第六批国家高价值耗材集采启动，引入多重机制防止恶意低价

Core Viewpoint - The new round of national centralized procurement for high-value medical consumables has been officially launched, focusing on drug-coated balloon products and urological intervention consumables, with bidding set to open on January 13, 2026 [2][12]. Group 1: Procurement Details - This is the sixth batch of national centralized procurement for high-value medical consumables, which includes drug-coated balloons for coronary arteries and peripheral blood vessels, as well as various urological intervention devices [2][12]. - The procurement cycle will last until December 31, 2028, during which selected companies must supply products at the winning bid price even for quantities exceeding the agreed procurement volume [2][12]. - Two new features have been introduced in this round: the concept of anchor pricing and a multi-revival mechanism [2][12]. Group 2: Anchor Pricing Mechanism - The anchor pricing mechanism aims to balance price reduction and prevent malicious underbidding, helping to avoid extreme low bids that could harm the industry [3][4]. - This mechanism prevents companies from engaging in destructive competition by setting a reasonable price level based on the average of competitive bids [3][4]. - It also disrupts potential collusion among companies aiming to maintain high prices, as any lower bid can significantly affect the anchor price, forcing others to adjust their bids accordingly [4][5]. Group 3: Revival Mechanism - The procurement design includes two revival mechanisms allowing companies that did not win in the first round to re-enter the competition by submitting new bids under certain conditions [5][18]. - Companies that did not qualify in the first round can also submit bids for a chance to be selected in the third round, promoting a more competitive environment [7][18]. Group 4: Market Impact - This procurement round is expected to reshape the market landscape for drug-coated balloons and urological intervention consumables in China [8][19]. - The market for drug-eluting balloons has seen significant growth, with usage increasing from 7,500 units in 2016 to 290,000 units in 2021, and the market size growing from 134 million yuan to 2.01 billion yuan during the same period, reflecting a compound annual growth rate of 56.9% [8][19]. - The implementation of centralized procurement policies is accelerating the penetration of domestic products and the replacement of imports, with domestic balloon market share exceeding 70% [8][19]. Group 5: Urological Intervention Market - The urological intervention market has been dominated by imported brands, but this procurement provides an important opportunity for domestic companies like Weili Medical to capture market share [9][20]. - The establishment of a unified national procurement channel is expected to lower market entry barriers for domestic products, potentially increasing the domestic market share to over 60% [9][20].