生物医药行业：电生理等集采开始报量建议关注国产替代机会

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北京电生理等集采开始报量，建议关注国产替代机会? 据北京市医保局近期消息，其电生理类、神经介入类（弹簧圈、颅内支架、血流导向密网支架）医用耗材医院集团集中带量采购产品采购需求量填报工作，已于今日正式启动，截止时间为12月1日17时。本次集采覆盖北京市所有使用相关耗材的公立医疗机构（含军队医疗单位），由北京市6家顶尖三甲医院联合主导实施，分别是安贞医院、天坛医院、积水潭医院、阜外医院、宣武医院和...

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据北京市医保局近期消息，其电生理类、神经介入类（弹簧圈、颅内支架、血流导向密网支架）医用耗材医院集团集中带量采购产品采购需求量填报工作，已于今日正式启动，截止时间为12月1日17时。本次集采覆盖北京市所有使用相关耗材的公立医疗机构（含军队医疗单位），由北京市6家顶尖三甲医院联合主导实施，分别是安贞医院、天坛医院、积水潭医院、阜外医院、宣武医院和北医三院，北京市医疗保障局负责统筹协调，集采协议周期为2年。具体品种包括电生理类耗材及神经介入领域的弹簧圈、颅内支架和血流导向密网支架三大类。产根品据官方此前发布的采购分组方案，电生理类耗材共分为24个采购组，神经介入类则划分为7个类值别得。关注的是，与前期公布的目录相比，本次调整取消了电生理类中的\"其他治疗导管\"品类，同时新增磁定位环形诊断导管、磁定位压力感应治疗导管等4个细分品类，并将脉冲消融导管移出集采范围，该产品已在11月10日的公告中明确转入价格谈判环节。本次集采涵盖电生理所有品类，预计报量结束后将启动报价环节，本次的集采落地执行有助于推动国产高端产品入院和加快国产替代，同时本次集采纳入脉冲消融导管，尽管不作为集采报量品类，但后续预计将通过价格谈判等方式加快入院和新技术推广，而PFA作为国产破局的一大利器，有望在新技术发展中占据一定份额，打破进口垄断格局。建议关注在电生理领域全面布局的领先企业，如惠泰医疗、微电生理等。投资建议：从BD、商业化、政策三个角度看，创新药崛起具备持续性，建议关注：1）管线布局丰富的创新药公司，如恒瑞医药、百济神州、中国生物制药等；2）创新药单品潜力大，价格有望重估的企业，如三生制药、凯因科技、千红制药等；3）看好前沿技术平台布局领先的企业，如东诚药业、远大医药、科伦博泰等。CXO：医药研发投入稳中有升，创新环境有望转暖，新兴领域带来额外增量，建议关注凯莱英、药明康德、药明生物、博腾股份等；上游：优质企业海外布局进入收获期，国内外共促业绩增长，建议关注奥浦迈、百普赛斯、百奥赛图等；器械：招采持续推进，设备公司渠道库存逐步消化，有望迎来改善拐点。建议关注迈瑞医疗、联影医疗、开立医疗等。行业要闻荟萃上周医药板块上涨2.67%，同期沪深300指数上涨1.64%，医药行业在28个行业中涨跌幅排名第17位。上周港股医药板块上涨3.85%，同期恒生综指上涨2.50%，医药行业在11个行业中涨跌幅排名第1位。行情回顾1）政策风险：医保控费、药品降价等政策对行业负面影响较大；2）研发风险：医药研发投入大、难度高，存在研发失败或进度慢的可能；3）公司风险：公司经营情况不达预期。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.35.9","shortVersion":"4.35.9","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2588729472","isCrawlerRequest":true}

生物医药行业：电生理等集采开始报量 建议关注国产替代机会

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生物医药行业：电生理等集采开始报量建议关注国产替代机会