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花旗内地推集中药品采购助行业整合对制药龙头短期正面
格隆汇 07-15 14:55

花旗发表报告指,国家医疗保障局于今年7月12日召开了有企业参与的会议,提出更新规则及全面扩大药品集中采购。首批于去年12月参加集中采购的药物,将于今年底再次招标,新招标结果将於明年3月在全国范围实施。而明年上半年或会有更多批次的集中采购,影响更多药品。

该行表示,根据现时更新规则的所知情况,最重要的变化为允许招标中的多个胜出者订立更长的价格合同,此将显着缓解未来的定价压力,而且优於市场预期。但从负面方向而言,去年12月降价的药品可能会在今年底再次降价。花旗认为,内地明年在全国推动药品采购将有助加速行业整合,对国内制药龙头股有短期正面影响。

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