The wind direction is strengthening again! The pharmaceutical commercial sector is experiencing a short-term rise with individual stocks rallying, and the industry policy dividends continue to be implemented

Today, the A-share pharmaceutical (core stock) commercial sector has shown a short-term upward trend, with a steady recovery in the sentiment for health consumption. Renmin Tongtai surged to the daily limit, with Jianfa Zhixin, DSL, YaoYigou, Yifeng Pharmacy, and Yixintang, which cover pharmaceutical distribution, online pharmaceutical e-commerce, chain pharmacies, and pharmaceutical delivery, also rising in tandem, indicating a clear upward trend in the upstream and downstream of the sector. As a core circulation link connecting the pharmaceutical production end and terminal consumption, the pharmaceutical commercial sector has recently benefited from multiple favorable factors such as the implementation of national retail support policies, the expansion of the new basic drug catalog, the continuous expansion of the outpatient retail market, and the upgrading of pharmaceutical service models, leading to continuous improvement in industry operating margins and gradually opening up valuation repair space, attracting active layout of on-site funds.

Latest authoritative positive news in the pharmaceutical (core stock) commercial industry

The new basic drug catalog has been officially released, expanding the demand for circulation and retail: Securities Daily reported on July 13, 2026, that the new "National Basic Drug Catalog (2026 Edition)" has been officially implemented, significantly expanding the number of included drugs, effectively broadening the sales space for pharmaceutical (core stock) circulation and chain pharmacies, and enhancing industry revenue scale.

National support for the transformation of drug retail, promoting pharmacies to upgrade to health services: CCTV.com interpreted the Ministry of Commerce's special opinions on January 22, 2026, clearly supporting chain pharmacies to enhance their pharmaceutical service capabilities, participate in centralized drug procurement, and promote the transformation of traditional drug sales terminals into comprehensive health service stations, opening up value-added space for the industry.

Optimization of drug pricing mechanisms stabilizes the profitability of pharmaceutical (core stock) commercial enterprises: The Chinese government website released "Several Opinions on Improving the Drug Pricing Mechanism" in April 2026, improving the market-oriented drug pricing system, standardizing price differences in circulation links, effectively stabilizing the operating profits of pharmaceutical commercial enterprises, and improving industry profit expectations.

Implementation of dual directories for medical insurance and commercial insurance, broadening terminal drug circulation scenarios: Haikou.com disclosed on January 3, 2026, that the dual directories for innovative drugs under medical insurance and commercial insurance have been officially implemented nationwide, significantly increasing the terminal penetration rate of innovative drugs and essential drugs, continuously benefiting the distribution and retail sectors of pharmaceutical (core stock).

Multiple regions have introduced support policies for pharmaceutical (core stock), smoothing the drug circulation and distribution system: According to reports from China National Radio in March 2026, multiple regions have implemented support measures for the pharmaceutical industry, optimizing drug review and circulation processes, and improving urban-rural drug distribution networks, further reducing the operating costs of pharmaceutical commercial enterprises.

Related industries positively affected

The recovery of the pharmaceutical (core stock) commercial industry directly drives the rapid development of the pharmaceutical e-commerce industry. Tianfeng Securities' 2026 pharmaceutical industry research report points out that the digital transformation of offline chain pharmacies and the increase in online drug purchasing penetration continue to promote the expansion of the pharmaceutical e-commerce transaction scale, with the new retail (core stock) model of online and offline integration becoming a new growth momentum for the industry. At the same time, the modern pharmaceutical logistics industry deeply benefits, with the national drug circulation network being improved and the range of basic drug distribution expanded, forcing upgrades in cold chain (core stock) logistics and urban-rural pharmaceutical distribution systems, continuously improving logistics turnover efficiency and order scale. In addition, the pharmaceutical health service industry is ushering in development dividends, with value-added services such as pharmacy pharmaceutical services, chronic disease management, and health consultations being implemented, promoting the extension of pharmaceutical commerce from single sales to comprehensive health services Broaden the boundaries of industrial growth.

Risk Warning: The industry information and corporate dynamics mentioned in this article are for reference only and do not constitute any investment advice; there are uncertainties in corporate operations and market fluctuations, please pay attention to the related risks.

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