3000倍价差！中成药价格异常 多地启动专项整治

Core Viewpoint - The recent price governance initiative for traditional Chinese medicine (TCM) is intensifying, with multiple regions in China implementing measures to address abnormal pricing, requiring companies to self-reduce prices by the end of November 2025 [1][3]. Group 1: Price Governance Measures - Various provinces, including Anhui, Shanxi, Shandong, Inner Mongolia, Tianjin, and Liaoning, have issued notifications for TCM companies to lower prices, following a national directive from the National Healthcare Security Administration (NHSA) [1][3]. - The price governance initiative began in July 2023, with the NHSA distributing a document titled "First Batch of Medical Price Risk Clue Notifications" to guide companies in standardizing pricing behavior [1][3]. - The governance has led to increased transparency, with some regions publicly disclosing price discrepancies, such as Tianjin revealing that some TCM daily treatment costs were over 3,000 times higher than the lowest daily costs for the same products [1][3]. Group 2: Price Discrepancies and Implications - A report indicated that among over 88,000 TCM products listed nationwide, some had daily treatment costs exceeding five times the lowest daily costs for the same products in certain provinces [3]. - The NHSA has identified high-priced TCM products with daily treatment costs greater than 10 times the lowest price and has initiated special governance actions to address these discrepancies [3][4]. - In Tianjin, a list of 886 drugs was published, with some products showing price differences exceeding 1,000 times, prompting the local procurement center to require companies to reduce prices to within three times the lowest daily cost [4]. Group 3: Industry Impact and Long-term Mechanisms - The price governance is expected to significantly impact companies and the industry, with potential sales declines for products with excessive price differences, leading to a dual challenge of price reduction and maintaining performance [7]. - Larger companies may adapt better to cost pressures through improved production processes, while smaller firms may struggle to survive if they cannot achieve economies of scale or quality control [7]. - The governance is anticipated to drive a transformation in the industry, pushing companies to focus on product quality and clinical efficacy rather than relying on high marketing costs [7][8]. Group 4: Future Strategies for Price Control - To further reduce price discrepancies in TCM, experts suggest expanding the scope of centralized procurement and incorporating high-priced products into procurement processes, alongside regular price checks [8]. - Establishing a pricing system linked to product quality and enhancing regulatory oversight throughout the supply chain are recommended to minimize gray pricing areas [8]. - Implementing a credit system for procurement, with penalties for companies that engage in price fraud or refuse to adjust prices, is also proposed as a strategy to ensure compliance [8].