当前，医药零售行业集中化进程持续加速，行业出清态势日益明显，如何强化核心竞争力、筑牢品牌护 城河，成为业内企业突围发展的关键课题。作为我国头部医药零售连锁企业，老百姓大药房在2025年锚 定商品力与供应链效率双提升目标，以商采体系深度变革为核心抓手，构建"以用户需求为中心"的高性 价比商品驱动模式，同步推进自有品牌建设、健康生态布局与物流体系升级，实现了经营效率、客户粘 性与盈利能力的协同增长，为行业高质量发展提供了实践范本。 从商采革新到生态布局，从数智赋能到物流升级，老百姓大药房以用户需求为核心，持续深化改革创 新，在行业变革浪潮中稳步前行。未来，随着健康消费需求升级，公司有望凭借完善的供应链体系、丰 富的商品矩阵与优质的健康服务，持续领跑行业，为更多消费者带来专业、便捷的健康解决方案。 在商采体系变革中，老百姓大药房构建了全方位的优化路径。组织管理层面，公司整合商采职能推行一 体化管理，打破部门壁垒，强化供应链各环节协同，显著提升了供应链响应效率与成本控制能力，为后 续改革筑牢基础。品类管理方面，彻底摒弃传统处方药与OTC分割的固有模式，建立以用户疾病/健康 场景为核心的品类体系，采用心脑血管类、儿科类 ...

Industry Overview - The pharmacy industry is undergoing a consolidation phase, with a confirmed trend of decreasing pharmacy numbers since Q4 2024. In Q4 2024, the net decrease was 3,395 pharmacies, followed by a decrease of 3,166 in Q1 2025 and 4,009 in Q2 2025. This trend is expected to accelerate over the next two years, leading to increased market concentration [1] - The shift from rapid expansion to standardized development raises the operational requirements for existing pharmacies, presenting a favorable opportunity for large chains to increase market share during this consolidation phase [1] Company Strategy - The company is enhancing its compliance system and self-inspection mechanisms to maintain a competitive edge in compliance management. It aims to strengthen professional pharmaceutical service capabilities and improve store operation quality [1] - The company is focusing on developing franchise and alliance businesses to integrate industry resources and attract small and medium-sized pharmacies, aiming to seize opportunities during the industry consolidation period and further increase market share [1] Procurement System Reform - In H1 2025, the company is implementing a deep reform of its procurement system, establishing a user-demand-centered model to enhance consumer loyalty and improve product quality and supply chain efficiency [2] - The integration of procurement functions aims to achieve unified management, significantly enhancing supply chain responsiveness and cost control capabilities [2] - The company is restructuring its category management logic to focus on user needs, moving away from the traditional prescription/OTC segmentation to a disease/health scenario-centered management system [2] Product and Service Diversification - The company is committed to diversifying its product offerings, particularly in the non-pharmaceutical health sector, utilizing big data to select SKUs and expand its product matrix. The "老百姓优选" brand focuses on safe, healthy, and cost-effective health products, including health foods and daily necessities [2] - In terms of service diversification, the company is building a health service platform centered around its stores, extending its health ecosystem with a focus on chronic disease services, pharmaceutical services, and convenience services [2]