The seventh batch of national arrows is on the line, in-depth analysis of the competition pattern of pharmaceutical companies

As the epidemic is gradually brought under control, the national centralized procurement work will gradually get back on track, and the seventh batch of national joint procurement may be launched in the near futu.

After inquiries, the current number of over-rated companies has changed dramatically from the initial repo.

Since the fourth batch of centralized procurement, injections have gradually become the protagonist of price reducti.

First, price discovery is carried out through the national centralized procurement bidding process, and the price is bottomed out on the premise of ensuring the reasonable profits of the enterpri.

The second is to reclassify according to the degree of competition in the renewal bid, and implement price adjustment and clinical variety structure revision by means of volume bidding, price negotiation, and invitation to bid, so as to ensure the stable supply of the selected produc.

The third is to use the relevant policies of medical insurance to pay for goods in advance, credit management, balance retention, supervision and punishment, e.

Among them, the bidding link is the most important, which is the basis of the national centralized procureme.

The purpose of the setting is to effectively control the price difference of the selected products within a reasonable range; to ensure that the price drop of the selected products is within a certain expected range; to avoid the occurrence of excessively low prices and irrational biddi.

First, the seventh batch, like the fifth batch, involves a relatively large number of varieties and enterprises, and the price competition may be "a bit tougher" than befo.

Second, from the perspective of the fifth batch of bidding companies and winning companies, large companies are relatively dense, and the selection concentration may be "a little highe.

Third, the fifth and seventh batches involved a relatively large variety of injections, involving both domestic and foreign-funded enterpris.

Fourth, in the first six batches of national centralized procurement, the rules are basically stable, with little changes each time, and enterprises have gradually become familiar with and agree with the rul.

Fifth, judging from the results of the fifth batch of winning bids, many companies called "barefooters" or listing licensors were successfully selected, and their price cuts were "a little sharper" than some companies with a high market sha.

Sixth, whether or not to be selected is a game between the enterprise and the bidding rul.

The game does not completely depend on the bidding price of the self, but also depends on how the competitors play their cards, and the uncertainty is hi.

According to the analysis of the fifth batch, there are individual varieties whose original market share is over 60% but they are not select.

Encouraged by the existence of subversive opportunities, the more varieties of competition, the greater the uncertainty, and the “barefoot” trading price for the market has become the law of competiti.

There is a high probability that this situation will occur in the seventh batch, which also reminds that companies with a high market share should not take it light.

Seventh, the stock market will fluctuate to varying degrees after the announcement of the results of the centralized procurement in each count.

Usually, the stock price of the entire pharmaceutical industry will drop, and it will even affect other related industri.

After the fifth batch of results was announced, the stock market's performance was different from before, with stock prices rising and falling, and the reaction was "a little dulle.

It can be predicted that with the further normalization and expansion of the national centralized procurement, the capital market's response to the seventh batch may be more norm.

Eighth, from the price of the fifth batch, the price gap between the selected prices in the same group and individual varieties is "a little higher" than the current market price g.

The reason is related to the increase of the winning percentage and the establishment of the benchmark pri.

If there is no major adjustment to the rules, this phenomenon will certainly appear in the seventh bat.