Implementation of Centralized Volume-Based Procurement for 17 Categories of Medical Consumables to Begin in July 2026

Author | Dongtai

Edited by Yu Zhongjin

Intensive Implementation of Centralized Procurement for Medical Consumables by Alliances.

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The Nine Major Alliances,17Consumable-like

Accelerated Implementation of Centralized Procurement Results for Medical Consumables

6Month18Day,The Inner Mongolia Autonomous Region Pharmaceutical Procurement Center issued the "Regarding the Implementation of Inter-provincial Alliance Procurement for Cardiac Pacemakers, etc.17Notice on the Results of Centralized Volume-Based Procurement for Medical Consumables》。

Inner Mongolia's Latest Round of Centralized Procurement for Medical ConsumablesExecution TimeFor2026Year7Month1Day。

Among them,GuangxiLeadTCM Acupuncture Needle Consumables, HunanLeadof high-frequency electrosurgical units and neutral electrode consumables, AnhuiLead2024Annual in vitro diagnostic reagents (thyroid function and tumor marker detection reagents), HenanLeadCoronary Intervention Balloon Consumables, Beijing-Tianjin-Hebei RegionLeadThe procurement cycle for medical film and hemostatic material consumables is2Years.

ZhejiangLeadCardiac pacemaker and peripheral vascular interventional microcatheter consumables, ChongqingLeadUreteral Stent Consumables, LiaoningLeadSutures, etc.5The procurement cycle for consumable-like materials is3Year.

Procurement Cycle for Structural Heart Disease Occluders Led by Fujian Until2028Year12Month31Day.

6SinceChongqing, Inner Mongolia, Jiangxi, Zhejiangand other regions have updated the implementation schedule for centralized procurement.

7Month1As of this date, Zhejiang will also implementCardiac Pacing and Peripheral Vascular Interventional Microcatheter ConsumablesCentralized procurement results. On the same day, Jiangxi will implementHigh-frequency electrosurgical units, neutral electrodes, microcatheters for neurointerventional therapy, ureteral stents, and hemostatic materialsCentralized Procurement Results. Chongqing7Month10Effective from the dateGuangxi Traditional Chinese Medicine Acupuncture Needle Consumables and Liaoning Provincesuch as Jilian League sutures, etc.5Consumable-like productsVolume-Based Procurement Results.

The aforementioned centralized procurement initiatives are all large-scale alliance-based procurements, covering numerous provinces and municipalities. In the coming period, various regions will intensively implement the procurement results, driving adjustments in related market prices.

Meanwhile,2026The new batch of centralized procurement for the year is also progressing in an orderly manner.

Regarding the national centralized procurement,6Month16# Coronary StentsNational ProcurementResults of the Second Round of Continuation ProcurementOfficially announced. Currently,The determination of agreed procurement volumes across various regions is currently underway.。

In addition, preparations for the new round of national centralized procurement and follow-up procurement are also underway. This week,Sichuan, Shanxi, Beijing, Inner Mongolia, Shanghaiand other regions have carried outReporting of Historical Procurement Data for the Centralized Volume-Based Procurement of Four Categories of Medical Consumables: Digestive Interventional, Orthopedic Spinal, Intraocular Lens, and Sports Medicine。

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Navigating the VBP Cycle

What Did Medical Device Companies Do Right?

In 2019,Centralized procurement of medical consumables has begun to be implemented.In7Over the past year, the medical device market has undergone earth-shaking changes. The mature consumables market was the first to be impacted, with related companies experiencing a sharp decline in revenue and entering an adjustment phase ahead of others. As the scope of centralized procurement continued to expand, the wave of price reductions ultimately swept across the entire industry.

Amid the industry-wide assessment,Corporate Resilience Is Increasingly Evident, with Waves of Self-Reform Quietly Unfolding Amidst Turbulence。

2025YearSINOMED、Sanyou Medical、Lepu Medical, companies such as Kylin TaiNet profit surges by over200%, with a very rapid rebound momentum。

Orthopedics,Double MedicalDemonstrated strong growth momentum in the years following the volume-based procurement, and has currently risen to the top of its niche segment; last yearNet Profit Attributable to Shareholders of the Parent Company6RMB 100 million, a year-on-year increase of68.06%。Trauma business remainsDouble Medicalthe confidence, with revenue last year nearing10100 million yuan.

Over the years,Double MedicalMinimally invasive surgery and neurosurgery revenues have expanded significantly, while joint and dental businesses have already achieved scale. Last year, joint revenue2.5100 million yuan, neurosurgery revenue1.1100 million yuan, dental revenue7000more than ten thousand yuan, with minimally invasive surgery revenue from2020Annual1.1increased from 100 million yuan to2025annual4100 million yuan.

The steady development of traditional core segments, coupled with firm investment in new business areas, has providedDouble Medicallay a solid foundation for the development of.

Cardiovascular Field,Lepu Medicaldevelopment path is also a typical case.Lepu Medical's Revenue Last Year64.83billion yuan, a year-on-year increase of6.22%; Net profit attributable to shareholders of the parent company9.62100 million yuan, a significant year-on-year increase289.57%。

In2025in the annual financial report,Pu Zhongjie, Chairman of Lepu MedicalProposed,2025The year was a pivotal one for Lepu Medical's strategic transformation.，Business officially transitions from foundation-driven to innovation-driven. According to disclosures, thisLepu MedicalFully Promote Dermatology, Innovative Drugs, and Neuromodulation/Development of New Businesses Such as Brain-Computer Interfaces。

R&D investment in dermatological pharmaceutical and medical device products is expected to break through the constraints of centralized procurement, thereby establishing a distinctive business segment with independent pricing power.，Currently, Lepu has three dermatological injectable products that have obtained registration certificates and been launched on the market. Within the next year, it is expected that there will be3~5Dermatology drug-device products have been successively approved,

In terms of innovative drugs,LepuAccelerate the R&D of the pipeline under development, with a focus on advancingMWN109(Injection and Oral Tablets) Clinical Progress. In the Hot Sector of Brain-Computer Interfaces,Lepu Medical is also eager to enter the fray, promoting the clinical application of non-invasive brain-computer interface-based rehabilitation training devices and other products in hospitals this year.

Overall, leading enterprises are continuously widening their respective industry moats to compete for the future.