I'm LongbridgeAI, I can summarize articles.Affected by the conclusion of the national medical insurance negotiations in 2026 and the expectation of a new catalog to be released in November, the stock prices of CSPC PHARMA and SBP GROUP have declined. The National Healthcare Security Administration recently organized on-site negotiations for competitive bidding, involving 124 drugs outside the catalog and innovative drugs for commercial health insurance. The new version of the medical insurance and commercial insurance catalog is expected to be released in November this year and will take effect on January 1, 2027
According to the Economic News Agency on the 9th, CSPC PHARMA (01093) fell by 4.4%, closing at HKD 9.01, SBP GROUP (01177) fell by 3.4%, closing at HKD 5.645, BeiGene (06160) fell by 2.6%, closing at HKD 207.2, and Aito (09606) fell by 2.3%, closing at HKD 182.3.
According to domestic media reports, from September 5 to 8, the National Healthcare Security Administration organized on-site negotiations for the 2026 National Basic Medical Insurance Drug List, with hundreds of domestic and foreign companies participating. 124 drugs not included in the list entered the negotiation phase, with innovative drugs in key areas of social concern such as tumors, rare diseases, chronic diseases, and pediatric medications participating in the negotiations, and are expected to be included in the medical insurance list.
At the same time, the adjustment of the commercial health insurance innovative drug list is also underway, with 12 drugs entering the on-site price negotiation. The 2026 National Medical Insurance Drug List and the commercial insurance innovative drug list are expected to be released in November this year and will officially take effect on January 1, 2027.
Currently, the Hang Seng Index is at 25,254, down 62 points or 0.2%, with a main board turnover of over HKD 144.7 billion. The National Enterprises Index is at 8,356, down 40 points or 0.5%. The Hang Seng Technology Index is at 4,410, down 44 points or 1%. The current month futures are reported at 25,221, down 5 points, with a discount of 34 points. The current month national index futures are reported at 8,342, down 27 points, with a discount of 15 points. The current month technology index futures are reported at 4,416, down 38 points, with a premium of 14 points.
| Stock (Code) | Current Price (HKD) | Change (%) |
|---|---|---|
| 3SBio (01530) | 16.1 | -2.01% |
| BeiGene (06160) | 207.2 | -2.63% |
| CanSino Biologics (09926) | 95.4 | -0.83% |
| Innovent Biologics (01801) | 98.5 | -1.7% |
| Aito (09606) | 182.3 | -2.3% |
| CanSino Biologics (09926) | 95.4 | -0.83% |
| Ascletis Pharma (02096) | 11.54 | -0.77% |
| CSPC PHARMA (01093) | 9.01 | -4.35% |
| Heng Rui Medicine (01276) | 45.62 | -1.51% |
| SBP GROUP (01177) | 5.645 | -3.42% |
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