2025西普会 | 当健康消费市场泡沫破裂，医药产业如何脱困？专访苏州四药董事长许红磊

Core Insights - The Chinese pharmaceutical industry is currently facing a transformation period with both the pharmaceutical manufacturing and terminal markets under pressure [2] - The chairman of Suzhou Fourth Pharmaceutical Factory, Xu Honglei, discussed the industry's challenges and shared the company's strategies to overcome them [2] Group 1: Market Dynamics - There has been a significant increase in consumer attention towards health, with 90.5% of consumers expressing high concern in January 2024, up from 83.9% in 2023 [3] - The market has revealed unmet needs post "bubble burst," particularly in pain management, with over 300 million chronic pain patients in China, growing by 10 to 20 million annually [3] - The market for pain relief products is approaching 70 billion yuan in sales by 2024, indicating steady growth [3] Group 2: Consumer Engagement - The traditional "push marketing" approach is becoming less effective as consumers seek more autonomy and understanding of products [4] - Misconceptions about pain management, such as viewing pain tolerance as strength and the fear of dependency on pain medications, hinder market expansion [4] - Suzhou Fourth Pharmaceutical is leveraging social media to educate consumers about pain relief options and medication usage [4] Group 3: Service Innovation - Retail pharmacies are experiencing a decline in customer traffic, impacting revenue, with a need for enhanced service offerings [6] - Consumers are diversifying their purchasing channels, opting for online-to-offline (O2O) services for convenience, especially for common pain relief medications [6] - The company is collaborating with chain pharmacies to provide a "30-minute delivery" service for urgent pain relief needs, while also focusing on chronic pain management [6] Group 4: Strategic Collaboration - The current industry challenges cannot be addressed through a single approach; collaboration between pharmaceutical companies and pharmacies is essential [6] - By analyzing consumer needs and enhancing service capabilities, the industry can create a new ecosystem that benefits manufacturers, retailers, and consumers alike [6]