平均每个品种15家药企竞争，药品集采开启“反内卷”

Core Points - The eleventh batch of national organized drug procurement has concluded, with the results expected to benefit patients by February 2026 [7] - A total of 55 drugs have been included in the proposed selection, covering various therapeutic areas such as anti-infection, anti-allergy, anti-tumor, and cardiovascular medications [8] - The competition for this procurement was notably intense, with 480 companies participating and an average of 15 companies competing for each drug [6][14] Group 1: Procurement Details - The procurement attracted participation from 4.6 million medical institutions and 445 companies submitted bids for 794 products, with 272 companies having 453 products proposed for selection [9] - The procurement aimed to stabilize clinical needs, ensure quality, prevent excessive price competition, and avoid collusion among bidders [16][18] - The average price difference for selected products has significantly decreased compared to previous batches, indicating a more rational pricing strategy [16] Group 2: Company Announcements - Multiple listed companies announced their products' proposed selection, including Fuyuan Pharmaceutical, which reported six products, with one product generating sales of approximately 16.44 million yuan [10] - Xianju Pharmaceutical announced that its product, Vecuronium Bromide Injection, was proposed for selection, contributing 14.18 million yuan to its revenue [11] - China Pharmaceutical's subsidiary, Tianfang Pharmaceutical, reported that its Nicorandil tablets are proposed for selection, with expected audited revenue of approximately 52.47 million yuan for 2024 [12] Group 3: Regulatory Changes - The procurement process has introduced stricter qualification requirements for bidding companies, ensuring that only those with relevant production experience and compliance with quality management standards can participate [17] - Measures have been implemented to prevent extreme low pricing and collusion, including the introduction of a "price anchor" and the classification of related companies as a single entity for bidding purposes [16][18] - The procurement aims to enhance the match between selected products and clinical needs, with 75% of the procurement volume meeting the requirements of medical institutions [16]