转自：中国经营网 文 孟庆伟 中国式现代化，民生为大。 回顾2025年，在"实施健康优先发展战略"的引领下，健康中国建设与经济发展同频共振，一项项改革举 措落地生根，并转化为人民群众切实的获得感与幸福感：基本公共卫生服务经费人均财政补助标准提至 99元、国家发放每孩每年3600元的育儿补贴、基层医疗卫生机构提供儿科服务的比例达到93%、所有省 份实现地市内医疗机构之间检查检验结果互认项目超200项、50种1类创新药新进医保目录、长期护理保 险制度覆盖约3亿人……一个个数字背后，是饱含温度的民生答卷。 《中共中央关于制定国民经济和社会发展第十五个五年规划的建议》作出"加快建设健康中国"的重大决 策部署。2025年12月10日至11日召开的中央经济工作会议将"坚持民生为大，努力为人民群众多办实 事"确立为2026年经济工作的一项重点任务，其中明确提出"优化药品集中采购，深化医保支付方式改 革""推行长期护理保险制度""努力稳定新出生人口规模"等，这既是对过往改革路径的延续与深化，也 意味着未来将以更系统、更精准的举措，织密筑牢人民健康保障网，书写健康中国新答卷。 织牢基层网底 织牢建强基层网底，就是筑牢民生保障底 ...

记者丨闫硕 编辑丨张星 近日，全国医疗保障工作会议在北京召开，总结"十四五"时期医保工作，并部署2026年工作。 会议明确2026年全国医保系统八大重点工作，包括巩固全民参保成果，完善基本医疗保障制 度；支持商业健康保险发展，健全多层次医疗保障体系；加强医保基金运行管理，守牢医保基 金安全底线等。 官方：力争明年全国生娃基本不花钱 在2026年重点工作中，"明年力争实现全国生娃基本不花钱"备受社会关注。 为积极适应人口发展战略，各级医保部门2026年将推动灵活就业人员、农民工、新就业形态人 员纳入生育保险覆盖范围。合理提升产前检查医疗费用保障水平， 力争全国基本实现政策范 围内分娩个人"无自付"。 将适宜的分娩镇痛项目按程序纳入基金支付范围。全面实现生育津 贴按程序直接发放给参保人。 目前， 吉林、江苏、山东等7个省份已率先实现生娃基本不花钱 。另外，95%的统筹区将 生育津贴直接发放给参保人，31个省（区、市）及新疆生产建设兵团均已将符合条件的辅 助生殖项目纳入医保。 "为实现'明年全国生娃基本不花钱'的目标，还需从多方面持续发力。首先，要全面梳理分娩 全链条收费项目，确保必要的分娩医疗费用纳入医保支付范围 ...

去年12月国家医保局同国家卫健委印发《关于完善医药集中带量采购和执行工作机制的通知》。今年7 月国家医保局发布第11批药品集采规则，明确稳临床、保质量、防围标、反内卷原则。该行认为随着多 项政策出台，药品集采有望步入新阶段，长期将推动医药企业稳定生产，推动临床用药在价格可及与质 量可靠之间达成可持续平衡。 深化医保支付方式改革，"双目录"机制形成清晰分工 智通财经APP获悉，中金发布研报称，中央经济工作会议提出"优化药品集中采购，深化医保支付方式 改革。实施康复护理扩容提升工程，推行长期护理保险制度"等相关内容。该行认为上述政策有望推动 医药行业内需稳中有升，目前中国药企正进入高质量发展时代，国产创新药已渐从跟随走向FIC/BIC创 新;展望明年器械出海与商保破局也有望带来新的投资机会。 中金主要观点如下： 优化药品集中采购，践行"反内卷"原则 今年9月国家医保局印发《国家长期护理保险服务项目目录(试行)》的通知。该行认为建立国家统一长 护险目录有助于规范长护服务行为，提升服务质量，稳定保障长护险享受人员权益，更好保障长护险基 金平稳运行。 风险 新产品研发不及预期，政策推进进度不及预期。 根据医保局官网，基 ...

2025.12. 12 本文字数：969，阅读时长大约2分钟 12月10日至11日在北京举行的中央经济工作会议，确定了明年经济工作要抓好的重点任务，其中也 包括优化药品集中采购，深化医保支付方式改革。 自2018年11月国家医保局启动"4+7"集采试点以来，国家层面已开展了十一批药品集采，成功采购 490种药品。 药品集采的目标，一方面是希望压缩药品中间环节水分，降低参保人用药经济负担，提高医保基金使 用效率，多为药品价值买单；另外一方面希望倒逼企业向创新转型。 有中标第十一批集采的厂家人士曾对第一财经记者表示，政策层面在鼓励大家理性报价，但短期内， 大家的心态还没恢复过来，还没适应新的规则。当前的集采规定了最高有效申报价，但还没有限定最 低申报价。企业在报价过程中，心里是没有底的。集采规则在持续优化，他们也希望在未来集采规则 优化中，能否考虑制定一个最低申报价。 上海市卫生和健康发展研究中心主任金春林对第一财经记者表示，集采规则可以围绕"稳临床、保质 量、反内卷、防围标"这四个维度进一步加大力度。比如在反内卷方面，可以进一步提高集采入围最 低价，甚至可以考虑制定一个"托底"价。如果有可能的话，是否可以进一步 ...

Core Viewpoint - The Central Economic Work Conference held in Beijing on December 10-11 outlined key tasks for economic work in the coming year, including optimizing drug centralized procurement and deepening medical insurance payment reform [1]. Group 1: Drug Centralized Procurement - Since the launch of the "4+7" centralized procurement pilot by the National Healthcare Security Administration (NHSA) in November 2018, eleven batches of drug procurement have been conducted, successfully procuring 490 types of drugs [1]. - The goals of drug centralized procurement include reducing the economic burden on insured individuals, improving the efficiency of medical insurance fund usage, and encouraging companies to transition towards innovation [1]. - The eleventh batch of centralized procurement, which produced results on October 27, 2025, included 55 types of drugs covering common medications in various fields such as anti-infection, anti-allergy, anti-tumor, and blood sugar regulation [1]. Group 2: Optimization of Procurement Rules - The eleventh batch of procurement achieved its expected goals of "stabilizing clinical use, ensuring quality, countering excessive competition, and preventing collusion" by aligning selected products with medical institution needs, raising qualification thresholds for bidding companies, and guiding rational pricing [1]. - There is ongoing attention on how to further counter excessive competition in future drug procurements, with suggestions for establishing a minimum bidding price to provide more certainty for companies [2]. - Experts suggest that procurement rules could be further strengthened around the four dimensions of "stabilizing clinical use, ensuring quality, countering excessive competition, and preventing collusion," including potentially setting a "bottom price" for bids [2].

Group 1 - The core focus of the Central Economic Work Conference held on December 10-11 in Beijing is to enhance efforts in anti-involution, including optimizing drug centralized procurement and deepening medical insurance payment reform [1] - Since the launch of the "4+7" centralized procurement pilot by the National Healthcare Security Administration in November 2018, eleven batches of drug procurement have been conducted, successfully procuring 490 types of drugs [1] - The goals of drug procurement include reducing the economic burden on insured individuals by cutting out intermediaries and improving the efficiency of medical insurance fund usage, while also pushing companies towards innovation [1] Group 2 - The eleventh batch of national drug centralized procurement, which concluded on October 27, 2025, included 55 types of drugs across various common therapeutic areas, achieving the expected goals of "stabilizing clinical use, ensuring quality, countering involution, and preventing collusion" [2] - The procurement process has been optimized to better match selected products with medical institution needs, raise the qualification thresholds for bidding companies, encourage rational pricing, and standardize bidding behavior [2] - There is ongoing high interest in how to further counter involution in future drug procurements, with suggestions for establishing a minimum bidding price to provide more certainty for companies [3] Group 3 - Experts suggest that the procurement rules can be further strengthened around the four dimensions of "stabilizing clinical use, ensuring quality, countering involution, and preventing collusion," including potentially setting a minimum price for selected drugs [3] - There is a proposal to explore separating medical insurance payment standards from drug prices, allowing for a situation where non-selected drugs could be priced above the insurance payment standard, ensuring the availability of off-patent original drugs while requiring lower prices for non-selected options [3]

Core Viewpoint - Dongyangguang Pharmaceutical has launched an upgraded version of its flu medication, Oseltamivir Phosphate Granules (brand name: Kewai®), with a new packaging of 15mg×18 bags, exclusively available on JD Health, aiming to capture market share during the flu season [1][5]. Product Launch and Pricing - The new Kewai® product is an upgrade from previous versions, which included 15mg×10 bags, and is marketed as the "Big Blue Box" [5]. - The price of the new product was listed at 79 yuan on November 19 and increased to 89.6 yuan by November 20 [5]. - Compared to similar products like Ganliqing® and Shikewai®, which are priced at 96 yuan, Kewai® is positioned at a higher price point, approximately three times that of its competitors [7]. Market Position and Competition - Kewai® has historically been Dongyangguang's flagship product, holding over 70% market share in the domestic flu medication market [9][10]. - The company faces increased competition as new entrants like Ganliqing® and Shikewai® have recently received approval, potentially impacting Dongyangguang's market dominance [7][9]. - The pricing strategy of Kewai® aligns closely with original research products, indicating a high-price approach [7]. Financial Performance - Dongyangguang's revenue from Kewai® capsules has significantly declined post-national centralized procurement, with projected revenues of 5 billion yuan, 7 billion yuan, and 3 billion yuan from 2022 to 2024, compared to 16.6 billion yuan in 2019 [9]. - The company’s overall revenue is projected to be 37 billion yuan, 63 billion yuan, and 37 billion yuan from 2022 to 2024, reflecting fluctuations influenced by market conditions [9][11]. Regulatory and Market Dynamics - The recent national drug procurement results were unfavorable for Dongyangguang, as its Oseltamivir Phosphate Granules did not win a bid, despite high demand indicated by a reported volume of 1.11 million bags [12]. - The competitive landscape is shifting, with only two companies winning bids in the latest procurement, which may lead to increased pressure on Dongyangguang to adapt its sales strategy, particularly in e-commerce and outpatient markets [12].

Group 1 - The company and its subsidiary, Shandong Lukang Pharmaceutical Group Sait Company, have been selected for the 11th batch of national drug centralized procurement [1][2] - The selected products are expected to generate a total sales revenue of 404.76 million yuan in 2024, accounting for approximately 6.49% of the company's total revenue for that year [1] - For the first half of 2025, the selected products are projected to yield sales of 225.24 million yuan, representing about 7.14% of the company's revenue for that period [1] Group 2 - The centralized procurement aims to prioritize the use of selected products in national medical institutions, facilitating quicker market entry for new products and expanding the company's coverage in relevant drug sectors [2] - The profitability of the selected products may face temporary adjustments, but the company plans to enhance operational management quality through product structure optimization and cost control measures [2]

Core Viewpoint - The announcement indicates that the company and its subsidiary have successfully won bids in the national centralized drug procurement, which is expected to contribute significantly to their revenue in the upcoming years [1] Group 1: Procurement Results - The company and its subsidiary, Shandong Lukang Pharmaceutical Group Set Co., Ltd., have been selected for the national centralized procurement of drugs [1] - The total sales revenue from the selected products for the year 2024 is projected to be 405 million yuan, accounting for approximately 6.49% of the company's total revenue for that year [1] - For the first half of 2025, the expected sales revenue from these products is 225 million yuan, representing about 7.14% of the company's revenue for that period [1]

Core Insights - Hainan Province's pharmaceutical companies achieved significant success in the 11th national centralized drug procurement, with 16 companies having 23 products selected, accounting for 36% of the total 55 products [2][3] Group 1: Procurement Results - A total of 16 pharmaceutical companies from Hainan have 23 products (20 varieties) proposed for selection in the national centralized procurement [2] - Among the selected products, Hainan Beite Pharmaceutical Co., Ltd. has 4 products, while Hainan Puli Pharmaceutical Co., Ltd., Hainan Quanjing Pharmaceutical Co., Ltd., Hainan Rizhongtian Pharmaceutical Co., Ltd., and Hainan Sida Pharmaceutical Co., Ltd. each have 2 products selected [2] - The procurement process emphasizes principles such as maintaining clinical stability, ensuring quality, preventing excessive competition, and avoiding collusion, with multiple companies selected for each product [2] Group 2: Industry Development - The biopharmaceutical industry is undergoing a phase of technological innovation, policy adjustments, and restructuring of supply chains [3] - Hainan is leveraging its free trade port and the Boao Lecheng Pilot Zone to optimize services related to drug review, medical insurance payments, and hospital access [3] - New policies have been introduced to support high-quality development in the biopharmaceutical sector, including a funding allocation of 210 million yuan for research and development incentives [3] - In 2023, Hainan has approved 178 new drug licenses, a 24% increase year-on-year, and has achieved an 80% year-on-year increase in the number of generic drugs passing consistency evaluations [3]