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解讀丨指導意見公佈 港A中藥股集體飆升
格隆匯12月31日丨港A兩地中藥股集體飆升。A股佐力藥業漲超16%,紅日藥業漲超12%,精華製藥、新天藥業、濟川藥業、同仁堂、華潤三九、佛慈制藥、健民集團漲停,東阿阿膠和雲南白藥漲超5%;港股同仁堂科技漲14%,中國中藥、固生堂漲超13%,同仁堂國藥漲超10%。國家醫保局和中醫藥管理局昨日發佈《關於醫保支持中醫藥傳承創新發展的指導意見》,光大證券點評稱,意見從支付端加大了中醫藥發展的保障和支持力度,無疑是一劑重磅加強針。發展中醫藥早已上升為國家重要戰略,而這次指導意見的出台,以更大的力度和更強的決心來全力支持和保障中醫藥產業的傳承創新發展,意義深遠。重點內容如下:1)擴大醫保定點範圍,異地就醫可直接結算,“互聯網+”中醫藥服務可納入醫保。定點機構擴大到中醫醫療機構、中藥零售藥店、基層醫療和康復醫院、安寧療護中心、護理院以及養老機構內設中醫醫療機構。2)加強中醫藥服務價格管理。對於中醫價格項目,優化存量,加速新增審批,動態調價,重點傾斜中醫診療。保留中藥飲片不超過25%加成。3)擴大醫保藥品和中醫特色醫療服務的覆蓋範圍。將適宜的中藥飲片、中成藥、醫療機構中藥製劑等納入醫保藥品目錄。鼓勵各地將療效確切、體現中醫特色優勢的中醫適宜技術納入醫保支付範圍。4)推進中醫醫保支付方式改革。中醫醫療機構可暫不實行DRG付費,對已經實行DRG和按病種分值付費的地區,適當提高中醫醫療機構、中醫病種的係數和分值。5)支持中醫藥服務和優質資源下沉基層醫療機構。在符合條件的基層醫療衞生機構開展按人頭付費,鼓勵家庭醫生簽約服務。在總額預算上傾斜中醫醫療機構牽頭組建的緊密型縣域醫共體。


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