Medical network on April 27 - April 26, 2016, the state council general office issued by the "deepening the reform of medical health system key tasks in 2016 (the hair [2016] 26 date) regulation, compression and drug circulation, the comprehensive reform pilot provinces to implement the" two votes "."Two votes", for medicine production and circulation enterprises and agents, to promote the industry concentration, promote the transformation of pharmaceutical enterprise marketing, accelerate reshape pharmaceutical circulation pattern.Among them, pharmaceutical and commercial companies with national sales networks are the most obvious winners.What effect does a "two-ticket" process have on a pharmaceutical business enterprise for a year?This may be seen in the 2016 annual report of the listed companies.

The pharmaceutical business sector has a bumper year

At present, most of the 23 pharmaceutical business sector annual reports have been published (in the deuteronomy category, the jiashang is a performance forecast).Two votes to increase year + camp, the 23 companies all revenue profit double harvest, besides the minority enterprise net profit declined last year, most enterprises are relatively good sales net profit last year of growth.Some corporate net profits have risen by more than 150%.2016 is a year of dividend for the pharmaceutical business sector!

The annual report of 23 listed pharmaceutical companies

China's three largest pharmaceutical distributors accounted for just 33.5 per cent of the market in 2015, according to the data.Along with the implementation of two votes, medicine circulation industry is likely to happen in the future is expected to large-scale reshuffle, a national leading + a few local leading pattern of monopoly is expected to take shape.The sinopharm and Shanghai pharma, China resources medicine, kyushu giants such as domestic distributors, the implementation of the policy or will make it more competitive on the market share.

Local leading aspect, its consistent (region) of guangdong, rui kang pharmaceutical (shandong), liuzhou medicine (guangxi area), the people with Thai (northeast), the Internet group (jiangsu and zhejiang area) in terms of revenue and profit are relatively bright eye.Its net profit grew by more than 150%.

In addition to the above table, the retail business is given priority to the number of less, but the operating income, net profit growth rate is relatively bright eye, also benefit from the "two votes", under the influence of circulation industry consolidation, the required goods, the bill and ticket.Retail pharmacies and retail pharmacies can no longer trade in cash, rising costs, declining profitability and the willingness to sell pharmacies.As a result, big chain stores have benefited from the "two-ticket" process, which is expected to accelerate and expand the scope and breadth of its expansion.

However, net profit in 2016 annual report of the top five for distribution business based enterprises, which is due to the "two votes" at the same time of improving industrial concentration also accelerate the speed of evolution and industry integration, the stronger the strong, large circulation enterprises have more obvious benefit.

Net profit TOP6 circulation enterprise

Net profit TOP1 -- national drug holdings

Scale: the revenue scale is the largest in the country.It is a double gold medal for net profit and revenue.

Coverage: by 2016, the distribution network built by the national drug control group covers 31 provinces, municipalities and autonomous regions of the whole country in addition to Tibet.

Distribution revenue in 2016:246459 billion yuan in sales revenue, up 13.3% year on year.

Distribution business structure: as of Dec. 31, 2016, the affiliate distribution network covers 31 provinces, municipalities and autonomous regions of China.Direct customers include 14,231 hospitals, 119931 small-scale customers and 79839 retail pharmacies.

Restructuring mergers and acquisitions in 2016: completing a major restructuring of assets, such as the consolidation of modern pharmaceuticals and national medicines, and focusing more on the pharmaceutical distribution business.

Net profit TOP2 - Shanghai pharmaceuticals

Scale: the revenue scale is the top three in the country.

Coverage: distribution network covering the whole country 31 provinces, municipalities directly under the central government and autonomous regions, in which subsidiary directly covered 20 provinces, municipalities directly under the central government and autonomous regions of China.

Distribution revenue in 2016: sales revenue of 1,08.618 billion yuan, up 15.90% year on year.The gross margin was 5.89%, down 0.13 percentage points from a year earlier.The two rates were 3.42%, down 0.02 percentage points from a year earlier.The operating profit margin of 2.47 percent after two costs was down 0.11 percentage points from a year earlier.

Distribution: the proportion of sales in east China is 66.61%, compared with 27.26% in north China and 5.18% in south China.

Distribution business structure: the proportion of hospital net sales is 60.79%.There are 25,139 medical institutions covered by the company's distribution business, including 24,553 hospitals, 1,332 tertiary hospitals in hospitals, and 586 centers for disease control and prevention.

2016 mergers and acquisitions: by buying medicine pharmaceutical co., LTD., yunnan garden XinHai heilongjiang on pharmaceutical pharmaceutical co., LTD., the distribution map of expansion to yunnan and heilongjiang.By buying medicine holding pharmaceutical co., LTD., jiangxi shangrao prescription on holding zhenjiang co., LTD., pharmaceutical garden XinHai pharmaceutical co., LTD., hebei province and taking a stake in the hubei chu sincere pharmaceutical co., LTD., and other three pharmaceutical companies, increase the strength of the central control, the sales network covering the provinces and cities from 18 to 20.

Net profit TOP3 -- China resources medicine

Size: the revenue is the second largest in the country.

Coverage: covering 23 provinces, municipalities and autonomous regions of the country.

Distribution revenue in 2016: sales revenue of 115.25 billion yuan, up 7.4 percent year on year.The gross margin was 6.2%, down by half a percentage point from 2015.

Distribution business structure: 4, 280 hospitals, 35,865 basic medical institutions, and 19,306 retail pharmacies.

2016 mergers and acquisitions:

China resources conducts the national layout through the strategy of foreign acquisitions.In 2016, it entered yunnan, chongqing, guangxi and sichuan provinces, with a total of 23 provinces, municipalities and autonomous regions.

Net profit TOP4 -- national medicine

Scale: the fifth largest revenue in the country.

Coverage: the range of modern logistics distribution system covering the whole country, including the national logistics center in Shanghai, 23 provincial distribution center of logistics distribution network, covering more than 3500 stores across the country.

Distribution revenue in 2016: revenue of 311.36 billion yuan, up 9.9% year on year.Net profit was 604 million yuan, up 10.15 percent year on year.

Distribution business structure: 1, 660 hospitals, 3,348 primary care customers and 1,447 retail end customers.

Net profit TOP5 - Chinese medicine

Scale: revenue was the sixth largest in the country.

Coverage: established in Beijing, guangdong, henan, hebei, hubei, jiangxi, heilongjiang, xinjiang, the core of pharmaceutical commercial pure sales network system and to the general, the total distribution of varieties as the carrier of the pharmaceutical business system of distribution network covering the whole country.

Distribution of income in 2016: hospital pure pin business achieve 32.10% growth, the overall implementation of business income is 17.2 billion yuan, 42.15%, 80% profit growth, profitability improved significantly.

Distribution business structure: in the Beijing area, based on the development of traditional medicine of pure pin business, to adapt to new situation reform, developing private hospitals, OTC, and other business.In guangdong province, it is implemented in several hospitals.In henan province, we will actively carry out the medical extension service programs in hospitals and promote the "Internet + classification and treatment" model at the grass-roots hospitals.In hubei province, we have reached a cooperative agreement with the hospital and the medical association to actively explore the independent operation model of hospital pharmacy and conduct centralized distribution business in an orderly manner.In the field of external diagnosis, we will further develop the market of biochemical assembly line, continuously strengthen direct selling force, and effectively increase market share.

Net profit TOP6 - kyushu

Size: the revenue is the fourth largest in the country.

Coverage: kyushu in the national provincial administrative region planning investment 30 provincial pharmaceutical logistics center, at the same time down and set up 54 prefecture-level distribution logistics center.Marketing network covers most of China's administrative region constitutes the national network, at the same time across the country has 911 retail pharmacies, is currently the national more than 10000 medicine circulation enterprises in one of the most widely enterprise marketing network coverage area.

Distribution revenue in 2016: operating revenue of 58987 billion yuan, up 23.54 percent year on year.

Distribution business structure: covers all levels of hospitals, health stations, clinics and terminal pharmacies, and completes the sales channel of e-commerce platform.