超400家企业竞标，不再单纯追求最低价中标

Core Viewpoint - The 11th batch of national organized drug procurement has introduced new rules to ensure quality and prevent price undercutting, with a focus on maintaining clinical stability and quality assurance [4][8]. Group 1: Procurement Process - The 11th batch of drug procurement involved 55 varieties, with over 400 participating companies [3]. - The submission process included a pre-check and security check for companies, with material acceptance starting at 7:30 AM and ending at 10:30 AM [3]. Group 2: New Pricing Rules - The new pricing mechanism sets a "reference price" as the higher of 50% of the average "unit comparable price" of valid applicants or the lowest "unit comparable price," preventing extreme low bids from disrupting normal pricing [4]. - All bidding companies must commit to not pricing below their cost and must provide a rationale for any low bids to address quality concerns [4]. Group 3: Competitive Landscape - Nine varieties in the procurement have over 20 competing companies, indicating that more than half will not be selected based on a maximum of 10 entrants [6]. - The most competitive product is the Theophylline injection, with 48 bidding companies, and a market size of 650 million yuan in 2024 [7]. - Other competitive products include Cefazolin injection with 41 bidders and Famotidine injection with 38 bidders, with market sizes of approximately 2.6 billion yuan and 1.63 billion yuan respectively [7]. Group 4: Quality Assurance Measures - The National Medical Insurance Administration has raised quality assurance standards, requiring bidders to have at least two years of production experience and compliance with GMP standards [8]. - These measures aim to mitigate quality risks associated with inexperienced manufacturers and ensure the reliability of selected drugs [8]. Group 5: New Opportunities for Non-Selected Companies - The procurement process now includes a "revival" opportunity for non-selected companies if they can accept the winning bid price, addressing high demand from medical institutions [7].