A new round of centralized procurement official announcement, the price of four types of medical consumables may hit bottom!

A few days ago, the Jiangsu Provincial Medical Insurance Bureau issued the "Jiangsu Province Seventh Round of Public Medical Institutions Medical Consumables Alliance Procurement Announcement (1)", which collects endoscopic staplers, special nerve coils, ultrasonic cutter heads, and vacuum blood collection tubes
.
In principle, the agreed procurement volume of this alliance's procurement with volume shall not be lower than 80% of the total procurement volume of public medical institutions with corresponding qualifications on the provincial platform in the statistical year (October 1, 2020 to September 30, 2021).

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The procurement period of this alliance with quantity is 2 years, which is calculated from the date of execution of the selection result, and can be extended by one year if necessary
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Purchase agreements are signed annually
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The execution date will be announced separately
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If the relevant products are located in districts and cities in the province and the purchase agreement with quantity has not expired, the result of this alliance purchase with quantity will be implemented after the expiration of the current agreement
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The source of the agreed procurement volume for each procurement variety: Jiangsu Medical Insurance Bureau purchases with volume in this alliance, and groups the representative products according to the proportion of the provincial platform procurement volume and product characteristics (see Annex 2-5 for details of the grouping results of each variety), and negotiate or bidding method
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Negotiation shall be adopted for the grouping of enterprises whose purchase volume exceeds 90% of the same variety and the number of enterprises in the group is less than or equal to 2, and the bidding method is adopted for the rest of the groupings
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1.
Bidding selection rules Multi-variety selection is implemented, and the rated selection of this group is determined according to 70% of the actual number of participants in each group (rounded off)
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The same group of representative products will be auctioned, according to the order of price from low to high, combined with the rated winning number of this group, to determine the winning company
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When multiple companies declare the same price, they will be selected in sequence according to the following rules: (1) Enterprises that have not been rated as “moderate” or above untrustworthy by Jiangsu Province according to the pharmaceutical price and bidding procurement credit evaluation system are given priority; (2) Statistics (3) If there is no provincial platform purchase volume, the representative product with low benchmark price is preferred
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The group that purchases more than 40% of the provincial platforms of the same species and the rated number of winners is ≤ 2 is the group with a large number of purchases, and can add 1 winner.

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Those who are not selected in the first round can voluntarily enter the second round of negotiation and compete for an additional quota according to the following rules (if both companies meet the following conditions at the same time, the representative product with the lowest benchmark price will be preferred): (1) The representative product quoted The price is lower than the lowest price of the selected representative products in this group; (2) The decline rate of the representative products quoted is higher than the maximum decline rate of the selected representative products in this group and the average decline rate of the selected representative products in adjacent bidding groups of the same variety
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2.
Negotiation selection rules In principle, the negotiation is divided into two rounds.
The first round of negotiation is linked to the results of procurement with quantity from other provinces.
The second round of negotiations determines the specific negotiation rules based on the principle of linking volume and price
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At the same time, the notice's specific schedule for the relevant work in the implementation of the seventh round of centralized procurement is as follows: 1.
Submit application information (before 18:00 on March 17, 2022) 2.
Confirmation of benchmark price of representative products (March 2022) Before 18:00 on the 20th) 3.
The price announcement in the group (from 8:00 on March 21, 2022 to 18:00 on March 23) 4.
On-site price declaration (Tuesday, March 29, 2022), enterprise sign-in Time 8:30 before 01.
The pioneer of centralized procurement, the price of many types of consumables bottomed out.
Jiangsu has always been at the forefront of the country in the centralized procurement of consumables
.
Zhou Ying, director of the Jiangsu Provincial Medical Insurance Bureau, once said that by 2025, the province will purchase high-value medical consumables in a centralized manner, covering more than 30 categories
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At present, six rounds of procurement with quantity have been completed, involving 15 categories such as cardiac stents, coronary balloons, and primary replacement artificial knee joints.
The average decline is over 50%, and the highest decline is 96.
29%
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Sources of six rounds of centralized procurement in Jiangsu Province and source: public information, organized by Eshare Medical Equipment Collection 02.
Electric staplers, the staplers that cannot escape centralized procurement are divided into open staplers, endoscopic staplers and electric staplers
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Endoscopic stapler is the current mainstream stapler, and electric stapler has obvious advantages in accuracy and stability, and is the future development direction of the industry
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At present, endoscopic staplers have been collected in many places across the country.
Among them, in the fourth round of medical consumables alliance in Jiangsu Province, the amount of linear staplers has been reduced to more than 100 yuan, and the hemorrhoidal staplers of 4,000 to 5,000 yuan have been reduced to more than 100 yuan.
It dropped to two or three hundred yuan, with an average drop of 83.
93% and a maximum drop of 96.
29%
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The source of the decrease in the centralized procurement of staplers: public information, collated by Eshare Medical Equipment Collection The Chongqing Eight-Province Alliance has included electric staplers in the centralized procurement for the first time, and the price has been impacted
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As a major province of stapler production and use, Jiangsu Province, more than 70% of the stapler manufacturers in the country are concentrated here
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This time, the electric stapler will be included in the centralized procurement, and the electric stapler market will also usher in a reshuffle again
.
03.
Centralized procurement of spring coils, cooling down in the field of neurointervention For a long time, neurointerventional products have been recognized as a "blue ocean" market due to the large market demand, low domestic substitution rate and relatively few competitors
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After the centralized procurement of cardiac stents, a large number of companies have poured into the neurointerventional sector, and the number of domestically approved neurointerventional devices has surged.
In 2020, the number of registrations will reach 25, mainly in coils, intermediate catheters, intracranial balloons, and steroids.
Bolt stents, microcatheters, etc.
Among them, there are 9 domestic products of spring coils on the market
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With the influx of a large number of companies in each field, it has become an inevitable trend to start centralized procurement with larger clinical doses and more mature products
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Spring coils were included in centralized procurement for the first time in Hebei Province, and the average price dropped from 12,000 yuan to about 6,400 yuan, with an average drop of 46.
82% and a maximum drop of 66%
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The price "half cut" directly broke the 1-2 year premium space expected by domestic enterprises
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With the opening of centralized procurement in Jiangsu Province, more provinces and cities will quickly open centralized procurement in the future, and further price reductions of spring coils are inevitable
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Centralized procurement seems to have dropped a "depth bomb" in the neurointervention industry, and it is suddenly in shock
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In the second half of 2021, capital gradually calms down, and the investment and financing enthusiasm in the neurointervention market has cooled down significantly, with only 4 investment and financing events.

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04.
Centralized procurement, helping domestic ultrasonic cutter head to increase volume Ultrasonic scalpel is a product with a large market share in minimally invasive surgical instruments.
Currently, the departments that use the most are general surgery, urology, thoracic surgery, and nail breasts
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According to Sullivan's data, the penetration rate of ultrasonic scalpel in the United States has reached 27% in 2020, but the penetration rate in the domestic market is only 1.
1%
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Although there is a certain gap between domestic ultrasonic knives and imported brands in terms of material and process of consumables, domestic products have been approved for the market in recent years.
At present, nearly 30 domestic enterprises have obtained registration certificates, and domestic replacement has begun to take shape
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At the same time, through centralized procurement, domestic ultrasonic tool head manufacturers, with the advantage of lower production costs, are expected to gain a larger share at lower prices, and the domestic penetration rate is expected to increase by express delivery
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In July 2020, Fujian purchased ultrasonic knives with volume, with an average drop of 40.
77%; in December 2021, the 16-province alliance in Guangdong was once again included in centralized procurement, covering more than 50% of the Chinese market.
Greater volume means With greater bargaining power, the final centralized procurement has an average drop of 70.
11%, with a maximum drop of 93%
.
Among them, the domestic enterprise Shenzhen Puhui 3mm ultrasonic knife dropped from 7,730 yuan to 545 yuan, and the average price of 7mm and 5mm high-end ultrasonic knife dropped from 5,734 to 1,800 yuan; in March 2022, the Shenzhen ultrasonic knife head centralized procurement results were released, with an average decrease of 70.
11 %, with a maximum drop of 93%
.
It is worth mentioning that the highest selected price is 2499.
99 yuan, and the product is provided by Olympus
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The previously released volume-based procurement document stipulates that the highest effective quotation for the bidding unit where this product is located is 2,500 yuan
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Compared with the highest offer, Olympus only dropped a penny
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The selected prices of the other two imported brands in this bidding unit, Johnson & Johnson and Kehui, were 2499 yuan and 2499.
01 yuan respectively, and the price reduction did not exceed one yuan
.
05.
The localization rate of vacuum blood collection tubes exceeds 80%, and the price will hit a new low
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Vacuum blood collection tubes can automatically and quantitatively collect blood samples from veins by using negative pressure, which can achieve the effect of no leakage and less infection in multi-tube collection, and has a large clinical application demand
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From 2017 to 2020, the compound annual growth rate of China's vacuum blood collection tube market is 11.
2%
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The low-end products of vacuum blood collection tubes have relatively low technical barriers.
Driven by market demand, the number of vacuum blood collection tube manufacturers in China is increasing.
At this stage, the number of enterprises is about 100.
In 2017, the share of domestic vacuum blood collection tubes has exceeded 80%
.
The most competitive enterprises in China's vacuum blood collection tube industry mainly include Yangpu Medical, Sanli, Gongdong Medical, Weigao Group, Liyin Precision, Ruiqi Medical, Kangjian Medical, etc.
Foreign medical device companies have also entered China's vacuum In the layout of the blood collection tube industry, the representative companies are mainly BD in the United States, non-replaceable in Germany, and Sekisui Medical in Japan
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At present, American BD ranks first in China's vacuum blood collection tube market share, and the domestic leading Yangpu medical market ranks second in market share
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However, most domestic enterprises are located in the low-end market and do not have the competitiveness in the high-end market
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On February 10, in the procurement of vacuum blood collection tubes in Qinghai Province, Henan Tuoren Medical Technology Co.
, Ltd.
was selected to exclusively occupy 70% of the vacuum blood collection tube market in Qinghai Province
.
The centralized procurement in Jiangsu Province may push the price of vacuum blood collection tubes to a new low
.