21世纪经济报道记者 韩利明 连月来，全国中成药联盟第三批集采中选结果相继落地。继6月25日起，上海对中选品种供应清单内药 品按中选价格挂网后，日前上海阳光医药采购网再次开通全国中成药集采首批扩围接续（ZCYLM- 2024-2）药品申报挂网通道，明确申报挂网时间为2025年8月12日至8月29日，同时规定"凡属本市供应 清单内的药品均需进行填报，本市已挂网的中选药品无需重新申报"。 中成药集采的加速落地，直指长期以来备受社会关注的中成药价格虚高问题。作为治理这一顽疾的核心 手段，湖北省医保局公布数据，第三批全国中成药集采中选产品价格平均降幅达68%，有多款产品降幅 超90%。例如山西太行药业股份有限公司生产的清开灵注射液基准价格为16.08元，中选价格为0.99元， 降价幅度达93.8%。 针对如何构建中成药价格治理长效机制，首都医科大学国家医保研究院原副研究员仲崇明向21世纪经济 报道指出，应同时发挥集采及挂网治理，从挂网治理常态化地发现挂网价格异常、超限，探索进一步收 敛阈值区间，将挂网治理发现的普遍、严峻问题作为线索，积极组织集采竞争。 "价格方面，要对全市场做总窥探，哪些产品定价最高，和其他产品比较 ...

Core Viewpoint - The article highlights the significant price discrepancies of traditional Chinese medicine and chemical drugs in China, particularly in Jilin Province, where the government is taking measures to regulate and adjust these inflated prices [2][3][4]. Price Discrepancies - Jilin Province's public resource trading center lists the price of Jilin Galaxy Pharmaceutical's Niuhuang Shangqing Wan at 198 yuan per box, while the same product is available on e-commerce platforms for around 5 yuan per box, resulting in a price difference factor of 10.88 times [2]. - Similarly, the same company's Liuwei Dihuang Wan is priced at 198 yuan per box on the public trading center, with a price difference factor of 61.88 times compared to the e-commerce price of 5-6 yuan per box [2]. Government Actions - Starting from July, multiple provinces have initiated price governance for certain overpriced traditional Chinese and chemical medicines, requiring companies to adjust their listed prices to reasonable levels [2]. - On July 22, Jilin Province's public resource trading center announced a list of 52 traditional Chinese medicines and 43 chemical drugs with inflated prices, mandating price adjustments [3]. Price Adjustments - As of August 1, 26 out of the 52 overpriced traditional Chinese medicines had their prices adjusted, with some experiencing significant reductions, such as Liao Yuan Yulong Yadong Pharmaceutical's Fufang Danshen Pian, which saw a price drop from 443.5 yuan to 39.93 yuan, a decrease of 91% [3]. - Hebei Shams Pharmaceutical's Shengjing Pian was reduced from 987.8 yuan to 93 yuan, a decrease of 90.59% [3]. Red Mark Management - Certain drugs, including Chongqing Xieran Pharmaceutical's Yuanhu Zhitong Pian and Jilin Galaxy Pharmaceutical's Niuhuang Shangqing Wan and Liuwei Dihuang Wan, have not undergone price adjustments and are managed under red mark pricing due to their prices being more than five times the minimum daily treatment cost in the province [4][6]. Price Variations Across Regions - There are significant price differences for the same drugs across different provinces, with some products showing discrepancies of over 70 times. For instance, the price of Langzhi Group's Shuanghuanglian injection varies from 598 yuan in Inner Mongolia to 124 yuan in Liaoning [7]. - The same company's Xuesaitong injection shows a price of 398 yuan in Inner Mongolia compared to only 5.5 yuan in Liaoning and Hebei, indicating a price difference factor of 72 times [7]. Conclusion - The ongoing price governance and adjustments reflect the government's efforts to regulate the pharmaceutical market and ensure fair pricing for consumers, while also highlighting the challenges posed by significant regional price disparities [2][3][4][7].

Core Viewpoint - The article highlights the significant price discrepancies of traditional Chinese medicine and chemical drugs in China, particularly in Jilin Province, where the prices listed on public procurement platforms are substantially higher than those on e-commerce platforms, prompting government intervention to regulate these prices [1][2][3]. Group 1: Price Discrepancies - Jilin Province's public procurement price for Niuhuang Shangqing Wan is 198 yuan per box, with a price difference multiplier of 10.88 times compared to e-commerce prices averaging 5 yuan per box [1]. - The same province lists the price of Liwei Dihuang Wan at 198 yuan per box, with a price difference multiplier of 61.88 times, while e-commerce prices range from 5 to 6 yuan per box [1]. - The price of Yuanhu Zhitong Pian from Chongqing Xieran Pharmaceutical is listed at 110 yuan, with a price difference multiplier of 117.51 times compared to the lowest daily cost of 0.39 yuan [2]. Group 2: Government Intervention - Starting from July, multiple provinces initiated price governance for overpriced traditional Chinese and chemical medicines, requiring companies to adjust their listed prices to reasonable levels [1][2]. - The Jilin Provincial Public Resource Trading Center reported that 52 traditional Chinese medicines were identified as having inflated prices, with 26 of them adjusting their prices downward [3]. - The price of Fufang Danshen Pian from Liaoyuan Yulong Yadong Pharmaceutical was reduced from 443.5 yuan to 39.93 yuan, a decrease of 91% [3]. Group 3: Price Management - Certain drugs, including Niuhuang Shangqing Wan and Liwei Dihuang Wan, have not adjusted their prices and are managed under red label pricing due to being more than five times the lowest daily treatment cost [3][4]. - The price of Piracetam Injection from Heilongjiang Fuhe Pharmaceutical is listed at 165 yuan, which is 29.57 times the national median price of 5.58 yuan for approved drugs [3][4]. - The price of Xihuang Wan from Shanxi Guangyuyuan Guoyao remains unchanged and is also under red label management due to its high price relative to the lowest daily treatment cost [5][6]. Group 4: Regional Price Variations - There are significant price differences for the same drug across different provinces, with some drugs showing price discrepancies of over 70 times [5][6]. - For instance, the price of Shuanghuanglian Injection from Langzhi Group in Inner Mongolia is 598 yuan, while the same drug is priced at 124 yuan in Liaoning, indicating a price difference multiplier of 119.6 times [6][7]. - The price of Xuesaitong Injection from Langzhi Group in Inner Mongolia is 398 yuan, while the same drug is priced at only 5.5 yuan in Liaoning and Hebei, showing a price difference multiplier of 72 times [7].

Core Viewpoint - The recent announcement by the National Medical Products Administration and the General Administration of Customs to allow the import of cow bile for traditional Chinese medicine production is expected to alleviate the supply shortage and stabilize prices of cow bile, benefiting high-end traditional Chinese medicine companies like Tong Ren Tang and Pian Zai Huang [2][3][12]. Group 1: Policy Changes and Implications - The pilot program for importing cow bile will last for two years and is limited to specific regions in China, allowing only designated companies to use the imported cow bile for their own production [5][7]. - The import of cow bile is a significant policy shift after nearly 24 years of restrictions due to concerns over mad cow disease, which had previously led to a complete ban on imported bovine materials [5][6]. - The pilot aims to create a controlled supply chain, ensuring that imported cow bile is used solely within the group of companies that import it, preventing external sales [7][8]. Group 2: Market Dynamics and Supply Chain - The natural cow bile market in China faces a significant supply-demand gap, with an annual demand of approximately 5 to 8 tons against a domestic production of only about 900 kilograms [6][12]. - The global cattle population is approximately ten times that of China, indicating a substantial potential for international supply to meet domestic needs [6]. - The introduction of imported cow bile is expected to lead to a stratified supply chain, where larger companies can better manage resources and mitigate price fluctuations in the international market [7][8]. Group 3: Price Trends and Market Reactions - The price of natural cow bile has seen a dramatic increase, rising from 570,000 yuan per kilogram at the beginning of 2023 to 1,700,000 yuan per kilogram by the end of 2024, marking a 198.25% increase [11][12]. - Despite the potential for imported cow bile to stabilize prices, some industry experts remain cautious, suggesting that the high price trend for natural cow bile may not change quickly [15]. - Companies like Tong Ren Tang have expressed a conservative stance regarding the impact of the new policy on cost pressures, indicating that multiple factors will influence the effectiveness of the pilot program [12][13].