Core Viewpoint - The report from Guotai Junan indicates that the sixth batch of high-value medical consumables procurement documents has been released, with a moderate expected price reduction and an anticipated increase in market share for domestic manufacturers [1][2]. Group 1: Procurement Details - The announcement regarding the centralized procurement of drug-coated balloons and urological intervention medical consumables was made on December 22, with the procurement process set to begin on January 13, 2026 [2]. - The procurement cycle will last until December 31, 2028, with total annual procurement volume not less than 90% of the previous year's actual usage [2]. - The procurement will be conducted in multiple rounds of bidding, divided into A and B units, with a moderate expected price reduction [2]. Group 2: Market Impact - The volume of procurement is in line with expectations, and there is a positive outlook for the market share of domestic manufacturers [3]. - Companies that are expected to benefit from the implementation of this procurement include those in the consumables sector that are likely to see sales growth [1].
第六批耗材国采降幅预期温和 有望加速国产厂商放量
Zhi Tong Cai Jing·2025-12-25 23:50