"Announcement No. 1" released!The dental implants are collected, and the stock price of related companies ...

Source: Securities Times

On September 22, the Provincial League Belt Procurement Office of the Provincial League of Oral Plant System officially issued the "Announcement of the Provincial Inter -Provincial Alliance Purchase Procurement (No. 1)" (hereinafter referred to as "Announcement No. 1"). "Announcement No. 1" clarifies the content of procurement varieties, procurement rules, and subsequent work arrangements.

Oral implant system concentrated band volume purchase No. 1 Announcement release

3 years of purchasing cycle

Oral implant system provincial alliance concentrated band procurement office officially issued the "Oral Translifted System Concentration Bring Procurement Announcement (No. 1)" on September 22.

According to the above "Announcement of No. 1", in terms of procurement varieties, the concentrated purchase of the oral planting system is composed of 1 piece of planting product system for planting, repairing base platforms, and accessories packages. There are two product system categories: four -level pure titanium implant product system and titanium alloy implanted product system. The specific requirements of each component are as follows:

(1) Plant (including covering screws, the same below) refers to the implanted alveolar bone in the human body to provide fixed or supporting medical consumables for repairing the fixes such as dentures. The material procurement of the concentrated band is a four -level pure titanium or titanium alloy, which does not contain temporary implants, puppet implants, and a section of implants.

(2) This concentrated band purchase repair base platform is a single tooth planting repair base platform, and the material is pure titanium or titanium alloy. Among them, the fixed repair base platform of the screw should contain central screws. The composite base for multi -teeth planting is not incorporated.

(3) The accessories packets should contain 1 piece of healing base platform, metastasis, and implanted substitutes. The materials include pure titanium, titanium alloy, and polymer materials.

In terms of scope of medical institutions, the "Announcement of No. 1" stipulates that public medical institutions that carry out oral dental implants in the alliance area shall participate in, and private medical institutions in designated medical insurance will participate in accordance with the requirements of the designated agreement management, and encourage other medical institutions to actively participate.

For the procurement cycle, the concentrated purchase cycle of the oral planting system is 3 years, and it is calculated from the actual implementation date of the selection results.

The Inter -Provincial Union Lianqian Office organizes enterprises to establish product systems and medical institutions to fill in the demand for procurement in the next year.

In terms of price composition, the "Announcement of No. 1" stipulates that the price of the product system includes the price of various components in the product system (including the delivery cost of the product system, the distribution and usage cost of the supporting tools, and the service fee with the service fee). When the enterprise quotes, the declaration price of the product system must be marked, but also the unit price of each component in the product system. The total price of the product system is equal to the sum of the price of each component.

Regarding the quotation requirements, the "Announcement No. 1" stipulates that the product system is accumulated by the unit price of the implant (including covering screws), repairing the unit price of the base platform, the unit price of the healing base platform, the unit price of the transfer rod, and the unit price of the implant replacement). As a declaration price, bidding ratio. All declared product systems should participate in the quotation, and the same part of the product system of the same medical device registrar within the same bidding unit, does not distinguish the material and specification models, only one declaration price is allowed.

The "Announcement No. 1" also stipulates the selection rules.

According to the rules of the selection, the registrar of the medical device in each bidding unit conducts bidding with the product system, and the proposed enterprise is generated through price competition.

Introduction Rules 1: Within the same bidding unit, the declaration price of medical device registered personnel is sorted from low to high to determine the registered registered by the shortlisted medical device. The declaration price of the registor of the shortlisted medical device is not higher than the maximum effective declaration price of the implant product system, and it is not higher than that of its own low price in 2021, and the unit price of each component is not higher than the maximum effective declaration price of the corresponding components. The number of registered people in the same bidding unit is announced by the number of registered people in the medical device. In the same bidding unit, the product system quotation meets the price difference under the condition of a reasonable range within the same bidding unit.

Rules III: In the same product system category, the A competitive unit effective medical device registered person who did not obtain the qualifications to be qualified in accordance with the rules is not higher than the maximum selection price of the bidding unit of B, and it is not higher than itself than itself. Effective procurement at low prices in 2021, the registrar of the medical device obtained qualifications to be selected.

The "Announcement of No. 1" proposes that under the premise of ensuring fair competition, maintaining competition intensity, and removing the space of virtual high price space, it will promote more enterprises to choose from, and enhance the stability of expectations.

The above announcement also stipulates that if there is an implant selected on the medical device registration certificate, the registered certificate belongs to the implants of the same product system category. If you choose in the middle, all the same parts on the registration certificate are not distinguished by specification models and materials, and they are deemed to be elected.

In terms of time, the announcement stated that the scope of the product system formation and supply area was determined from 9:00 on September 23, 2022 to 17:00 on September 30, 2022. Enterprises participating in the declaration must respond within the prescribed time. After the system is closed, it will no longer accept new, deleted or changed the relevant information of the product system and supply area.

Related listed companies this year's stock price sluggish

There are already industry leaders to implement repurchase

It is worth noting that the capital market also has some listed companies involving dental and oral implants. Since this year, due to various factors, the stock price has performed overall sluggish.

The market data shows that the cumulative adjustment of the stock price of Tongmei Medical in the industry's leading company has exceeded 40%since this year. The stock price trend of the Ryl Group, which has listed Hong Kong stocks in recent months.

The 2022 semi -annual report released by Tongce Medical shows that due to the impact of the epidemic, the company achieved total operating income of 1.318 billion yuan during the reporting period, an increase of 0.05%over the same period last year. Fall 15.73%.

Regarding the impact of the above -mentioned changes during the performance during the reporting period, Tongmei Medical stated in the above semi -annual report that the company's stock hospital was affected by the epidemic. Or the cultivation period, contributed 171 million operating income during the reporting period, an increase of 105%year -on -year, but the net profit margin was only 5.5%, which lowered the overall profit margin. More than 1,000 people such as the newly -built city west hospital district, Zijin Port Hospital, Binjiang Future Hospital and other large -scale hospitals, as well as new dandelion branches such as the new dandelion branches, and other more than 1,000 people, increasing the labor cost of more than 40 million, reducing the current profit, but the sufficient medical team Reserve will become a storage pool for hospital talents, and it is also the engine motivation for the hospital to maintain continuous growth in the future.

Facing the sluggish stock price, Tongmei Medical carried out share repurchase. On the evening of September 16, 2022, Tongce Medical issued an announcement on the first repurchase of the company's shares on a concentrated bidding transaction. According to the announcement, on September 16, 2022, the company repurchased 126,500 shares for the first time through the Shanghai Stock Exchange trading system, accounting for 0.0395%of the company's total share capital, and the highest price of repurchase transactions was 132.36 13636 The minimum price is 128.02 yuan/share, and the total amount of funds paid is approximately RMB 16.4327 million (excluding transaction costs such as printing tax, transaction commission).

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