Introduction:
1. The administratively promoted "one-vote system" will have a profound impact on the circulation industry.
2. Internet + "medical supply chain finance will become the next very important entry point.
3. The discourse power of circulation companies on the prices of medicines and consumables has continued to decrease.
One of the points "promoting direct settlement between medical insurance funds and pharmaceutical companies", the deep meaning behind it, may really be a point-to-point knowing blow for small and medium-sized circulation companies that have shrunk in the cold wind.Will the one-vote system really be a good way to reduce prices?The one-invoice system that we saw in Shandong, Fujian or Guangdong is basically that the number of circulations of medicines cannot exceed one time. Hospitals and pharmaceutical companies directly settle the payment, and pharmaceutical companies and commercial companies directly settle the distribution costs. The official coordinating document released this time has actually bypassed medical institutions, and the medical insurance fund will directly connect with pharmaceutical companies. Regardless of whether the relationship between your hospital is hard or not, this time you will settle directly with the medical insurance. The previous series of procedures may need to be changed accordingly.Of course, we all know that behind the country’s vigorous "two-invoice system", the problem of inflated drug prices and consumables prices has not been fundamentally resolved. If the "one-vote system" is launched, it will definitely squeeze out the circulation of water. The sentence itself contains a lot of water. But the only thing we can be sure of is that, judging from the effect of the two-invoice system at this stage, the promotion of administrative instructions will definitely help large circulation companies to conquer cities and have a major impact on the distribution industry structure.One-vote system set off a big changeThe first impact is that commercial companies or circulation companies have continuously reduced their right to speak on the prices of medicines and consumables.
In the traditional circulation model, except for a small number of large pharmaceutical companies and machinery companies that have their own distribution channels, most production companies entrust commercial companies for distribution. At the same time, these distribution companies also assume the most important function of advancement, so they often have a greater right to speak in prices.
After the "one-invoice system", it is no longer feasible for commercial companies to transform into CSOs, because instead of commercial companies, medical insurance is directly settled with enterprises. Commercial companies no longer play the role of advancement of funds, only the delivery function, which invisibly weakens the business. The company’s pricing power.
Second, the profit margin of commercial companies may be compressed, and the transformation of tripartite logistics will become a new choice for circulation companies.
Due to the one-vote system, which emphasizes the direct two-point transaction between medical insurance funds and pharmaceutical companies, if commercial companies simply provide logistics services, they will face direct competition from social logistics. For example, SF Express, JD.com, and China Post have entered the delivery of medical devices in recent years. They do not handle the payment, earn the price difference, or own the property rights of the goods, and only earn the normal logistics commissioned distribution fees, which obviously has an impact on the market.
Of course, many small and medium-sized channel merchants are fortunate that these social logistics can only provide distribution, temporarily unable to provide supporting services such as Taiwan tracking and disinfection, but this is not a long-term solution.
Be prepared for danger. If small and medium-sized distributors accelerate the acquisition of tripartite logistics certification and rapidly develop value-added service capabilities in the supply chain during the drastic changes in the industry, they will effectively build a moat of competition, and their accumulated terminal channel capabilities and innovation capabilities will become a pharmaceutical business company. A foothold in the new environment.
Zero Inventory Group has also formally taken this into consideration, and is working hard to transform into a medical consumables supply chain management service company for the entire industry chain. It has obtained a third-party logistics license for medical equipment in Shanghai.
Impact three: The supply chain of medicines and consumables will be shortened. It will be inevitable for manufacturers to set up front warehouses in different places, and it will become a trend for manufacturers to store warehouses across regions.
With the advent of the "one-vote system" and the implementation of the new drug management law, manufacturers will become the main body responsible for product quality and supply. After the adoption of third-party logistics, the responsibility of supply chain management also falls on the pharmaceutical factory, and pharmaceutical production companies will gradually intervene in supply chain management and become chain owners. For example, in 2018, Guangzhou Pharmaceutical Group and Gansu Traditional Chinese Medicines Trading Center signed a strategic cooperation agreement to jointly build a Chinese herbal medicine supply chain.
Fourth, Internet + "medical supply chain finance will become the next very important entry point.
The one-vote system does not mean shortening the payment cycle, which is quite certain. In the medical supply chain, due to different bargaining powers of various institutions and enterprises, the payment cycle is long, and the accounts receivable are huge, and the participation of capital from all parties is urgently needed. Supply chain finance is emerging. For example, the information on the official website of JD Pharmaceuticals Jingcai shows that JD Pharmaceuticals can provide buyers with "white bars" financial services. According to the "Yaobaitiao" data, the purchase of drugs is exclusive to order first and then pay. The maximum amount is 500,000 and interest-free within 30 days.
Relying on the powerful information management system and the endorsement of the Shanghai Jinshan District Government, Zero Inventory has established a strategic cooperative relationship with the bank, built its own supply chain financial platform, and provided financing, investment and other financial services to the upstream and downstream member companies of the Medical Equipment Exchange and zero inventory partners. .
The key difficulty in the implementation of the "one-vote system"What are the difficulties in implementing the one-vote system?The first is the problem of payment collection. If all settlements jump out of the advance payment of commercial companies, the delay of public hospitals will only be directed at the medical insurance settlement center. How to make advance payments in time and in full may require a large cash pool and strong execution capabilities.Second, the one-vote system seeks common ground while reserving differences. my country has a vast territory, and the medical market standards vary from province to province. It is certainly unrealistic to simply rely on a unified one-vote policy to try to solve national problems. How to fit the reality at the grassroots level depends on the local policies.In short, the implementation of the one-vote system is firmly established, and cost reduction and efficiency enhancement have become the first priority at this stage. The blank period reserved for policy is getting shorter and shorter, and transformation is already on the way.