News: There are two major events. First, Anhui issued centralized procurement documents for in vitro diagnostic products. A record of the symposium of clinical laboratory reagent enterprises in Anhui Province held on July, 2004 14 was circulated on the Internet. According to the record, the procurement mode of special quantities of clinical laboratory reagents is quantity negotiation bargaining mode, and 23 products in 5 categories are initially selected for centralized quantity negotiation.

Another thing is that the Hengrui Pharma interim report failed to meet expectations, and the company issued 202 1 interim report. In the first half of 2002/kloc-0, the total operating income of the company and the amount attributable to shareholders of the parent company were132.98 million yuan and 2.668 billion yuan, respectively, 17.58% and 0.2 1%. The decline in quarterly performance in the first half of the year was mainly dragged down by the decline in sales of traditional generic drugs, and the impact will continue. Fortunately, the proportion of innovative drugs continued to increase, and the company continued to promote research and development. In the future, with the gradual landing of R&D pipeline, the proportion of generic drugs is expected to continue to decrease.

Interpretation: Under the influence of the last "4+7" procurement policy, a "golden pit" appeared in the medical field, which is of great reference significance for the subsequent centralized procurement of medical equipment. The promotion of centralized medical procurement is expected to become the norm. In the short term, although the product price may face a certain impact, import substitution is still expected to bring the dividend of exchanging quantity for price.