HONZ(SZ:300086) Zheng Quan Shi Bao Wang·2026-01-27 02:03Group 1 - The core viewpoint of the article highlights that Kangzhi Pharmaceutical's Levocetirizine Granules (Kangzhi Tai®️) has successfully been selected in the recent centralized procurement results across Beijing, Tianjin, Hebei, and Jiangxi provinces, marking a significant achievement for the company [1] - The centralized procurement covers major therapeutic areas including digestive metabolism, oncology, nervous system, and cardiovascular diseases, which are commonly used in clinical settings and have large market scales [1] - Levocetirizine is a third-generation antihistamine developed by Kangzhi Pharmaceutical, filling a gap in the domestic market for pediatric formulations and is used to treat allergic diseases such as urticaria and allergic rhinitis [1] Group 2 - The recent centralized procurement reflects a shift towards a balanced approach in pricing and quality, moving away from the previous trend of extreme price reductions, with selected products seeing price drops between 20% and 23%, compared to the previous average reductions of 48% to 60% [2] - The procurement aims to guide the industry towards a healthier development track, emphasizing a comprehensive evaluation of quality, price, and supply assurance, which is expected to help pharmaceutical companies achieve a balance between price and volume [2] - For Kangzhi Pharmaceutical, the inclusion of Levocetirizine in the public hospital procurement system across four regions lays a foundation for developing new major chemical drug products [2] Group 3 - The demand for antihistamines is rising due to the high prevalence of allergic diseases, with third-generation antihistamines like Levocetirizine and Desloratadine showing significant innovation in safety and efficacy [3] - Data from the National Adverse Drug Reaction Monitoring System indicates that the adverse reaction rate for Levocetirizine Granules from 2021 to 2023 is 1.05 per 100,000, with all reactions being mild and transient [3] - Third-generation antihistamines are increasingly recognized for their safety, particularly in pediatric use, as they do not rely on liver metabolism and have fewer drug interactions [3] Group 4 - Allergic diseases are recognized as the sixth most common chronic disease globally, affecting 20% to 30% of the population, with significant treatment demand [5] - The global market for allergy medications is projected to reach $63 billion by 2024, with the Chinese market estimated at $8.2 billion, indicating substantial growth potential [5] - The domestic market for allergic diseases is expected to grow to 77.87 billion yuan by 2028, with antihistamines being a core category and third-generation products gaining market share due to improved safety [5]