Lepu Medical(SZ:300003) Zhong Guo Zheng Quan Bao·2026-01-14 04:23Core Insights - The sixth batch of centralized procurement results for high-value medical consumables has been announced, including 12 types of medical consumables from two categories: drug-coated balloons and urological intervention materials [1] - A total of 227 companies submitted 496 products for bidding, with 202 companies and 440 products selected for procurement, indicating a diverse supply from mainstream companies [1] - The procurement aims to stabilize clinical use, ensure quality, and prevent price undercutting, with a focus on matching clinical needs and maintaining supply capabilities [2][3] Industry Overview - The procurement includes drug-coated balloons, which are used to treat vascular stenosis, and urological intervention materials, which were previously a "blank area" in centralized procurement [2] - The selection process reflects principles of stability in clinical use, quality assurance, and prevention of excessive competition, ensuring that products with high clinical recognition and strong supply capabilities are chosen [2][3] Company Implications - Leading domestic companies are expected to benefit from the procurement results, with several listed companies among those selected [4] - Companies like Lepu Medical and Xianruida have announced that their products have been fully selected, with specific pricing details provided for various drug-coated balloon products [4] - The procurement is anticipated to provide opportunities for domestic companies to expand their market share, despite potential short-term profit margin impacts due to price reductions [5]