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Policy supervision, two-vote system and alliance centralized procurement are the catalysts for the integration of consumables circulation.
1, policy supervision
In recent years, with the deepening of medical reform, the medical device market has become the focus of supervision. In order to strictly control the price and squeeze the circulation link, policies such as the two-vote system for consumables and the cancellation of the addition of consumables have been introduced one after another, and the circulation field of medical devices is facing a huge crisis. With the continuous advancement of medical reform, the introduction of medical device price and quality management policies will become increasingly strict, and the field of consumables circulation will usher in a period of change.
2. The implementation of the two-vote system
With the implementation of the two-vote system, the circulation of consumables is becoming more and more transparent, and the circulation business model with the reserve price agent model as the main body has changed, which puts forward higher requirements for the terminal coverage ability, repayment ability and fund management ability of consumables circulation enterprises. There are national circulation leaders with national layout and provincial leaders with terminal resources to integrate value channels, and the industry concentration has been improved.
3. Union centralized mining (the summary table of centralized mining decline is attached at the end of the article)
Fair and transparent procurement process means good development opportunities for enterprises in the field of medical consumables circulation. Up to now, according to incomplete statistics, in 2020, the procurement of consumables has been carried out more than 50 times nationwide. From the municipal level to the provincial level and then to the multi-provincial and cross-regional alliances, the procurement of consumables in the future will be more normal and transparent. Under the pressure of product price reduction, enterprises with rich product lines, abundant funds and strong professionalism will stand out in the context of the gradual reduction of circulation links.
02
With the one-vote system coming, consumables circulation enterprises will become transporters.
Recently, the General Office of the People's Government of Sichuan Province recently issued the Notice on Printing and Distributing the Key Tasks of Deepening the Reform of Medical and Health System in Sichuan Province in the Second Half of 2020 (hereinafter referred to as the Notice). Does the Notice require the promotion of medical devices? Recruitment and payment? Comprehensive management, the implementation of selected drugs and high-value medical consumables procurement, distribution and use of policies. Explore the centralized procurement of medical consumables, and the medical insurance agency will directly settle the drug expenses with the drug production or circulation enterprises.
The State Council has issued the "Key Tasks for Deepening the Reform of Medical and Health System in the Second Half of 2020" (hereinafter referred to as the "Task"). Mission instructions? Promote direct settlement between medical insurance funds and enterprises? And medical insurance is required to be paid in advance at a rate not less than 30% of the annual agreed purchase amount, and medical institutions should also settle the payment in time before the end of the next month after purchase.
Obviously, these countries and regions encourage the implementation of the one-vote system. Once the one-vote system is fully implemented, it means that the distribution mode of consumables agents will disappear completely. The dealer's business model will change from the original agent sales to distribution services, and the dealer will directly take charge of providing the services needed by the hospital instead of the enterprise, that is to say, the profit source of the dealer will change from selling medical consumables to distribution services. No matter when the one-vote system comes, enterprises in the field of consumables circulation should plan ahead and adapt to the market trend and transform in time.
03
Giant competition, large enterprises dominate the circulation field, and small and medium-sized enterprises are facing transformation
At present, the scale of China's medical device circulation market has exceeded one trillion, and it has maintained an average annual growth rate of 20%. With the promotion of market policy, the medical device circulation industry has become a blue ocean market.
Some insiders said: State-owned enterprises and large private enterprises are accelerating to increase their market share and gradually become the leaders in the field of equipment circulation.
Not long ago, Sinopharm Holdings acquired the entire equity of Chengda Fiona Fang, a large-scale pharmaceutical circulation enterprise, for 65.438+86 billion yuan, covering key cities in Liaoning, Jilin, Inner Mongolia, Shandong and Hebei provinces, integrating retail chain and logistics distribution, with obvious advantages in regional market concentration. Previously, Sinopharm Holdings repeatedly invested heavily in the acquisition of regional pharmaceutical circulation leading enterprises.
However, after the intensive acquisition on 20 18, Shanghai Pharmaceutical completed the acquisition of the controlling stake in Sichuan Guojia on 20 19, which enhanced the influence of the southwest region. In addition, the layout has been strengthened in Jiangsu, Heilongjiang, Jilin and other provinces. In addition, it is understood that China Resources Medicine has a 178 logistics center, which strategically covers 28 provinces and has more than 850 chain pharmacies. There are also 135 pharmaceutical logistics centers in Jiuzhoutong, including 3 provincial pharmaceutical logistics centers and 0/04 prefecture-level distribution logistics centers.
In the third national drug purchase, Sinopharm Group and Shanghai Pharmaceutical, the top two leading circulation enterprises in the industry, took 96% of the total distribution rights of drugs in Shanghai in the third national drug purchase, and won overwhelmingly in the competition for the distribution rights of drugs in the country.
Looking back, many provinces and cities or inter-provincial alliances have concentrated on purchasing. In addition to the requirements of products and decline, the assessment standards for campaign enterprises also have high requirements on the scale and ability of enterprise issuance.
In addition, after the bidding results of centralized distribution of hospital consumables with a scale of several hundred million yuan came out, it can be found that large circulation giants such as Sinopharm Equipment and China Resources finally won the packaging and distribution of several top three hospitals and secondary hospitals.
No matter from the national policy tendency or the development direction of consumables logistics in developed countries, it is an inevitable trend to improve industry concentration, and industry giants with abundant funds and large scale will definitely dominate the circulation field.
For small and medium-sized enterprises in the field of consumer goods circulation, the giants will face more severe situations and challenges. Insiders pointed out that the price of centralized floor is frequent, and the profits of intermediate links are almost squeezed dry. On the basis of the subversion of marketing model, small and medium-sized circulation enterprises will face reshuffle, transformation, merger and even elimination.
04
Cross-border entry, consumables third-party logistics enters the golden period.
It is understood that by 2020, the scale of China's pharmaceutical logistics market will reach 3.8 trillion yuan. Under the temptation of such market scale, not only traditional circulation enterprises such as Sinopharm and Shanghai Pharmaceutical Co., Ltd. are actively deployed, but also logistics giants such as JD.COM, SF Express and Postal Service are scrambling to enter the market.
Under the pressure of two-vote system and centralized mining, the intermediate profit is diluted. Third-party logistics is usually more effective in distribution timeliness and efficiency, and the distribution cost is relatively low, which helps enterprises to reduce costs and increase efficiency, and is undoubtedly more favored by production enterprises, which will also promote the transfer of distribution functions of traditional circulation enterprises to third-party logistics companies.
The core competitiveness of future medical device circulation enterprises lies in the application ability of third-party logistics, grafting more resources on the basis of warehousing services, enhancing their own hematopoietic function and serving customers with rich means.
Purchasing with quantity requires high delivery timeliness and management ability of distribution enterprises, and only professional circulation enterprises can become players. Under the temptation of market scale, the entry speed of third-party logistics enterprises is accelerated. The intensification of competition in the field of consumables is the monopoly of traditional pharmaceutical circulation enterprises or the rise of third-party logistics. Who can be the last player? Let's wait and see!