The pharmaceutical circulation industry is connected to the upstream pharmaceutical production enterprise and downstream retail terminal，Playing an important role in undertaking，It is also an important part of quality control。Medical circulation enterprises purchase drugs from upstream pharmaceutical manufacturers，Then wholesale to the downstream hospital、Pharmacy and other terminals，Live information flow in the entire pharmaceutical supply chain、Logistics、The hub of the capital flow。

 

  Specifically，Pharmaceutical distribution enterprises undertake the distribution of goods、Delivery and channel inventory function，At the same time, the funding function of the hospital to the manufacturer at the same time (solve the account receivable of the manufacturer，Guarantee its cash flow)。

 

  The downstream information transmission role of pharmaceutical circulation enterprises，Not only helps upstream pharmaceutical manufacturing companies to achieve & ldquo; to sell & rdquo;，It can also achieve information collection and feedback in the medical terminal market。

 

  As of the end of November 2015，All China Pharmaceutical Wholesale Enterprises 13,508。From the perspective of market share，The first 100 pharmaceutical wholesale enterprises in charge of business income accounted for 68.9%of the total national pharmaceutical market in the same period，3.0 percentage points increased from the previous year。Among them, the first 3 drug wholesale companies account for 33.5%，2.9 percentage points higher than the previous year; the top 50 companies accounted for 63.1%，3.1 percentage points higher than last year; pharmaceutical wholesale enterprises with main business income of more than 10 billion yuan account for 51.7%of the total national pharmaceutical market in the same period，2.9 percentage points higher than the previous Stake Sports BettingStake Sports Bettingyear。Data display，The concentration of drug wholesale enterprises has further increased，The business ability of a certain scale of drug wholesale enterprises in the market、Operating capabilities and management capabilities have been effectively improved。

 

  eliminated by:

 

  Small circulation enterprises face closure

 

  Whether it is & ldquo; two votes & rdquo; or & ldquo; camp reform & rdquo;，The final purpose is only two: first，Compression circulation link，Reduce the price of drugs; second，The state has increased tax evasion through strict gold taxes、Money laundering、Commercial bribery and other series of gray space supervision，Improve the cost of circulating enterprises，To purify the business environment。

 

  Dested，Under the strict new policy，It is not difficult to predict the agglomeration and integration of medical circulation enterprises，In the future, more and more medical distribution companies will face due to business reduction、Compliance check -up license，Partially faced the acquisition、Transformation or elimination。Look at it in the long run，undoubtedly improving industry concentration，and purified the business environment。This & ldquo, which was recently discussed with the country's recent discussion; the 13th Five -Year Plan for the Development of the National Pharmaceutical Distribution Industry (Draft for Comments) & RDQUO;。

 

  & ldquo; Two -vote & rdquo; Implementation makes the pharmaceutical supply chain channel flat。Add & ldquo; business reform & rdquo;，Small -scale taxpayers with annual taxable sales of less than 5 million yuan are deducting the input tax point、Taxation has made a clear limit，Tax calculation methods and tax costs are higher than ordinary taxpayers，It will greatly weaken its market competitiveness，It affects its business development。

 

   Overall pressure:

 

  The profit margin is further squeezed

 

  From the current provinces to implement the attitude of & ldquo; two votes & rdquo; and the definition of the first voting，For large pharmaceutical circulation enterprises，Whether the departure of the group is counted as a vote related to the risk of cliff -type atrophy in the national distribution business。At that time，Traditional large -scale pharmaceutical circulation enterprises (Chinese Medicine Holdings、China Resources Medicine、Kyushu Tong) The national allocation business will shrink or even face transformation，and turn to bidding varieties (medical insurance payment) nationwide commercial allocation，or turn to the retail market or private hospital。For the early intervention distribution office retail、Development & ldquo; Catch zero -integrated & rdquo;，It has become a new business growth point。But，Compared to the previous variety of large -scale distribution business，Sales will be unprecedented during the same period。

 

  In addition，With the stake betting appimplementation of the stake sports betting apptwo new policies，Especially & ldquo; implementation of business reform & rdquo; policy implementation，For the upstream pharmaceutical raw material supplier，Strictly calculate the tax control system for various expenses，Increase its operating cost，It is bound to increase the sales price of raw material accordingly; the pressure of the largest terminal medical institution in the lower reaches comes from the gradual implementation of the drug & ldquo; zero bonus & rdquo;。Pressure conduction upstream and downstream of the supply chain，It will be forced to force the meager profit margin of the middle pharmaceutical circulation enterprise to be further squeezed。From this，Medical circulation enterprises are facing the harsh test of the market。

 

  Upgrade Opportunity:

 

  Promoting integrated supply chain control

 

  With the arrival of the two votes & rdquo;，Whether it is imported varieties or domestic varieties，More inclined to cooperate with large pharmaceutical circulation enterprises，The main reason is: large pharmaceutical circulation enterprises have strong funding capabilities，It can ensure accounts receivable of upstream drugs; with GSP standard storage、Delivery and terminal network coverage; powerful business and sales teams to support the management of drugs to ensure drugs。

 

  Crisis and opportunities coexist & mdash; & mdash; with the help of & ldquo; two -vote & rdquo;。

 

  & ldquo; Two votes & rdquo; defined dispute

 

  According to the current provincial seminars and drafts for comments，About & ldquo; Two -vote & rdquo; The qualitative issues are mainly concentrated: the national agency identification of imported varieties (according to Fujian Province、Jiangsu Province Opinion Draft Identification，This article is scheduled to be a manufacturer is not counted as one vote); pharmaceutical company dealers identify; business distribution identification in the group; whether three votes are allowed in remote areas;。

 

  There is news，The letter of the National Medical Reform Office recently issued the "Implementation Opinions of the stake betting appimplementation of the Public Medical Institutional Pharmaceutical Pharmaceutical Purchase Pharmaceutical Purchase Pharmaceutical Purchase (Trial) document (ie & ldquo; & ldquo; & rdquo;) pointed out The internal enterprises to allocate medicines to wholly -owned or holding subsidiaries can not be regarded as one vote，But allowing up to a maximum of invoices，and the price increase must be controlled within a certain range。Another，Drug circulation enterprises are far away、Township (town)、Village Medical and Health Institutions Delivery Pharmaceuticals，Allows on & ldquo; two votes & rdquo;。

 

  Regardless of whether there is a change in the release of the specific implementation regulations for the later period，Let's strictly define the original attitude of the central government & ldquo; stake sports betting apptwo votes & rdquo;。Assume that the internal dialing stake betting appof the pharmaceutical circulation enterprise group is calculated as one vote，Imported varieties、Analysis of two dimensions of domestic products & ldquo; two -vote system & rdquo;。(See Figure 1 in detail in detail、Figure 2)。blob.png

 

  Since the national agent of imported varieties is identified as a producer，Then the starting point of the first ticket opening of the medical circulation link will start with the general agent (distribution) of the import (distribution)。can be found，In Figure 1，The internal distribution of the National distribution group is actually equivalent to external business allocation。At this time，Large -scale circulation enterprise group internal allocating the first vote that can be selected，Either a provincial company (second -level company)，Either sell it directly to the prefecture -level company (third -level company)。

 

  For domestic pharmaceutical companies without self -built sales teams，There are three options for the first votes。However, whether it is imported varieties or domestic varieties，The biggest difference between the result of the first voting selection is summarized as two: the number of upstream pharmaceutical companies open the number of accounts in commercial companies;。

 

  The inevitability of the national integrated platform

 

  From the perspective of the optimization configuration of the supply chain integration of resources，The upstream industry tends to cover the network with a network、Large -scale circulation enterprises cooperation with abundant funds。National Enterprise Enterprise (Chinese Medicine Holdings、China Resources Medicine、Kyushu Tong、Shanghai Pharmaceutical, etc.) will first be favored by upstream pharmaceutical companies。

 

  Well -known，Modern supply chain concept pursuing channel flattering、A high -fidelity of information transmission、Service efficient energy saving。So，The information of the upstream and downstream of the supply chain needs to be highly shared，and to break the minimization of the total cost of supply chain in the storage and distribution logistics pattern。

 

  But，Medicine has its special attributes plus historical factors，Drug supply chain has been in a relatively primitive closed mode。

 

  & ldquo; Two votes & rdquo; Previous，Due to factors such as policies and local protection between provinces and cities，As a result, medical distribution enterprises cannot break regional restrictions to achieve national supply chain integration。National Medical Distribution Enterprise (Sinopharm Holdings、China Resources Medicine、Kyushu) has been building an integrated operation platform in the province。

 

  and & ldquo; The arrival of the two votes & rdquo; make the circulation environment change，National pharmaceutical distribution enterprises will face the choice & mdash; & mdash; the first votes to the national distribution platform or the provincial Stake Sports Bettingdistribution platform?

 

  Pickup from the supply stake sports betting appchain、Sales、The goal of existence of integrity control，The ultimate goal must be the national integration of the supply chain business platform。This can not only rely on the amount of data and historical sales records of the provincial bidding procurement platform to achieve the precise calculation of the procurement plan & ldquo;，And can also provide a more accurate reference for the upstream pharmaceutical manufacturing enterprises to formulate a production plan to make & ldquo; to sell the precise plan for selling production & rdquo;。

 

  In the current medical circulation market environment，How to choose a strategic choice。I think，The selection standard must be the result orientation，The fixed costs and marginal income of the two are calculated through the repeated deduction of two solutions。But，No matter what kind of choice，The ultimate goal is to form a centralized and unified upstream and downstream management system、Scientific compliance collection、Sales、Reservation process control。