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巴西新开药店近八成是独立店,12.7%关店率警示在巴中资连锁与供应链

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Only 13% of young Brazilians want to work in manufacturing, survey shows

截至7月,巴西新开7848家药店中独立药店占5119家(65.2%),但独立药店关闭率达12.7%。对在巴中资药械、连锁加盟与供应链企业而言,增量机会集中在独立店渠道,但单店存活风险偏高,渠道下沉与回款管理需更谨慎。

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巴西药店增量65.2%来自独立店,但12.7%关店率直接影响中资药械与供应链渠道下沉的回款与合规成本。

巴西媒体Panorama Farmacêutico报道,截至7月,巴西共新开7848家药店,其中独立药店(farmácias independentes)5119家,占新开门店65.2%;与此同时,独立药店关闭率为12.7%。这意味着巴西药店网络的增量主要由独立店贡献,但独立店的经营稳定性明显承压。对在巴西做药械、保健品、日化供应链或连锁加盟的中资企业,渠道机会与信用风险同时上升,需把“开店速度”与“关店率”放在同一张表里做决策。

巴西药店市场在截至7月的统计中呈现出一组矛盾信号。根据Panorama Farmacêutico报道,巴西新开药店总数为7848家,其中独立药店新开门店数为5119家,占新开门店比例65.2%。也就是说,每新开10家药店,约6.5家是独立药店。与此同时,独立药店的关闭率为12.7%。底稿未给出连锁药店或其他业态的关闭率,因此无法直接横向比较,但12.7%这一水平已足以提示:独立药店在快速扩张的同时,退出也在同步发生。

对在巴中资企业而言,原文未涉及中资企业直接影响,但通过渠道结构与监管链条可间接传导。第一,若中资企业从事药品、保健品、医疗器械、日化或药房耗材的对巴出口与分销,独立药店是新增门店的主力,意味着铺货逻辑更偏向“多而散”的客户结构,单店采购量小、账期与回款管理难度更高。第二,若中资企业以加盟、SaaS、供应链金融或门店数字化服务切入巴西药店渠道,独立店的高关店率会直接影响客户留存与坏账模型。第三,监管环节上,药店经营涉及ANVISA(巴西国家卫生监督局)的许可与合规要求,药品与相关产品的进口、注册、标签与流通也受其约束;税务与发票合规则涉及Receita Federal(巴西联邦税务局)。渠道下沉越快,合规与税务尽调的边际成本越高。

CBI观察:原文显示,独立药店占新开门店65.2%,同时关闭率12.7%,这是“高进入、高退出”的典型结构。CBI认为,这一结构对中资企业的含义不在“市场是否增长”,而在“增长由谁承载”。如果增量主要来自独立店,那么品牌方与供应商的议价对象更分散,渠道费用、地推人力与信用管理成本会上升;反过来,能够提供稳定供货、合规支持与数字化工具的供应商,更容易在独立店群体中形成粘性。需要强调的是,底稿没有给出独立药店关闭的绝对数量、地区分布、关闭原因,也没有给出连锁药店的对应关店率,因此不能据此判断独立药店比连锁更脆弱,只能判断其扩张与退出同时活跃。

待观察:一是巴西药店行业后续月度或季度数据是否继续披露独立药店的新开与关闭口径,尤其是截至7月之后的下一个统计窗口;二是ANVISA与Receita Federal在药品零售、进口与税务合规方面是否出现新的执法或注册要求变化;三是若中资企业布局药店渠道,可跟踪目标州的独立药店密度、平均客单价与回款周期等可验证指标,以校准渠道下沉节奏。

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类型
市场数据
方向
巴西
分类
医药健康
层级
编辑整理
影响谁
在巴中资药械与保健品企业对巴出口商与贸易商连锁加盟与供应链金融机构
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行业趋势企业动态
查看原文(英语)

Only 13% of young Brazilians want to work in manufacturing, survey shows

Just 12.7% of young Brazilians aged 16 to 21 say they’re willing to work in manufacturing, according to a survey by the Toyota Foundation conducted in partnership with consulting firm Teçá Impacto, which Valor obtained exclusively. End of six-day workweek raises labor costs and affects GDP, FGV Ibre says Nearly half of Brazil’s underemployed work in just 16 occupations Industrial output rises in July, but economists still foresee slowdown The figure reinforces concerns about a lasting labor shortage in manufacturing and construction as young people lose interest in working in these sectors. But other findings in the survey point to how companies might respond. According to the study, “O presente do trabalho: desafios e caminhos para empregabilidade das juventudes na era da IA” (“The Present of Work: Challenges and Paths to Youth Employability in the Age of AI”), despite this initial lack of interest, 62% of the same young people say they’re drawn to the stability of a job at a large company governed by Brazil’s Consolidation of Labor Laws (CLT), which carries full benefits and a degree of job stability. Meanwhile, 18.4% of respondents say they want to start their own business within the next five years, while only 5% say they’d rather work as freelancers. On this point, the survey pushes back against the assumption that most young people prefer entrepreneurship from an early age. Instead, the research suggests that other factors are driving them away from jobs in more traditional sectors. Chief among them is a desire for flexible hours: 55.7% say they intend to prioritize jobs that let them work remotely or in a hybrid arrangement. For Otacílio do Nascimento, executive director of the Toyota Foundation, the data point to a worrying reality for the future of Brazilian industry—but also suggest a path for companies in the sector to once again capture the aspirations of new generations of workers. The first bright spot, he says, is that most young people still prefer jobs with the strongest legal protections. Although the services sector leads the country in overall employment, manufacturing has the highest rate of formal private-sector jobs relative to its total workforce of any industry—trailing only public-sector employment. Nascimento also points to another key finding: 22.8% of young people say they want to work in technology, making it the most sought-after sector in the survey. The challenge, he notes, is that young people tend to associate technology with startups and digital-services companies rather than with the advanced technology used by automakers and other industrial firms, including those in the chemical and pharmaceutical sectors. “This is something manufacturing companies need to get better at. Industry needs to reposition itself, highlighting the advanced technology and stability it offers, in order to speak to this new generation of workers,” says the Toyota Foundation’s executive director. He explains that one of Toyota’s strategies has been to position the brand as an urban-mobility solutions company, since the automaker—beyond manufacturing cars—now also rents vehicles directly to customers. That shift has allowed the company to expand the number of roles that permit remote work, and a culture of greater flexibility has spread to other departments within Toyota’s Brazilian operations. In the factory floor areas, however, that flexibility still doesn’t exist, given the nature of jobs that require workers to be physically present during their shifts. The foundation’s director believes Toyota and other automakers—along with other segments of the manufacturing industry—could do more to showcase the technology behind these jobs and the stronger working conditions they tend to offer compared with other sectors of the economy. “The answer lies in creating a compelling experience for these young people within the organization—thinking about development and career paths for this new kind of industrial worker,” Nascimento says. “Obviously, that also means good salaries and benefits, but it’s important to show that factory jobs today aren’t just about pressing buttons anymore,” he adds. “A large share of today’s industrial companies are technology-driven and are adapting to modern concepts like the sharing economy.” Otacílio do Nascimento, executive director of the Toyota Foundation, says data point to a worrying reality for the future of Brazilian industry Nilani Goettems/Valor

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