Article No. 2 of artificial joint collection acquisition and purchase is released. April 30thChatterbaitNational Healthcare Security Administration issued the notice of continuous purchase at the expiration of the artificial joint centralized volume procurement agreement (No. 2), formally carried out the artificial joint centralized volume procurement agreement at the expiration of the procurement agreement, and issued specific procurement documents. This artificial joint collection procurement products are the first total hip replacement (ceramic-ceramic, ceramic-polyethylene, alloy-polyethylene), the first total knee replacement products. The purchasing cycle is 3 years. Compared with the increase of knee joint products, the reported volume share of domestic products increased significantly. In terms of procurement demand, the annual procurement demand for hip joint products is 28.Chatterbait. 600000 (of which ceramics-ceramics 10Chatterbait. 230000, ceramic-polyethylene 173300, alloy-polyethylene 10400), a decrease of 6.4% compared with the first round of procurement, 295600 knee joint products, an increase of 27.4% over the first round of procurement, a total of 581600, an increase of 8.2% over the first round. According to the demand reported by medical institutions, the top three enterprises with market share of product demand are: 1) Hip Joint (Ceramic-Ceramic): Tianjin Zhengtian (21.7%), Aikang Medical (14.2%) and Jiemai (11.5%); 2) Hip Joint (Ceramic-Polyethylene): Aikang Medical (14.4%), Tianjin Zhengtian (13.5%), Chunli Medical (12.5%) 3) Hip (alloy-polyethylene): Chunli Medical (17.4%), Aikang Medical (11.4%), Tianjin Zhengtian (9.1%); 4) knee Joint: Aikang Medical (16.4%), Jiemai (15.7%), Chunli Medical (12.3%). The reported volume share of domestic products has increased significantly. The resurrection price is higher than the lowest bid winning price in the first round, and the distribution is skewed towards enterprises with good performance. In terms of the winning rules, rule 1 is clear: the enterprise quotation is sorted from low to high, and the shortlisted enterprises are determined and selected according to a certain elimination rate. if the competitive price ≤ is 1.2times of the lowest competitive price of the bidding unit, it will be directly selected; if the competitive price is more than 1.2times but not higher than the limited price, it will also be selected. Rule 2 makes it clear that enterprises that have not been selected in accordance with Rule 1 will be selected if the quotation is not higher than the resurrection price and shall not be restricted by Rule 1. The resurrection price set in this follow-up purchase is higher than the lowest price of winning the bid in the first round, and the price ratio coefficient of 1.2 times is expected to promote the winning price to approach, which is helpful for enterprises to form stable profit expectations. In terms of procurement volume allocation, the collection rules are clearly tilted to enterprises with good performance, and those with the same ranking are selected, and those with good performance are expected to allocate higher procurement volume. As a wholeChatterbaitWe believe that the artificial joint set procurement rules are mild, the first round of some bid-winning enterprise products are expected to increase prices. The bid for this continuous purchase will open on May 21, and the valuation level of orthopaedic equipment is expected to improve with the landing of joint collection and purchase boots. Key companies: Chunli Medical, Aikang Medical, Weigao Orthopaedics, Dabo Medical and so on. Risk hint: the product price reduction exceeds the expected risk, and the enterprise fails to win the bid. [disclaimer] this article only represents the views of a third party and does not represent the position of Hexun. Investors operate accordingly, at their own risk.
[disclaimer] this article only represents the views of a third party and does not represent the position of Hexun. Investors operate accordingly, at their own risk.
