Group 1 - The core viewpoint of the article highlights that the optimization of the national procurement rules for medical consumables signals a positive trend towards "anti-involution" and stabilizing expectations, with limited short-term disruption to the industry price system, while benefiting leading companies with strong product capabilities and nationwide supply capacity in the medium to long term [1] - The sixth batch of national centralized procurement for high-value medical consumables will take place on January 13, 2026, involving 12 types of medical consumables, with 496 products from 227 companies bidding, and 440 products from 202 companies selected [1] - The introduction of a "reference price" mechanism aims to rationalize price competition, with 8 out of 20 competitive groups triggering this rule, effectively curbing extreme low-price behaviors by some companies [2] Group 2 - The multi-layer selection rules significantly increased the selection rate, with an overall selection rate of 89% for both companies and products, supporting functional innovation products with reasonable pricing space [3] - The ongoing push for domestic substitution is particularly prominent in the urology intervention sector, with market share increasingly shifting towards domestic companies like Guichuang Tongqiao and Weili [4] - The distribution mechanism strengthens the revenue predictability for leading companies, with different rules corresponding to 70%-100% of demand allocation, which is expected to enhance industry concentration in the medium to long term [5]