药品集采首提“反内卷”！不再简单选用最低报价

Core Viewpoint - The 11th batch of national organized drug centralized procurement has officially launched, emphasizing principles such as "stabilizing clinical use, ensuring quality, preventing collusion, and countering price wars" with a focus on creating a fair and healthy market environment [1][9]. Group 1: Price Control Mechanism - The new procurement rules optimize the selection of price control "anchors," moving away from simply choosing the lowest bid to prevent abnormal low pricing from disrupting the market [4][5]. - If the lowest price is below 50% of the average price of shortlisted bids, the control anchor will be set at 50% of the average price, potentially increasing the average bid by 34% and up to 170% for certain products [4][5]. - Companies are required to provide a rationale for any bids below the anchor price, detailing cost components to avoid malicious low-price competition [5][6]. Group 2: Market Dynamics and Competition - The optimized rules favor large enterprises with strong brand influence, allowing them to maintain market share while focusing on quality and innovation rather than engaging in price wars with smaller firms [6]. - Smaller pharmaceutical companies attempting to capture market share through low pricing will face restricted growth, pushing them to enhance product quality and competitiveness [6]. Group 3: Revitalization Mechanisms - The introduction of "revival opportunities" for both shortlisted and non-shortlisted companies aims to encourage more firms to participate at reasonable prices, thereby increasing the number of selected companies [7]. - Specific conditions must be met for revival, including sufficient hospital demand and a willingness to lower prices to competitive levels [7]. Group 4: Anti-Collusion Measures - The new procurement rules include a "first report leniency" mechanism to encourage companies to report collusion and provide evidence, with leniency offered to those who cooperate [8][9]. - There are strict measures against collusion, including treating closely related companies as a single entity during bidding, and severe penalties for those found guilty of collusion [9].