不再唯低价 药品集采首提反内卷

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 avoiding a "low-price only" approach [1][8]. Price Control Optimization - The new procurement rules optimize the selection of price control "anchors," moving away from simply choosing the lowest bid. If the lowest price is below 50% of the average bid, the control anchor will be set at 50% of the average bid [3][4]. - A simulation of previous procurement batches indicated that about 25% of products would trigger an increase in the control anchor, with an average increase of 34% and a maximum increase of 170% compared to the lowest bid [3][4]. Market Environment - The optimization of price control anchors aims to prevent vicious low-price competition, ensuring that companies consider costs and market factors in their bids, thus promoting a healthier market environment [4][5]. - Larger companies with strong brand influence will benefit from these changes, allowing them to maintain market share and focus on quality improvement and innovation, while smaller companies relying on low-price strategies may face restricted growth [5]. New Revival Rules - The introduction of "unselected revival" opportunities allows companies that did not win bids to re-enter the selection process under certain conditions, increasing the number of selected companies and ensuring stable supply of drugs [6]. - Specific conditions for revival include meeting hospital demand, not being the highest bidder in the first round, and voluntarily lowering prices to match those of selected companies [6]. Anti-Collusion Measures - The new procurement rules include a "first report leniency" mechanism to encourage companies to report collusion and fraud, with potential leniency for those providing evidence [7][8]. - There will be strict measures against collusion, including treating closely related companies as a single entity during bidding, and severe penalties for those found guilty of collusion [8].