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<section data-role="paragraph" data-color="rgb(182, 228, 253)" data-custom="rgb(182, 228, 253)"><section><section><section><section powered-by="gulangu"><section><section><section><section powered-by="gulangu"><section><section><section><section powered-by="gulangu"><section><section><section><section powered-by="gulangu"><section><section><section><section><p><p><img src="image/20201014/86b79d371e9862b01189f0252a03b2cd_1.jpg" /></p></p></section><section><section><span><strong></strong></span></section><p><span>医疗器械媒体报道先锋</span></p><p><span>分享专业医疗器械知识</span></p></section><section><section><section><span>关注</span></section></section></section></section></section></section></section></section></section></section></section></section></section></section></section></section></section></section></section></section></section></section></section><section data-tools="gulangu" data-id="97917"><section><section><section data-bgless="spin" data-bgopacity="30%"><br /></section><section data-bgless="spin" data-bgopacity="30%"><span></span></section><p><span>今日，港A两地医药股全线下跌的走势引人注意。截止发稿，A股市场上，楚天科技跌停，三鑫医疗跌超8%，万东医疗、三友医疗均跌超7%，爱朋医疗跌超6%，热景生物、贝瑞基因、尚荣医疗等股则大幅跟跌。</span></p><p><p><img src="image/20201014/34d9c610629c27c36ccc867ca8d58b55_2.jpg" /></p></p><p>（行情来源：同花顺）</p><p><span>港股市场上，石药集团跌超11%领跌，天大药业跌超9%，万嘉集团跌超7%，泰凌医药跌超6%，长江生命科技医疗、中国生物制药均跌超5%，复星医药、华润医药、三生制药等医药股亦大幅走弱。</span></p><p><p><img src="image/20201014/a1a6e0378386539f30828e99fb370416_3.jpg" /></p></p><p>（行情来源：富途）</p><p>消息面上，医药股此轮下跌主要是由浙江高值耗材带量采购落地，市场担忧该方案或与仿制药集采类似鼓励公司降价竞争而导致的。</p><p>具体而言，5月25日，浙江省药械采购中心拟订《浙江省公立医疗机构部分医用耗材带量采购文件（征求意见稿）》。其中，在本次的带量采购中，浙江省公布冠脉介入药物支架、冠脉介入球囊、骨科髋关节医用耗材的采购方案，采购周期为2年，年采购量为浙江省内公立医疗机构2019年全年交易量的80%。</p><p><span>值得一提的是，浙江方案发布的一周内，市场反响剧烈，相关集采标的股价应声大跌，</span><span>尤其是心血管耗材国内龙头<strong>乐普医疗</strong>损失惨重，股价连续下跌20%，市值已蒸发百亿。</span></p><p><span><br /></span></p><p><p><img src="image/20201014/23e8c4d294e5507c315d7abb27df748b_4.png" /></p></p><p><br /></p><p><span>而按照量价挂钩</span><span>原则来看，该省年采购量的50%分配给首选产品；</span><span>年采购量剩余的50%，所有中选产品根据其中标价格由低到高按相应比例分配。</span><span>当中选产品仅有一家企业时，年采购量的70%分配给首选产品，30%分配给中选产品。</span><br /></p><p>这也就意味着，价格最低的产品才能当为首选产品，首选产品将独占此次采购量的5成。</p><p>此外，在谈判规则上，浙江省特别提出，二级目录内产品的参考价要根据该类产品全国历史最低采购价格（含近期其他省份带量采购价格）经专家论证后确定。</p><p>换句话说，在浙江省的带量采购中，竞标产品要进行全国比价。由此可知，在全国最低价的参照下，也将“突破底价”。据悉，谈判分为两个阶段进行，第一阶段按照二级目录分组进行专家评审，第二阶段进行商务标评审。</p><p>针对于上述采购方案，有行业人士分析称，浙江方案对中标企业的中标量和价都做了明确规定，这与此前的江苏、安徽、福建方案仅明确了采购总量的方式不同，可能会带来企业在降价上新的博弈。</p><p>“没有最低，只有更低”。这句老话也要用在医用耗材领域了。</p><section data-bgless="spin" data-bgopacity="30%"><span></span><br /></section><section data-bgless="spin" data-bgopacity="30%"><br /></section></section></section></section><section data-role="outer" label="Powered by gulangu"><section data-role="paragraph" data-color="#757576"><section data-role="paragraph"><section><section><section data-brushtype="text"><strong>相关阅读</strong></section></section></section><section><section><br /></section></section><section 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发表于 2020-10-14 12:07:52