The General Administration of Market Supervision issued the Measures for the Supervision and Administration of Drug Online Sales, which will take effect on June 5438+February 1 day, 2022. The "Measures" aim to standardize the online drug sales and online drug trading platform service activities, and ensure the safety of public drug use. So today, Bian Xiao is here to sort out the relevant knowledge of the new regulations on drug online sales supervision for everyone. Let's have a look!
The supervision of online sales of prescription drugs is becoming stricter.
Measures * * * Article 42 of Chapter VI clarifies the main qualifications and requirements of pharmaceutical trading enterprises engaged in online sales of drugs, and at the same time strictly manages the whole process of drug trading; Require the platform to sign an agreement with the drug online sales enterprise to clarify the drug quality and safety responsibilities of both parties; Clear prescription drug network sales management, effectively prevent drug safety risks. In addition, the "Measures" also clarified the corresponding legal responsibilities for online sales of illegal drugs according to law.
It is reported that the medical e-commerce track can be divided into B2B, B2C and O2O according to its upstream and downstream and business model. At present, the main players of B2C in medical e-commerce market are Ali Health, JD Health, 1 Medicine Network, 360 Good Medicine, Good Pharmacist and Pharmacy Network.
In recent years, the pharmaceutical e-commerce platform has increased substantially, and the sales of prescription drugs have increased rapidly. According to CMH data of Zhongkang, the B2C market of medical e-commerce reached 70.7 billion yuan in the first half of the year, up 25% year-on-year. Driven by the promotion of 6 18 e-commerce, monthly sales increased by 26% year-on-year. Among them, the sales of prescription drug e-commerce increased by 565,438+0% year-on-year, and the growth rate was the highest among all sub-categories.
Caitong Securities said that in the field of medical e-commerce, JD Health and Ali Health respectively benefited from the user diversion of JD.COM and Taobao, and developed into the top two medical e-commerce platforms in China, and remained optimistic about the long-term potential of the industry. It is estimated that the online market scale will be about 65.438+22.75 billion yuan in 2030, and the CAGR growth rate will be 20.4% in 65.438+00.
Four pharmaceutical e-commerce stocks have received great attention from institutions.
According to the statistics of Securities Times and Datanewspaper, A-share pharmaceutical e-commerce concept stocks total 18 shares. Most of the concept stocks are small and medium-sized, among which Tongrentang has the highest market value, with the latest total market value of 6145.6 million yuan; The market value of Shanghai pharmaceutical industry followed closely, reaching 57 billion yuan. From the perspective of institutional attention, the number of four rating agencies, Yinxintang, Dashenlin, Yiling Pharmaceutical and Tongrentang, is among the top, with about 20.
Since the second half of the year, Guo Xin Health and Yixintang have been among the top gainers, both exceeding17%; Yaoyigou, Baiyun Mountain, Tongrentang and Tai 'antang all experienced large declines, exceeding 10%. The overall valuation of the industry is also at a low level. The latest rolling P/E ratios of well-known enterprises such as Renhe Pharmaceutical, Shanghai Pharmaceutical Co., Ltd., Baiyun Mountain, Sinopharm Holdings and Kangenbei are all below 15 times.
Among the concept stocks, First Pharmaceutical and Intel Group achieved a year-on-year growth of more than 20% on the basis of their profits in the same period last year, while Guo Xin Health continued to lose money, with a narrow range. Taiantang's performance turned from profit to loss this year, with a sharp year-on-year decline 12 1.438+0%. Although the retail sales of Kang Aiduo's pharmaceutical e-commerce dropped sharply, resulting in a sharp drop in net profit, the company still showed optimism about the future of pharmaceutical e-commerce in the semi-annual report.
What are the leading pharmaceutical stocks?
Zuo Li Pharmacy 300 18 1
The main business of Zhejiang Zuoli Pharmaceutical Co., Ltd. is the research and development, production and sales of medicinal fungi Wuling and Bering series products, Chinese herbal pieces and Chinese herbal formula granules. The company's main products include Wuling series and Bailing tablets, Chinese herbal pieces and Chinese herbal formula granules.
Zhongyao holding 000950
Heavy Industry Pharmaceutical Holding Co., Ltd. is mainly engaged in pharmaceutical circulation business. Based on the coordinated development of pharmaceutical commerce and pharmaceutical research and development, the company is a leading medical and health industry group in the west. The company's main products are medicines and medical devices.
Zhongsheng pharmacy 0023 17
Guangdong Zhongsheng Pharmaceutical Co., Ltd. is mainly engaged in drug research and development, production and sales.
The company's main products are compound Xueshuantong series products, Zhongsheng pills series products, cefixime dispersible tablets, cefradine capsules and sucralfate oral suspension.
Zhongyuan Sheikh 600645
Zhongyuan Sheikh Cell Genetic Engineering Co., Ltd. is a biotechnology company, mainly engaged in life science and technology development, stem cell genetic engineering industrialization, biomedicine and gene pharmacy, textile, printing and dyeing, clothing and other businesses. Its main products include cell detection preparation and storage, scientific research reagents, gene detection and detection reagents.