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A few days ago, the National Medical Insurance Bureau organized a centralized procurement of artificial joints and produced the results of the proposed selection
.
Specifically, 44 of the 48 companies that participated in the centralized procurement quotation were selected, and more than 140 products received the "entry ticket" for the centralized procurement, including import manufacturers Johnson & Johnson, Xerox Hui, Shi Sai g, as well as leading domestic Weigao orthopedic, Icahn medical, Chun-li and medical
.
Due to competition from a large number of companies, the average price of hip joints to be selected in this centralized procurement has also dropped from 35,000 yuan to about 7,000 yuan, and the average price of knee joints has dropped from 32,000 yuan to about 5,000 yuan.
The average price of the products to be selected is reduced.
82%
.
Industry analysts believe that the first year's intention to purchase a total of 540,000 sets, accounting for 90% of the total demand for medical institutions across the country
.
If calculated according to the purchase price in 2020, the purchase amount of artificial hip joints and artificial knee joints in public medical institutions is about 20 billion yuan, accounting for more than 10% of the medical high-value consumables market
.
After the centralized procurement of artificial joints is implemented, if the price is reduced by 80%, it is expected to save about 16 billion yuan in related costs
.
Judging from the fact that the price reduction of centralized procurement of medicines has become the norm, in fact, the post-harvest price reduction of orthopedic artificial joints in China has already been expected
.
It is only worth noting that after the announcement of the results, the related conceptual sectors of the capital market also experienced stock price fluctuations for 2 consecutive days
.
Specifically, on the 14th, the listed companies in the relevant industry chain all rose sharply in the afternoon that day
.
As of the close, Chunli Medical's stock price has risen by more than 10%, Akcome Medical's stock price has risen by more than 20%, Weigao Orthopedics stock price was once at a daily limit (20%), and MicroPort Medical's stock price has risen 11%
.
That is also a centralized procurement.
Why can the stock prices of related orthopedic joint stocks rise instead of falling? This is mainly because, in the field of artificial joints, the degree of localization is still low, and import companies still occupy a dominant position, while domestic artificial joint sales companies are relatively low
.
The industry believes that volume purchases can further accelerate the occupation of the market by domestically produced joint products.
Therefore, the rise in the stock prices of relevant domestic companies can be imagined
.
However, on the 15th, related stocks of orthopedic joints ushered in a drop in stock prices.
.
Among them, the largest decliner was Xinmai Medical, whose share price plunged 10.
77%; in addition, Sanyou Medical's share price also fell by 6.
46%, and Weigao Orthopedics' share price fell by 5.
77%
.
From the perspective of the industry, it is normal to rise and fall
.
After all, the entire orthopedic joint market is still facing risks such as increased competition and lower market share after centralized procurement
.
In a short period of time, the industry expects that the stock prices of related companies in this sector will also change
.
In general, compared with the national procurement of coronary stents, the artificial joint procurement plan tends to be more relaxed in terms of rules, price is no longer the main consideration, and the grouping rules are also favorable for heads with rich product lines.
Ministry of Enterprises
.
Therefore, the industry generally believes that in the future, as the aging population will increase the market size, the penetration rate of products after centralized procurement will continue to increase, and the development of domestic brands will continue to accelerate, and domestic joint faucets are expected to grow rapidly and gain more markets
.
The industry suggests that in the future, investors will continue to pay attention to related orthopedic companies with strong R&D capabilities and rich product pipelines
.
.
Specifically, 44 of the 48 companies that participated in the centralized procurement quotation were selected, and more than 140 products received the "entry ticket" for the centralized procurement, including import manufacturers Johnson & Johnson, Xerox Hui, Shi Sai g, as well as leading domestic Weigao orthopedic, Icahn medical, Chun-li and medical
.
Due to competition from a large number of companies, the average price of hip joints to be selected in this centralized procurement has also dropped from 35,000 yuan to about 7,000 yuan, and the average price of knee joints has dropped from 32,000 yuan to about 5,000 yuan.
The average price of the products to be selected is reduced.
82%
.
Industry analysts believe that the first year's intention to purchase a total of 540,000 sets, accounting for 90% of the total demand for medical institutions across the country
.
If calculated according to the purchase price in 2020, the purchase amount of artificial hip joints and artificial knee joints in public medical institutions is about 20 billion yuan, accounting for more than 10% of the medical high-value consumables market
.
After the centralized procurement of artificial joints is implemented, if the price is reduced by 80%, it is expected to save about 16 billion yuan in related costs
.
Judging from the fact that the price reduction of centralized procurement of medicines has become the norm, in fact, the post-harvest price reduction of orthopedic artificial joints in China has already been expected
.
It is only worth noting that after the announcement of the results, the related conceptual sectors of the capital market also experienced stock price fluctuations for 2 consecutive days
.
Specifically, on the 14th, the listed companies in the relevant industry chain all rose sharply in the afternoon that day
.
As of the close, Chunli Medical's stock price has risen by more than 10%, Akcome Medical's stock price has risen by more than 20%, Weigao Orthopedics stock price was once at a daily limit (20%), and MicroPort Medical's stock price has risen 11%
.
That is also a centralized procurement.
Why can the stock prices of related orthopedic joint stocks rise instead of falling? This is mainly because, in the field of artificial joints, the degree of localization is still low, and import companies still occupy a dominant position, while domestic artificial joint sales companies are relatively low
.
The industry believes that volume purchases can further accelerate the occupation of the market by domestically produced joint products.
Therefore, the rise in the stock prices of relevant domestic companies can be imagined
.
However, on the 15th, related stocks of orthopedic joints ushered in a drop in stock prices.
.
Among them, the largest decliner was Xinmai Medical, whose share price plunged 10.
77%; in addition, Sanyou Medical's share price also fell by 6.
46%, and Weigao Orthopedics' share price fell by 5.
77%
.
From the perspective of the industry, it is normal to rise and fall
.
After all, the entire orthopedic joint market is still facing risks such as increased competition and lower market share after centralized procurement
.
In a short period of time, the industry expects that the stock prices of related companies in this sector will also change
.
In general, compared with the national procurement of coronary stents, the artificial joint procurement plan tends to be more relaxed in terms of rules, price is no longer the main consideration, and the grouping rules are also favorable for heads with rich product lines.
Ministry of Enterprises
.
Therefore, the industry generally believes that in the future, as the aging population will increase the market size, the penetration rate of products after centralized procurement will continue to increase, and the development of domestic brands will continue to accelerate, and domestic joint faucets are expected to grow rapidly and gain more markets
.
The industry suggests that in the future, investors will continue to pay attention to related orthopedic companies with strong R&D capabilities and rich product pipelines
.
