中国医药电商市场专题分析2021

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Laws劥❡ㅷ⥂㺙䎇「ⵌ晜勉岁⥂䫡⚥㕂⼕蚋歏㉁䋑㖞⚁곿ⴔ區20212021/9/12侨䰘끮⸓礵渤䧭Ɤⴔ區倰岁⼪䋕霹僈l ⼪䋕霹僈⼪䋕鸑鵂㢴ꅾ侨䰘彂岤Ⰶ皾岁垷㘗䲀皾ⴀAPP崞駟遤⚹䌐⸔⟱⚌䘯鸟✫鍒䋑㖞կ⼪䋕ⴔ區곭㚖Ⰼ꬗ծ遤⚌够ⴔ絈荝ծAPP佐䔶ꆀ넞⸔⸂⟱⚌峯㻋䋑㖞㖑⡙⿺饋麤〄㾝馋⸷կ⼪䋕僽侨㶶⻊⟱⚌ծ䫏餴Ⱆ぀ծ䎛デⰖ぀⠏鷥涸㣐侨䰘❡ㅷ䎇⚂䎁䋕涸❡ㅷ佪卓䊺絑㖈BAT偫♴涸⠍㢴⟱⚌䎂㸝ծ⼶⚹瘝侨㶶⻊鲮㘗⟱⚌䊨㉁Ꜿ遤ծ䬸㉁Ꜿ遤ծ⼶岲霆ⵚծꜾ屎霆ⵚ瘝ꆄ輑劼匬⟄⿺鲱Ꜿ䡦兞㛇ꆄ瘝侨涰㹻⟱⚌䖤ⵌ✫낉霆կⴔ區㹁⛐⿺ⴔ區薴殶ⴔ區㹁⛐♸ⴔ區倰岁l ⴔ區ⰻ㺂务涸餴俱ㄤ侨䰘勻彂✵㼆遤⚌Ⱆ䒓⥌䜂涸ⴔ區ծ㼆⚌ⰻ餴帿➃㡦ㄤ湱Ⱒ⟱⚌넞盗涸帿䏞霄靍⟄⿺僒錜ⴔ區䋗絾ざ⟄♳ⰻ㺂⡲ⴀ涸⚁⚌䚍ⴼ倗ㄤ霉⟟կl ⴔ區ⰻ㺂务鵘欽Analysys僒錜ⴔ區涸❡⚌ⴔ區垷㘗䎇絕ざ䋑㖞ⴔ區ծ遤⚌ⴔ區ㄤ⾊㉁ⴔ區腊㢿⿿僥䔲⵸䋑㖞梡朐馋⸷ㄤ錞䖒⟄⿺⾊㉁涸〄㾝梡朐կl 劥ⴔ區ⰻ㺂⚺銳ⴔ區㼆韌僽务㕂⼕蚋歏㉁遤⚌㖈2020-2021䎃䏞涸⚺銳〄㾝」⻊կ㖈佟瘻涸렽⸠♴⼕蚋歏㉁庈麤鵳♧姿䩧䒓 絑鵂㢴䎃獤稡⼕蚋歏㉁䱲程ⴀ♲猫剪⸉垷䒭姿Ⰶ넞鸟〄㾝劍կl 劥ⰻ㺂鸑鵂ⴔ區䲀⸓䋑㖞〄㾝涸㸪錜胜兞㾝梡❡⚌Ꝇ♳♴康涸〄㾝梡朐ㄤ暵䖄鸑鵂Ⱙ㘗⾊㉁⡲⚹ⴔ區㾝梡⾊㉁㖈ぐ絈ⴔ곭㚖务涸畊✰⠏⸷䎇㼆✵劢勻〄㾝涸馋⸷⨞ⴀ곫崵կ2021/9/13侨䰘끮⸓礵渤䧭ꟋCONTENTS湡䔶⚥㕂⼕蚋歏㉁䋑㖞〄㾝胜兞⚥㕂⼕蚋歏㉁䋑㖞〄㾝梡朐⚥㕂⼕蚋歏㉁䋑㖞Ⱙ㘗⾊㉁ⴔ區⚥㕂⼕蚋歏㉁䋑㖞馋⸷ⴔ區010203042021/9/14侨䰘끮⸓礵渤䧭ꟋPART
1务㕂⼕蚋歏㉁䋑㖞〄㾝胜兞©
僒錜ⴔ區www.analysys.cn2021/9/15侨䰘끮⸓礵渤䧭Ɤ佟瘻䚪⡤獤匧렽⸠⤛鵳⼕蚋歏㉁庈麤鵳♧姿䩧䒓• 2017䎃շⰢ✵㖈Ⱆ用⼕毫劼匬蚋ㅷꅷ餝务䲀遤⚙牰ⵖ涸㹊倶䠑錛霚遤ո䲀遤⚙牰ⵖ⾓綫蚋ㅷ崨鸑梠蒜꣭⡛蚋⟟⤛⢪⼕蚋ㄤ⨴䐀❡ㅷ⣘䎾㉁㼊宠Ⱘ剣넞佪⣘䎾Ꝇ腊⸂涸Ꝉ㈒⿺䋑㖞䲀䎛庈麤կ⚙牰ⵖ• 2020䎃շⰢ✵獤匧䲀鵳✽翫緸+⼕毫剪⸉⼕⥂佅➰䊨⡲涸䭷㼋䠑錛ո模㊤✽翫緸+⼕毫剪⸉⼕⥂佅➰佟瘻կ• 2021䎃շⰢ✵⠏⻊⼕⥂곭㚖⤑字剪⸉涸䠑錛ո姻䒭䲿ⴀ獤匧确程⥌䜂Ⱏ❧㹊梡㢅倰崨鲮ծ㖈絁佅➰絕皾ծ鷐蚋♳꡶♧⡤⻊剪⸉կ⼕⥂佅➰䩧鸑• 2019䎃շ蚋ㅷ盗椚岁ո緸㈒㢅倰蚋鿈ⴔ鍒犜• 2021䎃շⰢ✵剪⸉Ⱉ珘Ⱉ⥂鵳♧姿⨞㥩佞盗剪佖ꬠ剣Ⱒ䊨⡲涸䠑錛ո㖈烁⥂歏㶩㢅倰勻彂溫㹊〳ꬑ涸⵸䲿♴⯈雽緸絞Ꝉ㈒ꤑ㕂㹻㹊遤暵婋盗椚涸蚋ㅷ⟄㢪涸㢅倰蚋կ緸㈒㢅倰蚋鷶姿鍒犜• 2021䎃շⰢ✵䲀⸓蚋ㅷ꧋务䌄ꆀꅷ餝䊨⡲䌢䙖⻊ⵖ䏞⻊䒓㾝涸䠑錛ո⤛⢪ⵖ蚋Ⱆ぀瘝涸ⴔꝈ䧶殜ぢ絁♳鲮獴⚹⼕蚋歏㉁䌄勻劢务叻ㅷ猫紤ⵄկ䌄ꆀꅷ餝• 2020䎃շⰢ✵⟄倝⚌䙖倝垷䒭䒸곭倝㘗嶊餩⸈䘯〄㾝涸䠑錛ոծշⰢ✵帿Ⰶ䲀鵳✽翫緸+⼕毫⨴䐀❀⚡♧剪⸉遤⸓涸鸑濼ո렽⸠獤匧〄㾝✽翫緸⨴䐀⼕毫剪⸉䲿⿺㣐⸂䲀鵳歏㶩㢅倰崨鲮ծ蚋ㅷ緸絞Ꝉ㈒瘝剪⸉կ歏㶩㢅倰崨鲮l㖈佟瘻㽻꬗䚪⡤ッ梡獤匧렽⸠涸䙖⸷կꥥ满港盗傈馋錞薴⻊⼕蚋遤⚌㼜饥ⴀ偽䎸畊✰⟄⚙牰ⵖծ䌄ꆀꅷ餝⚹➿邍涸佟瘻㼜⤛鵳遤⚌刿⨴䐀㖑〄㾝կず傞䲀鵳絁♳⼕⥂佅➰䩧鸑ծ歏㶩㢅倰崨鲮ծ緸㈒㢅倰蚋鍒犜瘝㼜䌄勻♴♧姿紤ⵄ⤛鵳⼕蚋歏㉁庈麤鵳♧姿䩧䒓կ2021/9/16侨䰘끮⸓礵渤䧭Ɤ➃〡罈륁⻊⸈ⶢ⼕毫⨴䐀嶊餩佅ⴀ㟞⸈18311 20167 21966 23821 25974 28228 30733 321895.0%5.2%5.3%5.5%5.6%6.0%6.2%5.7%0.0%1.0%2.0%3.0%4.0%5.0%6.0%7.0%05000100001500020000250003000035000201320142015201620172018201920202013-2020䎃㾀字➃㖲⼕毫⥂⨴嶊餩佅ⴀ⽑嫱㾀字➃㖲〳佅ꂁ佐Ⰶ⼕毫⥂⨴嶊餩佅ⴀ⽑嫱⽀⡙⯋ ➃字滋l务㕂65㿨⿺⟄♳➃〡侨ꆀ㖈2020䎃䊺鴪19059♰➃⽑䚪➃〡涸13.5%⽑嫱䭯絯㟞⸈➃〡罈륁⻊⸈ⶢ〄氻➃〡桧♳⼮⼕毫⨴䐀䋑㖞鵳♧姿的㣐կl㕂ⰻ㾀字➃㖲〳佅ꂁ佐Ⰶ珘姿♳⼮嶊餩垷䒭姻㖈⼮紩ꥥ满➃⟌⨴䐀䠑霋涸㟞䔂⼕毫⥂⨴嶊餩佅ⴀ⽑嫱⛲㖈鷶幯♳⼮⚹⼕蚋歏㉁㤭㹁✫꨽宠㛇炄կwww.analysys.cn侨研勻彂㕂㹻絡雦㽷·僒錜ⴔ區侮椚©
僒錜ⴔ區9.1%9.4%9.7% 10.1% 10.5% 10.8% 11.4% 11.9% 12.6%13.5%20112012201320142015201620172018201920202011-2020䎃务㕂65㿨⿺⟄♳➃〡⽑嫱2021/9/17侨䰘끮⸓礵渤䧭Ɤ⼕毫剪⸉崨玐絁♳⻊ծ侨㶶⻊馋⸷⳼儑⼕蚋歏㉁Ⱘ剣錞垷佪䎾⠏⸷l⼕毫剪⸉絁♳꡻梠鷶姿模㊤刿㢴崨玐㹊梡絁♳⻊䝖罏㽠⼕遤⚹佖」㣐⠍㼆✵✽翫緸⼕毫涸雩濼䏞ㄤ雩〳䏞鴽鸟以⼮կ⡲⚹✽翫緸⼕毫涸ꅾ銳絆䧭鿈ⴔ⼕蚋歏㉁⛲ꥥ⛓䧭Ɤ饰勻կl♸絁♴蚋䨻湱嫱⼕蚋歏㉁腊㢿鍘鴪刿䎛岌涸欽䨪腊㢿㹊梡錞垷佪䎾雳⟟腊⸂刿䔂կず傞〳⟄䲿⣘剣佪涸欽䨪侅肫㼆✵蠒Ꝉ⴯倝❡ㅷ❠刿⚹剣佪կ馊勻馊㢴涸嶊餩罏鄄㖈絁ꨪ㈒蚋䨻エ䒸罜馊勻馊㢴涸絁♴蚋䏅⛲㼊宠♸絁♳庈麤ざ⡲կ鵴玐䒓倰歏㶩㢅倰䎾欽⚹蚋ㅷꨪ㈒絑蠒⟱⚌䲿⣘㢅倰ざ岁勻彂邉♳絁♳꡻梠Ⱒꝶ梠蒜կ⼕⥂佅➰䊺剣㢴㖑㹊遤緸♳餝蚋⼕⥂㖈絁佅➰緸♳蚋䏅㼜蜦䖤刿㢴〄㾝劼麁կ緸♳蚋䏅緸♳蚋䏅⟄㢴猫䕎䒭剪⸉✵嶊餩罏ꥥ满暟崨涸〄㾝的㣐蚋⟱ծ蚋䏅剪⸉薴㔵կ㖈絁꡼霏緸絞㖈絁꡼霏⚹䝖罏䲿⣘✫⤑ⵄ緸絞歏霢ծ錠곸䪮助涸䱹Ⰶ䲿넞✫㖈絁꡼霏涸欽䨪⡤낉կ緸♳䭱〿緸♳곫紨䭱〿䌐⸔䝖罏剣佪㸝䱗傞ꢂ溁⿡✫䱗ꢭ⦫霏涸띿掓կ⼕蚋歏㉁錞垷佪䎾⠏⸷僈儑緸♳蚋䏅SKU䧴䎽㶸侨ꆀ〳馄䎂〵♳䭆剣蚋䏅〳鴪⥂⨴ㅷ让邉Ⱞ欰⼕毫㐼唒蚋ㅷ雦欰䞔馰嶊餩⼕毫Ⰼㅷ碫䎂〵䎃崞駟嶊餩罏〳馄www.analysys.cn侨研勻彂Ⱆ䒓餴俱·僒錜ⴔ區侮椚©
僒錜ⴔ區2021/9/18侨䰘끮⸓礵渤䧭Ɤ䘯鷻暟崨緸絞傈馋模㊤⼕蚋暟崨剪⸉♸䪮助Ⰼ꬗⼮紩侨研勻彂㕂㹻齱佟㽷·僒錜ⴔ區侮椚l緸餝䊺䧭⚹➃⟌欰崞务涸♧鿈ⴔ䘯鷻剪⸉⚌⸉ꆀꥥ⛓鷶䎃以⼮2020䎃鴪833.6➉⟝ず嫱㟞Ɤ31.2%䘯鷻暟崨⛲䠁⸈模㊤䕎䧭Ⰼ銻渷涸➩⪰鵘鳕緸絞կ⼕蚋ꨪ䬐䌢庛蚋ㅷ畮ⵌ畮鵘鳕鍒Ɀ♶駈侮鲨涸鵘鳕꨽宠呏研蚋ㅷ涸㾩䚍ㄤ庛ծ弪䏞銳宠⟄꧋䭨䧴ⴔ䭉涸垷䒭鵳遤挿㼆挿ꂁ鷐կ⼕蚋侮鲨⣜研餗暟涸庛䏞銳宠⚹㹐䨪䲿⣘痗ざ蚋ㅷ鵘鳕錞薴涸ծ挿㼆挿ㄤ挿㼆㢴挿涸侮鲨湬鷐鵘鳕剪⸉կ⼕蚋➩⪰呏研㹐䨪꨽宠䲿⣘䲿⣘蚋ㅷծ⼕毫㐼唒瘝ㅷ碫餗暟㶸⪰ծ崨鸑瘝♧畀䒭⼕蚋➩⪰剪⸉կ⼕蚋ⲇꝆ忘駈䊨⚌⟱⚌〄鵘㼭䪠ꆀ㢴곸妃ⲇ诡蚋ㅷ罜䲿⣘涸Ⰼ玐〳錠ծ♧畀䒭ծ挿㼆挿ծ挿㼆㢴挿蚋ㅷꂁ鷐կ22.4♰㢅䘯鷻剪⸉蠒⚌緸挿4091.4♰Ⱆꅽ䘯鷻剪⸉緸騟Ɤ䏞20.7♰勵䘯鷻剪⸉緸騟勵侨2020䎃务㕂䘯鷻剪⸉⚌〄㾝䞔ⲃ⼕蚋暟崨㹊梡⥌䜂⻊ծ兰䢴⻊䌐⸔⼕蚋歏㉁剣佪侮ざ♳♴康餴彂ず傞确程刿痗ざ䋑㖞꨽宠涸暟崨剪⸉㹊梡⼕蚋暟崨剪⸉⼮紩կ剪⸉⼮紩䪮助䎾欽