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2011-2018年前十强占比稳步提高
2011-2018年前十强占比稳步提高
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所属报告:
【公司研究】健之佳-小而美扎根西南的优秀零售药店-210330(31页).pdf
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从集中度提高的具体节奏来看,2017 年开始出现明显拐点,增量大幅向前十家集中,2011-2016年,前十家连锁药店行业每年新增的药店数量大约占行业总增加数量的 15%-25%左右,而 2017年,前十锁药店增加的数量占行业总增加数量的比重为 43.99%,2018年比重为 61.53%,这进一步确定了行业集中度的趋势。当然,我们认为出现这种趋势的原因与当下药店行业监察趋严、药师政策、药店的融资能力等因素密不可分,预计未来,单体/小连锁药店的经营压力将进一步加大,行业集中度提高的趋势仍将维持。
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原图定位
当前图表所属:
【公司研究】健之佳-小而美扎根西南的优秀零售药店-210330(31页).pdf
公司各时期门店店均营业利润(万元)
处方外流影响下,零售药店空间及零售药店占比测算(万亿)
公司发展历史梳理
2011-2018年单体药店、连锁药店数量(万家)及连
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