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The tender for the 12th batch of national drug collection was opened on July 31, and the proposed selection results were obtained. On August 2, a number of listed pharmaceutical companies revealed the varieties to be selected one after another. Companies generally expect that this proposed selection and subsequent execution of contracts will promote the development of the domestic market for related products. Xiangcai Securities said that at present, collection has been normalized to the 12th batch, and the marginal impact on the secondary market has been significantly mitigated, so we can focus on the impact that newly included varieties may have on related companies. At the same time, for companies that have successfully made the transition from generic drugs to innovation, the impact of generic drug collection on reporting will also weaken year by year.

智通財經·08/02/2026 23:17:00
語音播報
The tender for the 12th batch of national drug collection was opened on July 31, and the proposed selection results were obtained. On August 2, a number of listed pharmaceutical companies revealed the varieties to be selected one after another. Companies generally expect that this proposed selection and subsequent execution of contracts will promote the development of the domestic market for related products. Xiangcai Securities said that at present, collection has been normalized to the 12th batch, and the marginal impact on the secondary market has been significantly mitigated, so we can focus on the impact that newly included varieties may have on related companies. At the same time, for companies that have successfully made the transition from generic drugs to innovation, the impact of generic drug collection on reporting will also weaken year by year.