Core Viewpoint - The new centralized procurement rules for pharmaceuticals aim to address historical issues and promote sustainable development in the pharmaceutical industry, balancing price control, quality assurance, and supply stability [1][10]. Group 1: Historical Issues and Data - The new procurement rules are designed to resolve past issues such as low-price competition, quality instability, and supply shortages, which have been prevalent since the initiation of the centralized procurement system [2][4]. - The latest round of procurement includes 55 drug varieties across various therapeutic areas, with an average of 15 companies competing for each variety, indicating strong market interest and competition [2][3]. Group 2: Reporting and Supply Assurance - The reporting phase for the latest procurement batch requires medical institutions to submit annual demand volumes that are generally not less than 80% of the average usage from 2023 to 2024, allowing for brand recognition in the reporting process [3][6]. - The new rules designate selected companies as the primary responsible parties for supply assurance, imposing penalties for non-compliance, which aims to reduce the occurrence of supply shortages [3][6]. Group 3: Impact on Pricing and Quality - The optimization of procurement rules is expected to alleviate the pressure on companies that previously relied on extremely low bids, promoting a healthier competitive environment [6][10]. - The new regulations encourage a balance between price and quality, ensuring that patients benefit from affordable medications without compromising on safety and efficacy [7][10]. Group 4: Industry Dynamics and Future Outlook - The changes are likely to accelerate the elimination of weaker players in the pharmaceutical sector, favoring larger, more capable companies that can maintain quality and supply stability [8][10]. - The shift from a price-first approach to one that equally values quality and supply stability is anticipated to enhance public confidence in generic drug quality and support the sustainable development of the healthcare system [10].

汇宇制药公告，公司子公司Seacross Pharma Ltd.近期获得德国国家药品和保健品安全局以及沙特阿拉伯 健康产品监管局的上市许可，涉及唑来磷酸注射液、注射用赛替派、丙戊酸钠注射用浓溶液和注射用盐 酸苯达莫司汀等产品。这些许可有助于公司丰富国际市场产品管线，提升品牌形象，并拓展国际业务的 广度和深度。公司已进行产品上市销售的准备工作，但受市场竞争等因素影响，未来能否产生较大收入 仍具有不确定性。 ...