港A骨科概念股全線回調 人工關節集採平均降價82%
格隆匯9月15日丨骨科概念股昨日下午一度因集採利空落地集體拉昇暴漲,今日盤中出現集體回調,港股春立醫療跌超9%,愛康醫療、威高股份跌超4%,微創醫療跌近4%;A股三友醫療、心脈醫療跌超7%,威高骨科跌超4%,大博醫療跌超3%,凱利泰跌超1%。9月14日,國家醫保局組織開展人工關節集中帶量採購,併產生擬中選結果。本次集採產品為人工髖關節、人工膝關節,集採平均降價82%,預計節約費用160億元。首年意向採購量共54萬套,佔全國醫療機構總需求量的90%,採購週期為2年。有機構指出,此次集採,有望推動人工關節產品的進口替代,國內企業有望通過低價策略,迅速提升產品市佔率,加速進口替代。
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