26省泌尿耗材集采再推进，国产企业加速布局

Core Viewpoint - The centralized procurement of urological medical consumables in China is entering a new phase, with a focus on reasonable pricing and the promotion of domestic products, which may lead to significant market changes and opportunities for local manufacturers [3][8][10]. Group 1: Centralized Procurement Initiatives - The Chongqing Medical Security Bureau has initiated a public consultation for the centralized procurement of ureteral stents, covering 26 provinces including Chongqing, Tianjin, and Hebei [3][4]. - The procurement process is part of a broader trend towards institutionalized centralized purchasing of medical consumables in China, aiming to stabilize market expectations and reduce excessive competition [3][6]. - The procurement will categorize products based on material and features, with a focus on ensuring fair competition and preventing price wars [7][8]. Group 2: Market Dynamics and Trends - The urological medical consumables market is expected to undergo structural adjustments, with a shift from imported brands to domestic alternatives, particularly in high-end products like alloy stents [3][10]. - The global urology device market is projected to grow from $40.8 billion in 2024 to $65.9 billion by 2032, indicating significant market potential for domestic companies [9]. - Domestic companies such as Weili Medical, Huitai Medical, and Ruibang Medical are increasingly gaining market share through innovation and product development, with notable revenue growth reported [10][11]. Group 3: Impact on Domestic Companies - Huitai Medical reported a 135.05% year-on-year increase in revenue from non-vascular interventional products, highlighting the growing demand for domestic urological products [10][11]. - Weili Medical's urological product revenue reached 216 million yuan in 2024, marking a 6.22% increase, indicating a strong performance in the domestic market [10][11]. - Ruibang Medical has achieved significant technological advancements, with 42 product registration certificates and 12 CE certifications, showcasing its competitive edge in high-value consumables [11][12].