互聯網醫療股大跌,國家擬禁止第三方平臺直接參與藥品網售
格隆匯6月22日丨阿裏健康大跌逾12%領跌,京東健康跌9%,衆安在線跌近2%。隨着第三方平臺的藥品零售市場規模越來越大,國家也將進一步明確相關的管理義務。新增的第八十三條中明確規定:第三方平臺提供者不得直接參與藥品網絡銷售活動。

此次《徵求意見稿》中,對新增的藥品網絡交易第三方平臺相關監管內容備受關注。近年來,在新冠疫情影響和政策力推下,“互聯網+醫療健康”模式市場接受度廣泛提升,也使得醫藥電商行業跨入發展快車道。據米內網統計,2021年我國網上藥店市場藥品銷售額達368億元,同比增長51.49%。此外,據京東健康財報顯示,2021年其自營零售藥房業務營業收入262億元,同比增長56.1%。
近年來,國家在政策層面對醫藥電商的發展總體上是大力支持的,並且不斷出臺相關利好政策,積極破除阻礙行業發展的各種壁壘。與此同時,國家也在積極將醫藥電商納入合法化、規範化發展軌道。
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