国采1-8批接续采购报量启动：规则调整，释放了哪些信号？

Core Viewpoint - The national centralized drug procurement process has entered the reporting phase for the first eight batches, with significant changes in selection rules and a shift towards an inquiry-based pricing mechanism, which is expected to reshape the competitive landscape of the pharmaceutical market [1][2][3]. Group 1: Procurement Process - The reporting phase for medical institutions to submit drug demand data will start on December 19 and end on December 29, involving 317 drug varieties [1][5]. - The procurement process will include 4943 items from 1185 companies, with institutions required to report based on a specified drug list [1][3]. - The new inquiry-based pricing mechanism allows all companies to potentially be selected as long as their prices do not exceed the benchmark price, contrasting with the previous competitive bidding approach [1][8]. Group 2: Changes in Selection Rules - The inquiry mechanism is designed to stabilize clinical medication and industry expectations, with the aim of reducing provincial bidding costs for companies [3][7]. - The inquiry pricing will be based on historical procurement prices and will consider international prices, with specific guidelines for determining the maximum effective bid price [7][9]. - The new rules allow for slight price increases for previously selected low-priced products, but with a corresponding reduction in procurement volume [9][10]. Group 3: Market Impact - The shift to an inquiry-based system is expected to increase the number of selected products and enhance market replacement rates for previously unselected products [8]. - The inquiry model is seen as more scientific and fair, providing opportunities for smaller companies while placing limits on high prices from larger firms [8][9]. - New drugs and previously unselected products can apply for inclusion in the procurement process, provided they meet the inquiry benchmark [9].