来源：北京日报客户端 采购采用"带量联动"和"带量谈判"两种方式。已有其他省份采购记录的产品，价格不高于全国省级最低 价；对于创新产品，则通过专家谈判单独确定价格。本市所有公立医疗机构均需参与采购。采购周期为 两年，期间中选产品价格还将动态联动全国省级最低价。 值得注意的是，此次集采在降低患者负担的同时，还规定耗材降价后第一年内，医院节约的费用可按规 定获得奖励。 此次采购由宣武医院、天坛医院、安贞医院、阜外医院、积水潭医院和北医三院6家医院牵头制定规 则、谈判组织，依托专业优势确保中选品种"价降质不降"，提升临床匹配度。医保部门将密切监测采购 执行情况，确保临床供应稳定。 转自：北京日报客户端 北京市电生理类、神经介入类医用耗材医院集团集中带量采购近日公布拟中选结果。采购由宣武医院等 6家三甲医院牵头，通过"以量换价"方式，旨在降低心脏病、颅内动脉瘤等患者医疗费用。 此次采购涵盖心脏电生理和神经介入两大类高值耗材。前者包括诊断导管、消融导管等全流程产品，其 中脉冲消融导管等创新产品获得政策支持，被单独设置谈判单元。后者则聚焦于弹簧圈、颅内支架、血 流导向密网支架等脑血管疾病治疗的核心耗材。这些耗材主要用于心 ...

Investment Rating - The industry investment rating is "Outperform the Market" [1][31]. Core Viewpoints - The report highlights the initiation of centralized procurement for electrophysiology and neuro-interventional medical consumables in Beijing, which is expected to promote the entry of domestic high-end products and accelerate domestic substitution [4]. - The procurement covers all public medical institutions in Beijing, with a two-year agreement period, and includes various categories of electrophysiology and neuro-interventional products [4]. - The report suggests focusing on leading companies with comprehensive layouts in the electrophysiology field, such as Huatai Medical and Microelectrophysiology [4]. Summary by Sections Industry Overview - The centralized procurement for electrophysiology and neuro-interventional consumables has officially started, with a deadline for submission set for December 1 [4]. - The procurement is led by six top-tier hospitals in Beijing and aims to enhance the availability of domestic products [4]. Investment Strategy - The report recommends attention to innovative drug companies with rich pipeline layouts, such as Heng Rui Medicine, BeiGene, and China Biopharmaceuticals [6]. - It also highlights companies with significant single-product potential and those leading in advanced technology platforms [6]. Market Performance - The pharmaceutical sector saw a 2.67% increase last week, outperforming the CSI 300 index, which rose by 1.64% [9][20]. - In the Hong Kong market, the pharmaceutical sector increased by 3.85%, leading among 11 sectors [30]. Notable Industry News - Abbott announced a $21 billion acquisition of Exact Sciences, enhancing its position in the cancer diagnostics field [13]. - Johnson & Johnson is acquiring Halda Therapeutics for $3.05 billion, focusing on prostate cancer treatments [14]. - A significant ophthalmic drug has been approved for market release, expanding treatment options for age-related macular degeneration [16]. - Novartis received approval for its oral drug Remibrutinib in China, targeting chronic spontaneous urticaria [17].