智通财经网·2025-12-25 23:24Core Viewpoint - The sixth batch of high-value medical consumables centralized procurement documents has been released, with a moderate expected price reduction and an anticipated increase in market share for domestic manufacturers. The pharmaceutical industry maintains a "buy" rating, recommending consumable companies likely to benefit from the procurement implementation [1][2]. Group 1: Event Details - On December 22, the National Organization for High-Value Medical Consumables Joint Procurement Office announced the release of the centralized procurement document for drug-coated balloons and urological intervention consumables. The procurement will start on January 13, 2026, and will last until December 31, 2028 [2]. - The total annual procurement volume will not be less than 90% of the previous year's actual usage, with selected companies' annual procurement volume not lower than their previous year's agreement [2]. Group 2: Procurement Process - The procurement will be conducted in multiple rounds with price reductions expected to be moderate. The bidding will be organized into A and B units, with prices calculated based on submitted bids and conversion rules [2]. - The bidding process will rank companies from low to high based on their bid prices, determining the shortlisted companies. Companies that are shortlisted but did not win can re-bid under certain conditions [2]. Group 3: Market Implications - The procurement volume is in line with expectations, and there is a positive outlook for the market share of domestic manufacturers [2].