第六批高值耗材国采正式启动，瞄准这两大核心品类

Core Viewpoint - The National Organization for High-Value Medical Consumables Joint Procurement Office has released a procurement document for drug-coated balloons and urological intervention consumables, marking the sixth batch of centralized procurement with a focus on high-frequency clinical use products, covering 12 subcategories with an annual demand exceeding 3.4 million sets [1][11]. Group 1: Procurement Details - The procurement cycle will run from the effective date until December 31, 2028, with product registration required by December 26, 2025, and confirmation of supply by January 12, 2026 [1]. - The procurement is managed by the Tianjin Medical Procurement Center, which will handle daily operations and implementation [1]. - The document introduces the concept of "anchor pricing," aimed at rationalizing prices and reducing vicious competition in the industry [4][14]. Group 2: Product Categories and Demand - The procurement focuses on two main categories: drug-coated balloons and urological intervention consumables, with a total annual demand of over 340,000 sets [1]. - Drug-coated balloons include four subcategories with an annual demand of 690,000 units, where the coronary artery drug-coated balloon has the highest demand at 614,800 units [5]. - Urological intervention consumables cover eight subcategories with an annual demand exceeding 2.75 million sets, with the ureteral intervention guidewire being the largest single item at 1,372,400 units [5][6]. Group 3: Market Dynamics - The market share for drug-coated balloons shows that domestic companies account for approximately 80% of the demand, while foreign companies hold about 20% [5][6]. - The introduction of differentiated categories for products with physiological pressure measurement functions is expected to promote industry innovation [6]. - The procurement rules have been optimized to allow non-selected companies to adjust their bids for a chance to be selected, enhancing participation flexibility [14]. Group 4: Pricing and Competitive Landscape - The highest effective bid prices for various products have been set, with examples showing significant reductions compared to previous prices, such as the coronary artery drug-coated balloon's price set at 5,600 yuan [7][9]. - The new pricing rules are expected to accelerate the restructuring of industry competition, benefiting leading domestic companies while putting pressure on foreign firms to localize [15].