药店也调改 一心堂未来专业药房、泛健康药店“三七开”

Core Viewpoint - The industry is facing an overall supply surplus, leading to a decline in the average number of services per store, necessitating improvements in store output and efficiency [1] Group 1: Financial Performance - In the first half of the year, the company reported a revenue of 8.914 billion yuan, a year-on-year decline of 4.20%, and a net profit attributable to shareholders of 250 million yuan, down 11.44% year-on-year [2] - The decline in revenue was attributed to a drop of over 2 percentage points in retail income, with significant decreases in distribution, Chinese herbal raw material supply, and Chinese herbal pieces business due to proactive business adjustments [2] - The company opened 203 new stores and closed 241, resulting in a net decrease in store count to 11,372, marking the first net reduction in recent years [2] Group 2: Store Transformation - The company has initiated a store classification and upgrading transformation, with plans for 70% of stores to transition to multi-category pharmacies and 30% to professional pharmacies, with nearly one-third of stores increasing their medical attributes [3] - As of the end of August, over 400 stores have undergone transformation, focusing on maintaining core treatment categories while introducing beauty, personal care, maternal and infant products, and functional foods [3] - The company is adjusting performance evaluation metrics for store staff to include non-pharmaceutical sales, customer repurchase rates, and service-related indicators [3] Group 3: Future Plans - The company aims to complete the transformation of 1,000 multi-category stores by 2025 and to finalize the category and scenario construction for all stores by 2027 [4] - The professional pharmacy segment is expected to be developed over the next 2 to 3 years, with a systematic upgrade of chronic disease medication and routine service systems by 2027 [4] - The company has noted that the current output per store for professional pharmacies is higher, but significant financial changes are not expected solely from store transformations due to various influencing factors [4]