Oral implant collection is about to develop a number of listed companies actively responding

Recently, the Oral Translifted System Provincial Inter -Provincial Alliance Concentration Bringing Office officially released the "Oral Translifted System Provincial Inter -Provincial Alliance Concentration Bring Procurement Announcement (No. 1)", which clarifies the procurement varieties, procurement rules, follow -up work arrangements and other aspects. content. Earlier, the State Medical Insurance Bureau has carried out special treatment of oral planting medical services and consumables. The full process of dental implant medical service price control target is 4,500 yuan each.

"The advancement of the collection of collecting work has reduced the price of implant prices and will give birth to a large amount of planting needs. For leading dental enterprises, in the context of collecting collection, the cost control advantage can be fully reflected." Thank you logistics.

One of the highlights of this dental implants collection is that while making all the participation requirements for public medical institutions, it also clarifies the need to participate in dental implants in accordance with the requirements of fixed -point agreement management, and encourage other medical institutions to encourage other medical institutions Take the initiative.

"Private medical institutions account for about 80%of the market for oral implants. Relevant private institutions can gradually improve service levels and income increase capabilities by reducing costs and efficiency." Qin Liang, senior investment consultant of Donggao Technology.

It is worth mentioning that a number of oral medical listed companies responded to this collection. Lu Jianming, chairman of Tongmei Medical, said at the 2022 semi -annual performance briefing meeting that the company will actively respond to collecting policies and hopes that the collection of policies can be implemented. The company has a large number of planting doctors that can cover growth dental implants. In the previous response of investors' questions, the Secretary of Optoelectronics said that the promotion of the collection policy will reduce the cost of high -end oral services to a certain extent. Objectively speaking, the decline in the cost of high -end services will bring rapid increase in industry demand, and then promote the increase in demand for key equipment. In the analyst meeting held in September in September, Rongyu Group pointed out that on the basis of not affecting the current foreign service prices, it will try to participate in the collection.

Meng Shi, the co -founder of Hao Po Medical, believes that the implementation of the collection policy helps the oral industry to establish a value anchor point. "This collection has reinforced the market and consumers' awareness of dental implants. From the perspective of the underlying logic, anchoring dental implants are equal to redefining this industry."

Xie Qinqin said that the collection of the public hospital's conference played the role of "anchoring" the price, and gradually transmitted the effectiveness of regulatory targets to non -public medical institutions, thereby guiding non -public medical institutions to reduce the higher price level.

Many brokerage companies released research reports stating that Ji Cai's landing will further promote domestic replacement implants. According to CITIC Securities, the promotion of collection policies will be conducive to the rapid capacity of domestic implant brands, and the import substitution process is expected to continue to evolve. Caitong Securities believes that domestic brands have a cost -effective advantage, and the probability of winning the bid is high. It is optimistic that the market share of domestic products has increased.

"Domestic alternatives of dental implants are a major trend." Deng Zhidong, general manager of Hainan Boao Medical Technology Co., Ltd., said that the current mainstream domestic dental implants brands are monopolized by foreign companies, with high prices. Domestic brands have a preferential price and high cost -effectiveness, and have competitive advantages. After incorporating the collection, they will be widely used, and they will gradually achieve domestic replacement and become the mainstream of the market.

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