2025.10. 27 本文字数：867，阅读时长大约1.5分钟 据央视新闻，第十一批国家组织药品集采今天开标。 预计今天晚些时候产生拟中选结果 。本次集采 规则全面优化，坚持"稳临床、保质量、反内卷、防围标"的原则，从医疗机构报量、企业投标门 槛、竞价入围等方面作出一系列优化。 在稳临床方面，优化报量方式，医疗机构既可以按通用名报量，也可以具体到厂牌。 4.6万家医疗机 构中，有77%的量报到了厂牌 ，有利于促进集采结果更加贴近临床用药实际，让更多医疗机构和患 者在不更换厂牌的情况下用上价格更低的药品。同时，完善抗生素、儿童适宜规格等特殊药品的规 则，更好保障临床供应稳定。 在保质量方面，更加关注企业质量控制水平，提高企业投标的质量门槛， 对企业的实际生产经验提 出要求，并要求投标药品2年内不存在抽检不合格、所在生产线2年内不存在违反GMP的情况 。集采 中选后，药监部门将把中选药品纳入重点监督检查范围，开展中选企业检查和中选产品抽检"两个全 覆盖"。 在反内卷方面，优化价差控制"锚点"，引入"入围复活""未入围复活"2类复活机制，引导市场良性 竞争。每家企业都要作出不低于成本报价的承诺，其中报价较低的企业 ...

Group 1 - The article highlights three major changes in the drug procurement process: higher quality control requirements for bidding companies, optimized reporting methods for medical institutions, and revised selection rules to stabilize price expectations while balancing patient burden, clinical needs, and corporate development [1] - The article mentions that the current procurement rules are continuously optimized, and innovative drugs receive full-chain policy support, maintaining an overall "leading the market" rating for the industry [1] - The article discusses the performance of the Science and Technology Innovation Drug ETF, which focuses on innovative drug companies on the Science and Technology Innovation Board, tracking 30 representative high-quality companies [1] Group 2 - The article provides performance data showing that since the "924 market," the Science and Technology Innovation Drug Index has outperformed major Hong Kong innovative drug indices, with respective gains of 126.7%, 123.8%, and 112.7% during the market rebound period from September 24, 2024, to September 16, 2025 [1]