金吾财讯 | 中信证券表示，根据《中国药店》杂志数据，2024年行业连锁化率略微下降至57.56%，但龙头企业门店数稳步提升，行业集中度提升主要由龙头驱动；同时连锁药房平均门店规模上升至58.2家，相较欧美国家仍有很大提升空间。从盈利能力来看，2024年行业利润率有所下降，坪效和人效均有所下滑。根据《中国药店》杂志，百强连锁企业2024年收入提升1.4%至3042亿元，占行业销售额的比例为59.7%，提升1.6个百分点。头部医药连锁零售企业依托规模和品牌优势进行进一步强化区域布局优势，凭借强大的网点布控能力、先进的经营理念、较高的企业运营水平、成熟的供应链体系和其他资源的调配能力稳步扩张，行业强者恒强效应持续兑现，行业头尾效应更加明显，同时推动行业规范化发展。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.