最近，多地气温创新高，避暑补水备药正当时，一方面，相关常用药"供需两旺"；另一方面，药师就此提醒：夏季防暑药物以及肠胃用药等，选择有"学 问"。 美团买药相关负责人表示："每年夏季我们都会推出高温健康关怀行动。在最近的大暑、三伏等节点，美团持续在高温城市推出高温补贴活动。线下方 面，平台还将联合药企、连锁药店等伙伴，在重点高温城市为骑手等户外工作者免费发放消暑防暑药品，为户外工作者提供清凉保障。" 药师提醒：中药饮片仅适用于轻症调理 线下：防暑药品、肠胃用药销量增加 就线下渠道而言，大参林片区主任郑玲玲表示，近1个月以来，防暑药品、肠胃用药销量增加，部分商品环比上升近5成，例如藿香正气水（液）等，此 外，不少市民还会到药店购买中成药或药材用于防暑。 大参林数据显示，近期降温防暑药品、防蚊防晒产品的购买需求增加，部分中药饮片出现一定程度热销。为此，药店备货充足，相关药物供应齐全，并未 出现断货现象。 此外，"广州制造"、份额占据市场半壁江山的白云山板蓝根颗粒近期再次迎来销售小高峰，部分药店将其放在货架"C位"上。 据悉，白云山板蓝根"清热解毒、凉血利咽"功效被街坊所熟知，市场培育稳健，近年来逐渐成为预防感冒的主 ...

Core Viewpoint - The competition among major platforms like Ele.me, JD.com, and Meituan in the food delivery sector has expanded into the pharmaceutical category, leading to a significant rise in the instant retail of medicines, with platforms investing in traffic resources, supply chains, and innovative marketing strategies [1][4]. Group 1: Market Dynamics - The instant retail of pharmaceuticals is experiencing rapid growth, becoming a crucial part of the outpatient pharmaceutical retail market [1][4]. - JD Health's "Buy Medicine in Seconds" feature has seen a threefold increase in order volume due to enhanced traffic resources [4][6]. - The instant retail sector is evolving from high-frequency to low-frequency demand, now covering a full range of categories, including pharmaceuticals [5][6]. Group 2: Platform Strategies - JD.com has prominently featured "24h Delivery of Medicines" on its app, enhancing visibility and traffic for its instant retail services [3][4]. - Meituan has launched its instant retail brand "Meituan Flash Purchase," further intensifying competition in the pharmaceutical retail space [4][6]. - Taobao's instant retail service has been upgraded to "Taobao Flash Purchase," which includes a significant category for purchasing medicines [3][4]. Group 3: Industry Trends - The transformation of physical pharmacies is driving the adoption of instant retail, as many pharmacies are closing, leading to a competitive environment where digital solutions are essential [7][8]. - The integration of online medical services with instant retail is creating a comprehensive service model for users, enhancing the purchasing experience [7][8]. - The collaboration among platforms, pharmaceutical companies, and pharmacies is deepening, allowing for more effective marketing and sales strategies [8][10]. Group 4: Financial Performance - One Heart Hall's new retail segment saw a 47.6% year-on-year increase in revenue, with the O2O instant retail channel contributing 78.2% [15][16]. - Yifeng Pharmacy reported online sales of 2.127 billion yuan in 2024, with 1.721 billion yuan coming from O2O, accounting for 80.9% of total online sales [16][17]. - The overall trend indicates that if online medical insurance is fully opened, the share of instant retail in physical pharmacies could rise to 32.1% by 2030 [16][17]. Group 5: Future Outlook - The competition for instant retail in pharmaceuticals among major platforms is expected to continue, with Douyin's unique position in social media marketing presenting both opportunities and challenges [18]. - The penetration of instant retail in lower-tier markets is anticipated to grow, making it a significant growth driver in the outpatient pharmaceutical retail market [18].

仿制药入局易对标难 儿童退热市场等待"中国答案" 据《 2016 中国儿童用药安全白皮书》，我国约有五成儿童用药不规范，每年因用药不当 导致失聪的儿童病例超 3 万例，致死案例超 7000 例。 数据显示，我国 2400 种儿童化学药中，专用化药不足 5% ，儿童依从性更好的口服溶液 剂、混悬剂不足 10% 。在退热药市场，"美林"长期占据国内线下药店终端超 90% 份额， 其缺货期间 3000 元每瓶的黄牛价更暴露市场畸形现状。 同时需要指出的是，仿制药入局易，对标却难。据 CDE 数据，国内目前已有 28 个布洛芬 混悬液生产批件，但由于家长普遍认为原研药质量更好、疗效更为稳定，因而给儿童选择药 物时更倾向于选择品牌知名度高的原研药，导致仿制药难以进入市场，实际生产规模十分有 限，强生制药的原研药物"美林"依旧一家独大。 近年来，患者对于仿制药质量问题的疑虑似乎从未真正消失过。从医生反应"麻药不 麻"、"泻药不泻"，到仿制药一致性评价数据雷同，再到 FDA 对多家中国药品检测公司发 出检测数据警告，仿制药的信任危机不断发酵，甚至愈发强烈。 高品质国药崛起正当时 近日，葵花药业宣布旗下重庆小葵花儿童制药有限 ...

近日，葵花药业宣布旗下重庆小葵花儿童制药有限公司研发的布洛芬混悬液正式获批上市。 葵花药业此次获批的新品直击国内儿童用药市场"选择性少"的痛点，标志着国产儿童退热 药正式迈入"品质平权"时代。 同时需要指出的是，仿制药入局易，对标却难。据 CDE 数据，国内目前已有 28 个布洛芬 混悬液生产批件，但由于家长普遍认为原研药质量更好、疗效更为稳定，因而给儿童选择药 物时更倾向于选择品牌知名度高的原研药，导致仿制药难以进入市场，实际生产规模十分有 限，强生制药的原研药物"美林"依旧一家独大。 近年来，患者对于仿制药质量问题的疑虑似乎从未真正消失过。从医生反应"麻药不 麻"、"泻药不泻"，到仿制药一致性评价数据雷同，再到 FDA 对多家中国药品检测公司发 出检测数据警告，仿制药的信任危机不断发酵，甚至愈发强烈。 高品质国药崛起正当时 葵花药业布洛芬混悬液对标国际品质 仿制药入局易对标难 儿童退热市场等待"中国答案" 据《 2016 中国儿童用药安全白皮书》，我国约有五成儿童用药不规范，每年因用药不当 导致失聪的儿童病例超 3 万例，致死案例超 7000 例。 数据显示，我国 2400 种儿童化学药中，专用化药不足 ...