太平洋云南产业链系列深度⑤， 文章转自2025年07月04日太平洋 医药 团队报告 ，分析师： 周豫 投资要点 中国药店的市场总体规模在2023年达到了9,233亿元，2019-2023年CAGR达到了 7.7% 。 零售药店数量也在近十年持续提升，总量在2023年达到了66.7万家，店 均服务人数在2023年为约2,114人，数量持续下降。相比较而言，美国药店店均服务人数为6,250，日本调剂药局店均服务人数2,299人。 云南整体零售药店市场呈现龙头主导、区域不均衡的特点。 集中度来看，相对较高，连锁化率为57.16%，但与四川和上海等地区仍旧存在一定差距。不过医药 连锁本土企业优势显著，一心堂、健之佳依托本地资源深度渗透，未来有望随着县域并购整合、处方外流红利、医保门店扩容持续推升行业集中度。从省内头部 连锁药店省外拓展情况来看，2020-2024年实现持续省外拓展，其中一心堂省内门店占比由2020年的59.46%下滑至2024年的48.49%，下滑10.97%，省外在四川和 河南占比出现明显提升；健之佳的省内门店占比则从2020年的82.86%下滑至2024年的59.17%，共下滑23.69%，省外拓 ...

Group 1 - The World Health Organization found that personal behavior and lifestyle factors account for 60% of health impacts, emphasizing the importance of individuals taking responsibility for their own health [1] - The International Self-Care Day, celebrated on July 24, has gained positive responses from nearly 40 countries and regions, promoting self-care awareness and practices [2] - Non-prescription drugs are highlighted as essential tools for self-care, providing safety and convenience for families in health management [1][2] Group 2 - Various stakeholders, including government policies, industry initiatives, and public awareness campaigns, are collaboratively working towards achieving the "Healthy China" goal [2] - Medical experts shared practical health knowledge during the event, focusing on children's health and the importance of preventive care [3] - The event received support from multiple health-related organizations, indicating a strong collaborative effort in promoting health literacy and self-care practices [3]