医药生物行业:第十一批国家药品集采规则优化 行业生态持续改善

江海证券
Sep 25

事件:2025 年9 月20 日,国家组织药品联合采购办公室发布第十一批国家组织药品集采规则,本次集采共纳入55 个品种,涵盖抗肿瘤、糖尿病、心血管等多个治疗领域。与以往相比,本次规则在多个方面实现重要优化:首先,改变了单纯以价格为导向的评审方式,不再简单选用最低报价,而是采用综合评审机制;其次,创新性地新增了未入围企业"复活"机制,为优质企业提供二次机会;第三,对投标企业新增3 条资质要求,提高...

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