The results of the selection of artificial joints in the country were announced: 44 companies were selected, with an average drop of over 80%

On the evening of September 14, the results of the artificial joint national procurement, which has attracted much attention from the industry, were announced: 44 of the 48 companies that participated in the centralized procurement quotation this time were selected, with a winning rate of 92%
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The average price of hip joints to be selected dropped from 35,000 yuan to about 7,000 yuan, the average price of knee joints dropped from 32,000 yuan to about 5,000 yuan, and the average price of the products to be selected was reduced by 82%
.
The result of the election is expected to land around March 2022, with a period of 2 years
.
It is reported that in order to prevent product shortages, the National Joint Procurement Office will promptly launch the artificial joint registration system.
The system will cover the actual use of manufacturers, business units, medical institutions, and patients.
Once there is a shortage, it can provide timely early warning
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Judging from the results of this artificial joint country selection, a total of 14 multinational companies have been selected, including Johnson & Johnson, Stryker and many other large companies
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The quotations of these foreign companies are no longer as conservative as the centralized procurement of pharmaceuticals.
Among them, Stryker's hip ceramic-polyethylene category has dropped by 72%, Johnson & Johnson has dropped by about 60% in many categories, and Zimmer is also The rate of decrease in hip joint alloy-polyethylene was 69%
.
Among the local pharmaceutical companies, a total of 30 companies were selected, including Zimmer, MicroPort, Dabo Medical, Mindray, etc.
The domestic artificial joint giants such as iKang Medical, Chunli Medical and Weigao Medical, which were previously optimistic in the industry, have been selected.
In this centralized procurement, "live up to expectations", almost most of the products have successfully won the bid
.
It is reported that before participating in the centralized procurement, Weigao, Ankang Medical and other companies have already prepared for the centralized procurement of artificial joints.
Among them, Ankang Medical stated in the semi-annual report that the national procurement will accelerate the industry integration and bring the company To further expand market share opportunities
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Judging from the results this time, it can be said to be expected
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The quotations of major companies in the national sourcing are concentrated in the range of 4,000 to 8,000 yuan, and most of the winning bids are above 6,000 yuan
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It is understood that the cost of artificial joints is between 3,000 yuan and 5,000 yuan
.
On the whole, the quotation this time is not lower than the cost price, which can leave a certain profit for the winning bidder
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As for the impact of centralized procurement on related companies, Beijing Capital Securities stated that as the aging population has increased the market scale, the penetration rate of products after centralized procurement continues to increase, and the development process of superimposed domestic brands is accelerating, and domestic joint leaders are expected to grow rapidly.

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Dongguan Securities believes that the centralized procurement of artificial joints will have a greater impact on related companies
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At present, the gap between the raw materials of various joints in our country is not large, and companies with advantages in production technology, product quality, cost control and other aspects will have a stronger voice
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However, considering that centralized procurement will have a greater impact on product prices, increased sales may not be able to make up for the loss of profits caused by price cuts, and excellent joint companies will also need to seek a way out from multiple dimensions
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With the opening of bids for artificial joints, the medical device sector has also risen sharply
.
In the afternoon of September 14th, the sector rose sharply.
Among them, in the A-share market, Weigao Orthopedics and Dabo Medical lifted their seals in the afternoon.
In addition, Sanyou Medical, Kailitai, Bairen Medical, Nanwei Medical, Bohui Innovation, Xinmai Medical and others have surged sharply; in the Hong Kong stock market, Akcome Medical surged nearly 25%, and MicroPort Medical and Chunli Medical also surged over 7%
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As of the close on September 14, A-share Weigao Orthopedics shares rose 19%, Mindray Medical also rose slightly; Hong Kong stocks iKang Medical rose more than 20%, MicroPort Medical and Chunli Medical rose more than 10%
.