药品集采，新规则带来新变化（民生一线）

Core Viewpoint - The upcoming announcement of the 11th batch of national organized drug procurement results highlights significant rule adjustments aimed at stabilizing clinical practices, ensuring quality, preventing excessive competition, and avoiding collusion among bidders [1][2]. Group 1: Procurement Results - The results of the 11th batch of national organized drug procurement are set to be officially announced, with patients expected to access a new batch of high-quality and affordable drugs by February 2026 [1]. - A total of 272 companies have qualified for the procurement, covering 55 varieties and 453 products, increasing the total number of drugs included in national procurement to 490 [1][2]. Group 2: New Rules and Adjustments - The new procurement rules allow medical institutions to report quantities based on brand names, with 77% of the 46,000 medical institutions opting for brand-specific reporting, facilitating access to lower-priced drugs without changing brands [2]. - The procurement emphasizes quality control, raising the bar for companies by requiring a clean record of compliance with Good Manufacturing Practices (GMP) and no quality failures in the past two years [2][3]. Group 3: Market Dynamics and Competition - The introduction of a "reference price" mechanism aims to prevent extreme low pricing and encourages rational bidding, with all participating companies required to justify any bids below the reference price [3][4]. - The competitive landscape has intensified, with some products seeing participation from up to 48 companies, indicating a robust supply capacity within the pharmaceutical industry [6]. Group 4: Industry Concerns and Future Directions - The procurement process aims to reduce drug costs for insured individuals while enhancing the efficiency of medical insurance funds, but concerns remain about the potential impact on drug quality due to low profit margins [5][7]. - Experts suggest that future optimization of procurement rules should also focus on guiding companies in scientific project initiation to prevent excessive competition and ensure a balanced market environment [7].