新规则的指向非常明确，就是避免制药企业陷入内卷式恶性竞 争。在保证质量的前提下，患者希望得到更友好的价格，这也 符合医保控费的要求。一味追求低价甚至低于成本竞价，很可 能适得其反，既不利于患者也不利于行业的健康发展。 作者： 社论 封图：图虫创意 日前，国家医保局发布第十一批国家组织药品集中采购文件。此次药品集采涉及55种药品，包括 抗感染、抗肿瘤、抗过敏、糖尿病用药、心血管用药等。尽管这是一次常态化的集采，但市场对其 关注度超过以往。各方最大的关切或许是，新的竞标规则将对集采结果产生怎样的影响？ 今年6月13日举行的国务院常务会议指出，要加强药品和耗材集采政策评估，总结经验、补齐短 板，推动集采工作规范化制度化常态化开展。此后，国家医保局按照"稳临床、保质量、防围标、 反内卷"的原则，研究优化了具体的采购规则。现实地看，这是对此前市场和医患关切的积极回 应，也是采购规则的进一步完善。 我们注意到，新规则增加了针对市场主流品牌的"复活"机制，允许在第一轮落选的市场主流品牌， 以该轮最高拟中选价格获得中选资格。"复活"机制体现了对优质品牌市场价值的认可，也为其提供 了一定的保护空间——这是一张企业过往研发投入与 ...

Core Viewpoint - The National Healthcare Security Administration has released the 11th batch of centralized drug procurement documents, emphasizing principles of stabilizing clinical needs, ensuring quality, preventing collusion, and countering excessive competition. Group 1: Stabilizing Clinical Needs - The primary goal of the procurement is to ensure clinical medication needs, with optimized reporting methods for medical institutions allowing for both generic and brand-specific reporting [4] - Approximately 46,000 medical institutions participated in this procurement, with 77% of the reported quantities specified by brand [4] - The procurement volume is set at 60% to 80% of the reported quantities, allowing institutions to choose brands for the remaining portion [4] - New selection rules encourage major companies to participate by offering opportunities to those whose products meet clinical demand but did not initially qualify [4] - Special attention is given to ensuring the supply of pediatric medications, with adjusted pricing rules for small specifications to encourage supply [4] Group 2: Ensuring Quality - The procurement process has incorporated higher quality control standards based on feedback from regulatory bodies [2] - Bidders must have at least two years of production experience for similar formulations, and their production lines must pass GMP compliance checks [4] - The assessment of production quality has been expanded to include the production line's compliance history [4] - Preference will be given to companies with stable quality and clinical recognition when bids are equal [4] Group 3: Preventing Collusion - Measures to prevent collusion have been enhanced, including treating closely related companies as a single entity during bidding [4] - A "first to report leniency" mechanism has been introduced to encourage reporting of collusion [4] - Stricter penalties will be applied to companies found to be colluding, including being placed on a violation list [4] Group 4: Countering Excessive Competition - The procurement will implement a "weak elimination" rule to prevent extreme price increases, with the highest valid bid being a critical measure [5] - Adjustments to price control mechanisms will ensure fairness and prevent excessively low bids from disrupting the market [5] - Companies are required to commit to not bidding below their costs, with explanations needed for any bids below the established price anchor [5] - The procurement process will strengthen the execution of selected results, holding companies accountable for timely delivery and medical institutions for adhering to procurement agreements [5]

今天，国家医保局发布第十一批国家组织药品集中采购文件。本次集采方案制定和修改过程中，充分遵 循了"稳临床、保质量、防围标、反内卷"的原则。 一、关于"稳临床"。保障临床用药需求是集采的基本目标，也是优化集采措施的重点。 一是优化医疗机构报量方式。既往的化药集采中，医疗机构按药品通用名报量，第11批集采中，医疗机 构既可像以前那样按通用名报量，也可按具体品牌报量。医疗机构报量的品牌如果中选，将直接成为该 医疗机构的供应企业，提高临床需求与供应的匹配度。报量规则的完善得到了广大医疗机构和企业的支 持。有4.6万家医疗机构参加了本次集采报量，报量的77%具体到了品牌。 二是合理确定约定采购量。集采把医疗机构报量的60%~80%作为企业竞争标的，这部分也即是医疗机 构的约定采购量，剩余部分仍由医疗机构自主选择品牌。 三是采取更贴近临床用药实际的中选规则。对于医疗机构需求大但报价未入围的企业，如接受入围企业 的中选价格，给予中选机会，鼓励头部企业积极中选，更好满足临床需求。 四是关注儿童药供应保障。会同相关部门和专家专门论证儿童适宜小规格药品的比价规则，对小规格的 口服溶液、干混悬剂、颗粒剂、注射剂等儿童适宜剂型，用" ...