化学制药:第十一批集采优化规则 强调“稳临床、保质量、防围标、反内卷”

中信建投证券
21 Jul

核心观点2025 年7 月15 日,国家组织药品联合采购办公室发布了《关于开展第十一批国家组织药品集中采购相关药品信息填报工作的通知》,时间进度符合预期,细则趋势超预期。国家医保局及国家组织药品联合采购办公室坚持“稳临床、保质量、防围标、反内卷” 的原则,遴选出55 种拟采购品种,并优化调整了报量规则和竞价规则,有助于科学引导企业从“低价竞争”往“质量竞争+成本控制+合理利润”的方向转变,进而促进...

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