如果医疗机构按照厂牌报量，其填报的多个厂牌出现厂家全中或有厂家未中的情况，医疗机构是不是必 须完成所报的任务量？ 新增加一机制：按厂牌报量选项 对于可按厂牌报量这一新机制，顾晓风表示，可供选择的厂牌均是前期已完成信息填报的医药企业，可 填报的厂牌数量不受限制。 顾晓风同时提醒，如果报量的厂牌中选，就需要完成协议量。所以，报量机构在填报过程中要和药品品 规配备数量要求等相关规定做好衔接，合理选择厂牌数量。 8月6日，第十一批国家组织药品集采报量工作正式启动。为便于医药机构准确掌握此次报量的规则，当 天，国家医保局组织召开第十一批国家组织药品集采报量规则解读活动，邀请药品联采办相关负责人进 行解读。 《每日经济新闻》记者(以下简称每经记者)从活动现场获悉，本次药品集采报量工作于8月6日至8月25 日开展。在现场，药品联采办负责人解读了报量规则，演示报量系统操作流程，并与现场听众互动交 流。 每经记者注意到，本次集采与以往最大的不同在于，将以往的医疗机构按药品通用名报量，调整为医疗 机构可以选择按具体厂牌报量。 国家组织药品联合采购办公室顾晓风介绍："以往的化学药品集采是按照整个品种进行报量，不区分厂 牌。本次集采 ...

值得注意的是，8月5日国家医保局发文指出，按照国务院关于优化药品集采措施的部署要求，国家医保 局坚持"稳临床、保质量、防围标、反内卷"的原则，会同相关部门优化完善集采措施，指导国家组织药 品联合采购办公室积极推进第十一批国家组织药品集采，确定了55种药品拟纳入采购范围。这一举措对 医疗器械领域具有积极意义，实践证明，集采是治理价格虚高的有效途径，其规则的不断优化将引导包 括医疗器械企业在内的相关企业从"低价竞争"向"质量竞争+成本控制+合理利润"的方向转变，推动产业 链资源加速向研发壁垒高、临床价值突出的领域集中，进而促进医疗器械行业秩序逐步规范。 8月6日，A股三大指数集体收涨，截至收盘，沪指涨0.45%，深成指涨0.64%，创业板指涨0.66%。医疗 器械ETF（562600）小幅调整，收跌0.11%。该ETF多个持仓股表现亮眼，热景生物涨超10%，创历史新 高。此外，福瑞股份、伟思医疗等持仓股纷纷领涨，涨幅超过4%。 （文章来源：每日经济新闻） 医疗器械ETF（562600）为投资者提供一键把握医疗器械行业成长机遇的便捷工具。该ETF追踪的中证 全指医疗器械指数，精心选取100支覆盖医疗器械、医疗服务、 ...

Market Overview - A-shares opened slightly lower with the Shanghai Composite Index down 0.05% at 3615.81 points, the Shenzhen Component down 0.14% at 11091.83 points, and the ChiNext Index down 0.32% at 2335.95 points, with a total turnover of 12.367 billion yuan [1] Company News - Upwind New Materials saw its stock price increase by 1320.05% from July 9 to August 5, 2025, prompting potential further suspension requests if prices rise again, despite no significant changes in fundamentals [2] - Ideal Automotive adjusted the configuration of its Ideal i8 model, reducing the price from 349,800 yuan to 339,800 yuan while offering additional features valued at 10,000 yuan [2] - Hengtong Optic-Electric continues to develop optical module solutions, with its 400G optical modules already in mass application and 800G modules undergoing testing for mass production [2] - Dongshan Precision plans to invest 350 million USD (approximately 2.498 billion yuan) in Hong Kong Super Yi to enhance its capital strength through cash and debt-to-equity swaps [3] - GeKomei's 0.61-micron 50 million pixel image sensor has entered mass production, enhancing its competitive edge in the smartphone market [3] - Haiguang Information reported a 45.21% year-on-year increase in revenue to 5.464 billion yuan and a 40.78% increase in net profit to 1.201 billion yuan for the first half of the year [3] Industry Insights - The China Chamber of Commerce for Import and Export of Machinery and Electronic Products urged photovoltaic companies to adhere to fair competition, control capacity expansion, focus on quality improvement, and strengthen self-discipline [4] - The National Healthcare Security Administration reported that 480 companies submitted information for the 11th batch of drug procurement, with an average of 15 companies per product, indicating a competitive environment [5] - The wholesale price of Moutai's Snake Zodiac liquor reached 2,000 yuan per bottle, reflecting a 5 yuan increase, as the brand expands its presence through authorized stores [6] - Domestic telecom operators have restarted eSIM services, focusing on IoT and wearable devices, while major smartphone manufacturers are expected to adopt eSIM technology [7] - TSMC is addressing potential leaks of its advanced chip manufacturing technology, emphasizing a zero-tolerance policy for breaches of commercial confidentiality [8] - Joby Aviation announced a $125 million acquisition of Blade Air Mobility's air taxi business, marking its entry into operational services [9] - The market for GABA-based beverages is growing due to rising consumer interest in sleep health, although challenges remain regarding efficacy and consumer awareness [10] - A new U.S. immigration regulation may require some travelers to pay up to $15,000 in bonds, indicating potential impacts on international travel [11] Institutional Perspectives - CITIC Securities maintains a positive outlook on the home appliance sector, highlighting strong demand for air conditioning and the potential for profit margin improvements in various segments [12] - Galaxy Securities anticipates that large model technologies will further drive the commercialization of AI applications in education and human resources [13] - Huaxi Securities notes that the stock market remains liquid, supporting a slow bull market, with increased participation from public and private funds [14]

Regulatory Changes - The National Health Commission has issued a notice prohibiting medical institutions from using misleading names for outpatient services that imply efficacy, emphasizing the need for clear and accurate naming practices [1] Drug Procurement - The National Medical Insurance Administration announced that 480 pharmaceutical companies are competing in the 11th batch of national drug procurement, with 55 drugs proposed for inclusion, averaging 15 companies per drug, and some drugs having over 40 participating companies [2] Legal Actions Against Fraud - The Supreme People's Court reported a significant increase in the prosecution of medical insurance fraud cases, with 1,156 cases involving 2,299 individuals concluded in 2024, marking a 131.2% year-on-year increase and recovering over 402 million yuan in lost funds [3] Drug Approvals - Innovent Biologics announced that its oral GLP-1R agonist IBI3032 has received FDA approval for clinical trials, with plans to initiate Phase I trials in mid-2025 targeting overweight or obese individuals [4] - Dyne Therapeutics received breakthrough therapy designation from the FDA for its investigational therapy DYNE-251 for Duchenne muscular dystrophy, with data expected by the end of 2025 [5] - Xinhua Pharmaceutical's subsidiary, Xinda Pharmaceutical, has received a drug registration certificate for Finasteride tablets, which are included in the national medical insurance drug list [6][7] Mergers and Acquisitions - Shanghai TuoJing announced the acquisition of 82% of Wuhan Kanglu Biological for 328 million yuan, focusing on advancements in molecular diagnostics [8] Financial Performance - Jiuzhou Pharmaceutical reported a 3.86% increase in revenue to 2.871 billion yuan and a 10.7% increase in net profit to 526 million yuan for the first half of 2025 [10] Strategic Investments - Yabao Pharmaceutical plans to acquire a traditional Chinese medicine project for 22 million yuan, enhancing its R&D pipeline and competitive edge [11] Shareholder Actions - Chenshin Pharmaceutical announced that a major shareholder plans to reduce their stake by up to 3% through market transactions, which is not expected to significantly impact the company's governance or operations [12]

Group 1: Import Drug Tariffs - The U.S. President Trump announced plans to impose "small tariffs" on imported drugs, with rates expected to rise to 150% within a year and potentially to 250% thereafter, aiming to encourage domestic production of pharmaceuticals [1] Group 2: National Drug Procurement - The National Healthcare Security Administration reported that 480 companies submitted information for the 11th batch of drug procurement, with an average of 15 companies per drug, and some drugs having over 40 companies competing [2] Group 3: Dongyangguang Changjiang Pharmaceutical - Dongyangguang Changjiang Pharmaceutical voluntarily withdrew its H-share listing in Hong Kong, as its parent company proposed a privatization plan to merge the company, which is expected to enhance operational efficiency and market performance post-merger [3] Group 4: Yibai Pharmaceutical - Yibai Pharmaceutical received a suspension notice from the Guizhou Provincial Drug Administration due to compliance issues found during inspections, specifically related to record-keeping and data reliability [4] Group 5: Lianhuan Pharmaceutical - Lianhuan Pharmaceutical responded to inquiries regarding unusual stock price fluctuations, stating there are no undisclosed significant matters affecting its stock price, and that its LH-1801 project is still in the research phase, which will not significantly impact revenue in the near term [5]

每经记者｜林姿辰 每经编辑｜张益铭 丨2025年8月6日 星期三丨 8月5日，国家医保局发布第十一批药品集采填报情况。据药品联采办统计，共480家企业提交了相关药 品的资料信息，这些企业将作为医疗机构填报需求量的选择范围。55个拟采购品种中，平均每个品种有 15家企业，有3个品种的企业超过40家，企业数最多的达45家。 NO.1 特朗普称将对进口药品征收"小额关税" 据央视新闻，当地时间8月5日，美国总统特朗普在接受美国消费者新闻与商业频道（CNBC）采访时表 示，美国将首先对进口药品征收"小额关税"，并在一年左右的时间内提高税率。他表示，"一年，最多 一年半，税率将升至150%，之后将升至250%，因为我们希望药品在我们国家生产"。 点评：特朗普拟对进口药品加征关税的言论可能引发市场波动，依赖美国市场的国际药企面临成本上 升、市场份额被挤压风险，股价可能承压。投资者需关注政策落实细节及行业应对策略。 NO.2 国家医保局发布第十一批药品集采填报情况 点评：集采虽带来市场份额机遇，但价格压力大，对企业盈利影响不确定。投资者需关注企业中标情况 及后续应对策略，集采结果将直接影响相关药企的股价表现和市场预期。 N ...

Core Insights - The National Healthcare Security Administration (NHSA) is optimizing drug procurement measures to ensure clinical stability, quality assurance, and to prevent collusion and price wars in the pharmaceutical industry [1][2] Group 1: Drug Procurement Measures - The NHSA has announced the inclusion of 55 drugs in the 11th batch of national drug procurement, with an average of 15 companies per drug, and some drugs having over 40 companies participating [1] - A total of 480 companies submitted relevant drug information for consideration in the procurement process [1] Group 2: Pricing Strategy - The NHSA has revised the procurement rules to avoid relying solely on the lowest price as a benchmark, requiring the lowest bidders to justify their pricing and ensure it does not fall below cost [1][2] - This new approach aims to reduce the prevalence of price wars among companies, encouraging them to focus on quality and innovation rather than merely competing on price [2] Group 3: Industry Impact - The NHSA's measures are expected to foster a healthier competitive environment in the pharmaceutical industry, allowing capable and innovative companies to stand out and promote high-quality development [2]

Core Insights - The National Healthcare Security Administration (NHSA) is optimizing drug procurement measures to ensure clinical stability, quality assurance, and to prevent collusion and unhealthy competition in the pharmaceutical industry [1][2] - The 11th batch of national drug procurement will include 55 drug varieties, with an average of 15 companies per drug, indicating a competitive environment [1] - The NHSA has revised procurement rules to avoid a simple lowest price reference, requiring the lowest bidders to justify their pricing and ensure it does not fall below cost [1][2] Group 1 - The NHSA's new measures aim to curb the vicious price competition that has previously pressured companies to lower prices below cost, impacting their profitability and innovation [2] - The changes are expected to shift the focus of pharmaceutical companies from price wars to improving drug quality and fostering research and development [2] - The NHSA plans to draft procurement documents and verify the qualifications and relationships of bidding companies in the next steps of the procurement process [2]

证券日报网讯 华邦健康8月5日在互动平台回答投资者提问时表示，公司严格遵守相关法律法规及监管 要求，合法合规收购百盛药业资产组，不存在利益输送行为。近年来，百盛药业资产组受药品集采等行 业政策影响，导致经营业绩出现大幅下滑，整体业务规模萎缩，故公司对其商誉计提减值。 （编辑 王雪儿） ...

北京商报讯（记者 王寅浩 实习记者 宋雨盈）8月5日，国家医保局发布公告称，按照国务院关于优化药品集采措施的部署要求，国家医保局坚持"稳临床、 保质量、防围标、反内卷"的原则，会同相关部门优化完善集采措施，指导国家组织药品联合采购办公室（以下简称"药品联采办"）积极推进第十一批国家 组织药品集采，确定了55种药品拟纳入采购范围。 奥卡西平口服常释剂型 9 布比卡因注射剂 9 维库溴铵注射剂 9 头孢丙烯口服液体剂 9 奥司他韦颗粒剂 9 丙卡特罗吸入剂 9 普伐他汀口服常释剂型 9 奥拉帕利口服常释剂型 9 西洛他唑口服常释剂型 8 吡拉西坦(乙酰胺吡咯烷酮)口服常释剂型 8 针布醇注射剂 8 阿瑞匹坦口服常释剂型 7 尼达尼布口服常释剂型 7 7 复方电解质注射剂 福沙匹坦双葡甲胺注射剂 7 阿莫西林克拉维酸口服液体剂 6 右丙亚胺(右雷佐生)注射剂 6 0 5 10 15 20 25 7月16日—31日，药品联采办组织开展相关药品信息填报工作。据药品联采办统计，共480家企业提交了相关药品的资料信息，这些企业将作为医疗机构填报 需求量的选择范围。55个拟采购品种中，平均每个品种有15家企业，有3个品种的企 ...