Good policy!

Chinese medicine decoction pieces can be added to medical insurance, and pharmacies can increase the price by 25%; with favorable policies, many traditional Chinese medicine stocks can increase the price by 25%.
"Implementation Opinions > Notice of Implementation Work" (hereinafter referred to as the "Notice"), which provides more detailed answers to questions such as the range of price increases for Chinese herbal decoction pieces, coding and settlement
.
The "Notice" as a whole inherits the "Implementation Opinions on Supporting the Inheritance, Innovation and Development of Traditional Chinese Medicine" (hereinafter referred to as the "Opinions") issued by the National Medical Insurance Administration and the State Administration of Traditional Chinese Medicine on December 30, 2021.
The standard varieties of traditional Chinese medicine decoction pieces are included in the payment scope of the medical insurance fund, and the Chinese medicine decoction pieces and Chinese medicine formula granules are promoted through the provincial centralized drug procurement platform Sunshine
.
At the same time, the "Notice" clarifies the room for price increases for Chinese herbal medicines by the "two-determination" institutions
.
Among them, designated public medical institutions shall not increase the price by more than 25% of the actual purchase price, and other designated medical institutions shall follow the two-set agreement, and the medical insurance payment standard shall still be formulated according to the actual purchase price plus no more than 25%
.
In addition, TCM decoction pieces and prepared TCM preparations prepared by medical institutions are subject to independent pricing, which means that compared with other forms of TCM, TCM decoction pieces have a larger price space
.
Objective reasons lead to "difference between decoction pieces and finished medicines".
Chinese herbal medicines with a price increase of 25% are in sharp contrast with Chinese and Western medicines that have already implemented "zero mark-up" in public medical institutions, although the latter has 10%-15% in some pharmacies There is still a big gap between this and 25%
.
Aside from favorable policies and other factors, there are indeed differences in the management costs of Chinese herbal pieces and Chinese and Western patent medicines
.
Compared with the patented medicine, the traditional Chinese medicine decoction pieces have more loss, are easily mildewed, and occupy a large space
.
Taking an artificial pharmacy as an example, it may only take a pharmacist a minute or two to pick up Chinese and Western medicines and deliver them to the patient, while a Chinese herbal prescription generally contains dozens of Chinese herbal medicines, and it takes pharmacists an average of 15 minutes to complete the dispensing.

.
A staff member of a traditional Chinese medicine hospital once said to Cyberland: "If the traditional Chinese medicine decoction pieces and western medicine adopt the same management standard, the greater the amount of Chinese medicine decoction pieces used, the more serious the loss of the traditional Chinese medicine hospital
.
" In general, affected by objective conditions, traditional Chinese medicine Decoction pieces should not implement the "zero-markup rate" policy like Chinese and Western patent medicines and medical devices
.
Policy and market "double optimistic" The "Opinions" not only provide policy support for the inclusion of medical institutions in medical insurance, price management of traditional Chinese medicine services, etc.
, but also introduce corresponding adjustments in the scope of medical insurance payment, payment policy, fund supervision, etc.
It can be said that , the state is promoting the development of the traditional Chinese medicine industry in an "all-round way" from the policy side
.
With the introduction of the policy, the market also gave the answer
.
As 2021 turns to 2022, the field of pharmaceutical investment presents a scene of ice and fire - innovative drugs and CXO sectors have fallen sharply, while the traditional Chinese medicine sector has fallen within a month (December 4 to January 4) The increase was as high as 16.
41%, and many traditional Chinese medicine companies such as Tongrentang, China Resources Sanjiu, Taiji Group, and Qianjin Pharmaceutical had their daily limit
.
Analysts at Huaan Securities believe that the policy drive in the second half of 2021 may only be the first step and is not yet complete, and 2022 will be the key year for performance and logic to be realized
.
According to Frost & Sullivan's analysis, the market size of China's traditional Chinese medicine health industry will grow at a compound annual growth rate of 11% from 2019 to 2030
.
Among them, the compound annual growth rate of traditional Chinese medicine and traditional Chinese medicine health products is 4.
8% and 7.
5% respectively, and the market size of the two in 2022 is expected to reach 532 billion yuan and 131 billion yuan respectively
.