Zhitong Financial APP learned that Anxin Securities released a research report saying that at present, the collection of core sub-areas has been landed, and in judging the trend of future collection prices, the bank believes that orthopaedics has gone out of the policy bottom, and that the probability of further policy tightening or further price decline is relatively low, and prices have basically stabilized. The bank recommends that attention be paid to the high-quality domestic leaders of orthopedic key subdivision tracks, such as 002901.SZ, 688161.SH, 688085.SH, Chunli Medical (01858), Aikang Medical (01789) and Kelitai (300326.SZ).
According to the report, at present, joint collection, spine collection and trauma collection have all been carried out (covering large areas of the country). The sports medicine market is small and mainly by foreign manufacturers, and it is not in the scope of collection for the time being. the collection of the core three major areas has basically landed, and the policy of collection of orthopaedics has been established.
In addition, from the point of view of the specific rule design of collection, the national collection of joints in 2021, the national collection of spine in 2022 and the renewal of trauma alliance in 2023 show the trend of continuous optimization and improvement of rules and suppression of vicious price competition. and the price reduction and elimination mechanism are more moderate. Joint collection can prevent enterprises from rushing the bid at low prices through different grouping, low elimination rate, resurrection mechanism and other rules, and the price reduction is relatively mild, and the success rate is higher; spine collection and trauma collection renewal both increase the bottom protection mechanism. The former stipulates that if the price is reduced by more than 60% on the basis of the highest effective price, it can be selected, while the latter is more clear that as long as the declared price of the enterprise is lower than the highest effective price, there is a high probability that you can be qualified for the proposed selection.