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推动医药集采扩围提质
Jing Ji Ri Bao· 2025-07-10 22:04
近年来,国家推动集采工作规范化制度化常态化开展,进一步降低药品和耗材费用、减轻群众就医负 担。2024年12月,《国家医保局国家卫生健康委员会关于完善医药集中带量采购和执行工作机制的通 知》印发,旨在加强集采全流程管理。今年《政府工作报告》提出,优化药品和耗材集采政策,强化质 量评估和监管,让人民群众用药更放心。本期邀请专家围绕相关问题进行研讨。 医药集采重塑行业生态 推动集采工作规范化制度化常态化开展,得益于跨部门协同治理的突破。医保部门牵头组织,制定采购 政策,竞价形成中选价格,通过实施预付货款、直接结算和结余留用等政策,激励医药机构使用中选产 品。卫健部门将落实集采改革情况纳入公立医院管理考核,进一步规范医疗行为。药监部门强化"生产 —流通—使用"全链条监管,对中选企业检查覆盖率达100%。多部门协同发展和治理,改变了以往行政 命令式的管理手段,形成了全方位、多层次的监管体系。 集采对医药市场秩序的规范体现在生产、流通和使用等多个环节。在生产环节,通过严格的质量要求和 供应保障措施,倒逼企业加强质量管理,开展仿制药质量和疗效一致性评价,淘汰落后产能,提升行业 整体生产水平。在流通环节,有效降低流通成本, ...
赛诺医疗收盘下跌1.62%,滚动市盈率739.95倍,总市值45.43亿元
Sou Hu Cai Jing· 2025-07-07 22:03
7月7日,赛诺医疗今日收盘10.92元,下跌1.62%,滚动市盈率PE(当前股价与前四季度每股收益总和的 比值)达到739.95倍,总市值45.43亿元。 从行业市盈率排名来看,公司所处的医疗器械行业市盈率平均51.42倍,行业中值37.44倍,赛诺医疗排 名第121位。 截至2025年一季报,共有7家机构持仓赛诺医疗,其中其他6家、基金1家,合计持股数10784.28万股, 持股市值11.50亿元。 来源:金融界 赛诺医疗科学技术股份有限公司的主营业务是高端介入医疗器械研发、生产、销售。公司的主要产品是 生物降解药物涂层冠脉支架系统、药物洗脱支架系统、非顺应性PTCA球囊扩张导管、PTCA球囊扩张 导管、非顺应性球囊扩张导管、冠脉球囊扩张导管、冠状动脉棘突球囊扩张导管、延长导管、颅内药物 洗脱支架系统、颅内取栓支架、颅内球囊扩张导管、负压吸引泵、一次性使用无菌吸引延长管、远端通 路导管、颅内血栓抽吸导管、微导管、远端通路导引导管、导引导管、桡动脉通路导引系统、输送导 管、球囊导引导管。 最新一期业绩显示,2025年一季报,公司实现营业收入1.01亿元,同比10.75%;净利润296.93万元,同 比277. ...
国产替代完成,冠脉支架集采后的行业格局与竞争机遇
智通财经网· 2025-07-04 01:54
2025年7月初,上海与国家医保局接连发布的重磅政策,为中国医疗健康产业注入强劲动力。上海医保 新规打破冠脉支架"唯集采论",允许高价创新产品在患者自付一定比例后进入医保报销框架;与此同 时,国家层面密集出台文件力挺创新药械发展。 这标志着中国医疗支付体系正经历从"单一控费"向"多元协同"的关键转型,为以微创医疗为代表、深耕 高端创新管线的医疗器械领军企业打开了广阔的发展空间。在政策暖风与国产替代深化、PCI渗透率提 升等多重利好叠加下,微创医疗等头部企业有望迎来新的增长周期。 多政策共同发力,支付体系向多元协同转变 具体来看,7月1日,上海市政府官网发布《关于调整本市冠脉支架医保支付标准的通知》称,本市参保 人员使用集采范围内的冠脉支架类中选产品发生的费用全部纳入医保支付范围,按本市基本医疗保险规 定支付;使用集采范围内未中选产品发行的费用,将最高支付标准由7000元调整为848元,超出部分个人 或商业保险承担。集采范围外冠脉支架类产品发生的费用按比例支付,由参保人员先自负20%,其余费 用再按本市基本医疗保险规定支付。 该政策表明在集采任务量的基础上,允许医院在医保资金的报销框架内,允许患者使用集采目录外 ...
赛诺医疗收盘下跌1.34%,滚动市盈率750.79倍,总市值46.10亿元
Sou Hu Cai Jing· 2025-07-03 09:13
序号股票简称PE(TTM)PE(静)市净率总市值(元)13赛诺医疗750.793077.745.3046.10亿行业平均 51.2949.024.57106.75亿行业中值37.0237.322.4950.63亿1九安医疗10.2410.360.81172.88亿2英科医疗 10.3411.150.92163.38亿3新华医疗14.3913.331.1792.22亿4奥美医疗15.2314.931.5755.03亿5山东药玻 15.4315.481.77145.93亿6振德医疗15.5514.660.9956.46亿7康德莱15.6915.701.3033.81亿8维力医疗 16.3917.031.9237.37亿9奥泰生物16.5017.401.3352.63亿10九强生物16.5615.402.0382.01亿11安杰思 18.2118.422.2054.05亿12安图生物18.7617.912.41213.94亿 来源:金融界 赛诺医疗科学技术股份有限公司的主营业务是高端介入医疗器械研发、生产、销售。公司的主要产品是 生物降解药物涂层冠脉支架系统、药物洗脱支架系统、非顺应性PTCA球囊扩张导管、PTCA ...
上海医保政策利好,非集采冠脉支架产品入院通道开启
在国家医保局"支持创新药高质量发展的若干措施"新闻发布会引发行业高度关注之际,7月1日,上海市 医保局官网发布《关于调整本市冠脉支架医保支付标准的通知》(下称《医保支付通知》),并自当日 起实施。在业内看来,该通知或将为多元支付提供新思路。 根据《医保支付通知》,上海市对参保人员使用的冠脉支架实施三类细化支付规则。一是使用集采中选 产品,其费用全部纳入医保支付;二是使用集采范围内未中选产品,最高支付标准由7000元降至848 元,超出部分(除离休人员及一至六级革命伤残军人外)由个人自负,自负部分可纳入职工医保减负及 城乡居民大病保险支付范畴;三是对于使用集采范围外产品时,按比例支付,由参保人员先自负20%, 其余费用再按本市基本医疗保险规定支付。 第三点这也是此次政策调整的焦点,不少业内人士认为这将为高值创新器械回到医院里和目录内产品一 同竞争打开空间。 医疗战略咨询公司Latitude Health创始人赵衡向21世纪经济报道指出,"原先集采产品履约完成后,医保 的要求是继续优先使用集采产品,这样其他产品在院内就没有生存空间了,现在放松了管制,履约完成 后,医院也可以自由使用其他产品,对于非集采产品是明显利 ...
蓝帆医疗: 蓝帆医疗股份有限公司公开发行可转换公司债券2025年跟踪评级报告
Zheng Quan Zhi Xing· 2025-06-27 16:15
蓝帆医疗股份有限公司 公开发行可转换公司债券 三、本报告引用的资料主要由该公司或第三方相关主体提供,联合资信 履行了必要的尽职调查义务,但对引用资料的真实性、准确性和完整性不作 任何保证。联合资信合理采信其他专业机构出具的专业意见,但联合资信不 对专业机构出具的专业意见承担任何责任。 www.lhratings.com 联合〔2025〕5291 号 联合资信评估股份有限公司通过对蓝帆医疗股份有限公司主体 及其相关债券的信用状况进行跟踪分析和评估,确定下调蓝帆医疗 股份有限公司主体长期信用等级为 AA-,下调"蓝帆转债"信用等级 为 AA-,评级展望为稳定。 特此公告 联合资信评估股份有限公司 评级总监: 二〇二五年六月二十七日 跟踪评级报告 | 声 明 一、本报告是联合资信基于评级方法和评级程序得出的截至发表之日的 独立意见陈述,未受任何机构或个人影响。评级结论及相关分析为联合资信 基于相关信息和资料对评级对象所发表的前瞻性观点,而非对评级对象的事 实陈述或鉴证意见。联合资信有充分理由保证所出具的评级报告遵循了真 实、客观、公正的原则。鉴于信用评级工作特性及受客观条件影响,本报告 在资料信息获取、评级方法与模 ...
赛诺医疗收盘下跌1.75%,滚动市盈率724.36倍,总市值44.48亿元
Sou Hu Cai Jing· 2025-06-26 11:39
最新一期业绩显示,2025年一季报,公司实现营业收入1.01亿元,同比10.75%;净利润296.93万元,同 比277.50%,销售毛利率59.66%。 序号股票简称PE(TTM)PE(静)市净率总市值(元)13赛诺医疗724.362969.405.1144.48亿行业平均 49.4547.484.57105.42亿行业中值35.9237.582.3948.69亿1英科医疗9.6210.370.86152.00亿2九安医疗 10.1110.220.80170.60亿3新华医疗14.2313.191.1691.24亿4奥美医疗14.7414.451.5253.26亿5康德莱 15.1015.111.2532.54亿6振德医疗15.5614.670.9956.49亿7山东药玻15.7915.831.81149.31亿8维力医疗 15.9016.531.8636.26亿9九强生物16.1315.001.9879.89亿10奥泰生物16.4417.331.3352.42亿11安杰思 17.3517.562.1051.52亿12三鑫医疗18.0918.102.9841.16亿 来源:金融界 6月26日,赛诺医疗今日收 ...
赋能医药企业“走出去”,国家医保局首办发展中国家医保研修班
21世纪经济报道· 2025-06-25 14:59
Core Viewpoint - The article highlights China's commitment to sharing its healthcare insurance experiences with developing countries, particularly through a recent training program aimed at enhancing medical security capabilities in Africa and Southeast Asia [1][2][12]. Group 1: Training Program Overview - The training program was the first of its kind organized by China for developing countries, marking a significant milestone in international healthcare cooperation [1]. - It involved 50 government representatives and experts from 12 countries, focusing on China's healthcare insurance system and its practical experiences [2][4]. - The program included lectures from officials of the National Healthcare Security Administration, showcasing China's journey from "lack of medical resources" to "universal healthcare" [4][5]. Group 2: Key Insights on China's Healthcare System - The training emphasized the importance of universal coverage as the foundation for public health, with a focus on mutual assistance and basic security [4][5]. - Participants learned about China's centralized procurement mechanisms for medicines and medical supplies, which have made healthcare more accessible and affordable [8][10]. - The program also addressed the challenges faced by developing countries in establishing effective healthcare systems, with China offering its experiences as potential solutions [12][13]. Group 3: Opportunities for Chinese Pharmaceutical Companies - The training provided a platform for Chinese pharmaceutical companies to showcase their products and explore international markets, particularly in Southeast Asia and Africa [8][10]. - Participants expressed interest in the quality and pricing of Chinese medical products, indicating a potential market for these products in their home countries [8][9]. - The program highlighted the support from the Chinese government for domestic companies to expand internationally, enhancing their competitiveness in global markets [9][10].
赋能中国医药企业“走出去”,国家医保局首次为发展中国家定制医保研修班
Core Viewpoint - The training program on medical insurance capacity building for developing countries, hosted by China, marks a significant milestone in international cooperation in healthcare, focusing on sharing experiences and enhancing collaboration with African and Southeast Asian nations [1][10]. Group 1: Training Program Overview - The training program involved 50 government representatives and experts from 12 countries, emphasizing China's commitment to sharing its medical insurance experiences [1]. - The program served as a platform for discussing key issues in global healthcare, including the construction of medical insurance systems and the reduction of drug prices [3][10]. - Participants engaged in practical sessions, including site visits to Chinese medical institutions and discussions on China's centralized procurement mechanisms [1][8]. Group 2: Insights on China's Medical Insurance System - China's medical insurance system, which covers over 1.3 billion people, is viewed as a model for developing countries seeking to establish sustainable healthcare systems [5]. - The program highlighted the importance of universal coverage as a fundamental guarantee for public health, with insights shared on China's policies and mechanisms for achieving this goal [3][10]. - The training addressed various aspects of medical assistance, including the identification of beneficiaries and the role of different departments in providing support [4][10]. Group 3: Opportunities for Chinese Pharmaceutical Companies - The training facilitated connections between Chinese pharmaceutical companies and representatives from developing countries, showcasing the potential for collaboration in healthcare [6][11]. - Participants expressed interest in the quality and affordability of Chinese medical products, with discussions on the challenges and opportunities for Chinese companies to enter international markets [6][9]. - The program emphasized the strategic importance of centralized procurement in enhancing the competitiveness of Chinese medical products abroad [9][10]. Group 4: Future Collaboration and Impact - The training is seen as a bridge connecting China's medical insurance solutions with the healthcare needs of African and Southeast Asian countries, fostering long-term partnerships [11]. - Representatives from various countries expressed optimism about applying the knowledge gained to improve their own healthcare systems and enhance cooperation with China [10][11]. - The initiative is expected to contribute to addressing the challenges of "difficult and expensive medical care" in developing countries [10].
陕西留置针和泡沫敷料集采开锣 持续加速行业国产化率
21世纪经济报道记者 唐唯珂 广州报道 低值医用耗材集采同样持续深入。 近日,陕西省公共资源交易中心发布《关于公开征求意见的通知》,采购品种为留置针和泡沫敷料,采 购周期3年。 本次留置针集中带量采购方式为"带量联动",即依据采购主体的使用需求,参照市场总体价格水平、综 合质量等因素,联动各省(省际联盟)带量采购中选价格,确定中选产品和约定采购量,实施带量采购 及配套政策。 采购量分配方面,医疗机构可自主选择,确定约定采购量。接续中选结果产生后,由医疗机构按照不少 于上年度实际采购量的90%,在中选产品清单中自主选择意向采购产品并确定下一年度采购量,鼓励优 先选择价格较低的中选产品。 以2024年做了髋关节置换手术的患者为例,在集采前,患者置换一侧髋关节的费用大约为8万元,而集 采后置换一侧的全部费用大约仅需3万元。河南省洛阳正骨医院院长吴晓龙表示,骨科集采之后,医院 髋膝关节的手术量从每年的4500台左右增加到6700台左右,医生人均收入增加了12%,医务性收入大幅 增加。 自2019年以来,国家医保局已成功组织了5轮高值医用耗材集中带量采购,涵盖了冠脉支架、人工关 节、脊柱类耗材、口腔种植体系统、人工晶体 ...