Orient Securities released a research report stating that the impact of this round of procurement on the pharmaceutical and biological industry: 1) Abnormally low prices are restrained, which helps ease the price pressure on conventional consumables; 2) Mature varieties such as hemostasis clips mainly have a stable share, and snares, injections, and high-value pancreatic interventional products will be the focus of enterprises seeking growth. It is recommended to focus on two types of enterprises: 1) companies with leading coverage of major high-frequency varieties, capable of covering hospitals across the country, and stable supply; 2) enterprises with reserves of pancreatic interventional products and overseas private brand business.

Zhitongcaijing · 1d ago
Orient Securities released a research report stating that the impact of this round of procurement on the pharmaceutical and biological industry: 1) Abnormally low prices are restrained, which helps ease the price pressure on conventional consumables; 2) Mature varieties such as hemostasis clips mainly have a stable share, and snares, injections, and high-value pancreatic interventional products will be the focus of enterprises seeking growth. It is recommended to focus on two types of enterprises: 1) companies with leading coverage of major high-frequency varieties, capable of covering hospitals across the country, and stable supply; 2) enterprises with reserves of pancreatic interventional products and overseas private brand business.