Ge Long Hui·2026-02-06 04:54Core Viewpoint - The recent suspension of procurement qualifications for three major drug products will significantly impact the market strategies and sales expectations of three pharmaceutical companies: China Resources Sanjiu, Jiangsu Zhengda Qingjiang Pharmaceutical, and Tibet Qizheng Tibetan Medicine [1][3][18] Group 1: Impact on Companies - The suspension affects commonly used drugs for cold treatment, osteoarthritis, and external pain relief, disrupting the market plans of the involved companies [3][18] - China Resources Sanjiu's strategy to leverage the sales of Xiao Chai Hu Granules as a key growth driver is now hindered, requiring a reassessment of their market approach [7][18] - Jiangsu Zhengda Qingjiang Pharmaceutical holds a dominant market share of 96.54% for Glucosamine Hydrochloride Tablets, which is crucial for their revenue stability; the suspension will force them to adjust their market strategy [11][12][18] - Tibet Qizheng Tibetan Medicine's core product, Pain Relief Plaster, has been a significant revenue contributor, and the procurement halt will destabilize their market position, necessitating a reconfiguration of their promotional strategies [13][17][18] Group 2: Market Dynamics - Xiao Chai Hu Granules, a key OTC product, generated sales of 242 million yuan in the first three quarters of 2025, reflecting a year-on-year growth of 3.42% [4][5] - Glucosamine Hydrochloride Tablets achieved sales of 372 million yuan in the same period, marking it as a leading product in the osteoarthritis treatment category [10][11] - Pain Relief Plaster has consistently generated over 1 billion yuan in annual sales, with the first three quarters of 2025 alone exceeding 900 million yuan [16][17]