医疗集采改革

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【金牌纪要库】又一行业加入“反内卷”!医保局提出取消集采"唯低价中标"机制,有望终结价格断崖式下跌,这一分支受益或最为直接
财联社· 2025-07-28 04:52
Group 1 - The core viewpoint of the article highlights the healthcare sector's shift towards ending the "low-price bidding" mechanism in procurement, which is expected to halt the drastic price declines in the industry [1] - The medical device sector has seen price reductions from collective procurement affecting low-value consumables, but a specific company has established a defense against low-price "dumping" through product iteration, positioning itself as a potential benchmark for cyclical recovery [1] - The medical equipment industry is driven by high-end breakthroughs and a recovery in bidding processes, with companies already achieving performance rebounds through advancements in high-end technology [1]