中国医疗电商行业:“互联网+”为医疗电商新零售提供技术支撑
随着用户在线购药习惯的养成和购买处方药的数量增长,其对院外药事服务的需求也逐渐显现。院外药事服务对多种疾病管理具有积极的效果,屡获政策支持,从政策支持探索到规范管理,再到形成专家共识,院外药事服务或将迎来广阔的发展空间。艾媒咨询近期发布《2022-2023年中国医疗电商行业大数据及标杆企业分析报告》2021年中国医药电商直报企业销售总额达到2096亿元,在疫情期间,医药电商有效解决了消费者的用药需求,销售额快速上升。随着电子商务技术的不断优化,以及行业监管的完善,消费者将逐渐选择购药更加便捷的医疗电商,预计2025年中国医疗电商直报企业销售额达2993亿元。
中国医疗器械行业发展现状:市场规模
数据显示,2021年中国医疗器械市场规模为9641亿元,同比增长18.8%,接近全球医疗器械增速的4倍,中国已成为仅次于美国的全球第二大医疗器械市场,预计2022年我国医疗器械市场规模总量将突破万亿元,2025年将突破1.6万亿元。艾媒咨询分析师认为,海外疫情的蔓延为国内公司创造了开拓海外市场的机会,疫情拓宽了国内公司海外自主品牌的销售通路,使国内公司有机会建立起了长期持续的海外业务关系。
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中国家用医疗器械电商行业发展现状:销售排行
数据显示,在2021年中国家用医疗器械的天猫销售排行榜中,康复护理类器械排名第一,家用监测类和呼吸健康类器械分别位居第2、第3;在2021年的中国家用医疗器械天猫销售排行榜中,销售增长率排名第一的是检测试纸。艾媒咨询分析师认为,消费者的健康意识提高,自检自查的需求呈现多样化趋势,各类疾病检测试纸的销售额不断增加。
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中国医药电商企业竞争情报案例:京东健康(股价趋势)
京东健康股价曾达创历史新高的195元/股,但随后便陷入长期的震荡走跌,至今跌幅达到74%。根据京东健康发布2021年年报显示,公司的营业收入达306.8亿元,同比增58.3%,但净利润亏损10.7亿元。2020年同期,京东健康净利润亏损172.3亿元。
https://img.xiaoshanxin.com/bbs/20240510/c189519bc720297a26d85f6f48360b2f_2.jpg
中国医药电商企业竞争情报案例:京东健康(舆情监测)
https://img.xiaoshanxin.com/bbs/20240510/c189519bc720297a26d85f6f48360b2f_3.jpg
中国医疗电商行业发展趋势:发展空间大
院外药事务需求显现
疫情造成的空间隔离,加大了患者对互联网医疗的需求,同样也提升了院外药事务的需求。并且随着用户在线购药习惯的养成,尤其是购买处方药的数量增长,其对院外药事服务的需求也逐渐显现。院外药事服务确实能突破空间限制,为患者带来便捷。近几年来,大量研究也聚焦于院外药事服务实际价值,证实了其对多种疾病管理的积极效果。同时,院外药事务屡获政策支持,从政策支持探索到规范管理,再到形成专家共识,院外药事服务或将迎来广阔的发展空间。
市场空间广阔
呼吸、血糖,感控三条业务赛道有市场空间大且国内渗透率低。海外疫情的蔓延创造了历史机遇以开拓海外市场。疫情拓宽了公司海外自主品牌的销售通路,使公司有机会建立起了长期持续的海外业务关系。
中国医疗电商行业发展趋势:新零售模式
艾媒咨询分析师认为,医疗电商新零售发展受益于三大因素:一是消费者渴望更便捷、安全地获得医疗产品;二是互联网+大数据分析等为医疗电商新零售发展提供了技术支撑;三是国家相关政策为医疗电商新零售发展提供了大力支持。预计未来会有越来越多的医疗企业探索新零售的创新模式,进行多样性的跨界合作。
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