近日，中信证券发布研报指出，2023年国家医保药品目录谈判成功率创下近年来新高，达到84.1%，较2022年的70.6%显著提升。这一结果反映出药企在价格策略上的更加务实，以及医保谈判机制的日趋成熟。中信证券分析认为，高成功率不仅有助于更多创新药快速进入医保体系、惠及患者，也增强了医药企业对政策环境的信心。报告进一步指出，本次谈判中，肿瘤、罕见病及慢性病等领域的多个重磅新药成功纳入医保目录，显示出国家在提升重大疾病治疗可及性方面的政策导向。同时，医保基金的使用效率也得到优化，通过“以量换价”策略，在控制支出的同时扩大了药品覆盖范围。中信证券预计，随着医保谈判常态化和制度化，未来创新药上市后进入医保的时间窗口将进一步缩短，有利于行业长期健康发展。此外，具备差异化创新能力、成本控制能力较强的企业将在竞争中占据优势。总体来看，此次高成功率释放出积极信号，标志着我国医保制度改革正朝着更高效、更公平的方向稳步推进。
Recently, CITIC Securities released a research report highlighting that the success rate of the 2023 National Reimbursement Drug List (NRDL) negotiations reached a new high in recent years—84.1%, significantly up from 70.6% in 2022. This increase reflects pharmaceutical companies’ more pragmatic pricing strategies and the growing maturity of China’s NRDL negotiation mechanism. According to CITIC Securities, the high success rate not only accelerates market access for innovative drugs, benefiting patients, but also boosts industry confidence in the policy environment.The report further notes that several key new drugs in oncology, rare diseases, and chronic conditions were successfully included in the reimbursement list, underscoring the government’s focus on improving accessibility to treatments for serious illnesses. Meanwhile, the efficiency of health insurance fund utilization has improved through a ‘volume-for-price’ approach, expanding drug coverage while controlling overall expenditure.CITIC Securities expects that as NRDL negotiations become increasingly standardized and routine, the time window for innovative drugs to gain reimbursement after launch will continue to shorten, supporting the sector’s long-term growth. Companies with differentiated innovation capabilities and strong cost control are likely to gain a competitive edge. Overall, the record-high success rate signals positive momentum, indicating that China’s healthcare reimbursement system is steadily advancing toward greater efficiency and equity.
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