CENGJINGDE“JIAGETUFU”PINDUODUOJIANGZAIDAJIANKANGLINGYUXIANQIDUODAFENGLANG？

　　2020NIAN9YUE17RI，XICHANGJIANKANGKEJI（SHANGHAI）YOUXIANGONGSICHENGLI。GAIGONGSIZHUCEZIBENWEI100WANYUANRENMINBI，FADINGDAIBIAORENWEIPINDUODUOGAOJIFUZONGCAIZHUJIANCHONG，GONGSIJINGYINGFANWEIBAOKUOSHIPINJINGYING、DISANLEIYILIAOQIXIEJINGYINGDENG，YOUPINDUODUOGUANLIANGONGSIHANGZHOUAIMIWANGLUOKEJIYOUXIANGONGSIQUANZICHIGU。

　　ZHEIYEBUSHIPINDUODUOSHOUCIJINJUNYILIAOQIXIEXINGYE。ZAOZAI2019NIAN9YUE28RI，PINDUODUOJIULIANSHOUJINQIANSHANGJIATUICHU“YIYAOJIANKANGRI”，ZHONGDIANTUICHU1WANTAI19.9YUANDEJIUANDIANZIXUEYAJI，1WANTAI9.9YUANDEYUYUEXUETANGJIANCEYIDENG。TONGSHI，PINDUODUOLIANHESHANGJIADE“BAIYIBUTIE”，JIANGMIAOZHUNXIAOFEIZHEZUICHANGYONGDEOTCYAOPIN、YILIAOQIXIE、YINXINGYANJINGDENGJINXINGJINGZHUNBUTIE。

　　SHIGEYINIANHOU，PINDUODUOCHENGLIKONGGUGONGSIZHUANMENJINGYINGYILIAOQIXIELINGYU，ZHEISHIFOUYIWEIZHEGAILINGYUYEJIANGCHENGWEIPINDUODUOWEILAIFALIZHIZHONGDIAN？WEICIJIANKANGJIEXIANGPINDUODUOYOUGUANBUMENWENXUN，DEDAODEHUIYINGSHIFEICHANGJINSHEN，CHENGBENCICHENGLIXINGONGSIBINGWUZHANGYUANKAOLV，JINJINZHIWEIZAIYILIAOQIXIELINGYUZHANDEYIGEWEIZHIERYI。

　　对医械行业影响有限

　　HULIANWANGJUTOURUJUDAJIANKANGLINGYUZAOYISIKONGJIANGUAN。2019NIAN2YUE，BAIDUJINJUNYILIAOQIXIELINGYU。QIXIABAIDUZAIXIANWANGLUOJISHU（BEIJING）YOUXIANGONGSIJINGYINGFANWEINEIXINZENGXIAOSHOUⅢLEIYILIAOQIXIE、ⅡLEIYILIAOQIXIEDENG。DANGNIAN9YUE，BAIDUGENGYI14.43YIYUANZHANLVETOUZIGUONEIYILIAOQIXIELONGTOUDONGRUANKONGGU，SHUANGFANGJIANGZAIZHINENGCHENGSHI、ZHINENGJIAOYU、ZHINENGYILIAODENGLINGYUTUIJINCHANYEZHINENGHUABIANGE。

　　2020NIAN4YUE17RI，JINGDONGDEYUNYINGZHUTIBEIJINGJINGDONGSHIJIMAOYIYOUXIANGONGSIXINZENGYIBIDUIWAITOUZI，CHIZI2000WANYUANCHENGLIQUANZIZIGONGSISHANXIJINGDONGMINGHUIMAOYIYOUXIANGONGSI。QIJINGYINGFANWEIBAOKUOYILIAOQIXIEJINGYINGDENG。3YUE，JINGDONGCHENGLIWUXIJINGDONGQIANCHENGMAOYIYOUXIANGONGSI，ZHUCEZIBEN2000WANRENMINBI，JINGYINGFANWEIBAOKUOERLEIYILIAOQIXIEXIAOSHOU；WEISHENGYONGPINHEYICIXINGSHIYONGYILIAOYONGPINXIAOSHOU；JISUANJIRUANYINGJIANJIFUZHUSHEBEIPIFADENG。

　　ALIJIANKANGYEZAI2019NIANNIANBAOZHONGBIAOSHI，TONGGUODUIALIBABAJITUANXIANGGUANYEWUJINXINGSHOUGOU，TIANMAOYIYAOGUANSHIXIANLEQUANLEIMUFUGAI。ZUIZHONGSHIXIANNIANDUSHANGPINJIAOYIZONGE（GMV）TUPORENMINBI595YIYUAN，NIANDUHUOYUEXIAOFEIZHECHAOGUO1.3YIDEGUIMO。

　　BUGUOZHIDEYITIDESHI，PINDUODUOHESHANGSHUQIYEYOUZHEHENDADEBUTONG。PINDUODUOZAIDIANSHANGLINGYUSHENFENDUOSHAOYOUXIETESHU。YOUYUPINDUODUOYOUZHE“JIAGETUFU”DECHENGHAO，FANGJIANYEFENFENYILUN，PINDUODUOSHIFOUYEHUIBADIJIAZHANLVEZAIYIXIELINGYUSHIZHAN。YOURENSHENZHIDANXINZHEIYIZHANLVEYIDANZHANKAI，SHOUYINGXIANGDEYAOSHUYIXIEZHONGXIAOXINGQIXIESHANG，BIJINGDUIYUZHEIXIEZHONGXIAOSHANGJIAERYAN，PINDUODUODEJUEBUTIEBINGBUSHIYIGEHAOXIAOXI。

　　BUGUO，PINDUODUOFANGMIANDUICIKANFABINGBURENTONG。PINDUODUOFANGMIANGAOSUJIANKANGJIE，PINDUODUOXIANSHANGMAIDEYILIAOQIXIECHANPINDESHOUZHONGJIESHICDUAN，YEJIUSHIPUTONGDEXIAOFEIZHE，ERYIXIEXIANXIADEYILIAOQIXIESHANGZEGENGDUOSHIDUIJIEYIYUANDENGJIGOU，LIANGZHEDESHOUZHONGBUTONG，BINGBUCUNZAIJINGZHENGGUANXI。

　　BUJINSHIPINDUODUO，MUQIANDEDIANSHANGPINGTAIZAIYILIAOQIXIELINGYU，HAISHIWANQUANMIAOZHUNJIAYONGYILIAOQIXIESHICHANG。JIAYONGYILIAOQIXIEQUBIEYUYIYUANSHIYONGDEYILIAOQIXIE，CAOZUOJIANDAN、TIJIXIAOQIAO、XIEDAIFANGBIANSHIQIZHUYAOTEZHENG。YILIAOQIXIEYINGXIAOZHUANJIAWANGQIANGGAOSUJIANKANGJIE，PINDUODUOFALIYILIAOQIXIEDUIZHONGXIAOJINGXIAOSHANGZAOCHENGCHONGJIHEYINGXIANGHENXIAO，“BAOKUOPINDUODUOZAINEIDETONGYONGLEIDIANSHANGPINGTAI，MUQIANZHUYAOJINGYINGDEHAISHIXUETANGYI，XUEYAJIDENGJIAYONGYILIAOQIXIE，ZAICHUANTONGCHANPINFANGMIANBIRUXINZANGZHIJIA，JIANHUYIDENG，TONGYONGDIANSHANGPINGTAIBINGWEIXINGCHENGQIHOU。”WANGQIANGSUOSHUODETONGYONGDIANSHANGPINGTAI，ZHIDESHIPINDUODUOHETAOBAO，JINGDONGDENG。

　　DUIYUNEIXIEZHUANMENCONGSHIYILIAOQIXIEDEDIANSHANGLAISHUO，PINDUODUODENGDADEHULIANWANGDIANSHANGCISHIRUJU，YEYOUZIJIDESIKAO。ZHIMINGXIANSHANGYILIAOQIXIEPINGTAIKAILIANYILIAOCHUANGSHIRENHUANGXIAOMINBIAOSHI，HUIKAOLVYUTAOBAO、JINGDONGZHEILEIDIANSHANGPINGTAIHEZUOLAIJINXINGPINPAIJIANSHE，TAMENGENGDUOSIKAODESHIHEZUOERFEIDUIKANG。

　　医械产品质量或成发展隐忧

　　RUJIN，ZHONGGUODEDIANSHANGSHICHANGCHENGXIANTAOBAO、JINGDONG、PINDUODUOSANZUDINGLIDETAISHI。DANPINDUODUOGANGGANGCHUXIANSHI，QUEBUTAIBEIKANHAO，QIZAOQIZHUANZHUYUKAIFAXIACHENSHICHANG，JIDIDESHANGPINZHEKOUHEZHUANGDAYUNBANDESHANGPINZHILIANG，RANGRENRENBUZHUWEIQITIESHANGYIGEXIEMANLE“LOW”DEBIAOQIAN。YINCIXIANGJIAOYUQITADIANSHANGPINGTAI，PINDUODUOKAIMAIYILIAOQIXIESIHUGENGRANGRENDANXINSHEBEIZHILIANG、JIANGUANDENGWENTI。

　　SHISHISHANG，SHANGSHUDEZHILIANGWENTIYIJINGXIANXIAN。ZAIMOUWENTITOUSUPINGTAISHANG，JIANKANGJIEFAXIAN，YIJINGYOUBUSHAOYONGHUTOUSUZAIPINDUODUOMAIDAODEYIXIECHANPINCUNZAIZHILIANGWENTI，JINGUANXIANGGUANWENTIYIJINGDEDAOYOUGUANBUMENDEHUIYING，DANSHIXIANERYIJIAN，ZHILIANGWENTIJIANGCHENGWEIPINDUODUOSHEZUYILIAOQIXIEDEYIGEBUKEBUPAICHUDEYINHUAN。

　　DUICI，PINDUODUOFANGMIANGAOSUJIANKANGJIE，SHANGSHUDEZHILIANGWENTIBINGBUHUICHENGWEIPINDUODUOFAZHANDEZULI。“WOMENXIANZAIZUODEJIBENSHANGDOUSHIHEYIXIEDAXINGDELIANSUOYAODIAN、HAIYOUYILIAOJIGOUHEZUO。WOMENDEMUDEJIUSHITONGGUOHEDADEYILIAOPINPAIDEHEZUO，FAHUIXIANSHANGYILIAO、YIYAODIANSHANGDEBIANLIXING。BIRUSHUOHESUANJIANCE、TIJIAN、YIMIAO、OTCHECHUFANGYAO、YIMEIDENGDENG，DOUSHIHEGUONEIBIJIAOZHIMINGDEJIGOUHUOZHEPINGTAIHEZUODE。”PINDUODUOXIANGGUANFUZERENGAOSUJIANKANGJIE。

　　“SHEJIYILIAOQIXIEDEKAIDIANHUOZHEZHAOSHANGDENGGONGZUO，KENDINGYAOBIQITALEIMUYANGEDEDUO。SHOUXIANXIANGGUANZIZHIKENDINGSHIYAOQIQUANDE，BINGQIEYAOYIYIHESHIDE，BINGQIEJIAONADEBAOZHENGJINYEGENGDUO。”PINDUODUOXIANGGUANFUZERENXIANGJIANKANGJIEBIAOSHI。

　　医械空间巨大，抢食大战刚起步

　　FASHENGZAIYIPINDUODUOWEIDAIBIAODEGEHULIANWANGJUTOUZHIJIANDEYILIAOQIXIEDAZHAN，ZUIZHONGHAISHIYUANYUWOGUOZHEIYILINGYUJUDADESHICHANGKONGJIAN。

　　GENJU《2019NIANDUZHONGGUOYIYAODIANSHANGSHICHANGSHUJUBAOGAO》，2019NIANWOGUOYIYAODIANSHANGJIAOYIGUIMODADAO964.3YIYUAN，TONGBIZENGZHANG46.68%。SHOUYIQINGYINGXIANG，HULIANWANGYILIAOREDUSHANGZHANG，YUJI2020NIANYIYAODIANSHANGJIAOYIGUIMOZENGZHANG94.58%ZHI1876.4YIYUAN，BIJIN2000YIYUANDAGUAN。

　　ZAIYILIAOQIXIELINGYU，JUYIXIEYANJIUYUANFABUDE《ZHONGGUOYILIAOQIXIEXINGYELANPISHU（2019）》，WOGUOYILIAOQIXIE2018NIANZENGZHANGDAO948YIYUAN，NIANFUHEZENGZHANGLVDADAO25.46%。SUIZHESHEHUIJINGJIDEFAZHAN，RENKOULAOLINGHUABUDUANJIAJU，JIATINGJIANKANGGUANLIYISHIBUDUANZENGQIANG，ZHEIXIEYINSUJIANGWEIJIAYONGYILIAOQIXIESHICHANGDECHIXUFAZHANTIGONGJUDADEXUQIUQIANLI。

　　JIYUSHANGSHUJUDADESHICHANGKONGJIAN，MUQIAN，CHULEZHUANMENDEDIANSHANGPINGTAIRUJUYILIAOQIXIEXINGYEZHIWAI，YIXIECHUANTONGDEYIYAOQIXIECHANGJIAYEKAISHI“CHUWANG”，WEIXIAOSHOUQUDAODUOYUANHUATUOZHANXINSAIDAO。

　　YUYUEYILIAOFABU2020NIANBANNIANDUBAOGAO，XIAOSHOUFEIYONGBUFENXIANSHI，SHANGBANNIANDIANSHANGPINGTAIFEIYONGYUEWEI7500WANYUAN，HEQUNIANTONGQI2900WANYUANXIANGBIZENGZHANG159%。BAOGAOQINEI，YUYUECHANGGUIXIAOSHOUJINRULIANGXINGGUIDAO，XIANSHANGPINGTAIYOUSHIMINGXIAN。QI“JIEFUROU”XILIEBAOKUANSHOUXIAOCHANPINDECHIXUFANGLIANG，XIAOSHOUTUANDUIKEFUTUOXIAODENGBULIYINSUYINGXIANG，YINSHILIDAO，QUDELEXIANSHANGBANKUAIZENGSUCHAO10%DELIANGHAOYEJI。

　　XIANSHANGXIANXIADELIANGHAOPEIHEYUTUOZHAN，RANGQIQUDEYINGSHOUCHIXUZENGZHANG。BAOGAOQINEI，YUYUEYILIAOSHIXIANYINGYEZONGSHOURU34.21YIYUAN，TONGBIZENGZHANG36.74%；YINGYELIRUN13.27YIYUAN，TONGBIZENGZHANG114.23%；GUISHUYUSHANGSHIGONGSIGUDONGJINGLIRUN11.19 YIYUAN，TONGBIZENGZHANG109.86%，GUISHUYUSHANGSHIGONGSIGUDONGDEKOUCHUFEIJINGCHANGXINGSUNYIDEJINGLIRUN10.23YIYUAN，TONGBIZENGZHANG100.07%。

　　2020NIAN6YUE4RI，YUYUEYIJITUANYUDIANSHANGPINGTAISUNINGYIGOUZHANLVEQIANYUE，JIANGJIUYIYAOO2OJINXINGSHENDUJIANSHE，BINGZAIWULIUCANGCHUFUWU、DAJIANKANGDENGLINGYUJIAQIANGHEZUO。ZHEIYEYIWEIZHE，SUNINGYIGOUZHENGSHIJIARULEJIAYONGYILIAOQIXIESHICHANGFENEZHENGDUOZHANCHANG。

　　SHISHISHANG，YOUYUWOGUOLAOLINGHUAJIASU，JIAYONGXUETANGYI、JIAYONGXUEYAYIHEJIAYONGTIWENJIJIUYINGLAIHENDADEXUQIUKONGJIAN，ZAI2019NIAN，ZHONGGUOZHINENGYILIAOSHEBEIDECHANPINZHUYAOJIZHONGZAIZHINENGXUETANGYI、ZHINENGXUEYAYIHEZHINENGTIWENJISANLINGYU，LEIJIZHANWOGUOQUANBUYILIAOSHEBEIDE89.3%。

　　DUIYUGENGDUOYILIAOQIXIEXIFENLINGYUDEDESHICHANGJIHUI，BEIJINGDINGCHENGUANLIZIXUNYOUXIANZERENGONGSICHUANGSHIRENSHILICHENGAOSUJIANKANGJIE，SUIRANJIAYONGYILIAOQIXIELINGYUFAZHANXUNSU，DANHONGLIQIBINGBUHUITAIZHANG，ZHIYOU5DAO10NIAN。

　　TARENWEI，YOUYUJINNIANDEYIQINGYINSU，YINFAJINHOUJIAYONGYILIAOQIXIEDESHICHANGXUQIUHENDA。XIANGGUANDIANSHANGPINGTAIRUGUONENGZHUAZHUZHEIYIFENGKOU，NEIMERIHOUZAIYILIAOQIXIELINGYUDEFAZHANJIANGHUIZHANYOUHENDAYOUSHI。