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Profit Diaoling Medicine Logistics "Great Rich Game" and then upgrade
Release time: 2016-11-01 & nbsp & nbsp & nbsp Source: Anonymous
  The wealthy game of the medical circulation giant has begun to increase significantly.
 
  Shanghai Pharmaceutical's recent three -quarter report display, January to September 2016,Shanghai Pharmaceutical's operating income of 90.517 billion yuan,increased by 14.52%year -on -year; net profit attributable to shareholders of listed companies was 2.457 billion yuan,increased by 12.78%year -on -year。
 
  Almost at the same time,The largest domestic pharmaceutical circulation enterprise with the background of the central enterprise is publicly reported for the Chinese Medicine Holdings,Display its profit of 1.067 billion yuan in the third quarter,increased by 15.64%year -on -year; while Kyushu, the largest private pharmaceutical circulation enterprise, achieved a net profit of 307 million after deduction in the third quarter,increased by 38.45%year -on -year。
 
  While the medical and logistics giants have brought out the red transcript,It also does not conceal the ambition to grow greater growth in the market。
 
  According to the information provided by Shanghai Medicine to First Financial Reporter,It significantly increases the action of capital expansion,To enter Great My stake betting appHealth (Aiki,Net worth,Information) Field and internationalization,Shanghai Pharmaceuticals decided to acquire 60%equity of VITACO HOLDINGINGS LIMITED 60%of the listed company in Australia Stock Exchange; in order to expand the Northeast Market,Enhanced competitiveness in this area,Promoting the business network layout,The wholly -owned subsidiary Shang Pharmaceutical Garden Xinhai Pharmaceutical Co., Ltd. acquired 60%equity of Harbin Yangpu Yuhua Pharmaceutical Distribution Co., Ltd.。
 
  Not only that,To realize the implementation of the commercial network layout of the Southwest market,A wholly -owned subsidiary of Shanghai Medical Distribution Holdings Co., Ltd. acquired 70%equity of Yunnan Shang Pharmaceutical and Medicine Co., Ltd.,Create Lei's Chinese Medicine Museum,Chinese medicine through Chinese medicine masters and enterprises、Drink Film,That is the combination of famous doctors+good medicine & rdquo;,Create a new model of health services that are treated and healthy。
 
  Different from the coverage of the business breadth,As the largest private pharmaceutical logistics,The growth of the next stage of Kyushu Tong is likely to come from the depth extension caused by the new policy。
 
   & ldquo; The two -vote system is implemented nationwide,Increase the concentration of the industry,It is conducive to industry leading enterprises。Company as the largest private commercial company in the country,The maximum benefits to the implementation of the two -vote system。At present, the company's performance is far higher than the industry average,Reflect that the company has outstanding operating capabilities and strong development vitality。In the future, with the implementation of the two votes,The company's leading status will be more stable,Performance growth is expected to further increase,The company's value will be even more prominent。& rdquo; Minsheng Securities Researcher Ma Ke said。
 
   & ldquo; Two votes & rdquo; refers to the purchase My stake betting appof the drug from the pharmaceutical factory to the first -level dealer to open an invoice,The dealer sells it to the hospital to issue another invoice,By & ldquo; two votes & rdquo; instead of the current common seven votes、Eight votes,Reduce the layers of layers of circulation links,and the first -level dealers of each variety must not exceed two,Use this to control the price of drugs。
 
  At present,After posting a document in the State Council actively promoted the two -vote system,Active response from all provinces,In addition to the first two -vote system, Fujian,Most provinces and cities nationwide proposed to implement two -vote system,Among them, Anhui、Shaanxi、Guangdong and other provinces and cities have clearly executed time,Two -vote system has been & ldquo; arrows on string & rdquo;,It is expected that the vast majority of regions of the country will implement a two -vote system in the future。From time to time,,2017 may be the key time period for two votes,All provincial and even relevant state departments will successively introduce various two -vote system implementation supporting policies,It is expected to promote the continuous acceleration and integration of the pharmaceutical business industry。
 
  Macco thinks,As the largest private pharmaceutical business company,Kyushu Tong has a comprehensive national distribution network,With the implementation of the two -vote system,In the future, it will benefit to the greatest extent to the increase in industry concentration。Batch zero -integrated advantage prominent,It is the leading advantage in pharmaceutical e -commerce and prescription outflow。
 
  At the same time,As the most gold -containing section of the Department of Chinese Medicine,Sinopharm Holdings with medical distribution as the main business has not stopped expanding the acquisition of new companies and retail terminal stores。
 
  Chinese Medicine Holdings once said in the interim report,At present, the pharmaceutical retail industry enters the merger stake sports betting appand acquisition expansion period,scale and capital becomes an important competition。
 
  January this year,Chinese Medicine Holdings Acquisition Sinopharm Holding Lingyi Co., Ltd.,The proportion of acquisition equity is 80%; April,Chinese Medicine Holdings continues to acquire the equity ratio of 70%and 100%,Has income to Taishan National Control Guojun Kangda Kangda Pharmacy Chain Co., Ltd.、Beijing Yishang Juli Technology Co., Ltd.,Including medicines、Wholesale sales of medical care products and third parties in operating drug chain stores enter their acquisition view。
 
  Financial report display,In the first half of the year, the distribution and sales expenditure of Chinese medicine holding was 3.135 billion yuan,increased by 10.06%year -on -year,Almost flat with its sales revenue。
 
  But the market does not maintain a slight balance.
 
  October 28,China's second largest pharmaceutical group & ldquo; China Resources Pharmaceutical & rdquo; officially landed on the Hong Kong Joint Exchange,and its core business is medical distribution。
 
  The listing of China Resources Pharmaceuticals is also considered to directly exacerbate the originally fierce pharmaceutical circulation giant hegemony。
 
  Public information display,2015,China Resources Pharmaceutical Distribution Business Revenue 123.156 billion Hong Kong dollars,accounting for 84.03%of its total income。
 
  Previous,In the prospectus of China Resources,It is clearly mentioned in the field of pharmaceutical distribution and pharmaceutical retail,The company intends to acquire the large distribution network through mergers,Cover the whole country from 2020。
 
  According to the announcement,As of December 31, 2015,A total of 114 subsidiaries and 111 logistics centers and 702 pharmacy stores under China Resources Pharmaceutical,Among them, 681 straight stores and 21 franchise stores,Among them, more than half of the stores are distributed in East China。2015,China stake online sports bettingResources Medicine's retail business revenue reached 3.651 billion Hong Kong dollars。
 
  It is understood,15%of China Resources Pharmaceutical's raised funds will be used as a logistics center and warehouse,10%will be used as a corporate information system that focuses on & ldquo; logistics function & rdquo; solution,and nearly half of the funds are for strategic acquisitions for pharmaceutical and distribution of drug business,Conservative estimates that there will be nearly 50%of the layout of the capital flow to the circulation field。Calculated at the amount raised at 13.7 billion Hong Kong dollars,M & A funds nearly 7 billion,and overall funds that smashed the circulation of medicines exceeded 6 billion,The battle between the pharmaceutical giants is touched and it is issued。