问真相丨"医保可报销药品仅占2%"，谣言因何而来？医保可报销药品占比该怎么算？ 央广网北京10月13日消息(总台中国之声记者韩雪莹)据中央广播电视总台中国之声《新闻纵横》报道， 近日，网上流传"药监局批准药品超15万个，医保目录只纳入了3159种，仅占2%"的消息，引发社会关 注。对此，国家医保局发文称，这种说法把基于不同统计口径的数据混为一谈、粗暴比较，刻意压低目 录内药品数量占比，是明显错误的。那么，医保可报销药品占比究竟该怎么算？若按同一统计口径换 算，医保目录内药品在全国市场有销售记录药品中到底占比多少，能否满足患者需求？ "国家药品监督管理局批准药品超15万个""现行2024年版国家医保药品目录药品总数3159种"，这两个数 字，究竟是按什么标准统计出来的？山西省医保局医药服务管理处三级调研员展宏普从药品名称入手， 解释了两种"度量衡"的差异。 展宏普表示："药品名称分为通用名和商品名两类。从工作职能上讲，药监部门负责药品批准文号的审 批，通常一个药品会有多个商品名，同一药品、不同厂家也会有多个批准文号。而医保目录药品是按照 药品活性成分统计的，也就是我们通常说的按通用名管理，比如治疗糖尿病的药品' ...

央广网北京10月13日消息（总台中国之声记者韩雪莹）据中央广播电视总台中国之声《新闻纵横》 报道，近日，网上流传"药监局批准药品超15万个，医保目录只纳入了3159种，仅占2%"的消息，引发 社会关注。对此，国家医保局发文称，这种说法把基于不同统计口径的数据混为一谈、粗暴比较，刻意 压低目录内药品数量占比，是明显错误的。那么，医保可报销药品占比究竟该怎么算？若按同一统计口 径换算，医保目录内药品在全国市场有销售记录药品中到底占比多少，能否满足患者需求？ 展宏普表示："药品名称分为通用名和商品名两类。从工作职能上讲，药监部门负责药品批准文号 的审批，通常一个药品会有多个商品名，同一药品、不同厂家也会有多个批准文号。而医保目录药品是 按照药品活性成分统计的，也就是我们通常说的按通用名管理，比如治疗糖尿病的药品'阿卡波糖'，在 医保药品目录中按一种药品统计，但实际上'阿卡波糖'的生产厂家有很多，每个厂家的商品名都不一 样，比如'拜糖苹''卡博平''贝希'等，还有一些规格、包装上的差异，所以医保部门的数据由于统计口径 的不同，会远低于药监部门公布的数据。网上热议的二者差异巨大的问题，应该在统计口径一致的基础 上进行类 ...

Core Viewpoint - Huadong Medicine's stock price has shown volatility, with a year-to-date increase of 23.26% but a recent decline in the last five and twenty trading days [1] Financial Performance - For the first half of 2025, Huadong Medicine achieved a revenue of 21.675 billion yuan, representing a year-on-year growth of 3.39% [2] - The net profit attributable to shareholders for the same period was 1.815 billion yuan, reflecting a year-on-year increase of 7.01% [2] Shareholder Information - As of June 30, 2025, the number of shareholders decreased by 7.91% to 69,800, while the average circulating shares per person increased by 8.59% to 25,083 shares [2] - Cumulative cash dividends since the A-share listing amount to 8.873 billion yuan, with 3.771 billion yuan distributed in the last three years [3] Institutional Holdings - As of June 30, 2025, Hong Kong Central Clearing Limited is the third-largest circulating shareholder with 39.8384 million shares, a decrease of 6.2825 million shares from the previous period [3] - The top ten circulating shareholders include various funds, with notable changes in holdings among them, such as an increase in shares held by China Europe Medical Health Mixed A and a decrease by E Fund CSI 300 Medicine ETF [3] Business Overview - Huadong Medicine, established on March 31, 1993, and listed on January 27, 2000, operates primarily in the production and sales of pharmaceutical products, with a revenue composition of 64.45% from commercial activities and 39.69% from manufacturing [1] - The company is involved in various sectors, including vitamins, pharmaceutical e-commerce, vaccine transportation, peptide drugs, and hepatitis treatment [1]

Group 1 - The stock price of Huadong Medicine increased by 2.02% on September 18, reaching 42.90 CNY per share, with a trading volume of 297 million CNY and a market capitalization of 75.248 billion CNY [1] - Year-to-date, Huadong Medicine's stock price has risen by 27.41%, with a recent 5-day increase of 1.11%, a 20-day decrease of 5.42%, and a 60-day increase of 7.79% [1] - The company reported a revenue of 21.675 billion CNY for the first half of 2025, representing a year-on-year growth of 3.39%, and a net profit of 1.815 billion CNY, up 7.01% year-on-year [2] Group 2 - Huadong Medicine has distributed a total of 8.873 billion CNY in dividends since its A-share listing, with 3.771 billion CNY distributed in the last three years [3] - As of June 30, 2025, the number of shareholders decreased by 7.91% to 69,800, while the average circulating shares per person increased by 8.59% to 25,083 shares [2] - The top ten circulating shareholders include Hong Kong Central Clearing Limited, which holds 39.8384 million shares, a decrease of 6.2825 million shares from the previous period [3]

Company Overview - Huadong Medicine Co., Ltd. is located in Hangzhou, Zhejiang Province, and was established on March 31, 1993, with its listing date on January 27, 2000. The company primarily engages in the production and sales of various pharmaceutical products, including Bailing capsules, New Saisping (oral liquid, soft capsules), Palisou, and Carboplatin, as well as pharmaceutical wholesale [1][2]. Financial Performance - As of June 30, 2025, Huadong Medicine achieved a revenue of 21.675 billion yuan, representing a year-on-year growth of 3.39%. The net profit attributable to shareholders was 1.815 billion yuan, reflecting a year-on-year increase of 7.01% [2]. - The company has cumulatively distributed dividends of 8.259 billion yuan since its A-share listing, with 3.158 billion yuan distributed over the past three years [3]. Stock Performance - On September 3, Huadong Medicine's stock price increased by 2.03%, reaching 45.73 yuan per share, with a trading volume of 159 million yuan and a turnover rate of 0.20%. The total market capitalization stood at 80.214 billion yuan [1]. - Year-to-date, the stock price has risen by 34.42%, with a 3.30% increase over the last five trading days, a 3.93% increase over the last 20 days, and a 5.37% increase over the last 60 days [1]. Shareholder Structure - As of June 30, 2025, the number of Huadong Medicine's shareholders was 69,800, a decrease of 7.91% from the previous period. The average number of circulating shares per person increased by 8.59% to 25,083 shares [2]. - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited holds 39.8384 million shares, a decrease of 6.2825 million shares from the previous period. Other notable shareholders include China Europe Medical Health Mixed A and Huatai-PineBridge CSI 300 ETF, with varying changes in their holdings [3].

Core Viewpoint - Huadong Medicine's stock price has experienced fluctuations, with a year-to-date increase of 31.69% but a recent decline in the last five trading days by 2.18% [1] Financial Performance - For the first half of 2025, Huadong Medicine achieved a revenue of 21.675 billion yuan, representing a year-on-year growth of 3.39%, and a net profit attributable to shareholders of 1.815 billion yuan, up 7.01% year-on-year [2] - Cumulative cash dividends since the A-share listing amount to 8.259 billion yuan, with 3.158 billion yuan distributed over the past three years [3] Shareholder Structure - As of June 30, 2025, the number of Huadong Medicine's shareholders decreased by 7.91% to 69,800, while the average circulating shares per person increased by 8.59% to 25,083 shares [2] - The top ten circulating shareholders include Hong Kong Central Clearing Limited, which holds 39.8384 million shares, a decrease of 6.2825 million shares from the previous period [3]