The latest ranking of medical e-commerce: most of the profits, the highest revenue of 1.369 billion

A few days ago, the State Council issued an opinion promoting the development of "Internet + medical health", mentioning that prescriptions for common diseases and chronic diseases can be issued online. After examination by pharmacists, medical institutions and pharmaceutical companies can entrust qualified third-party agencies to deliver. At the same time, it explores the interconnection and sharing of prescription information between medical and health institutions and pharmaceutical retail consumption information, and promotes the development of pharmaceutical network sales and medical logistics distribution.

Policy icebreaking seems to have opened a hole in the "Internet + pharmaceutical retail" regulation; at the industrial level, 1 drug network announced the completion of a new round of financing of 50 million US dollars, representing the recognition of the commercial state of the pharmaceutical industry. The policy is positive, the capital attitude is positive, and the two phases are superimposed. The development of medical e-commerce has reached a new level.

In terms of market performance, various medical e-commerce companies also handed out eye-catching transcripts. According to the data compiled by the related companies and the New Third Board listed companies in 2017, the revenues of various medical e-commerce companies have increased significantly compared with the previous year, and most of them have achieved profitability.

"Listing Department" medical e-commerce transcript

Although there is currently no listed company in the A-share market with pharmaceutical e-commerce as its main business, there are dozens of medical e-commerce concept stocks, including traditional circulation giants such as Shanghai Pharmaceutical, Baiyun Mountain and Jiuzhoutong. Retail chain pharmacies listed companies Yixintang, ordinary people, Dashenlin, Yifeng pharmacy and so on.

A share "medical e-commerce" concept stocks

医药电商最新排行榜:多数实现盈利,最高营收13.69亿,净利润3190万元

These pharmaceutical e-commerce concept listed companies, in part of the annual report disclosed the results of the e-commerce business, from which we can also see the general trend of the market.

"Listing Department" medical e-commerce transcript

医药电商最新排行榜:多数实现盈利,最高营收13.69亿,净利润3190万元

E-commerce companies that explicitly disclose revenue data include Kang Aiduo, Good Pharmacists, Renhe Pharmacy Network, and Available Network. Among them, Kang Ai's revenue was 1.369 billion yuan, ranking first, with a net profit of 31,190,800 yuan; in 2016, Kang Ai's revenue was 1.33 billion yuan, and net profit was 8.86 million yuan, also ranking first. The good pharmacists of Jiuzhoutong, the Renhe Pharmacy Network of Renhe Pharmaceutical, and the available network of Kangenbei also have good results.

Kang Aiduo

According to the Taiantang Annual Report, Kang Ai relies on the Internet platform to conduct extensive cooperation with Internet companies, pharmaceutical industrial enterprises and offline retail pharmacies. It is a diversified pharmaceutical Internet company. Kang Aiduo has provided disease drug consultation services and professional pharmacy services to more than 700 million online shopping users in China. The market has a good reputation and has been rated as one of the top 100 e-commerce companies in China for six consecutive years.

It is worth noting that as early as 2015, Kang Aiduo took the Guangzhou Top Three Hospital as the core to carry out the layout of offline DTP pharmacies. With the support of many domestic and foreign pharmaceutical companies, and carried out a good cooperation, formed a DTP model that serves upstream industrial enterprises and downstream DTP patients, and can be quickly replicated.

Kyushutong

In 2017, the pharmacist retail chain business achieved operating income of 1.877 billion yuan, an increase of 16.53% from 1.611 billion yuan in the same period last year. Among them, 953 stores, realized revenue of 798 million yuan; online business realized revenue of 1.078 billion yuan, an increase of 11.52% over the previous year, sales gross margin of 13.06%.

According to the annual report, Jiuzhoutong Group has adjusted the online and offline service platform of the good pharmacist, and released the good pharmacist APP3.0, which integrates the O2O of the pharmacist official mall and the good pharmacist APP "24 hours to deliver medicine, 1 hour must arrive" Drug delivery business, to create a national three-dimensional "9 warehouse + 18 city" drug delivery network. At present, a total of 18 first- and second-tier cities, including Beijing, Wuhan, Shanghai, etc., can enjoy the professional consultation and drug delivery services of pharmacists.

In terms of cooperation and development of the three-party platform, the pharmacists signed a strategic cooperation agreement with the hungry and safe doctor platform; in the field of intelligent consultation, cooperate with Daedi Medical and use the most advanced artificial intelligence methods such as deep learning to treat common diseases. Modeling and analysis of diagnosis and treatment, introducing artificial intelligence consultation service in the good pharmacist APP, using modern artificial intelligence technology to provide better and more accurate data diagnosis service for the public; in health management, having a licensed pharmacist More than 300 professional and professional physician teams have reached strategic cooperation with professional medical platforms such as big experts, Fun Medical Network, Good Doctor, and Core Lianda. At the same time, they have established various health databases to lay the foundation for the follow-up member's chronic disease management.

Renhe Pharmacy Network

In 2016, the company name was changed from “Beijing Jingwei Yuanhua Pharmaceutical Technology Co., Ltd.” to “Renhe Pharmacy Network (Beijing) Pharmaceutical Technology Co., Ltd.”. Now, Renhe Pharmaceutical Co., Ltd. holds 60% of Renhe Pharmacy Network (Beijing) Pharmaceutical Technology Co., Ltd., and consolidated financial data. In the consolidated financial statements of Renhe Pharmaceutical, there are 8 companies with the words “Renhe Pharmacy Network”, except for Renhe Pharmacy Network (Beijing) Co., Ltd., which are all Grade 3 or 4 subsidiaries. According to the financial statements, Renhe Pharmacy Network and its subsidiaries' operating income in 2017 was 812 million yuan, and the net profit was 1.0974 million yuan.

Available network

Kede.com is a professional glasses B2C website. It was launched in May 2007 and won the “Medical Device Business Enterprise License” in July of the same year. In November 2015, Zhejiang Kangenbei Pharmaceutical Co., Ltd. was added to the website. List of net shareholders. According to the Kang Enbei 2017 Annual Report, it holds a 20% stake in the company.

Available in 2017, revenue was 805 million yuan and net profit was 100.477 million yuan. Kang Enbei announced that Shanghai Kede Network Technology Co., Ltd. has strengthened market expansion in the past two years, promoted the construction of O2O offline physical stores, and continuously strengthened the promotion of its own brands. Through the online and offline interoperability, the overall development is faster. During the reporting period, operating income increased by 22.97% year-on-year.

Shanghai Pharmaceutical

The sales volume of Shanghai pharmaceutical retail business ranks in the forefront of the national pharmaceutical retail industry. The total number of retail pharmacies in 16 provinces, autonomous regions and municipalities in China is more than 1,892. The Shanghai Fahrenheit Pharmacy is one of the largest pharmaceutical retailers in East China with pharmacies. Cloud Health is committed to creating an innovative pharmaceutical e-commerce model based on electronic prescription circulation.

The company's pharmaceutical cloud health as a platform to develop the new retail “Internet +” business of prescription drugs , signed a strategic cooperation agreement with Tencent during the reporting period, initially forming a new retail value chain of prescription drugs from prescription acquisition and management, implementation and distribution and prescription value-added services. closed loop. In the report period , 214 medical institutions at all levels were connected and more than 2 million electronic prescriptions were processed.


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