中金点评：外卖买药医保支付落地北京，利好头部线下药店持续提升份额

金融界07-04

继上海、广州之后，医保支付线上化加速落地。近日，北京市医保局发布消息，7月1日起，北京参保人员可在美团、京东两家购药平台，使用医保个人账户，在300家医保定点零售药店外卖购买非处方药品。中金公司研究部认为，该政策影响下，头部线下药店有望借资质持续提升份额。O2O（即时零售）模式联动的对象为线下实体零售药店，这和放开医保支付的结算对象一致。由于开放该资质的药店数量有限，头部药店可以凭借自身的品类及...

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