Ruikang, Runda, Jiato Hall to accelerate mergers and acquisitions |
Pharmaceutical Network November 3 With the release of A-share three quarterly reports, all of China's A-share listed drug dealer reports have been announced. Chinese drug dealer boss in Hong Kong stocks also show their muscles, released the first three quarters of the results.
In the meantime, the two-vote system has also been approaching one year. In order to consolidate its position, the nationwide large drug dealer has continuously expanded its network. Many regional drug dealers and medical practitioners have also found their own advantages in terms of service and flexible service mode Location; several retail pharmacies chain listed companies flagship, is expected to be fierce competition in the next few years.
▍ giant or those giants!
In the first three quarters of 2017, the market scale of Sinopharm Holding has exceeded 200 billion yuan. It is estimated that the sum of the scale of the above drug and Huarun Pharmaceutical is equal and is a well-deserved overlord.
Regional drug dealers, medical professionals and state-controlled, China Resources, Shanghai Pharmaceutical, Kyushu and other national drug giant giants marketing network and the size of the market is not comparable, A-share listed in these 15 regional drug dealers, medical professionals before 2017 In the third quarter, the total operating income is only equivalent to 75% of a state-controlled company, the same as the sum of medicine and Kyushu's total match.
(Note: The data come from the three quarterly reports of all the listed companies, according to the rankings of the revenue of various types of pharmaceutical commercial companies in 2017 for reference)
▍ nationwide drugstore steady and steady, the regional leader to buy and buy, the national drug tycoon may have changed
In terms of growth rate, national drug dealers such as State Control and Shanghai Pharmaceuticals have a single-digit percentage growth rate due to their large base.
Compared with the national big drug dealers, the regional drug dealers do not have the value of billions of billions and billions of billions, but the regional drug dealers also have their own advantages. Many drug dealers in the region concentrate their efforts and conduct deep-rooted and detailed work in individual areas, Through the special service also achieved good results.
The rapid growth of drug dealers in these regions shows that regional drug dealers are not afraid of the pressure of the two-vote system.
Most drug makers maintained a growth rate of more than two percentage points. Among them, some are more than 20% drug dealers' growth. For example, they are all well-respected, such as Jiacheng Church, Liuzhou Medicine, Tongji Church, etc., and even Ruikang Pharmaceutical Co., Ltd. whose growth rate exceeds 50% Runda medical.
In fact, these regional pharmacies, which are strategic, have ideas and dare to act, will certainly not be satisfied with the "partial security corner." Some regional drug dealers have already extended their reach across the country and quickly opened up the national market through buying and buying.
According to this trend, the pattern of national drug dealers may change in the future, and these drug dealers are most likely to become one if new national drug dealers are born in the next few years.
As the three quarterly report did not detail the operation of the company during the reporting period, but according to the reporting period of revenue data and semi-annual disclosure of the mergers and acquisitions in the first half of the situation, most of these regional leaders rely on buy and buy quickly compile those who have no strength of the small drug dealer To quickly realize the growth of performance.
(Note: the data from the three companies listed quarterly for reference)
Ruikang medicine Main drug And medical equipment circulation, has come out of Shandong, prairie fire in the country gradually become ready.
As of June 30, 2017, the total mergers and acquisitions of companies more than 50. The company through the integration of mergers and strategic cooperation to accelerate the way the combination of market layout, such as the first half of 2017, there are more than 10 mergers and acquisitions, the main mergers and acquisitions Companies include Xiamen Jia Hao Medical Equipment Co., Ltd., Xiamen Pu Xin Biological Technology Co., Ltd., Yunnan Jin Jiang Yuan Technology Co., Ltd., Haikou Beili Man Trade Co., Ltd. and so on.
Chittagong way through the mergers and acquisitions, Ji Chitang to establish a national medicine Sales network is also expanding.
According to the semi-annual report shows that in recent years the company will Jiaxing Guangzhou Bai Chau medical instruments Co., Ltd., Guangzhou Jia Yi Yi Nuclear Medical Technology Co., Ltd., Shanghai Jiashi Jiayi Medical Devices Co., Ltd., Zhejiang Jiajie Jie Bo Medical Devices Co., Ltd., Sichuan Jiaxin Xin Shunhe Medical Devices Co., Ltd. Chongqing Jia Zhen Zhen Yue Medical Devices Co., Ltd. and other companies all income in the bag.
Tongji Hall set up M & A Industrial Fund for Mergers and Acquisitions, raised funds by means of issuing bonds and other means to speed up the integration and expansion and extend to the upstream and downstream. Under its control, Le Yue Fruit and Vegetable Drinks Co., Ltd., Urumqi Shennei Biological Products Co., Ltd., Xinjiang Hops Real Estate Development Co., Ltd., Alashankou Hops Co., Ltd., Xinjiang Tongji Tang Silk Road Pharmaceutical Co., Ltd. and other subsidiaries have been acquired through mergers and acquisitions At present, enterprise Pharmaceutical distribution business has been extended to Beijing, Jiangsu, Anhui, Jiangxi and other provinces.
Runda Medical through the establishment and acquisition of nearly 30 subsidiaries. Only the first half of 2017 the company mergers and acquisitions frequently, the company through the capital and equity operations, controlling the company such as Beijing's southeast, at the same time, Jinan Runda and other subsidiaries were replenished , Shares of Guangxi Liurun and other companies.In addition, also planning non-public offering of shares and payment of cash to buy 100% stake in Swiss Bio.
▍ listed pharmacy chain intense competition, who can quickly step?
With the success of the large forest forest listed in July this year, A-share representation in China pharmacy Chain reached four.
Data from all aspects of the data point of view, these chains are not much difference, especially a heart Church, the Senate forest and people, volume, revenue in more than 50 billion, net profit is about 300 million, year on year growth On, have exceeded 15%, gross profit margin is above 35%, net profit margin is above 5%.
(Note: the data from the three companies listed quarterly for reference)
According to Lancaster's strategic structure model, we can see that all three pharmacy chains have the opportunity to become leaders because there is not much difference between the three indicators in all aspects.
At present, the number of retail pharmacies in China is about 450,000, while the linkage rate is less than 50%, while the chain rate of pharmacies in the United States reaches more than 80%. In the future, the continuous improvement of pharmacy chain rate in our country is an inevitable trend. In the next few years, the competition will surely enter a white-hot phase .
At present, these pretty strong drugstore chains all have the chance to become market leaders and industry leaders. In the end, who can quickly break the gap with other competitors? It depends on the pace of business expansion, and we will wait and see.