首提“反内卷”，第十一批药品集采下月开标 专家：这是集采实施7年来一个里程碑批次

Core Viewpoint - The eleventh batch of national drug centralized procurement marks a significant shift from merely pursuing low prices to a more balanced evaluation of quality, price, supply, and clinical needs, emphasizing the principles of "stabilizing clinical use, ensuring quality, preventing collusion, and countering excessive competition" [1][2][3] Group 1: Key Highlights of the Eleventh Batch of Procurement - The procurement will cover 55 varieties and 162 specifications, including key areas such as antiviral drugs and innovative treatments for kidney diseases, with various dosage forms [1] - The new procurement rules will not simply use the lowest bid as a reference point, requiring companies to justify their pricing if it is significantly lower than the average [3][4] - A "price anchor" mechanism has been introduced to prevent irrational price wars, establishing a reasonable price baseline rather than relying solely on the lowest bid [4][5] Group 2: Changes in Procurement Process - Medical institutions can now report quantities based on specific brands, enhancing the alignment between clinical demand and supply [5][6] - The new rules require bidders to meet stricter quality control standards, including having at least two years of production experience and compliance with GMP standards [7][8] - Measures against collusion and bid-rigging have been strengthened, including a "first to report" mechanism for whistleblowers and stricter penalties for violators [9][10] Group 3: Implications for the Industry - The changes are expected to lead to a more rational competition environment, encouraging companies to focus on product quality and brand building rather than just cost-cutting [6][8] - Larger, well-managed companies are likely to benefit from the increased qualification requirements, while smaller firms may face challenges in meeting these standards [7][8] - Overall, the procurement process is evolving towards a focus on quality and comprehensive strength, moving away from a purely price-driven approach [8]