2016-05-11 15:33
Chinese medicine enterprises, the next three years a lot of dead?
[straight news network Beijing, May 11 hearing, Dingchen medicine) recently, see the medicine enterprise data found include listed companies, some Chinese enterprises are sluggish, many listed companies pharmaceutical companies in negative growth stage. During the reporting period, operating income grow 2.27%, main business revenue growth of 1.58%, the pharmaceutical industry revenue growth - 28.90%. Another example of Shineway Pharmaceutical, turnover decreased by 14.7% RMB yuan, about 466 million.
In fact, not only is listed Chinese medicine enterprises, there is no listed Chinese medicine enterprises operating income decline.
Why is this situation?
Author Shi lichen last year in some articles as well as in the pharmaceutical enterprises transformation and upgrading strategy, issued a warning. That is to say in the next several years, Chinese enterprises very difficult period.
Now we can according to the related policy and the overall development of the industry trend clear time: over the next three years will be an important business unit of Chinese enterprises or pharmaceutical companies is the most difficult period.
Why is it so difficult?
China currently Zhengda scale implementation of medicine accounted for ratio, provisions of the Circular of the general office of the State Council issued the "guidance on the comprehensive reform of public hospitals in the city" and strive to 2017 pilot city public hospital drug proportion (not including Chinese herbal medicine) overall reduced 30%.
How to achieve 30%?
Is to retain therapeutic drugs, the inclusion of non therapeutic drugs to be kicked out of the auxiliary 2 range.
Compound preparation of traditional Chinese medicine injection and Western medicine this class with a controversial drug will bear the brunt is limited to 30%, followed by traditional Chinese medicine, in western medicine mainly existing public medical institutions, traditional Chinese medicine has not as drug treatment based, so will was included in the auxiliary treatment.
In the past, we can also through the hospital outpatient sales channels to open a large margin, but now a lot of places and then cut the hospital clinic.
Before our traditional Chinese medicine injection mainly in the primary health care market sales (the city's top three hospitals and other basic can not see the shadow of traditional Chinese medicine injection), but now the country is prohibited outpatient infusion.
The country has already included the traditional Chinese medicine in the category of non therapeutic drugs.
We can see the national traditional Chinese medicine in the development of traditional Chinese medicine.
In February 14, 2016, the State Council considered and adopted the "outline of the strategic planning for development of traditional Chinese medicine (2016 ~ 2030)".
By 2020, everyone basically enjoy service of traditional Chinese medicine, medical, health, scientific research, education, industry, culture get all-round, coordinated development, constantly improve TCM medicine standardization, informatization, industrialization, the level of modernization.
By 2030, Chinese medicine management system and governance capacity modernization level significantly increased, the service field of the traditional Chinese medicine to achieve full coverage, significantly enhanced the ability of Chinese medicine and health services, in the preventive treatment of disease in the leading role, in the treatment of major diseases in synergy, give full play to the core role in the rehabilitation of the disease.
That is to say, the national level of the development of traditional Chinese medicine included in the synergy of major diseases in the treatment, then in the future will certainly be removed from the treatment of public hospitals in all areas.
And now, a lot of traditional Chinese medicine enterprises are mainly therapeutic drugs.
After many years of development, Chinese medicine enterprises have been constructed with the treatment of traditional Chinese medicine product system, and now you are marginalized, it is difficult for traditional Chinese medicine enterprises in the short term to adapt.
Many Chinese companies will say, we can from the hospital pharmacy market in the market.
But it takes time, at least three years.
Now pharmacy market competition has intensified, in the traditional Chinese medicine products does not necessarily short term structure built quite competitive marketing trend, not to mention the pharmacy market need pharmaceutical companies or products of brand competition and many drugs need prescription medical institutions lead to large number of sales in the pharmacy.
In recent years, the quality of traditional Chinese medicine, but also to make the development of Chinese medicine even worse.
Like recently, several reports said due to the use of sulfur fumigation of Zhebei as raw materials, a lot of finished drug was detected a higher sulfur content. The Tai Chi Group, drug group, Harbin Pharmaceutical Group, Yunnan Baiyao Group 4 well-known pharmaceutical companies or involved.
Heavy metals problem in traditional Chinese medicine (TCM), pesticide residue problems, sulfide, has been in the field of traditional Chinese medicines of illnesses, which greatly damage the trust of Chinese people on the Chinese medicine products, so a lot of people ran to the Japanese wantonly purchase Nissan proprietary Chinese medicines.
So, the next three years, will be a very difficult three years of traditional Chinese medicine enterprises
Difficult because of the adjustment of national policy, because the market structure adjustment, because people's recognition is reduced, because many traditional Chinese medicine enterprises in transition is too slow.
Many traditional Chinese medicine enterprises did not see the situation a few years ago, the future can not keep up with the situation, it can only wait to die.
The future development of Chinese medicine enterprises, the author Shi Lichen believes that the key elements of success are: brand, product group, product quality, solutions, consumer groups, doctors.
But now there are several traditional Chinese medicine enterprises have these key elements?
So, the future will be eliminated a number of traditional Chinese medicine enterprises, estimated to be accounted for 50%, these are eliminated the Chinese medicine enterprises, there may be today's large-scale Chinese medicine enterprises.
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