The explosive growth of pharmaceutical electric dealers is a hidden worry

After years of dormancy, the pharmaceutical electric business finally broke out in 2012. According to the latest statistics of China's online Pharmacy Council, the 2012 Chinese Medicine (600056, share bar) has reached 1.665 billion yuan a year, compared with 400 million yuan in 2011 years. In the 2012, the industry was regarded as the year of development of Chinese medicine.

However, the fine papers produced by the pharmaceutical dealers in 2012 still have trouble hiding the difficulties they face in the development process. Some insiders said that, "2013, the pharmaceutical electric business may usher in a new round of policy normative phase." More strict, more ruthless, more thorough! "There are signs that the medical and electronic business will continue to be on the move, and that there is a big question mark."

Large increase in the scale of electrical business transactions

Since 2008, retail drug companies have been trying to sell drugs directly to individuals through the Internet, and to achieve the e-business model of business. However, due to the policy environment, logistics services, market cultivation and other problems, the pharmaceutical electrical business has not been rising.

Many people think that the development of medical and electronic business is promising. Almost all pharmaceutical companies are proud to set up their business, even the giants such as the Chinese Medicine, China Resources, are beginning to actively test the water in this new field.

At present, more and more electric dealers and online chain pharmaceutical companies to join the pharmaceutical and electrical business team, such as the Day Cat Medicine Museum, Beijing-East Good Pharmacists, pharmacy network, Golden Elephant Net, happy people, hundred Yang Health Network has been well-known by consumers. including Donga gelatin (000423, Stock bar), Mayinglong (600993, shares bar), Xinhuang (600436, Stock bar), Yunnan white powder (000538, shares bar), Tongren Temple (600085, shares bar), Cambe (600572, shares bar), Sig Pharmaceutical (600518, shares bar), Guizhou Lark (002424, shares bar) and other traditional Chinese medicine listed companies in Taobao or Cat has an independent e-commerce platform.

With the increase of the number of pharmaceutical enterprises, it has further promoted the development of the pharmaceutical retail market. According to the recent statistics of the China Online Pharmacy Council, China's pharmaceutical industry has reached 1.665 billion of the year in 2012, with a platform-type trading volume of 750 million yuan and a 915 million-yuan turnover of its own medicine. This figure is only 400 million yuan in 2011 years.

Data show that in 2011, only 5 online pharmacies sold more than 50 million yuan. By the end of 2012, there has been a monthly sales of 20 million yuan in the online pharmacy, one of the enterprises in 2013 set a 500 million goal, impact 800 million.

Development faces multiple difficulties

However, there are a lot of hidden worries behind the explosive growth of drug dealers. Because of the particularity of medicine itself, the online operation is not easy, and the medical and electronic business is confronted with the double dilemma of industry policy restriction and the development bottleneck of the electric dealer.

Compared with hospitals, offline retail pharmacies and other traditional channels, pharmaceutical electrical operators have a higher threshold. At the policy level, the State stipulates that the sale of drugs online must have "Internet Drug trading Service Certificate" and "Internet Drug Information Service Qualification Certificate", more detailed rules, pharmaceutical dealers must first be "established by law, the drug chain retail enterprises." Although the country has 370,000 pharmacies, 15,000 chain pharmacies, but has been two card companies are rare.

At the commercial level, there are bottlenecks in the development of the pharmaceutical and distribution business. "Internet Drug Trade Service approval interim provisions", the need to become a pharmaceutical electrical business, must have a GSP (good supply standard) certification of drug delivery system, but the electrical business logistics distribution generally use a third party logistics distribution companies, have not been GSP certification. Since the construction of logistics to invest huge sums of money, this is enough to put a lot of enterprises in the medical and electronic business outside the door.

At present, because prescription drugs have not been released on the Internet pharmacies, pharmaceutical manufacturers of products mainly to the OTC, health products, household medical equipment, pharmaceutical makeup, family planning products, etc. mainly. Day Cat Medicine Hall, ranked before the drug is the treatment of infertility, kidney, tonic category and vitamins and other OTC products.

Industry insiders point out that the characteristics of the drug determines the electronic commerce in this form can not meet the needs of individual emergency medication, only the long-term use of the patient may be through E-commerce transactions to purchase cheaper drugs. However, the reality is that the same drug in the entity shop price is higher than the shop, and shop procurement of delivery speed is significantly lower than the physical pharmacies on-site procurement. This kind of malformed demand of the industry, causes the medicine electricity business and the drug entity circulation channel to produce the irreconcilable contradiction, the future is worrying.

Nanfang Daily reporter Zhao