65438+February 19, Shaanxi Provincial Medical Insurance Bureau took the lead in centralized procurement of orthodontic bracket consumables in Shaanxi, Shanxi, Inner Mongolia, Liaoning and other provinces 16, resulting in a quasi-winning bid. Among 572 products to be selected from 32 enterprises, the average price of products to be selected decreased by 43.23%, with the highest decrease of 88%. It is estimated that the procurement funds for the alliance can be saved by more than 654.38+300 billion yuan each year.

According to the bidding results of centralized procurement announced by Shaanxi Public Resources Trading Center, the consumables collected by this alliance include brackets, invisible braces without brackets, cheek tubes and other consumables. Brackets are divided into ordinary metal brackets, ordinary ceramic brackets, self-locking metal brackets and other different materials, which basically cover the consumables involved in orthodontics.

In the orthodontics track, invisible orthodontics is an emerging market besides traditional orthodontics, in which domestic head brand Times Angel and imported brand Invisalign occupy the vast majority of the market share. The western securities research report shows that by 2020, the combined market share of orthodontic cases is about 82.4%.

There are 12 products to choose from under the bracket-free household appliances group, among which 3 products from Time Angel were selected, while Aiqi Technology, which belongs to Invisalign, was not selected.

Liu Yuqi, a senior consultant of China Investment Consulting, told the Securities Daily reporter that from the results of this centralized procurement, the overall domestic newspaper volume is obviously greater than that of imports, and some sectors have the phenomenon that imported head manufacturers have not won the bid, which is conducive to optimizing the competition pattern and promoting domestic substitution. In addition, because most provinces in the centralized mining alliance are low-line markets, invisible orthodontic manufacturers also have the opportunity to accelerate the sinking market layout with centralized mining.

However, orthodontics is a relatively high-end consumer medical project, which has both therapeutic and medical beauty attributes. To what extent will end consumers benefit from the price reduction of consumables?

It is reported that the price of bracket-free appliances for invisible correction has dropped by 23% to 66%. However, judging from the price to be selected, the prices of most products are concentrated in 5000 yuan to 10000 yuan, which is still relatively high on the whole.

In fact, the cost of consumables is only a part of orthodontic treatment, and the proportion of medical service fees is relatively high. Generally speaking, the orthodontic process includes film examination, planning, periodontal treatment, bracket correction, regular follow-up and so on. According to Pacific Securities, the cost of orthodontic treatment accounts for more than 50%.

According to the 20 18 blue book of orthodontic market consumption in China, the market prices of metal brackets, ceramic brackets, metal/ceramic self-locking brackets, invisible orthodontics and lingual invisible orthodontics are 20,000 yuan, 22,000 yuan, 23,000 yuan to 33,000 yuan, 35,000 yuan to 45,000 yuan and 55,000 yuan to 80,000 yuan respectively.

Liu Yuqi believes that the orthodontic expenses paid by patients at the consumer end are generally composed of "consumables+diagnosis and treatment services", and the proportion of consumables in bracket orthodontics and bracket-free invisible orthodontics is different. In contrast, bracket orthodontics relies more on doctors' experience and operational skills, and the cost of consumables is relatively low; Bracket-free invisible orthodontics benefits from the medical technical support of digital equipment and manufacturers, and the proportion of consumables will be higher. "Because the medical service fee is also a major part of orthodontic treatment, and this charge is only for consumables, it has a certain impact on the terminal price but the overall price is not obvious."

It is for this reason that the centralized purchase of orthodontic consumables is different from that of dental implants, and the latter includes two links: consumables and medical service expenses. For example, the price limit payment policy of dental implant medical insurance introduced by Ningbo Medical Insurance Bureau previously limited the price of consumables to domestic 1 1,000 yuan, imported 1, 500 yuan, and the medical service fee of medical institutions (level 2 and below) to 2,000 yuan.

Zhang Yi, CEO of Ai Media Consulting, told the reporter, "For consumables manufacturers, they can enter more markets through centralized procurement, thus expanding sales. On the surface, the sales price has dropped, but overall, marketing expenses and channel expenses have decreased, and the profit rate has actually increased. "