第二批高值耗材集採確定 微創醫療(0853.HK)一度大跌8%
格隆匯11月25日丨第一批高值耗材冠脈支架國家集中採購剛剛塵埃落定,第二批隨之而來。受第二批集採衝擊波影響,相關醫療器械股集體大跌,其中,微創醫療(0853.HK)上午盤中一度大跌8.07%至30.75港元。據醫保局發佈的《關於開展高值醫用耗材第二批集中採購數據快速採集與價格檢測的通知》,第二批醫用耗材清單主要包括:人工髖關節、人工膝關節、除顫器、封堵器、骨科材料、吻合器六大品類。第二批高值耗材集採大大擴展了耗材品類數,主要涉及心血管類、骨科耗材類,是高值醫用耗材中銷售額最大的兩個板塊。其中,在第一輪集採中已“受傷”的微創醫療又涉及第二批的骨科耗材。根據第一批高值耗材國家集採的經驗,由於涉及市場更大,企業集中參與,最終中標價降幅可能遠高於地方集採。

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