According to the statistics, the global pharmaceutical market size has grown from USD 793.6 billion to USD 976.1 billion from 2010 to 2014, and the global pharmaceutical market size is expected to reach USD 1,224.9 billion by 2019, which is an increase of about 25.50% compared to 2014.
According to the statistics of the National Bureau of Statistics, the total national health expenditure has increased from RMB 1,157.397 billion in 2007 and RMB 1,998.039 billion in 2010 to RMB 3,531.240 billion in 2014, with an average annual growth rate of over 18%. With the sustained economic development, accelerated aging of the population, increased life expectancy and the introduction of measures related to healthcare reform, the status of China's pharmaceutical industry in the national economy will be further enhanced in the future.
In recent years, the national pharmaceutical production has been in a sustained, stable and rapid development stage. Over the past decade, the total output value of China's pharmaceutical industry has maintained rapid growth. According to the statistics of the Southern Institute of Pharmaceutical Economics, the compound growth rate of China's total output value of the seven major categories of the pharmaceutical industry reached 23.31% during the 11th Five-Year Plan period, and still maintained the momentum of rapid growth after the 12th Five-Year Plan period, reaching RMB 2,579.8 billion in 2014, a year-on-year increase of 15.70%. In 2014, it reached RMB 2,579.8 billion, a year-on-year increase of 15.70%.
Currently, there are more than 3,000 pharmaceutical companies in China, but the TOP 100 contributed to more than 60% of the market share, the remaining more than 2,900 companies share the rest of less than 40% share, which shows that the concentration of China's pharmaceutical market is becoming more and more obvious, in accordance with the trend of the future concentration will be more and more obvious. /news-85183.html
From the point of view of the enterprise group, China's hospital market sales ranked the top 20, in order, Pfizer, Yangtzekiang, AstraZeneca, Shandong Qilu, the four rings of the pharmaceutical industry, Shanghai Fosun, Sanofi, Jiangsu Hengrui, Clariant, Zhengda Tianqing, Bayer, ShangPharma, Novartis, Roche, Far Eastern, Merck Sharon, China Pharmaceutical Corporation, Shiyao, Buchanan Pharmaceuticals and Novo Nordisk. Half of the Top 20 local companies are already in the market.
From the point of view of drug varieties, among the top 20 best-selling products in China's hospital market, there are only 4 foreign-funded products, and the other 16 are domestic varieties. But the four foreign-funded enterprises drugs in 2016 year-on-year annual growth rate have increased, while most of the growth rate of the products of local enterprises showed a downward trend, the local enterprises in the drug market sales still need to continue to work hard.
IMS released a forecast in March this year, predicting that the overall growth rate of China's pharmaceutical market will be around 7% in the five years from 2016 to 2020, based on the prediction that there will be a lot of new products on the market in 2018 and 2019, but after 2019, because the consistency evaluation of many products is facing the expiration of the year, which may be new challenges and changes in the landscape for both foreign and local companies. challenges and changes in the landscape.
Ten major trends in China's pharmaceutical industry in the second half of 2017
1. The new version of the health insurance catalog will be officially implemented in the second half of the year, and the sales of some of the mainstream companies of prescription drugs will be in serious decline.
The new version of the health insurance catalog landed in the beginning of the year in the limelight, according to the requirements of the relevant state departments will be formally implemented in the second half of the year. The implementation of the new version of the health insurance catalog will determine the life and death of a part of the prescription drug companies: products in the new health insurance catalog, there is still room for survival, pharmaceutical companies can take this to improve their own soft power, to provide good academic support and service support on the hard work; but if the product is not in the new health insurance directory of the pharmaceutical companies, the decline in sales will be even more serious, these companies will either shift the sales position to the competitive out-of-hospital channel sales and OTC channel sales, third-party sales, and the sales of the mainstream enterprises will be a serious decline. Sales and OTC channel sales, the third terminal channel sales, or enterprises face elimination or acquisition of the situation.
This year's national health insurance catalog and the previous versions of the national health insurance catalog has a big difference: some of the pharmaceutical companies of the "big varieties" to expand the scope of use of the restrictions on the identity of the medical institutions, diseases and use of the population has a lot of limitations; the other is that even if the product into the health insurance catalog, in some provinces do not have the corresponding health insurance payment policy. In addition, even if the product enters the medical insurance catalog, in some provinces, there is no corresponding implementation of the medical insurance payment policy. These restrictions on the development of some mainstream prescription drug companies have a greater impact on the sales of some companies will therefore decline more seriously.
2. The provincial health insurance catalog is beginning to be supplemented, and small and medium-sized pharmaceutical companies with high-quality varieties of resources will be expected to overtake.
As we all know, the product advantage is the root of the competition of pharmaceutical enterprises. A good main product often determines the fate of a pharmaceutical enterprise. Many pharmaceutical companies are relying on one or two fist products to make a splash. With the major additions to the provincial health insurance catalog, small and medium-sized pharmaceutical companies with star products or golden single products, especially those with high-quality proprietary Chinese medicines, may usher in the spring.
Some of the small and medium-sized pharmaceutical enterprises will stand out in the fierce competition due to the advantages and uniqueness of their products, and become the golden products after the addition of the medical insurance catalog. These small and medium-sized pharmaceutical enterprises selected for the medical insurance catalog will usher in a great opportunity for development, riding high in a large number of competing products in the market, which is where the charm of the advantageous varieties lies. These small and medium-sized pharmaceutical enterprises in the "spring" will be singing all the way, is expected to "race track" on the curve.
3. Chinese medicine beverage enterprises encountered a bloody storm, the size of 100 million or less companies face being out.
Chinese medicine tablet enterprises, especially some of the smaller Chinese medicine tablet enterprises, due to the frequent occurrence of Chinese medicine tablet quality problems, became the hardest hit by the flying inspection, resulting in the first half of the operation has been in trouble, and some enterprises have been eliminated from the game. From the first half of the flying inspection, was withdrawn from the GMP certificate of more than 40 enterprises, Chinese medicine tablet enterprises accounted for nearly half. A strong financial strength and risk-resistant ability is an urgent problem for Chinese medicine beverage enterprises.
With the increasing supervision of Chinese medicine tablets by the state and relevant departments, and the introduction of relevant policies and systems, it will be increasingly difficult for Chinese medicine tablets manufacturing and operating enterprises. For the scale of more than 100 million, with considerable strength of the enterprise, through the improvement of production processes and equipment to improve the quality and competitiveness is able to tide over the difficulties; but for the scale of 100 million below the small and medium-sized enterprises of traditional Chinese medicine tablets, the lack of financial strength and competitiveness of the weaker is the head of the heart of the pain can not be wiped away.
According to the National Bureau of Statistics data show that in 2016, the Chinese medicine tablets industry sales revenue of 192.2 billion yuan, the lowest percentage in the pharmaceutical industry, only 6.5%, but maintain a higher growth rate of 13.5%, higher than the overall growth rate of the pharmaceutical economy, showing good momentum of development; 2017, because of the favorable national policy, the market capacity of Chinese medicine tablets will be as high as nearly 400 billion.
Chinese medicine tablets, as one of the important pillars of the Chinese medicine industry, urgently need to further standardize the production process and quality management norms, I believe that in the near future, the Chinese medicine tablets market will stand alone, ushering in a more rapid development.
4. The pharmacy + clinic model is becoming increasingly mature and popular among consumers.
With the deepening of the national health care reform, prescription drug companies have transferred a large number of drugstore chain sales channels, and more and more prescription drugs will be sold in pharmacies. Under the profound influence of the entire pharmaceutical environment, retail stores with the qualification of pharmacy + clinic operation are increasingly favored by consumers.
The rapid implementation of hierarchical diagnosis and treatment, and the increasing cost of medical technology in ranked hospitals have made it possible to change the habits of some of the original hospital patients who have been sick to the hospital, and the proximity to community clinics or pharmacies with clinic qualifications is being accepted by an increasing number of people. In the clinic, the drugstore to see a doctor with the clinic, the drugstore professional doctor's prescription to the drugstore to pick up the medicine, can get fast, effective treatment, but also saves to the hospital to see the registered fee and queuing time.
With China's rapid entry into the aging society, "the big disease to the hospital, the small disease to the community or pharmacy" concept has been y rooted in the hearts of the people, with the growing maturity of the drugstore + clinic model, clinic doctors to improve the quality of their own and the improvement of equipment, the drugstore + clinic model is being promoted on a large scale, I believe that this model will have a larger role in China, China's version of the I believe that this model in China will have a large as, China's version of the "Mayo Clinic" will be expected to appear.
5. Pharmaceutical companies with resources are rapidly expanding new sales models, prescription drugs, OTC, the third terminal, KA, out-of-hospital, the health division of the "six horse-drawn carriage" situation will begin to appear.
Previously, the sales model of pharmaceutical companies is relatively single, either prescription sales, OTC sales, or third terminal sales. But as the pharmaceutical environment has become increasingly complex, it has become difficult to "play around" in China's pharmaceutical market with just a few sales models.
Some pharmaceutical companies and visionary pharmaceutical entrepreneurs with their own strengths are vigorously expanding the previously untried sales model, which we call the "new sales model". The "new sales model" includes the third terminal, KA, out-of-hospital sales, big health, etc. There are successful examples in each sales model. Resourceful pharmaceutical companies need to carefully study the success stories, fully integrated with their own strengths, "complementary", will be in the current severe pharmaceutical market, a unique way to have a new as. For example, a well-known domestic pharmaceutical companies, in the original field of controlled sales to do the country's top 3, the company's boss visionary, in the country vigorously advocate the background of the health industry, took the lead in the establishment of a large health business unit. Within a few years, the sales volume and scale of the health division has far exceeded the scale of the original third terminal sales model, and has become another core profit growth point of the enterprise.
6. Chain drugstore listing boom, large and medium-sized chain drugstores competing for listing to bring a new round of chain drugstores.
Already listed drugstore chains such as the common people, Yifeng and Yixintang are still accelerating their store openings and mergers and acquisitions outside the province. From the latest changes, they have slowed down in mergers and acquisitions, and gradually shifted to building their own stores. The reason for this is that while acquisitions are faster than self-built stores, there is also a lot of uncertainty about the stability of the quality of the acquisitions and the uncertainty after the acquisitions. Relatively speaking, the stability of the quality of self-built stores and the uncertainty of the acquisition will be less problematic.
Guangdong's regional leader in large forest chain, Shandong's regional leader Soyu civilian has entered the countdown to listing; some other well-known pharmaceutical chains such as the Friends of the Kang chain, Yan Xitang chain is also making preparations to plan for the listing and speed up the opening of stores and mergers and acquisitions, with a view to listing on the main board in the near future. A well-known pharmaceutical chain in the Central Plains this year, the goal of the new store is 1,000, an average of 3 per day at the rate of high-speed expansion. Its goal is to take 3-5 years to the capital market, the implementation of a new leapfrog growth.
7. Large and medium-sized pharmaceutical companies mergers are no longer the object of high pharmaceutical companies, but small and medium-sized pharmaceutical companies with branded health insurance and branded OTC varieties.
Advantageous large and medium-sized pharmaceutical companies mergers are still accelerating, but the vision has become more and more selective. Appearance of the high profile, to be acquired pharmaceutical companies are often the surface of the glossy, high rate of non-performing assets, mergers will also be problematic. The brand health insurance and brand OTC varieties of small and medium-sized enterprises because of its brand awareness and product awareness, in the intention to be acquired by the advantage of large and medium-sized enterprises will be favored. Product brand degree and popularity is not a momentary formation, but to go through a long process. Products after a long period of use has been formed in the minds of consumers, brand power, brand power is competitive, with a complete competitiveness has a strong profitability, in this case, large and medium-sized enterprises to aim at these enterprises is very insightful and forward-looking.
8. Changes in industry policy have led to the strategic goals of large pharmaceutical companies to become confused, and executives of large pharmaceutical companies have left the team.
The uncertainty of the industry has led to the uncertainty of the personnel, but also led to some of the large pharmaceutical companies executives have left the team. This is an era in which the results of the assessment of heroes. Pharmaceutical executives are the soul of a pharmaceutical company, their arrival or departure will have a great impact on the formation of short-term strategy or long-term strategy of the pharmaceutical company, and many times it will be fatal. The entry of new executives will in turn bring new strategies and new cultures in, adding too much uncertainty. In today's bad industry climate, it certainly adds to the problem for the organization.
Maintaining a relatively stable executive team is a basic principle that many confused pharmaceutical companies need to adhere to, because executives are very important to the development of a company, he just familiar with the situation and leave the enterprise is particularly harmful. Only when the top management is stable, the strategy can be stabilized, the development of the enterprise can be sustainable, and the enterprise can be committed to long-term development. Throughout history, all of the world's top 500 companies to do the evergreen business, its core executives are very charismatic and long-term service to the company and the company with the development of people.
9. The focus of the primary care division of pharmaceutical companies has shifted to sales management and service.
The state is vigorously advocating primary health care, major illnesses, difficult cases to the hospital, minor illnesses to the primary health care organizations, pharmacies. And in the primary health care construction and the new rural cooperative has made great investment. As the majority of pharmaceutical companies specializing in primary care services, their focus is no longer just to sell products, but to shift the focus to sales management and service.
Previously, these pharmaceutical companies did get a share of the primary care market by carefully studying consumers and products. However, as the reform of the national healthcare system proceeds, the needs of primary care organizations have undergone new changes. First of all, they need to learn new knowledge to meet the increasing demand of consumers; secondly, the country has stopped the infusion of fluids on a large scale, and the primary health care organizations need new skills and methods that can replace the infusion of fluids to achieve both medical ethics and profitability. Finally, they have new requirements for the quality of pharmaceutical enterprise personnel and sales management services and other comprehensive capabilities.
In response to these new needs of primary care organizations, as the primary care division of pharmaceutical companies, we must follow the trend, to fully understand and meet the needs of primary care organizations, but also to continuously improve their skills and level, better for the primary care organizations to carry out professional services.
10. The third terminal green therapy is getting hotter and hotter, and brand-name companies are beginning to stand out.
The third terminal clinics and pharmacies play a vital role in the process of national primary healthcare reform. While the country is banning infusion on a large scale, third terminal clinics and pharmacies have found green therapies that can completely replace infusion.