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A股異動 | 醫療器械股普漲 國家骨科脊柱類耗材集採產品最大降幅在60%-70%
格隆匯9月28日丨醫療器械股普漲,尚榮醫療漲停,大博醫療、開立醫療漲6%,威高骨科、海泰新光漲4%。天津市醫藥採購中心公示了國家組織骨科脊柱類耗材集中帶量擬中選結果。本次脊柱耗材集採分為14個產品系統類別,29個競價單元,872套系統。就擬中選結果來看,數百家企業的520套系統中選。對比最高有效申報價,多家企業的擬中選價格降幅在60%-70%,對比此前的人工關節集採降幅較為温和。業內人士認為,目前,我國骨科高值耗材整體國產化率較低,脊柱等領域的龍頭企業有望抓住集採帶來的機遇,充分受益於行業集中度和國產利用率提升的趨勢,實現長期穩健增長。

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