No.1 Guangdong Province launches quantity based procurement, including 170 drugs and 248 product specifications

Recently, the Guangdong Provincial Drug Trading Center issued a notice stating that 22 provinces (including the Corps) within the alliance will continue to purchase 170 varieties and 248 specifications of drugs, except for those that overlap with national procurement (including national joint procurement), national medical insurance negotiated drugs (including bidding drugs), and national basic medical insurance drug catalogs. This procurement has cancelled A/B purchase orders and opted for group bidding.

Comment: Guangdong Province has launched a 22 province alliance drug procurement, involving 170 varieties. The A/B purchase orders have been cancelled and grouped for bidding, which may promote drug price reduction and industry integration.

NO.2 Shandong Heda: The US Department of Commerce has preliminarily ruled that the anti-dumping tax rate obtained by the company's wholly-owned subsidiary is 172.24%

On the evening of May 26th, Shandong Heda announced that the company had recently received a notice from its legal representative that the US Department of Commerce had announced a preliminary positive ruling on the anti-dumping duty investigation of hard shell hollow capsules from Brazil, China, India, and Vietnam on May 22, 2025 US time. The preliminary ruling is that Shandong Helxi Capsule Co., Ltd., a wholly-owned subsidiary of the company, received an anti-dumping tax rate of 172.24%, while other Chinese manufacturers/exporters received anti-dumping tax rates ranging from 5.4% to 88.82%. The final ruling of this anti subsidy and anti-dumping investigation is expected to be jointly released in October 2025. The "double anti investigation" has had a certain impact on the export of plant capsule products to the US market, and the company is currently taking active measures to respond.

Comment: Shandong Heda's subsidiary has been preliminarily ruled by the United States with high anti-dumping duties, which may affect exports to the United States in the short term. We need to pay attention to the final ruling and the company's response, and in the long run, we may accelerate market diversification.

NO.3 Xinjiang Market Supervision Administration announces 5 typical cases of illegal activities in the medical field

Recently, the Xinjiang Market Supervision Administration announced an illegal case in the pharmaceutical industry: a hospital in Turpan was fined 192500 yuan for repeatedly and expanding its charges; A pharmaceutical company in Aksu was fined 20000 yuan for selling drugs without a prescription; A company in Hami operated unqualified masks and had its illegal gains and items confiscated; Hejing Company was ordered to refund the overpaid amount and fined 2000 yuan for selling drugs at an additional price; The inventory data of a pharmacy in Artux does not match and has been warned.

Comment: The Xinjiang Municipal Supervision Bureau has announced 5 cases of medical violations, involving multiple aspects such as charging fees and selling drugs. Strict supervision has been implemented to deter violations, promote industry compliance, and protect the rights and interests of the public.