Lepu Medical(SZ:300003) Sou Hu Cai Jing·2026-01-15 02:41Core Insights - The sixth batch of centralized procurement for high-value medical consumables in China was conducted, involving 12 types of medical consumables, with 496 products from 227 companies bidding, and 440 products from 202 companies winning the bid [2][3] Drug-Coated Balloon Market - Drug-coated balloons (DCBs) are now included in the procurement, which helps improve the treatment of vascular stenosis by expanding blood vessels and releasing medication [2] - The market for DCBs has seen significant growth, with usage increasing from 7,500 units in 2016 to 290,000 units in 2021, and is projected to reach 1,000,000 units by 2025 [2] - The market size for DCBs reached 2.01 billion yuan in 2021 and is expected to grow to 5.933 billion yuan by 2030 [2] Competitive Landscape - The DCB market was previously dominated by three companies: Liaoning Yinyi Biological (41.5% market share), Beigang (27.1%), and Lepu Medical (10.4%) in 2021 [3] - The annual demand for coronary DCBs is 614,800 units, indicating a strong market for cardiovascular intervention treatments [3] - Domestic companies are gaining a larger share of the market, with Liaoning Yinyi Biological leading in demand at 113,000 units [3] Procurement Details - The procurement process aims to stabilize clinical use, ensure quality, and prevent price undercutting [5] - The procurement includes a competitive grouping based on demand and supply capabilities, ensuring that high-quality products are selected [5] - Special product functionalities are considered in the procurement process, allowing for differentiated pricing based on clinical value [5] Urological Intervention Consumables - The procurement also included urological intervention consumables, which had previously been a "blank area" in centralized procurement [4] - A total of 454 products from 195 companies bid, with 398 products from 170 companies winning the bid [4] - The inclusion of specialized products like drug-coated balloons and pressure measurement catheters meets specific clinical needs [4]