Tencent Department Launched Ordinary Pharmacies To Increase The Trend Of "Smart Retailing In Pharmacies"

Add another member to the layout of the retail layout of the Tencent department.

In June 23rd, the public pharmacy chain Limited by Share Ltd (603883.SH) announced a fixed increase plan of not more than 600 million yuan, which is intended to repay bank loans. At the same time, the company signed the strategic cooperation agreement with the Tencent Technology Company Limited of Linzhi (hereinafter referred to as "Linzhi Tencent"). As a strategic investor, the two sides will carry out all-round cooperation in resources, investment, brand and marketing.

In June 24th, Wang Li, executive director of the people's large pharmacy, told an interview with reporters in twenty-first Century economic report that the common people had never stopped in the strategic road of embracing the Internet and cultivating "intelligent retail", and it was not accidental to get the favor of Tencent.

It is worth noting that this Tencent has also made special arrangements with the people, such as the common people to carry out related cloud cooperation such as smart retailing, cloud computing, cloud services, etc., and should cooperate with Tencent and its related parties and designated parties in the above areas. This also means that Tencent enjoys preferential rights to cooperate with the common people.

Overweight "smart retailing"

Stimulated by the epidemic, both Internet giants and drugstore chains have plunged into the layout of "smart retailing".

Last September, Ali health pharmacy upgraded its super pharmacy 2 on the basis of 1. Data showed that as of September 2019, Ali health pharmacies had more than 60 thousand products from 22 countries and regions, covering OTC drugs, health care, adult products, medical devices, contact lenses, beauty care, maternal and child pregnancy, and so on, covering basically from infants to elderly people of different ages.

On the other hand, traditional chain pharmacies are also distributing smart retail formats. Yifeng large pharmacy, which has experienced a high growth in the first quarter, has said that the growth of its performance is due to strengthening operational data analysis and meticulous systematic management, and promoting the innovation of the medical wisdom retail mode, including the hospital outflow of prescriptions, the mode of medical electronic business, the big health pharmacy and chronic disease management.

This Tencent as a strategic investor in the stock market is also regarded as a landmark event in the period of normal epidemic prevention and control.

Wang Li introduced that in the first quarter of 2020, the new micro business platform "Kangle optimization" was launched by the people, relying on the entire group of more than 20 thousand employees to achieve fission spread. Based on the centralization and diffusion of all the shopkeepers, it brought broad development space for the group's long tail products and new products.

The above results are intuitively reflected in the quarterly reports of ordinary people. During the reporting period, the company achieved operating income of 3 billion 282 million yuan, an increase of 20.34% over the previous year, and realized a net profit of 196 million yuan attributable to shareholders of listed companies, an increase of 23.01% over the previous year. The net cash flow generated from operating activities was 201 million yuan, an increase of 1.86% over the same period last year.

Insiders believe that, based on the information platform of the leading industry of the people, and then implanted Tencent's Internet thinking and technology genes, the company's online and offline integration will further speed up the "smart retailing" of medicine, and the industry structure of the chain drugstore in the future will show great changes.

In addition, 600 million raise funds will also effectively reduce the high debt ratio of the public. According to a quarterly report in 2020, the assets and liabilities ratios of ordinary people, Yifeng pharmaceutical store, big forest and Yi Xin Tang were 61.55%, 49.60%, 47.23% and 42.81% respectively, and their asset liability ratio was at a relatively high level in the same industry.

Industry upgrading iteration

According to the foregoing transaction plan, Tencent will cooperate with ordinary people in smart retail level, including, but not limited to, precise customer marketing (including member operation and digital empowerment), reconstructing new customer consumption and frequent interaction scenes of common customers.

This also means that the flow and scene of the drugstore has become a valuable resource. The entry of the Internet giant is expected to promote the upgrading of the chain drugstore industry.

At present, the online and offline integration approach is the mode of drugstore shops adopted by micro hospitals and other companies. But the biggest challenge of this model is the electronic prescriptions issued by doctors in Internet hospitals. If there is no such kind of drugs sold online, the drugstores at the county level will easily get the embarrassment that customers will lose immediately.

As the offline service carrier directly facing the C end, drugstores provide services for patients with sticky services by providing close medical services to provide extended services including pharmaceutical services and non drug products sales. This is both the internal demand of chain drugstores and the needs of many regional agents.

Under this logic support, the coverage of offline stores has become a top priority. So in the past two years, several listed drugstore chains have speeded up the horse race enclosure. Take the common people as an example, its advantage lies in the coverage of 22 provinces, and the mode of "self construction + acquisition + affiliate + alliance" further speeds up the channel sinking.

A more important change of the people is that the company began to expand its franchised stores in 2019. Franchised stores are expected to help companies sink rapidly at a low cost. Zhang Jinyang, an analyst with Guosheng securities, said.

At the same time, in order to promote endogenous growth, the common people started to optimize the flagship stores and stores of 100 or so business circles. Due to the obvious trend of "de centralization" in recent years, the marginal growth of some flagship stores and large stores has affected the overall growth of the old stores (more than two years). Zhang Jinyang predicted: "after the completion of optimization, it is expected to increase 80-100%'s profits while retaining the income of 20-40%. Although it will be faced with the new store profit cycle and the cost of decoration in the short term, it will gradually drive the overall growth of the old stores in 2020 and 2021. (Editor: Zhang Weixian)

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