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泰州隆泰大药房董事长李德宏有一个“狼吃羊”论:国家推动药品零售行业快速集中的路径就是,养20头狼,去吃掉43万只羊。如今,狼被放出来了,一心堂、益丰、老百姓大药房上市后经过资本市场的加持一夜间今非昔比,一心堂更是一口吞下省级龙头老大海南广安堂,而且溢价之高出人意料。大佬们频摇橄榄枝,地毯式搜索优质并购对象,而且胃口首先对准的是省级市场老大。被搅动了的羊群们既惊慌又兴奋,咂摸出这一波
Li Dehong, chairman of Taizhou Longtai Pharmacy Co., Ltd., has a “wolf eat sheep” theory: The country’s path to promoting the rapid concentration of the pharmaceutical retail industry is to raise 20 wolves to eat 430,000 sheep. Today, the wolf was released, as one heart Hall, Yifeng, after the listing of large pharmacies after the bazaar of the capital market is not the same as the one night, one heart hall is swallowed a provincial leader Hainan Guang’an Church, and high premium Surprisingly. The big brothers frequently shake the olive branch, carpet search quality mergers and acquisitions, but appetite is the first provincial-level market leader. The sheep were stirred panic and excitement, rip out of this wave