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《大行報告》中金料內地其他省將開展醫療高值耗材集採 建議關注威高(01066.HK)等
阿思達克 05-12 14:43
中金發表報告表示,就今年1月福建省醫保局發布《關於開展公立醫療機構醫用耗材集中帶量採購試點工作的通知》,啟動對醫用耗材帶量採購的探索。近日福建省醫保局發布《福建省醫用耗材集中帶量採購文件(徵求意見稿)》,對心髒支架、人工關節、留置針、超聲刀、鎮痛泵等5類醫用耗材擬定了帶量採購細則。

該行指,價格的降幅和絕對額是主要考量,過去銷量作為輔助參考。人工關節類分組將國產和進口分開競爭。採購基礎量為全省二級以上公立醫院總用量的70%。採購周期一年。流通環節嚴格執行「兩票制」,鼓勵一票制。醫保局每月15日前結算上個月貨款。

中金預計對生產企業出廠價影響有限。參考去年進行的江蘇、安徽高值耗材集採,該行預計終端價格降幅可能相似,但對生產企業的出廠價影響可能有限。該行預計其他省份今年也會陸續開展高值耗材的集採。認為醫療器械集采將加速行業整合,利好龍頭企業。此外,當前醫保費用控制的大環境下,認為兼備產品 和價格優勢的國內龍頭企業有望受益進口替代。

該行建議關注醫療器械高值耗材各細分領域龍頭企業,包括威高股份(01066.HK)、樂普醫療(300003.SZ)及凱利泰(300326.SZ)等。(wl/u) ~

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