2024年1-8月，70城市70%直送店规模达64亿，增速为13.2%,占药店比例达 4.2%，同比提升0.5%,渠道重要性提升。In terms of channels, the scale of retail pharmacies (including O2O) accounts for 87.0%, with a year-on-year growth rate of 0.3%; the scale of e-commerce B2C accounts for 13.0%, with a year-on-year growth rate of 9.6%, and the scale proportion increased by 1.0% year-on-year, enhancing the importance of the channel.
According to data from Xinkangjie, as of January to August 2024, the sales scale of pharmaceuticals in China's retail market reached 324.4 billion yuan, a year-on-year growth of 1.4%. In terms of channels, the scale of retail pharmacies (including O2O) accounts for 87.0%, with a year-on-year growth rate of 0.3%; the scale of e-commerce B2C accounts for 13.0%, with a year-on-year growth rate of 9.6%, and the scale proportion increased by 1.0% year-on-year, enhancing the importance of the channel.
The growth rate of e-commerce B2C, except for February 2024, is faster than that of retail pharmacies, driving the growth of China’s pharmaceutical retail market; as of August 2024, the scale of e-commerce B2C reached 42.2 billion yuan, with a growth rate of 9.6%, and the performance of diabetes medications is outstanding, with exceptional growth.
From January to August 2024, the scale of 70% direct delivery stores in 70 cities reached 6.4 billion yuan, with a growth rate of 13.2%, accounting for 4.2% of pharmacies, which is a year-on-year increase of 0.5%, enhancing the importance of the channel.
From January to August 2024, Rx growth in all channels exceeded OTC, with a year-on-year increase in market share; retail pharmacies and e-commerce B2C Rx have a relatively high share, while 020 still primarily focuses on OTC.
The category structure varies significantly across different channels, highlighting the attributes of each channel.
● The category structure varies significantly across various channels, highlighting different channel attributes; commonly used medications, such as gastrointestinal disease medications, vitamins and mineral supplements, and skin medications, all rank in the top ten in each channel.
● Retail pharmacies have a professional edge, with antitumor drugs, cardiovascular, and hypertension medications ranking highly.
● B2C is convenient for stocking up on medicines and provides privacy, with skin medications and urinary system medications ranking in the top three.
●O2O has timeliness and can meet the urgent medication needs, with significant growth in cold medicine, cough and phlegm relief products, oral and throat medications, and systemic anti-infection pharmaceuticals.
