Core Points - The 11th batch of national organized drug procurement was opened for bidding in Shanghai on October 27, resulting in the successful procurement of 55 types of drugs [3] - A total of 272 companies with 453 products have obtained the proposed selection qualification, including essential medications for chronic and major diseases [3] - The procurement covers various categories such as anti-infection, anti-tumor, anti-allergic asthma, diabetes medications, and cardiovascular disease drugs [3] Summary by Category - **Procurement Details** - The 11th batch of national organized drug procurement was conducted in Shanghai, with 55 drugs successfully procured [3] - A total of 272 companies participated, with 453 products achieving proposed selection [3] - **Drug Categories** - The procurement includes drugs for chronic diseases and life-saving medications [3] - Specific categories covered are anti-infection, anti-tumor, anti-allergic asthma, diabetes, and cardiovascular disease medications [3] - **Historical Context** - Since the establishment of the National Medical Insurance Administration, 11 batches of national organized drug procurement have been conducted, totaling 490 types of drugs [3]

新华社权威快报 272家企业的453个产品获得拟中选资格 新增一批覆盖慢性病与重大疾病的常用药、救命药 第十一批国家组织药品集采 在上海开标 55种药品采购成功 涉及抗感染、抗肿瘤、抗过敏哮喘、 糖尿病用药、心血管病用药等 新华社国内部出品 记者10月28日从国家医保局获悉 第十一批国家组织药品集采10月27日在上海开标 产生拟中选结果 55种药品采购成功 涉及抗感染、抗肿瘤、抗过敏哮喘、糖尿病用药、心血管病用药等 拟中选结果公示后将正式发布 国家医保局成立以来 已开展11批国家组织药品集采 共纳入490种药品 记者：彭韵佳、徐鹏航、龚雯 海报制作：彭韵佳 新华社国内部出品 ...

Group 1 - The core point of the article is the announcement of the results from the 11th batch of national organized drug procurement, which took place on October 27 in Shanghai, resulting in the selection of 55 drugs [3] - A total of 272 companies submitted 453 products that received proposed selection qualifications, indicating a competitive procurement process [3] - The newly selected drugs include commonly used medications for chronic and major diseases, covering areas such as anti-infection, anti-tumor, anti-allergy asthma, diabetes, and cardiovascular diseases [3] Group 2 - Since the establishment of the National Medical Insurance Administration, 11 batches of national organized drug procurement have been conducted, encompassing a total of 490 drugs [3]

（原标题：现场直击！第十一批国采开标） 21世纪经济报道记者 韩利明 10月27日，第十一批国家组织药品集中带量采购在上海市青浦区正式开标。本次集采共纳入55个品种， 涉及治疗领域主要包括抗感染、抗肿瘤、抗过敏哮喘、糖尿病用药、心血管用药、神经系统药物等。 根据现场公示的时间安排，上午7:00开始进行申报材料预检和企业签到；上午7：30-10：30集中受理申 报材料；10：30起公开申报信息，拟中选结果预计于今日晚些时候公布。10月28日将确认供应地区。 图：第十一批国采申报信息公开大会公告栏 开标前，现场已呈现忙碌景象。尚未到7：00，不少企业代表已在门口排队等待；也有企业代表围在一 起寒暄、讨论此次国采相关话题；附近多位工作人员在维持交通秩序。7：30一到，企业代表依次递交 资料、录入信息。 图：企业排队入场递交材料 2018年以来，国家层面已经开展了10批药品集采，覆盖了435种药品；地方也相继开展了省级和省际联 盟集采，形成了协同补充的工作格局。实践证明，集采是治理价格虚高的有效途径，推动了行业秩序逐 步规范，降低了群众用药负担，促进群众用药质量和可及性的整体提升。 根据央视新闻，本次国采规则全面优化 ...

2025.10.27 本文字数：1334，阅读时长大约2分钟 作者 |第一财经 郭晋晖 10月27日，第十一批国家组织药品集中采购在上海开标。本次集采共纳入55个品种，涉及治疗领域主要 包括抗感染、抗肿瘤、抗过敏哮喘、糖尿病用药、心血管用药、神经系统药物等。 按照开标现场"全国药品集中采购申报信息公开大会公报栏"的信息，上午7:00开始进行申报材料预检和 企业签到；7:30~10:30受理申报材料，10:30进行申报信息公开。 第十一批集采现场：申报信息公开大会公告栏 第十一批集采现场：早上7点，企业排队入场进行预检。 第十一排集采现场:企业签到 第十一批集采现场：第一家提交申报材料，进行信息录入的企业 在反内卷方面，优化价差控制"锚点"，引入"入围复活""未入围复活"2类复活机制，引导市场良性竞 争。在防围标方面，对存在关联关系的企业采取约束措施，将存在股权关联、委托生产、批件转让等情 形的企业视同为1家，防范存在关联的企业间合谋报价。 多位业内专家对第一财经记者表示，公开、规范、透明是第十一批集采的一大亮点。 在本次集采中，联采办首次向社会公开解读了品种遴选的具体规则，并面向全国医疗机构开展在线解 读，详 ...

Core Viewpoint - The article discusses the 11th batch of national organized drug procurement, highlighting its focus on transparency, quality assurance, and competitive pricing mechanisms in the pharmaceutical industry [3][10][13]. Group 1: Procurement Details - The 11th batch of drug procurement includes 55 varieties, covering treatment areas such as anti-infection, anti-tumor, asthma, diabetes, cardiovascular, and neurological drugs [3]. - The procurement process involved a two-round revival mechanism, allowing more companies to qualify, which is expected to extend the bidding time compared to previous batches [10]. - Since 2018, the national level has conducted 10 batches of drug procurement, covering 435 drugs and nearly 800 companies, involving over 2,000 representative products [10]. Group 2: Principles and Optimizations - The procurement adheres to principles of stabilizing clinical use, ensuring quality, preventing excessive competition, and avoiding collusion [10][11]. - The reporting method for medical institutions has been optimized, allowing them to report either by generic name or specific brand, with 77% of the 46,000 institutions reporting by brand [10]. - Quality standards have been raised, requiring that production lines have no GMP violations in the past two years [10]. Group 3: Transparency and Competition - A significant highlight of this procurement is its emphasis on transparency, with the procurement office publicly explaining the selection rules and conducting online sessions for medical institutions [13]. - On average, 14 companies have applied for each variety, indicating that most companies are expected to qualify, although competition may be fierce for some varieties with a high number of bidders [13][15]. - The National Medical Insurance Administration issued a warning in August for companies to conduct cost-benefit analyses and maintain rational pricing in light of high competition [15].

第十一批集采现场：申报信息公开大会公告栏 第十一批集采现场：早上 7 点，企业排队入场进行预检。 由于要进行"两轮复活"，此次开标用时会比之前批次更长 10月27日，第十一批国家组织药品集中采购在上海开标。本次集采共纳入55个品种，涉及治疗领域主要包括抗感染、抗肿瘤、抗过敏哮喘、糖尿病用药、心 血管用药、神经系统药物等。 按照开标现场"全国药品集中采购申报信息公开大会公报栏"的信息，上午7:00开始进行申报材料预检和企业签到；7:30~10:30受理申报材料，10:30进行申报 信息公开。 第十一排集采现场:企业签到 为引导更多企业以适宜价格中选，本次集采在以往"入围复活"基础上，增加了"未入围复活"的机会。由于要进行"两轮复活"，此次开标所用时间会比之前的 批次更长。 10月22日国家组织药品联合采购办公室（下称联采办）发布的《第十一批国家组织药品集中采购企业申报注意事项》特别提示，考虑到中选规则一、二、三 依次进行，中午间隙时间短，信息申报大会结束时间也可能较晚，会场备有简单点心。 第十一批集采现场：第一家提交申报材料，进行信息录入的企业 第十一批集采开标现场 2018年以来，国家层面已经开展了10批药品 ...

Core Insights - On October 15, Boya Bio's stock increased by 0.08%, with a trading volume of 63.16 million yuan [1] - The company reported a financing net purchase of 2.14 million yuan on the same day, with a total financing balance of 671 million yuan [1][2] - Boya Bio's main business revenue composition includes 84.58% from blood products, 8.63% from biochemical drugs, and 6.12% from distribution [1] Financing and Trading Activity - On October 15, Boya Bio had a financing buy amount of 10.86 million yuan and a financing repayment of 8.72 million yuan, resulting in a net financing purchase of 2.14 million yuan [1] - The current financing balance of 669 million yuan accounts for 5.35% of the circulating market value, indicating a high level compared to the past year [1] - The company had a securities lending balance of 2.34 million yuan, with a lending volume of 94,400 shares, also reflecting a high level compared to the past year [1] Shareholder and Financial Performance - As of September 30, Boya Bio had 30,200 shareholders, an increase of 0.32% from the previous period, with an average of 16,694 circulating shares per person, a decrease of 0.32% [2] - For the first half of 2025, Boya Bio achieved an operating income of 1.008 billion yuan, a year-on-year increase of 12.51%, while the net profit attributable to shareholders decreased by 28.68% to 225 million yuan [2] - The company has distributed a total of 1.007 billion yuan in dividends since its A-share listing, with 489 million yuan distributed over the past three years [3] Institutional Holdings - As of June 30, 2025, Hong Kong Central Clearing Limited was the third-largest circulating shareholder, holding 27.04 million shares, a decrease of 800,100 shares from the previous period [3] - The sixth-largest circulating shareholder, China Merchants Guozhen Biomedicine Index A, held 5.09 million shares, down by 512,100 shares [3] - Notably, the E Fund Growth Enterprise Board ETF and GF Healthcare Stocks A have exited the top ten circulating shareholders list [3]

Group 1 - The National Healthcare Security Administration (NHSA) has released the 11th batch of centralized drug procurement documents, involving 55 types of drugs across various categories such as anti-infection, anti-tumor, anti-allergy, diabetes, and cardiovascular medications [2][3] - The new bidding rules aim to avoid vicious competition among pharmaceutical companies while ensuring quality and affordability for patients, aligning with the cost control requirements of medical insurance [3][4] - The new rules include a "revival" mechanism for mainstream brands that did not win in the first round, allowing them to qualify at the highest proposed winning price, recognizing the market value of quality brands [3][4] Group 2 - The reporting rules have shifted from counting by drug generic names to allowing medical institutions to report by specific brand names, emphasizing respect for doctors' prescribing autonomy and ensuring patient access to medications [4] - The impact of the new procurement rules on drug companies and the industry will require observation over time, with expectations that centralized procurement will accelerate industry reshuffling, particularly affecting companies with severe product homogeneity [4] - Continuous feedback from stakeholders and timely evaluations of the new rules' impacts are essential for maintaining the effectiveness and vitality of the centralized procurement policy, ensuring patients receive reasonably priced and safe medications [4]

Core Viewpoint - The new procurement rules aim to prevent pharmaceutical companies from engaging in harmful price competition while ensuring quality and affordability for patients, aligning with medical insurance cost control requirements [2][3]. Group 1: New Procurement Rules - The latest round of centralized drug procurement involves 55 types of drugs, including those for infections, tumors, allergies, diabetes, and cardiovascular diseases [2]. - The new bidding rules optimize the price difference calculation anchor, moving away from a simple lowest price model, requiring the lowest bidder to justify their pricing and commit to not pricing below cost [2][3]. - A "revival" mechanism has been introduced, allowing mainstream brands that did not win in the first round to qualify at the highest proposed winning price, recognizing the market value of quality brands [3]. Group 2: Quality and Compliance - The new rules impose strict quality controls, requiring that the production lines of bidding drugs have no violations of quality management standards in the past two years, with comprehensive inspections and product sampling by regulatory authorities [3]. - The reporting rules have shifted from generic drug names to allowing medical institutions to report based on specific brand names, emphasizing respect for doctors' prescribing autonomy and ensuring patient access to medications [3]. Group 3: Industry Impact and Future Outlook - The new procurement rules are expected to accelerate the reshaping of the pharmaceutical industry, with many companies likely to be eliminated due to severe product homogeneity [4]. - Companies are reminded that competing solely on price is not sustainable; they must focus on quality and innovation to thrive in the industry [4]. - Continuous feedback from stakeholders is essential for evaluating the impact of the new rules, ensuring that the procurement policy remains effective and beneficial for both patients and companies [4].