On November 12, the concept of pharmaceutical business concepts rose, and 31 concept stocks became popular across the board. Among them, Many stocks such as medicine have risen.
SPD development prospects
The third quarter report of the listed pharmaceutical commerce company has been disclosed in the third quarter of the 2024.
From the perspective of performance, only 10 listed companies have achieved operating income and net profit attributable to the mothers net profit year-on-year, namely the first pharmaceutical, open industry, , Chinese Health, Baiyang Pharmaceutical, Yifeng Pharmacy, Shanghai Pharmaceutical, Willow Pharmaceutical Group, Chinese Medicine Co., Ltd., Nanjing Pharmaceutical.
Among them, the net profit increase of the first three quarters of the first medicine has doubled.The net profit of returning to the mother increased by more than 50%.
The main reason for the net profit of pharmaceutical commerce companies to increase significantly, on the one hand, it optimizes the supply chain management and reduces procurement costs;Production efficiency has reduced waste.In addition, the company may also strengthen marketing, enhance brand influence, and attract more customers.
In hospitals, pharmacies, Internet medical and other channels, my country has a large market scale and high concentration. In the future Digitalization to improve my countrys efficiency and value in the global pharmaceutical market."With the continuous increase in policy, the SPD model will become the mainstream method of supply chain management in the future hospital." Analysts said.
SPD, it is the abbreviation of supply, processing, and distribution.Supply chain management methods help hospitals to reduce costs, improve efficiency.
Public information shows that after the implementation of SPD enters the hospital, the management and distribution cost of the hospital will be 60%-80%, and the management and distribution efficiency will be increased by 3-4 times, which will reduce the cost reduction.The important role of efficiency.
After several years of development and practice, the SPD model has become more mature and perfect. More and more medical institutions choose this cost -reducing service method.According to statistics, more than 12,000 hospitals in the country have launched SPD -related businesses.
From the perspective of geographical distribution, the SPD project has a high penetration rate in areas with loose medical insurance policies and good commercial environment, mainly distributed in the eastern coastal areas, especially the SPD model in the Yangtze River Delta region.Earlier, under the promotion of policies and the promotion of hospital needs, it maintained high -speed growth, continuously breaking through innovation in development, high market concentration, and favored by third -party service models.
From the perspective of the competitive pattern, the participating subjects mainly include the three categories: pharmaceutical business circulation companies, third -party service providers, and software providers. The first two occupy the market leading position.
According to the "Statistical Analysis Report of the Operation of the Pharmaceutical Distribution Industry in 2023" released by the Ministry of Commerce.The transformation of pharmaceutical full ecological chain service providers.
At present, the entire industry has formed a large -scale drug circulation enterprise with an annual sales scale of over 500 billion yuan, 4 over 100 billion yuan, and 2 more than 50 billion yuan.Pharmaceutical retail chain companies with a sales scale of over 10 billion yuan.
Among them, the four major medical weapons such as China Resources Pharmaceutical, Sinopharm Holdings, Shanghai Pharmaceutical, and Kyushu Tong have a large market share, and they are expected to further expand their advantages; while Fenghe TechnologyInnovative enterprises such as Chinese Medicine Technology, Haijun Medical, Derong Medical, and Lianzhong Wisdom cut in as third -party.
Star Concept Stocks Rose Rose
Today, many listed companies have accelerated the layout SPDProjects, they usually involve medical consumables, drug supply chain services, and related information technology support.
Saili Medical touched the daily limit today. The companys main business is intensive sales, simple sales, and the research and development, production and sales of independent external diagnostic products.With the "smart supply chain service" as the core, the company has established a smart supply chain management platform for medical consumables through informationization, intelligent construction and optimization of operating processes.
In addition, Saili Medical also actively forms a strategic alliance with external institutions, deeply integrates the advantages of all parties, and develops a smart hospital solution based on the "SPD+CDSS+DRGS" integration.The company has undertaken four major platforms: the National Health and Health Commissions DRG central group calculation, medical terms standardization, national medical service price and cost testing and research network, and cost accounting. At present, it has undertaken more than 30 provinces and cities including Sanming, Shenzhen, Chongqing, KaramayDRG/DIP medical insurance payment method reform pilot city payment platform construction.
Hefu China touches the daily limit today.It is reported that the company cooperated with Zhejiang University Computer Innovation Technology Research Institute to use AIs artificial intelligence and big data analysis technology to create a clinical diagnostic auxiliary system specified by the key specialty specified by the end customer in its region.Well -known hospitals and experts enter the cooperation plan for discussion.
The company has also formed a professional smart hospital information development team and operating counseling team to provide empowerment services to the hospital.The relevant empowerment service plan brings together expert experience and wisdom of many hospitals on both sides of the strait for decades of successful and effective operation management. Through decision -making and analyzing integrated platforms, it helps the high -quality development of the hospital, making the company further an important partner for improving the competitiveness of hospitalsEssence
Opening industry is mainly based on traditional Chinese medicine, traditional Chinese medicine services and clothing wholesale, retail.Sun Company Leisis lean to steadily promotes the regional SPD project, and seize the opportunity of "Jingan Medical Institutional Consumption Reagent SPD project" to complete the logistics ERP, WMS information system, platform operation of the SPD project involved in the SPD project in the regionIn the essence of development and testing and some products, the regional consumable reagent supply chain service model has been initially formed.
Overall, many participating companies in the SPD industry are involved in the dispute between enterprises. Various business models have different characteristics, and there is a gap between the market size and value space they face.
