Price declines are expected to be better than expected. Currently, the medical insurance bureau has not announced the selection results and winning bid prices. According to on-site rumors and market feedback, the price reductions for each product group are better than expected. Domestic leading manufacturers have also won bids in multiple product groups. The specific winning bid prices and selection results are still pending the announcement by the medical insurance bureau. If it does not impact the ex-factory price of the company, only squeezes out distribution costs, it will not harm the company's revenue and profit.
Domestic leading manufacturers are expected to increase market share. Ak Medical 4 categories included in Group A; Chunli Medical 2 categories included in Group A (Tao Dui Ju, Jin Dui Ju enter Group B); Shenzhen Mindray Bio-Medical Electronics 4 categories included in Group A; Shenzhen Mindray Yuhua 2 categories included in Group A (Tao Dui Tao, knee joints enter Group B); Weigao Bone Science 4 categories included in Group A. Based on the actual purchase intention reports of various provinces earlier, considering the comprehensive reporting of AB groups (including Weigao Yuhua and Haixing dual brands), in the hip joint (Tao Dui Tao, Tao Dui Ju, Jin Dui Ju) and knee joint four groups, the market share of leading manufacturers is as follows: Ak Medical: 12.1%, 16.7%, 18.5%, 13.3%; Chunli Medical: 16.7%, 7.3%, 14.0%, 7.6%; Weigao Orthopedics: 6.6%, 11.6%, 10.7%, 6.4%; Shenzhen Mindray Bio-Medical Electronics: 3.9%, 2.4%, 6.7%, 1.5%.
The equipment sector is expected to usher in valuation repair. Recently, the medical insurance bureau mentioned in responses to many National People's Congresses or CPPCC proposals, "Organized carefully based on the characteristics of medical consumables, focusing on 'one policy for one product,' and will prioritize some clinical...