The Report is produced in Chinese only.
藥品流通發展規劃助力龍頭強者恒強 12月末,商務部發佈《全國藥品流通行業發展規劃(2016-2020年)》。《規劃》明確提出總體目標, 2020年實現“藥品批發百強企業年銷售額占藥品批發市場總額90%以上;藥品零售百強企業年銷售額占藥品零售市場總額40%以上;藥品零售連鎖率達50%以上,行業集中度將進一步提高。 具體而言,將鼓勵藥品流通企業通過兼併重組、上市融資、發行債券等多種方式做強、做大,加快實現規模化、集約化和現代化經營。支援中小型藥品流通企業發展採購聯盟和藥店聯盟,採用聯購分銷、統一配送等方式,降低經營成本,提高組織化程度。鼓勵實行批零一體化、連鎖化經營,發展多業態混合經營”。 我們以為,頂層規劃出臺伴隨兩票制加速落地,醫藥流通行業集中度將繼續提升提高,行業龍頭將強者恒強,建議關注上海醫藥(2607 HK)等。 |
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