药品追溯码全面应用重塑医药产业链格局

Core Viewpoint - The implementation of drug traceability codes starting from July 1, 2025, is expected to enhance the traceability of medical insurance drugs, strengthen drug circulation supervision, and have a profound impact on the pharmaceutical industry chain, including production, circulation, retail, and medical insurance [1][5][6]. Group 1: Implementation and Impact - The National Medical Insurance Administration has mandated that drug traceability codes must be scanned for medical insurance fund settlement starting July 1, 2025, with full collection and upload of traceability codes required by January 1, 2026 [1][5]. - The traceability code serves as an "electronic ID" for each box of medicine, ensuring unique scanning records to prevent counterfeit drugs and ensure proper drug flow [2][5]. - The traceability system is expected to reduce channel management costs by over 20% and improve operational efficiency by over 30% for companies that fully implement data uploads [3]. Group 2: Industry Response - Several listed companies are actively responding to the regulatory changes, showcasing their efforts in drug traceability and related fields [3][4]. - Companies like Guizhou Xinbang Pharmaceutical have reported significant improvements in procurement, production, storage, and circulation processes due to the new traceability platform [3]. - National Health has emphasized its commitment to data integration and service upgrades to support the traceability initiative, indicating a deep layout in drug regulatory information technology [4]. Group 3: Regulatory and Financial Implications - The traceability code is expected to enhance transparency in drug circulation, reduce logistics costs, and promote fair competition based on quality, price, and service [6][7]. - The integration of traceability data is anticipated to facilitate innovative regulatory models and improve the precision of medical insurance management [6][7]. - The shift towards data-driven credit assessments in the pharmaceutical supply chain is expected to alleviate financing challenges for pharmaceutical companies and foster diverse financial products [7].