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  1. This article analyzes the market competition pattern of China's big health industry from different dimensions. Due to the large number of enterprises in the industry, different enterprises' product strategies and key layouts are different, and market concentration in the segments is significantly differentiated, but in general, my country's big health industry market Concentration is gradually increasing.
    The main listed companies in the industry: At present, major domestic listed companies in the country include Baiyunshan (600332), Yunnan Baiyao (000538), El Ophthalmology (300015), Kyushu Tong (600998), Yaoming Kangde (603259), People (603883) and so on.
    The core data of this article: Competitive echelon, market concentration, business layout, competition status summary
    The competitive echelon of China's big health industry
    2021 Medical Jiankang increased, becoming a Fortune 500 enterprise The most industry. In 2021, Film 1 ranked first in the medical and health industry with a brand value of 51 billion yuan, followed by Yunnan Baiyao, worth 28 billion yuan. According to the value ranking of Hurun China Top 100 Healthy Private Enterprises, Zhifei Biological, Baiji Shenzhou and other companies ranked second echelon, ranking 11-50; Lanfan Medical, Di'an Diagnosis and other companies ranked third in the third echelon, ranking After 50.
    The market share of China's big health industry
    Mested products in the pharmaceutical big health industry, and the product strategies of listed enterprises in different sectors are different.
    The field of traditional Chinese medicine and health food, in the market share of the top 5 in my country's dietary supplement market in 2020, the top 5 companies in the market share are soup Chengbei, unlimited, Amway, Jianhe, and East Ejiao; In the first half of 2021, the sales share of public hospitals in key cities was 3.67%; in 2020, the physical pharmacy terminal has a cold patent medicine sales market.
    This drugs and biopharmaceuticals, my country's innovative drug companies have continued to emerge. From the perspective of the number of new medicines, the old -fashioned enterprises are represented by Jiangsu Hengrui, Fosun Pharmaceutical, and Stone Medicine Group, and emerging enterprises are represented by Baiji Shenzhou and Cinda Bio.
    Note: Only innovative drugs in biological and chemicals only include traditional Chinese medicine, micro -innovation, and biological analogs.
    If in the field of biological products, the number and market share of the vaccine of listed companies in 2020 are not difficult to see that the layout strategies of different enterprises are different, and the market share is also very different. Take the 23 -valent polysaccharide seedlings as an example. The highest market share in 2020 was Watson creature, 33.03%, followed by Taikang creature, 23.48%, and the 23 -valent pneumococcal polysaccharides of pneumococcal polysaccharides in Zhifei Biological MSD agents. Only 2.75%.
    The market concentration of China's big health industry
    The market concentration in my country's large health industry varies from market segments. In 2020, my country's health care products market CR5 is 19.9%, and CR5, a physical pharmaceutical store market market for colds. 44.2%, the CR3 CR3 CR3, a patent medicine for public hospitals in key cities in the first half of 2021, was only 9.2%. Generally speaking, my country's pharmaceutical health market developed towards a centralized direction.
    Note: The data of public hospitals in key cities is statistics in the first half of 2020 and the first half of 2021
    In September 2018, the "Opinions on Improving the National Basic Drug System" of the State Council's General Office proposed to adhere to centralized procurement In the direction, implement the drug classification procurement, and guide the formation of reasonable prices; November the Medical Insurance Bureau released the "4 7 Urban Drug Concentrated Procurement Documents" to open the pilot work of 25 cities for centralized procurement, and the 25 pilot varieties in 2019 were promoted to the whole country. In 2020, the second and third rounds were performed, and the fourth and fifth round collection was completed in the first half of 2021. In November 2021, the sixth batch of national organizational drugs with insulin as the procurement target were purchased in the procurement objects. Shanghai bid opening.
    In the first four rounds, the raw materials represented by Qilu, Huahai, Zhengda Tianqing, and Keron are far ahead. Among the fifth batch of collection, Qilu, Yangtzejiang, and Collennium have selected more than 10 products, especially Kelun Pharmaceuticals, 11 varieties, and 18 product regulations.
    With the development of the national collection, the price of generic drugs has been greatly reduced, and the average decline in the prices of national collection products in the first 6 rounds has basically reduced 50%. Take the 20mg chemotherapy drug in the fifth round of the Doroxi Rapida in the fifth round of mixture, Huiyu, Zhengda Tianqing, Hengrui, Ao Chakang, Qilu, Yangtze River, and the price reduction of Mika Kang. Among them, Hengrui, Hengrui, Hengrui Pharmaceutical's market share is nearly 45%. In order to maintain the proportion of the drug market in the hospital, the price of the product has decreased by more than 97%.
    The normally integrated collection means that the era of high gross profit in the generic drug industry is over. For enterprises, this means the upgrade of production capacity and stricter cost control, and it is good news for the people to see a doctor for medical treatment. This move in my country will help the reshape of the imitation drug industry. The cost control and the comprehensiveness of corporate costs and varieties are facing higher requirements. The importance of raw materials is prominent. promote. For some competitive drugs with fierce competition, collection of collection is also expected to accelerate the elimination of small enterprises, and the industry concentration has increased.
    The fifth round of collection has taken the injection as the main procurement object. At the same time, the inhalation agent products are included in the collection for the first time. The sixth round of biopharmaceuticals represented by insulin is heralded, which indicates that the scope of collection is continuously expanded. In addition to chemical preparations, biopharmaceuticals and proprietary Chinese medicines are also expected to be included in the scope of collection, and the market concentration of the pharmaceutical health industry will be further increased.
    This company layout and competitiveness evaluation of China's big health industry
    Among the listed companies in the large health industry, Fosun pharmaceutical business layout of the chemical pharmaceutical sector is relatively widespread, and its international market proportion exceeds 30%. In the domestic market, Guangzhou Baiyun Mountain has the deepest layout in South China, and Zhifei Bio and Changchun High -tech are more biased towards the East China market.
    Irds from the competitiveness of the large health business of enterprises, Baiyunshan is one of the largest pharmaceutical company groups in my country. Yunnan Baiyao and China Resources Three -nine brands are well -known in my country. The industry segment market leading enterprise, Fosun Pharmaceutical is the leading enterprise in my country's chemical medicine industry.
    The summary of the competitive status of China's big health industry
    Sugs from the perspective of the five -person competition model, at present, there are many products in my country's pharmaceutical health industry, and the alternative threats are large; Low degree; upstream suppliers generally are medicinal materials planting enterprises and raw material manufacturers. They have strong bargaining capabilities, pharmaceutical products are used as a necessity, and the periodic is weak. Taking Chinese medicinal materials as an example, if the price of upstream medicinal materials increases, there will be a high probability of products in the entire line of products. Different range premiums, and if the downstream consumer market does not consider the impact of national volume procurement on the control of drug prices, it is eventually facing ordinary consumers with a weak bargaining ability; The threshold is high, and the threat of potential entrants is small.
    The above data comes from the "Analysis Report of the Prospective and Investment Opportunities in China's Big Health Industry Market" in the Prospective Industry Research Institute.

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