Group 1 - The National Healthcare Security Administration and the National Administration of Traditional Chinese Medicine have initiated a pilot program for disease-based payment for traditional Chinese medicine (TCM) in approximately 15 provinces or cities, aiming to reform payment methods over 2-3 years and gradually promote nationwide [1] - Longjiang Securities indicates that the DRG/DIP payment reform represents a significant change from project-based payments, providing new strategic opportunities for the innovative development of TCM [1] - CITIC Securities notes that while the collection of traditional Chinese medicine is being comprehensively promoted, the overall price reduction aligns with expectations, particularly for exclusive TCM prescription drugs, which have seen moderate price declines [1] Group 2 - Zheshang Securities highlights that the TCM industry possesses attributes similar to the banking sector, characterized by ample cash flow, high dividends, and low profit volatility, with expectations of improved revenue and net profit growth in the second quarter of 2025 compared to the first quarter [1] - The company Sichuang Medical is actively engaging in the DRG/DIP field, leveraging its medical information intelligent open platform to assist healthcare institutions in reforming payment methods [1]
医药行业支付迎连续变革，中药将开启按病种付费试点，行业业绩增速也有望环比好转
Xuan Gu Bao·2025-10-09 23:32