According to the third batch of the latest national drug procurement to be selected list, from the Shanghai drug recruitment announced by the Shanghai region distribution enterprise list, in addition to Beijing Jingfeng Pharmaceutical metformin and Hangzhou Kang Enbe finasteride tablets were distributed by Shanghai Jiuzhou Tong and Shanghai Metro Pharmaceutical distribution, State Pharmaceuticals, Shanghai Pharmaceuticals, the distribution of all the rest of the drugs, about 96% of the total amount of distribution rights.
Sunopharm, as China's pharmaceutical business leader, has the largest market share in the industry, followed by Shanghai Pharmaceuticals. According to the amount of service calculation, each of the major pharmaceutical enterprises to undertake the task of drug distribution as follows: Sinopharm to undertake about 70 million yuan, on the drug to undertake about 120 million yuan, about 2.36 million yuan of Jiuzhou Tong, Metro about 5.7 million yuan, in this regard, the big picture has changed, Sinopharm on the drug to take over the distribution of 96% of the state procurement, the other two only to share the zero also means that, the circulation area pattern has undergone a huge change, the industry concentration is rapidly increasing. Industry insiders foresee that this trend will also be fully reflected in other provinces.
It is understood that the drug distribution industry is an important part of the national health care and health industry, is related to people's health and life safety of the important industry. In the past, China's drug wholesalers were mostly retailers, and as of the end of 2019, there were more than 14,000 drug wholesalers and more than 520,000 pharmacies nationwide ,? small, scattered and chaotic? The phenomenon is still serious, but the concentration of enterprises in recent years is on par with that of foreign countries and is in the stage of further strengthening. (U.S. pharmaceutical wholesale enterprises about 35 or so, the top three drug distribution enterprises concentration is as high as 96%; while China's about 13,000, the top four enterprises accounted for only 39% or so).
After the national procurement to promote the price of drugs to hit the floor price, the national procurement of drugs attempt to use a discount, 20% off the price, almost squeezing out the profits of the intermediary links, the marketing model of the upheaval, resulting in at least 10,000 drug wholesalers will be eliminated.
According to industry data, in recent years, China's pharmaceutical logistics market is growing at a rate of 10% per year, and it is expected that the market size can reach 3.8 trillion yuan by 2020. China's pharmaceutical circulation area changes intensified, China National Pharmaceuticals, Shanghai Pharmaceuticals, China Resources, Jiuzhou Tong are stepping up the horse race, expanding the scope of influence. In such a market scale temptation, not only the national medicine, medicine and other traditional circulation enterprises actively layout, even the pharmaceutical logistics qualification Jingdong, Shunfeng, etc. are actively layout.
According to the State Council issued in the second half of 2020 health care reform key tasks, ? A ticket system? implementation has become possible. A ticket system? The landing of the new situation, the pressure of corporate advances reduced, the above circulation giant cross-border beach, will be the national drug, on the drug, China Resources, the national giant, as well as regional leaders, such as Jiuzhou Tong, the market position and the existing market pattern to form a huge impact.