2015 1 28 300 () 80% 60% 40% 20% 0% -20% Jan-14 Apr-14 Jul-14 Oct-14 S0930514080008 021-38636275 LINJUAN156@pingan.com.cn
2.1 2... 6 2.2... 7 2.3... 8 3.1 2015... 8 3.2... 12 4.1... 14 4.2... 16... 17 4.4... 17 2 / 21
1... 5 2... 5 3... 6 4... 6 5 2013... 6 6... 7 7 2013... 7 8... 7 9... 8 10 V.S... 9 11 V.S VS... 9 12... 9 13... 10 14... 10 15... 11 16... 12 17... 12 18... 12 19... 13 20 20%... 13 21... 13 22 PCMH... 14 23... 14 24... 15 25... 16 26 ESI... 18 27 PBMs... 18 28 ESI... 18 3 / 21
29... 18 30... 18 31... 19 4 / 21
1 2 5 / 21
2.1 2 3 () 2013 6% 2% + 30% 70% 1998 2.744 7061 70%30% 2007 2.963 1186 70%30% 2003 8.02 2972 4 5 2013 50% 40% 4< 16% <1 16% 30% 20% 3<<4 16% 1<<2 29% 10% 2008A 2009A 2010A 2011A 2012A 2013A 2<<3 23% 6 / 21
2.2 6 7 2013 8 60% 53.8% (), 10729, 34% ( ), 9546, 30% 50% 40% 30% 44.9% 38% 20% ( ), 11394, 36% 10% 0% 7 / 21
2.3 9, 10.30%, 46.90%, 42.70% 3.1 2015 8 / 21
10 V.S 11 V.SVS, 20%, 43.2, 61%, 27.4, 39%, 25%, 55% 2013 12 1. 1. 1. 1. 2. 2. 2. 3. 3. 3. 9 / 21
13 1. 1. 1. 2. 2. 3. 4. 14 2010 2012 2014 2014 311 1.5 700 5 2015 **** 1000 10 / 21
15 7) 11 / 21
16 17 25 23 21 19 17 15 ( 24.2 18% 100% 15% 1.7 2.0 2.1 22.0 20.8 12% 80% 3.3 4.3 5.2 1.2 19.0 9% 60% 2.2 2.5 5.3 6% 40% 5.9 6.4 3% 20% 7.4 0% 5.7 6.1 2011 2012 2013 2014 0% 2012 2013 2014 18 29% 28% 27% 26% 25% 24% 23% 2011 2012 2013 2014 3.2 12 / 21
19 20 20% Walgreens Drugstore.com 21% PlanetRx 17% 21 13 / 21
22 PCMH 40% 37% 31% 21% 22% 50% 53% 65% PCMH 4.1 23 14 / 21
24, 3%, 1%, 9%, 2%, 9%, 1%, 36%, 11%, 14%, 14% 15 / 21
600 25 4.2 16 / 21
2.6 2000 28.9% 60% 1400 2006 1535 / 640 / 50%50%=2.6* 640+895*50%*50%=1400 4.4 17 / 21
26 ESI 27 PBMs 28 ESI 29 2% 36% 61% 1%, 40.70%, 12.80% Medicar e, 20.60% Medicai d, 15.70%, 6.20% WIND WIND 30 18 / 21
WIND 31 2200 GSP 41 120 HIS PBMs IBM 19 / 21
B2B 2015 B2B 20 / 21
6 300 20% 6 300 10% 20% 6 300 10% 6 300 10% 6 300 5% 6 300 5% 6 300 5% 2015 [DOCID]401501200002 [/DOCID]