零售药店转型

Search documents
零售药店要走出医保依赖
Sou Hu Cai Jing· 2025-09-12 11:32
经观评论 梁嘉琳/文 多家连锁零售药店披露了2025年上半年的财务数据,6家上市企业中仅有2家实现营收增长。大型连锁药店尚且如此,小型单体药店更难。据健康 产业数据和咨询服务平台——中康CMH的数据,2025年一季度全国药店净减少3000家,总数已经跌破70万家。这意味着社区药店的扩张趋势可能逆转,大 批量的亏损潮乃至关店潮已经来临。 最近几年,城市中药店的密度和快餐店一样高。在患者健康需求没有成倍增加的情况下,零售流通服务供给量暴增,最终只能导向严重的行业内卷。和其他 零售行业不同,药店这样的医药零售行业喜欢卷"医保定点"。但医保依赖并非没有代价,前阵子,部分地方医保局介入到药店的经营范围、零售定价中。像 管理医保定点医院一样,医保局规定药店不能加价销售,甚至不能兼营保健食品、化妆品、日用品等其他商品。这严重压缩了药店的经营空间。 部分药店为了利润诱导消费者将医保资金'洗'出来以获取利益,包括医药产品虚高报价、重复收费、分解收费以及串换项目购买非医药产品等一系列欺诈行 为。 作为应对,全国医保系统从2024年起对零售药店开展专项整治:国家医保局创新出信息披露工具,在全国医保统筹区推广"药品比价软件",向公众 ...
关店潮来了!零售药店谋变
Zheng Quan Shi Bao Wang· 2025-08-21 02:56
Core Viewpoint - The retail pharmacy industry in China is entering a phase of negative growth by 2025, with a significant number of store closures and a shift in focus towards health services rather than just product sales [1][2][3] Group 1: Industry Growth and Challenges - The retail pharmacy sector has seen a 50% increase in store numbers over the past seven years, but the growth has reversed, with a net decrease of approximately 3,000 stores in the first quarter of 2025 [2][3] - The total market size for pharmaceuticals in China is projected to decline for the first time, with a forecast of 1.97 trillion yuan in 2024, reflecting a mere 0.9% growth in 2023 [2][3] - The median revenue growth for eight listed pharmacy companies is only 4.7%, while median profit has decreased by 32.9% year-on-year [2][3] Group 2: Market Dynamics and Strategic Responses - Many retail pharmacies are slowing down on new store openings, with a notable increase in the proportion of franchise stores to enhance market share [3] - The concentration of the top 100 retail chains has risen to 53%, indicating a trend towards consolidation in the industry [3] - The DTP (Direct to Patient) market is expanding, with a projected sales scale of 89.3 billion yuan in 2024, growing by 17.2% [4][5] Group 3: Opportunities for Innovation and Diversification - Despite declines in traditional categories like Chinese medicine and medical devices, the sales of biological products have surged by 17.7%, indicating a potential growth area for the industry [3][4] - There is a growing demand for personalized healthcare services, with over 85% of chronic disease patients expecting medication guidance and over 75% seeking disease awareness education [5][6] - Retail pharmacies are encouraged to explore partnerships with companies in beauty and health supplements, as well as to adopt a more diversified approach to meet evolving consumer needs [6][7]
闭店潮下零售药店谋变 靠前服务拓展价值点
Zheng Quan Shi Bao· 2025-08-20 18:30
Core Viewpoint - The retail pharmacy industry in China is entering a phase of negative growth by 2025, with a significant number of store closures and a shift in focus towards health services rather than just product sales [1][2][3] Industry Overview - The retail pharmacy sector has seen a 50% increase in store numbers over the past seven years, but the total number of pharmacies has now dropped below 700,000, marking the beginning of negative growth [2][3] - In Q1 2025, approximately 3,000 pharmacies closed, indicating a trend that may continue as the market contracts [2][3] Market Dynamics - The overall market size for pharmaceuticals in China is projected to decline for the first time, with a forecasted sales figure of 1.97 trillion yuan in 2024, reflecting a year-on-year decrease [2] - The competition among pharmacies has intensified due to a shrinking market, leading to a median revenue growth of only 4.7% among eight listed pharmacy companies, while median profit has decreased by 32.9% [2] Strategic Responses - Some retail pharmacies are slowing down their expansion plans, while others are increasing their franchise operations to boost market share [3] - The concentration of the top 100 pharmacy chains has risen to 53%, indicating a trend towards consolidation in the industry [3] Opportunities for Innovation - Despite declines in various product categories, the sales of biopharmaceuticals have surged by 17.7%, suggesting a potential growth area for the industry [3][4] - The DTP (Direct to Patient) market is expanding, with a projected sales growth of 17.2% in 2024, highlighting a shift towards more personalized patient care [4][5] Collaboration and Diversification - There is a growing interest from innovative pharmaceutical companies to collaborate with retail pharmacies, particularly in the DTP sector, to enhance patient services [5][6] - Retail pharmacies are exploring diversification into beauty and health products, with potential market opportunities reaching trillions [6][7] Future Outlook - The industry is expected to evolve from a product-centric model to a health-centric approach, driven by increasing health demands and innovations in drug supply [7][8] - The existing network of nearly 700,000 pharmacies provides a unique opportunity to enhance health service delivery across the country [7]
老百姓大药房4.4亿减持,揭开连锁药店的“虚火”与真相
阿尔法工场研究院· 2025-05-15 03:47
Core Viewpoint - The retail pharmacy industry is facing significant challenges, including profitability imbalance, increased compliance costs, and competition from new business models, leading to an impending industry reshuffle [1][22]. Financial Performance - The major retail pharmacy chain, Lao Bai Xing Pharmacy, announced a substantial share reduction plan of up to 22.8 million shares, amounting to 440 million yuan, following a report showing a decline in revenue and net profit by 0.36% and 44.13% respectively [2][4]. - The top six listed retail pharmacy chains have experienced a slowdown in revenue growth, with most reporting single-digit growth rates in 2024, and net profits declining by 20% to 240% year-on-year, except for Yi Feng Pharmacy which saw an 8% increase [4][5]. Industry Trends - The "ten thousand store era" has seen a rapid increase in the number of retail pharmacies, with over 39,000 closures expected in 2024, indicating a saturated market [5][6]. - The average revenue per square meter for Lao Bai Xing Pharmacy has decreased from 59.2 yuan/square meter in 2020 to 47 yuan/square meter in 2024, highlighting the pressure on profitability due to high competition [6][8]. Regulatory Environment - The suspension of new approvals for medical insurance designated pharmacies has limited growth opportunities for chains reliant on this model, with Lao Bai Xing having 9,158 such stores, covering 93.03% of its direct stores [10][11]. - Increased regulatory scrutiny and compliance costs are further straining the operational efficiency of retail pharmacies [8][10]. Strategic Shifts - Retail pharmacies are attempting to diversify their product offerings beyond pharmaceuticals to include health products, beauty items, and other non-pharmaceutical goods, but face challenges in establishing competitive advantages in these mature markets [12][14]. - The shift towards a more professional health service model is seen as a potential core competitive advantage for retail pharmacies in the future [14][20]. Competitive Landscape - The competition is no longer limited to traditional pharmacies but includes supermarkets, beauty stores, and B2C platforms, necessitating a transformation in business models [20][21]. - The industry is expected to undergo a reshuffle, with those who can effectively transition to diversified, professional, and online models likely to capture the next wave of growth [21][22].