华润双鹤(600062.SH):部分药品在国家组织集采药品协议期满品种接续采购中拟中选

Core Viewpoint - The company, China Resources Double Crane (华润双鹤), is participating in a national procurement process for pharmaceutical products, with some of its drugs expected to be selected in the upcoming procurement results, which will be implemented by the end of March 2026 [1][2] Group 1: Company Performance - In the first three quarters of 2025, the sales revenue of Valsartan and Hydrochlorothiazide tablets was 426 million yuan, accounting for 5.14% of the total revenue [1] - The sales revenue of Nifedipine Controlled-Release Tablets was 138 million yuan, representing 1.67% of the total revenue [1] - The sales revenue of Enoxaparin Sodium Injection was 119 million yuan, making up 1.43% of the total revenue [1] - The sales revenue of Nifedipine Sustained-Release Tablets (II) was 108 million yuan, accounting for 1.30% of the total revenue [1] - The sales revenue of Irbesartan Dispersible Tablets was 79 million yuan, which is 0.95% of the total revenue [1] Group 2: Industry Context - The upcoming procurement process aims to maintain stable or decreasing prices, providing medical institutions with greater choice among selected suppliers, which helps ensure continuity in clinical medication and reduces the risk of medication switching due to centralized procurement [2] - Although the selection may lead to a decrease in overall sales revenue, it is expected to solidify the company's existing market share, with potential for increased market penetration due to brand influence and reliable supply capabilities [2]