21世纪经济报道记者 唐唯珂 报道 体量巨大的缝合线也要降价集采了。 在医用耗材领域，缝合线这类常用耗材，外资品牌长期占据较大市场份额。而近期23个省（区、市）和 新疆生产建设兵团组成的超级联盟，要对缝合线、注射器等5类常用耗材动手了。 近日，辽宁省药品及医用耗材集中采购网发布《省际联盟缝合线等5类医用耗材集中采购文件》。此次 集采由辽宁牵头，天津、河北、山西、内蒙古、吉林、黑龙江、安徽、江西、河南、湖北、广西、海 南、重庆、四川、贵州、云南、西藏、陕西、甘肃、青海、宁夏、新疆23个省（区、市）和新疆生产建 设兵团组成的采购联盟（以下简称"采购联盟"）。采购周期为3年。 采购品类包括缝合线、注射器（带针）、泵用输液器、吸氧管、真空采血管（含静脉血样采集针）5类 医用耗材，管理类别不包括第一类产品，基于材料、功能或用途等因素，上述5类耗材共计被划分为21 个分组，并明确了最高申报价和协议采购量。 值得注意的是，相较征求意见稿，正式文件中将多个产品的最高有效申报价格进行上调。其中包 括："可吸收缝合线、天然材质"从98.44元调至126.53元；"不可吸收缝合线、合成材质"从50.91元调至 73.25元。这意味 ...

Core Insights - The recent centralized procurement of medical consumables in China marks a significant shift from fragmented pricing to collaborative purchasing, impacting market dynamics and competition among companies [1][5][11] Group 1: Low-Value Consumables Procurement - On August 11, a procurement alliance involving 24 provinces initiated centralized purchasing for low-value medical consumables, including sutures and syringes, with an estimated procurement scale exceeding 100 billion yuan [2][4] - The procurement volume for syringes alone is projected to exceed 6.5 billion yuan, while vacuum blood collection tubes and related needles are expected to reach around 3 billion yuan [2] - This procurement strategy aims to enhance cost control among companies, potentially increasing industry concentration from 30% to over 60% [5][6] Group 2: High-Value Consumables Procurement - Concurrently, a procurement initiative for high-value consumables, focusing on vena cava filters and ablation electrodes, was launched by 22 provinces, covering over 1 billion people [7][10] - The market for microwave ablation is projected to grow from 3.87 billion yuan in 2023 to 5.07 billion yuan in 2024, indicating significant opportunities for domestic brands to capture market share [9][10] - The procurement rules emphasize quality over price, requiring companies to justify pricing and avoid below-cost bids, which could benefit domestic manufacturers in the vena cava filter market [11] Group 3: Market Dynamics and Implications - The centralized procurement is expected to accelerate the consolidation of the low-value consumables market, pushing out less competitive small and medium-sized enterprises [5][6] - The procurement process is designed to balance competition among leading firms while providing opportunities for smaller companies, ensuring a more equitable market landscape [4][11] - Overall, the shift towards centralized procurement signifies a transition from cost reduction to quality enhancement in the medical consumables sector, benefiting both the industry and patients [11]