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太原药店迎来关闭潮,释放出了什么信号?实体经济该如何来破局
Sou Hu Cai Jing· 2026-01-09 09:14
在消费降级阴云的笼罩下,今年太原北城的闭店率很高。 有一次,晋观君路过胜利街某条街巷,此前那条街巷不算繁华,但也不至于很冷清。 但前段时间过去,路边的店铺关了不少,加之冬天天冷还有关门的早,整个街巷显得更凄凉了。 那条小巷里有4个药店,有2个关门了,还有两个亮着灯还在营业,但消费者较少,门可罗雀。 药店都会倒闭? 查了一下数据,好像近几年药店倒闭的还不少,各个城市都有,不单单是太原。 中康数据显示,2024年全国零售药店关店数量约3.9万家,闭店率达到5.7%,平均每天有107家药店倒闭。。 进入2025年前三季度,全国药店关闭超4万家,关店规模逐季扩大,有业内人士预测,2025年预计有5万至10万家药店关门。 尤其是那些位置一般,消费力以老年人为主的街道或小巷,闭店率更是不忍直视,几乎达到了50%以上。 如果仔细观察的话会发现,在那些闭店的店铺里,首次出现了药店闭店的情况。 在人们的认知中,药店是暴利行业,药店还能闭店? 这一下子,药店生意为何就不好做了呢? 晋观君之见,大致有三方面原因: 其一,市场饱和了 关于太原有多少家药店,并没有公开的具体的数据。 依据市场监管局2022年发布的数据显示,全市共有药品 ...
超新零售物种来了,揭秘爆火的“氛子药局”
FBeauty未来迹· 2026-01-06 10:22
踏入上海复兴中路11 8 0号的"氛子药局",所有关于OTC渠道的刻板印象都被打破。 1、"人"的重构:从"患者"到"健康生活追求者" 这里没有弥漫的消毒水气味、没有明亮冰冷的药柜,取而代之的,是研磨咖啡豆的焦香与淡淡 的中药草本清香交织,暖黄灯光、色彩鲜艳的圣诞新年装饰吸引了往来人们的视线。年轻顾客 们在门口一棵巨大的粉色圣诞树前打卡拍照,而后进店点一杯带有小圣诞帽的养生饮品,拿着 饮品自然地"逛"起了药店。 这里是第一医药旗下的"氛子药局"。 自2 0 2 5年1 2月开业以来,它迅速成为社交媒体上的焦点。如上所说,它与常规意义上的药店 相去甚远,展现出未来零售的模样——通过彻底重构"人、货、场",将一个强功能场域转变为 融合健康、美妆与生活方式的"混合空间"。 《FBe a u t y未来迹》近期不仅实地探店与消费者交流,还有多家进驻的品牌负责人聊了聊这个 特立独行的零售新物种。 图源第一医药官方 氛子药局坐落在充满历史感的上海衡复风貌区,不过,它的内核却是极致年轻的。 门店共分为两层,整体布局与传统药店截然不同。一楼更像一个时髦的生活集合店:进门左手 边是醒目的现制茶饮吧台,售卖人参美式、灵芝拿铁等中 ...
益丰药房:人口老龄化进程加快,零售药店作为社区健康流量入口,渠道价值将不断提升
Cai Jing Wang· 2026-01-04 07:36
近日,益丰药房在互动平台向投资者表示,受经济环境、行业周期等多重因素的影响,短期内,公司以 提升经营质量为导向,减少开店及并购计划,营收增速相较以前有所放缓。但是,人口老龄化进程加 快、医药分开的医改以及行业集中度提升等行业发展逻辑并未发生根本性的变化,我们相信,零售药店 作为社区健康流量的重要入口,渠道价值和社会价值将不断提升,与此同时,随着行业多元化经营创新 以及线上线下新零售模式的不断成熟,药店零售行业将不断迎来新的发展空间。2025年1至9月,益丰药 房实现营收172.86亿元,同比增长0.39%;实现归母净利润12.25亿元,同比增长10.27%。 ...
湖北省浠水县市场监管局多措并举整治药店处方药管理乱象
Xin Lang Cai Jing· 2026-01-04 07:35
中国质量新闻网讯 近期,湖北省浠水县市场监管局精准施策、重拳出击,通过召开专题推进会、开展专项整治、健全长效机制等系列举措,全面规范处方 药流通秩序,切实筑牢群众安全用药底线。截至目前,已检查零售药店53家,责令整改25家,整治工作取得实效。 高位部署明方向,压实责任筑根基 围绕"严字当头抓整治"要求,推行"五查一促"靶向监管模式,确保检查精准有效:一查陈列分区,核查处方药是否实行专区闭架管理、标识是否清晰规范, 杜绝开架销售乱象;二查人员履职,以"四不两直""交叉互检"方式突击核查执业药师在岗情况,严查挂证脱岗、处方审核流于形式等问题;三查处方合规, 核对处方开具与销售时间,严厉打击"先药后方""虚假处方"等违规行为;四查购销追溯,核查药品购销记录与处方的一致性,确保处方按规定留存、销售信 息可追溯;五查系统建设,检查计算机管理系统是否真实、完整记录处方药销售信息。同时,坚持监管与服务并重,针对单体药店处方来源不足的痛点,积 极引导符合条件的药店与合法互联网医院合作,规范开展远程问诊、电子处方承接服务,从合法渠道破解群众"购药难"问题。 警示在先防未然,长效治理固成效 在专项整治启动前,向全县药品零售企业发 ...
系统治理处方药销售乱象
Xin Lang Cai Jing· 2026-01-02 17:26
本报讯(全媒体记者查洪南 通讯员杨菁菁 王本灵)"大爷,您要买的消炎药是处方药,必须凭医生 处方才能购买。"近日,四川省成都市金牛区检察院检察官对一起违规销售处方药行政公益诉讼案开 展"回头看"时,听到某药店工作人员正耐心地向前来购药的群众解释。这番场景的背后,是一场由检察 机关推动、多方联动的零售药店违规销售处方药专项整治。 2025年2月,金牛区检察院收到"益心为公"志愿者提供的线索,反映辖区某药店存在违规销售处方药行 为。经立案调查,检察官发现该药店长期存在"先售药、后补方"的情形,表面上手续齐全,实则架空了 处方审核的临床把关功能,使患者用药脱离专业评估,埋下安全隐患。 "处方药管理是药品监管体系的核心环节,直接关系到公众健康与用药安全。该问题反映出系统性监管 漏洞,必须推动标本兼治。"承办检察官表示。为此,金牛区检察院邀请成都市人大代表、人民监督员 与相关单位开展专题座谈,形成"双轨"推动系统治理的举措:一方面在辖区开展零售药店违规销售处方 药专项整治,切实规范药品经营秩序;另一方面由人大代表就此问题向人大常委会提出建议,推动从制 度层面建立健全长效监管机制。 党的二十届四中全会明确提出"强化食品药 ...
大参林业绩会:行业处于供给出清初期 集中度将进一步提升
大参林是国内药品零售连锁集团化企业,直营业务范围覆盖广东、广西、江西、河南、河北、福建、浙 江、江苏、陕西、黑龙江、湖北、四川、海南、山东、重庆、辽宁、新疆、山西、安徽、上海、内蒙古 等21个省份(含自治区及直辖市)。截至2024年底,大参林销售额和门店数量均居药店零售行业第一。 针对当前药品零售行业的情况,大参林董事、总经理柯国强在业绩说明会上表示,行业目前正处于药店 行业供给出清的初期,中小连锁及单体药店正在加速退出,这一趋势主要源于多重因素叠加:消费力下 行、监管力度加强(如医保追溯码全面使用、电子处方流转平台落地等)以及头部连锁的竞争优势越发 明显。在此背景下,合法合规运营、具备精细化管理能力、供应链资源丰富及规模效应足的企业将获得 更大市场份额,行业集中度将进一步提升。 柯国强指出,大参林通过自建、并购、加盟三驾马车持续扩张门店规模,其中并购和老店转加盟有效地 实现不增加行业供给的同时提升门店规模及市占率。公司在2025年前三季度,自建门店300家,新增加 盟门店979家,均为行业最快。与此同时,公司还将持续提升门店服务的专业化水平、强化商品及供应 链能力、提升精细化运营能力,进一步扩大公司的竞争优 ...
DFI Retail Group Holdings Limited (DFIHY) Analyst/Investor Day Transcript
Seeking Alpha· 2025-12-04 14:38
Core Points - DFI Retail Group is hosting its Investor Day 2025, focusing on strategic updates and growth opportunities across its businesses [1][2] - The event includes presentations from the management committee and a Q&A session, followed by store visits for participants [2] Group 1 - The event aims to provide detailed strategy updates and highlight growth opportunities [2] - Participants are reminded to silence mobile devices and are informed about potential filming and photography during the event [2] Group 2 - The agenda includes a full schedule with presentations and interactive sessions to engage investors [2] - Logistics for the afternoon store visits will be provided before the lunch break [2]
再现涨停潮,这个板块彻底爆了!政策催化,交通、食品、电缆多点开花!居然还有沙县概念股?
雪球· 2025-12-02 08:58
Market Overview - The three major A-share indices experienced a collective pullback, with the Shanghai Composite Index down 0.42% to 3897.71 points, the Shenzhen Component down 0.68% to 13056.70 points, and the ChiNext down 0.69% to 3071.15 points [2] - The trading volume in the Shanghai and Shenzhen markets was 15,934 billion, a decrease of 2,805 billion from the previous day [2] Sector Performance - The majority of industry sectors saw declines, with notable gains in pharmaceutical retail, shipbuilding, and railway sectors, while energy metals and precious metals faced significant losses [2] - The Fujian sector saw a surge, with multiple stocks hitting the daily limit, including Hai Xin Food and Rui Neng Technology [4][6] Fujian Sector Highlights - The Fujian sector experienced a strong rally, with stocks like Fujian Expressway, Sun Cable, and Hai Xin Food all hitting the daily limit [4] - The local government has implemented policies to support cross-strait integration, including incentives for Taiwanese individuals to open Sha County snack stores [6] Pharmaceutical Retail Stocks - Pharmaceutical retail stocks saw a strong rise, with Hai Wang Biological hitting the daily limit for five consecutive days, accumulating a 61.18% increase over the last five trading days [12] - The demand for flu-related medications has surged, with a 500% increase in purchases of antiviral drugs on Alibaba Health's platform over the past two weeks [14] Google Chain Concept - The market has shown significant interest in the Google Chain concept, with Saiwei Electronics experiencing a 60% increase in stock price over the past five trading days [16] - Recent product launches by Google, including Gemini3, have sparked investor enthusiasm, leading to a substantial increase in Saiwei's market capitalization [18][21]
大爆发,这一板块集体拉升
Zheng Quan Shi Bao· 2025-12-02 05:20
Market Overview - A-shares experienced a decline with major indices falling, as the Shanghai Composite Index dropped by 0.55% to fall below 3900 points, the ChiNext Index fell by 0.88%, and the STAR Market Index decreased by over 1% [1] - Nearly 4000 stocks were in the red, with sectors such as non-ferrous metals, pharmaceuticals, brokerages, and semiconductors declining, while insurance and coal sectors saw gains [1] Retail Pharmacy Sector - Retail pharmacy stocks surged, with notable performances from companies like Renmin Tongtai and Haiwang Biological, both hitting the daily limit, and Hezhi China rising over 8% [3][4] - The increase in flu-like cases is expected to benefit the retail pharmacy sector, driving demand for antiviral medications and symptomatic treatments [3][4] Fujian Local Stocks - Fujian local stocks saw a collective surge, with companies like Jiarong Technology and Haiyin Food hitting the daily limit [6][7] - The rise is attributed to the issuance of measures to promote the development of computing power infrastructure in Fujian, which includes plans for enhancing network transmission efficiency and expanding international connectivity [6][7] Strong Performing Stocks - Jinfu Technology achieved a 7-day consecutive limit-up, reaching a historical high, while Tongyu Communication has seen four consecutive limit-ups [9] - Jinfu Technology is in the process of planning an acquisition of at least 51% of Guangdong Lanyuan Technology, which is still in the due diligence phase, indicating potential risks associated with the transaction [9][10]
大爆发!这一板块 集体拉升!
Zheng Quan Shi Bao· 2025-12-02 05:02
Market Overview - A-shares experienced a decline with major indices falling, as the Shanghai Composite Index dropped by 0.55% to fall below 3900 points, and the ChiNext Index fell by 0.88% [1] - Nearly 4000 stocks were in the red, with sectors such as non-ferrous metals, pharmaceuticals, brokerages, and semiconductors declining, while insurance and coal sectors saw gains [1] Retail Pharmacy Sector - Retail pharmacy stocks surged, with notable gains including People's Tongtai and Haiwang Biological reaching their daily limit, and Hezhi China rising over 8% [3][4] - The increase in flu-like cases is expected to benefit the retail pharmacy sector, driving demand for antiviral medications and symptomatic treatments [3][4] Fujian Local Stocks - Fujian local stocks saw significant increases, with companies like Jiarong Technology and Pingtan Development hitting their daily limit [6][7] - The rise is attributed to the issuance of measures to promote the development of computing power infrastructure in Fujian, which includes plans for enhancing network transmission efficiency [6][7] Strong Performing Stocks - Jinfu Technology achieved a 7-day consecutive limit up, with its stock price reaching a historical high [9] - The company is in the process of planning an acquisition of at least 51% of Guangdong Lanyuan Technology, which is still in the due diligence phase [9] - Tongyu Communication has seen a 4-day consecutive limit up, focusing on expanding its satellite communication business and holding over 700 patents in the RF communication field [10]