Core Viewpoint - The recent crackdown on abnormal pricing of traditional Chinese medicine (TCM) is intensifying, with multiple regions in China implementing price governance measures to address significant price discrepancies in TCM products [2][10]. Group 1: Price Governance Measures - Various provinces, including Anhui, Shanxi, Shandong, Inner Mongolia, Tianjin, and Liaoning, have issued notifications requiring TCM companies to self-reduce prices between November 25 and November 28, 2025 [2]. - The price governance initiative began in July 2023, following the release of a document titled "First Batch of Medical Price Risk Clue Notifications" by the National Healthcare Security Administration (NHSA) [2][6]. - The NHSA has distributed clues regarding suspected high-priced TCM products, particularly those with daily treatment costs exceeding ten times the minimum daily cost [6][10]. Group 2: Price Discrepancies - There are over 88,000 TCM products listed nationwide, with some products showing daily treatment costs that are five times higher than the lowest daily treatment costs in certain provinces [5]. - In Tianjin, a list of 886 TCM products revealed that while most had daily costs within ten times the minimum, some exceeded a thousand times, with the highest discrepancy reaching 3042 times [6][7]. Group 3: Impact on Companies - The price governance measures are expected to significantly impact companies, as products with price differences exceeding ten times may be suspended from listing, affecting sales and profitability [10]. - Larger companies may adapt better to cost pressures through improved production processes, while smaller firms may struggle to survive in a more competitive environment [10][11]. - The governance is likely to force companies to shift focus towards quality and production efficiency, moving away from reliance on high marketing costs [11][12]. Group 4: Long-term Pricing Mechanism - The establishment of a long-term pricing control mechanism is essential, which may include expanding the coverage of centralized procurement for TCM and conducting regular price checks to identify and address abnormal pricing [10][12]. - A quality and pricing linkage system is proposed to enhance regulatory oversight and reduce price manipulation, alongside a credit system for procurement to penalize companies that engage in price fraud [12].
有中成药差价高达3000倍,多地紧急出手整治