal, and consumer sectors [3] - The company has established a core positioning of "Pharmaceutical + Technology," "Platform + Ecology," and "Self-operated + Empowerment," building an SBbC ecosystem driven by full-channel supply chain and digital technology [3] Group 2: Channel Layout - Easy Purchase is focused on breaking down barriers between upstream manufacturers and pharmaceutical terminals, positioning itself as a leading enterprise in the technology health sector [3] Group 3: Future Investment Directions - Easy Purchase plans to establish the Jian Su Easy Purchase Fund in collaboration with professional investment institutions and state-owned platform companies, participating in the investment of the Chuan-Yu Gao Zhu New District Guang Yi Xing (Chongqing) Private Equity Investment Fund Partnership [3] - The company aims to leverage professional institutional resources to discover quality enterprises and projects, enhancing its product voice and pricing power while developing innovative pharmaceutical sales channels [3] Group 4: TOC Business Development - In the first half of 2025, Easy Purchase established Sichuan Easy Purchase Technology Group Co., Ltd. to increase investments in internet pharmaceutical retail projects and offline channel incubation [3] - The online TOC business, controlled by Chongqing Yao Da Mai, achieved revenue of 150 million yuan in the first half of 2025, reaching 77.73% of the total revenue for 2024 [3] - The company’s investment in Yuxin Traditional Chinese Medicine achieved revenue of 55 million yuan in the first half of 2025 and was recognized as one of the "Top Ten National Health Brands" by Pinduoduo [3] - The offline TOC business is expanding through a franchise model, forming a cluster of chain pharmacies in Southwest and South China [3]