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Internal medicine electricity policy dividend not expected industry differentiation
 
Author:中国铭铉 企划部  Release Time:2017-4-26 10:50:49  Number Browse:443
 
Medical network - on April 26, recently, many involving medical electrical business released 2016 annual report of listed companies. It is reported that kahn bei plans to sell Jane cheng medical taian don Said its love many performance was less than expected, and kyushu B2C business profitability. 
 
For differentiation of internal medicine electricity industry performance, a medical electricity industry to "securities journal" reporter said, this is related to such factors as the policy, the enterprise operation. 
 
Released some in recently, the national policies conducive to the development of medicine, electricity, such as cancel the Internet drug trading service company (except for the third party platform) for examination and approval, etc. But the most attention to the sales of prescription drugs is not about the latest progress. "Medical electrical business requires constant capital investment, once the shortage of funds, can the business can't sustain it." Another industry, told reporters. 
 
Industry internal differentiation 
 
On April 20, kahn shellfish released 2016 annual report, at the same time the company issued in 2015 by the chairman, President of the company major asset purchases the underlying unrealized profit forecast the number of instructions and announcement of an apology. Kahn bei is introduced, the company jointly held a 57.25% stake in Jane cheng medicine did not achieve performance expectations. Jane cheng medical health pharmaceutical co., LTD. Is a value-added service providers, e-commerce and channel mainly through the electronic commerce development of drugs and medical equipment wholesale, distribution and other business. The company with independent development and operation of medical B 2 B e-commerce platform - "medicine online" (zc511.com). 
 
Due to the policy changes, such as the market competition and internal adjustment factors, Jane cheng medicine in 2015 and 2016 are not exceeding the expectation "operating performance, of which 2015 annual net profit of 27.4935 million yuan, complete predict 51.92% of the net profit; In 2016 under the influence of the new and old multiple adverse factors, Jane cheng medicine is still in a difficult situation, operating income and performance plummeted, and in accordance with the rules of provision for bad debts accounts receivable to 43.6108 million yuan (mainly part of the supply chain value-added financial services business relating to the proceedings), as a direct result of its losses. 
 
Kahn bei at the end of last year announced plans to transfer the company held by all Jane cheng, zhejiang pharmaceutical co., LTD. 57.25% stake, online transfer transaction amount is RMB 345.05 million. 
 
Taian hall also have medical electrical business in 2016, according to the annual report in 2014, the company through the acquisition of kang love many layout medical electrical contractor, after the completion of the acquisition, the company in technology research and development, platform and channel construction, personnel training, supply chain management, and other fields continuous input, kang love has grown into domestic medical electrical contractor of leading enterprises. Future, love in continue to maintain a rapid rise in sales at the same time, will continue to optimize the category structure, to achieve better operational efficiency. Data show that kang love many 2016 net profit of 8.6816 million yuan. In spite of this, love did not achieve expected benefits. 
 
Kyushu released 2016 annual report, the reporting period, the company's Beijing good medicine big pharmacy chain co., LTD., B2C e-commerce business growth, during the period of implementing tax sales of 1.06 billion yuan, up 125.53% from a year earlier. Net profit of 18.9573 million yuan, the annual profitability. Profitability improved sharply: was the main cause of the reporting period, the company attaches great importance to the precise traffic sources to obtain and high-quality channels of cooperation, at the same time, strengthen internal management promote the per capita performance and expand the pharmacy and the overseas purchase business wisdom. 
 
"In mergers and acquisitions of listed companies, according to industry and the development of the company profit forecast." The medical electrical business people told reporters that the pharmaceutical industry Policy changes in recent years more, if not business adjustment with policy change, performance appear differentiation are normal. 
 
Bonus release not expected 
 
For medical electricity industry, on the one hand, continued to release the good policy, is conducive to development of the industry; On the one hand is the essence of the industry is looking forward to good outstanding. 
 
In January, the state council issued the central designated place on the third batch of lifted the decision of the administrative licensing items ", which was cancelled Internet drug trading service enterprise, with the exception of the third party platform for examination and approval. Some analysts believe that the move will further stimulate vitality medical electric dealer market. 
 
However, medicine and electricity development is faced with challenges. The net selling prescription drugs can not let go is also has influence on the enterprise to carry out the medical electrical business. 
 
In 2016, the state food and drug supervision administration of notice in hebei province, Shanghai, guangdong food and drug supervision bureau, to end the Internet third-party platform online retail drug pilot work. Medical pavilion, Tmall terminates pharmaceutical third-party online retail pilot work, this in to some medicine electricity produced in the platform, through Tmall medicine pavilion import flow decreases, and also affect the electricity company. 
 
Kahn said Mr, constantly strengthen under the situation of drug safety regulation, expected the relevant state departments open online prescription drug sales policy in the short term is unlikely to come. At the same time, the reform measures in order to reduce the drug sales of medicine circulation is proposed to implement the policy of "two votes" is pilot and the rapid advance. These policy and market environment changes, the main medical electricity B2B business enterprise management and brings greater uncertainty about the future. Jane cheng pharmaceutical company based on electric business platform using the "medicine union 5 m", "cloud lian qian shang network virtual mode to further expand business efforts such as greater difficulties, and part of the customers' loss, business development is starting to get serious adverse effects and impact. In addition, Jane cheng pharmaceutical companies large and medium-sized hospital lower end market coverage has not been improved, and the negative impact of the policy is expected to continue, resulting in the company hope that through Jane cheng pharmaceutical companies to strengthen coupling 5 m B2B channel, through the medicine pattern structures, B2C platform in order to link the consumer, the for the leading product and branded products through online channels, expand the sales space is difficult to achieve. 
 
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