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复盘日本医改:35%从业者失业,70%药企消失,换来了什么?

发布于 2026-03-19

<h2><section><span leaf="" style="font-family: 微软雅黑;color: rgb(15, 71, 97);font-weight: bold;font-size: 16pt;">一、危机四伏:</span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;color:rgb(15,71,97);font-weight:bold;font-size:16.0000pt;"><font face="微软雅黑"><span leaf="">90年代日本医药产业的系统性崩溃</span></font></span></section><b><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;color:rgb(15,71,97);font-weight:bold;font-size:16.0000pt;"><o:p></o:p></span></b></h2><h3><b><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;color:rgb(15,71,97);font-weight:bold;font-size:14.0000pt;"><font face="微软雅黑"><span leaf="">1.1&nbsp;</span></font></span></b><b><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;color:rgb(15,71,97);font-weight:bold;font-size:14.0000pt;"><font face="微软雅黑"><span leaf="">四大危机并存的产业困境</span></font></span></b><b><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;color:rgb(15,71,97);font-weight:bold;font-size:14.0000pt;"><o:p></o:p></span></b></h3><p><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">20世纪90年代的日本医药产业面临着前所未有的系统性危机,这些危机相互交织、相互强化,构成了一个难以打破的恶性循环:</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><o:p></o:p></span></p><table style="border-collapse:collapse;border:none;mso-border-left-alt:0.5000pt solid windowtext;mso-border-top-alt:0.5000pt solid windowtext;mso-border-right-alt:0.5000pt solid windowtext;mso-border-bottom-alt:0.5000pt solid windowtext;mso-border-insideh:0.5000pt solid windowtext;mso-border-insidev:0.5000pt solid windowtext;mso-padding-alt:0.0000pt 5.4000pt 0.0000pt 5.4000pt;"><tbody><tr><td valign="top" style="padding:0.0000pt 5.4000pt 0.0000pt 5.4000pt;border-left:1.0000pt solid windowtext;mso-border-left-alt:0.5000pt solid windowtext;border-right:1.0000pt solid windowtext;mso-border-right-alt:0.5000pt solid windowtext;border-top:1.0000pt solid windowtext;mso-border-top-alt:0.5000pt solid windowtext;border-bottom:1.0000pt solid windowtext;mso-border-bottom-alt:0.5000pt solid windowtext;"><p><span style="font-family:微软雅黑;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">危机类型</span></font></span><span style="font-family:微软雅黑;font-size:12.0000pt;"><o:p></o:p></span></p></td><td valign="top" style="padding:0.0000pt 5.4000pt 0.0000pt 5.4000pt;border-left:1.0000pt solid windowtext;mso-border-left-alt:0.5000pt solid windowtext;border-right:1.0000pt solid windowtext;mso-border-right-alt:0.5000pt solid windowtext;border-top:1.0000pt solid windowtext;mso-border-top-alt:0.5000pt solid windowtext;border-bottom:1.0000pt solid windowtext;mso-border-bottom-alt:0.5000pt solid windowtext;"><p><span style="font-family:微软雅黑;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">具体表现</span></font></span><span style="font-family:微软雅黑;font-size:12.0000pt;"><o:p></o:p></span></p></td><td valign="top" style="padding:0.0000pt 5.4000pt 0.0000pt 5.4000pt;border-left:1.0000pt solid windowtext;mso-border-left-alt:0.5000pt solid windowtext;border-right:1.0000pt solid windowtext;mso-border-right-alt:0.5000pt solid windowtext;border-top:1.0000pt solid windowtext;mso-border-top-alt:0.5000pt solid windowtext;border-bottom:1.0000pt solid windowtext;mso-border-bottom-alt:0.5000pt solid windowtext;"><p><span style="font-family:微软雅黑;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">影响程度</span></font></span><span style="font-family:微软雅黑;font-size:12.0000pt;"><o:p></o:p></span></p></td></tr><tr><td valign="top" style="padding:0.0000pt 5.4000pt 0.0000pt 5.4000pt;border-left:1.0000pt solid windowtext;mso-border-left-alt:0.5000pt solid windowtext;border-right:1.0000pt solid windowtext;mso-border-right-alt:0.5000pt solid windowtext;border-top:none;mso-border-top-alt:0.5000pt solid windowtext;border-bottom:1.0000pt solid windowtext;mso-border-bottom-alt:0.5000pt solid windowtext;"><p><b><span style="font-family:微软雅黑;font-weight:bold;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">创新停滞危机</span></font></span></b><span style="font-family:微软雅黑;font-size:12.0000pt;"><o:p></o:p></span></p></td><td valign="top" style="padding:0.0000pt 5.4000pt 0.0000pt 5.4000pt;border-left:1.0000pt solid windowtext;mso-border-left-alt:0.5000pt solid windowtext;border-right:1.0000pt solid windowtext;mso-border-right-alt:0.5000pt solid windowtext;border-top:none;mso-border-top-alt:0.5000pt solid windowtext;border-bottom:1.0000pt solid windowtext;mso-border-bottom-alt:0.5000pt solid windowtext;"><p><span style="font-family:微软雅黑;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">新药研发年增长率不到</span></font><font face="微软雅黑"><span leaf="">2%,仅为美国1/4</span></font></span><span style="font-family:微软雅黑;font-size:12.0000pt;"><o:p></o:p></span></p></td><td valign="top" style="padding:0.0000pt 5.4000pt 0.0000pt 5.4000pt;border-left:1.0000pt solid windowtext;mso-border-left-alt:0.5000pt solid windowtext;border-right:1.0000pt solid windowtext;mso-border-right-alt:0.5000pt solid windowtext;border-top:none;mso-border-top-alt:0.5000pt solid windowtext;border-bottom:1.0000pt solid windowtext;mso-border-bottom-alt:0.5000pt solid windowtext;"><p><span style="font-family:微软雅黑;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">⭐⭐⭐⭐⭐</span></font></span><span style="font-family:微软雅黑;font-size:12.0000pt;"><o:p></o:p></span></p></td></tr><tr><td valign="top" style="padding:0.0000pt 5.4000pt 0.0000pt 5.4000pt;border-left:1.0000pt solid windowtext;mso-border-left-alt:0.5000pt solid windowtext;border-right:1.0000pt solid windowtext;mso-border-right-alt:0.5000pt solid windowtext;border-top:none;mso-border-top-alt:0.5000pt solid windowtext;border-bottom:1.0000pt solid windowtext;mso-border-bottom-alt:0.5000pt solid windowtext;"><p><b><span style="font-family:微软雅黑;font-weight:bold;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">药品质量危机</span></font></span></b><span style="font-family:微软雅黑;font-size:12.0000pt;"><o:p></o:p></span></p></td><td valign="top" style="padding:0.0000pt 5.4000pt 0.0000pt 5.4000pt;border-left:1.0000pt solid windowtext;mso-border-left-alt:0.5000pt solid windowtext;border-right:1.0000pt solid windowtext;mso-border-right-alt:0.5000pt solid windowtext;border-top:none;mso-border-top-alt:0.5000pt solid windowtext;border-bottom:1.0000pt solid windowtext;mso-border-bottom-alt:0.5000pt solid windowtext;"><p><span style="font-family:微软雅黑;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">仿制药质量问题频发,民众信任崩塌</span></font></span><span style="font-family:微软雅黑;font-size:12.0000pt;"><o:p></o:p></span></p></td><td valign="top" style="padding:0.0000pt 5.4000pt 0.0000pt 5.4000pt;border-left:1.0000pt solid windowtext;mso-border-left-alt:0.5000pt solid windowtext;border-right:1.0000pt solid windowtext;mso-border-right-alt:0.5000pt solid windowtext;border-top:none;mso-border-top-alt:0.5000pt solid windowtext;border-bottom:1.0000pt solid windowtext;mso-border-bottom-alt:0.5000pt solid windowtext;"><p><span style="font-family:微软雅黑;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">⭐⭐⭐⭐⭐</span></font></span><span style="font-family:微软雅黑;font-size:12.0000pt;"><o:p></o:p></span></p></td></tr><tr><td valign="top" style="padding:0.0000pt 5.4000pt 0.0000pt 5.4000pt;border-left:1.0000pt solid windowtext;mso-border-left-alt:0.5000pt solid windowtext;border-right:1.0000pt solid windowtext;mso-border-right-alt:0.5000pt solid windowtext;border-top:none;mso-border-top-alt:0.5000pt solid windowtext;border-bottom:1.0000pt solid windowtext;mso-border-bottom-alt:0.5000pt solid windowtext;"><p><b><span style="font-family:微软雅黑;font-weight:bold;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">产业内卷危机</span></font></span></b><span style="font-family:微软雅黑;font-size:12.0000pt;"><o:p></o:p></span></p></td><td valign="top" style="padding:0.0000pt 5.4000pt 0.0000pt 5.4000pt;border-left:1.0000pt solid windowtext;mso-border-left-alt:0.5000pt solid windowtext;border-right:1.0000pt solid windowtext;mso-border-right-alt:0.5000pt solid windowtext;border-top:none;mso-border-top-alt:0.5000pt solid windowtext;border-bottom:1.0000pt solid windowtext;mso-border-bottom-alt:0.5000pt solid windowtext;"><p><span style="font-family:微软雅黑;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">1000+药企恶性竞争,价格战常态化</span></font></span><span style="font-family:微软雅黑;font-size:12.0000pt;"><o:p></o:p></span></p></td><td valign="top" style="padding:0.0000pt 5.4000pt 0.0000pt 5.4000pt;border-left:1.0000pt solid windowtext;mso-border-left-alt:0.5000pt solid windowtext;border-right:1.0000pt solid windowtext;mso-border-right-alt:0.5000pt solid windowtext;border-top:none;mso-border-top-alt:0.5000pt solid windowtext;border-bottom:1.0000pt solid windowtext;mso-border-bottom-alt:0.5000pt solid windowtext;"><p><span style="font-family:微软雅黑;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">⭐⭐⭐⭐</span></font></span><span style="font-family:微软雅黑;font-size:12.0000pt;"><o:p></o:p></span></p></td></tr><tr><td valign="top" style="padding:0.0000pt 5.4000pt 0.0000pt 5.4000pt;border-left:1.0000pt solid windowtext;mso-border-left-alt:0.5000pt solid windowtext;border-right:1.0000pt solid windowtext;mso-border-right-alt:0.5000pt solid windowtext;border-top:none;mso-border-top-alt:0.5000pt solid windowtext;border-bottom:1.0000pt solid windowtext;mso-border-bottom-alt:0.5000pt solid windowtext;"><p><b><span style="font-family:微软雅黑;font-weight:bold;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">信任危机</span></font></span></b><span style="font-family:微软雅黑;font-size:12.0000pt;"><o:p></o:p></span></p></td><td valign="top" style="padding:0.0000pt 5.4000pt 0.0000pt 5.4000pt;border-left:1.0000pt solid windowtext;mso-border-left-alt:0.5000pt solid windowtext;border-right:1.0000pt solid windowtext;mso-border-right-alt:0.5000pt solid windowtext;border-top:none;mso-border-top-alt:0.5000pt solid windowtext;border-bottom:1.0000pt solid windowtext;mso-border-bottom-alt:0.5000pt solid windowtext;"><p><span style="font-family:微软雅黑;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">患者宁愿购买进口药,抵制国产药品</span></font></span><span style="font-family:微软雅黑;font-size:12.0000pt;"><o:p></o:p></span></p></td><td valign="top" style="padding:0.0000pt 5.4000pt 0.0000pt 5.4000pt;border-left:1.0000pt solid windowtext;mso-border-left-alt:0.5000pt solid windowtext;border-right:1.0000pt solid windowtext;mso-border-right-alt:0.5000pt solid windowtext;border-top:none;mso-border-top-alt:0.5000pt solid windowtext;border-bottom:1.0000pt solid windowtext;mso-border-bottom-alt:0.5000pt solid windowtext;"><p><span style="font-family:微软雅黑;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">⭐⭐⭐⭐⭐</span></font></span><span style="font-family:微软雅黑;font-size:12.0000pt;"><o:p></o:p></span></p></td></tr></tbody></table><h3><b><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;color:rgb(15,71,97);font-weight:bold;font-size:14.0000pt;"><font face="微软雅黑"><span leaf="">1.2&nbsp;</span></font></span></b><b><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;color:rgb(15,71,97);font-weight:bold;font-size:14.0000pt;"><font face="微软雅黑"><span leaf="">第一三共事件:行业耻辱的缩影</span></font></span></b><b><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;color:rgb(15,71,97);font-weight:bold;font-size:14.0000pt;"><o:p></o:p></span></b></h3><p><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">这场危机的集中体现就是震惊业界的</span></font></span><b><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-weight:bold;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">兰伯西并购案</span></font></span></b><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">:</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><o:p></o:p></span></p><p><b><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-weight:bold;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">46亿美元的惊天骗局</span></font></span></b><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><span leaf="">&nbsp;</span><font face="微软雅黑"><span leaf="">-&nbsp;</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">第一三共高价收购印度仿制药龙头兰伯西</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><span leaf="">&nbsp;</span><font face="微软雅黑"><span leaf="">-&nbsp;</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">收购后发现兰伯西长期用品牌药装仿制药胶囊欺骗检测</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><span leaf="">&nbsp;</span><font face="微软雅黑"><span leaf="">-&nbsp;</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">FDA永久禁入美国市场,第一三共损失4500亿日元</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><o:p></o:p></span></p><p><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">这一事件绝非偶然,而是日本医药产业在生死存亡压力下的</span></font><font face="微软雅黑"><span leaf="">”病急乱投医”:</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><o:p></o:p></span></p><p><b><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-weight:bold;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">专利悬崖的双重绞杀</span></font></span></b><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><span leaf="">&nbsp;</span><font face="微软雅黑"><span leaf="">-&nbsp;</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">80年代黄金药物的专利保护期在2010年前集中到期</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><span leaf="">&nbsp;</span><font face="微软雅黑"><span leaf="">-&nbsp;</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">90年代泡沫破裂导致药企缩减研发支出</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><span leaf="">&nbsp;</span><font face="微软雅黑"><span leaf="">-&nbsp;</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">生物药兴起,日本化学药优势荡然无存</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><o:p></o:p></span></p><p><b><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-weight:bold;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">全球地位急剧下滑</span></font></span></b><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><span leaf="">&nbsp;</span><font face="微软雅黑"><span leaf="">-&nbsp;</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">1998-2004年,FDA批准168种新药中仅6种来自日本</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><span leaf="">&nbsp;</span><font face="微软雅黑"><span leaf="">-&nbsp;</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">2002年日本生物药全球排名跌至第23位,沦为第三梯队</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><o:p></o:p></span></p><h3><b><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;color:rgb(15,71,97);font-weight:bold;font-size:14.0000pt;"><font face="微软雅黑"><span leaf="">1.3&nbsp;</span></font></span></b><b><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;color:rgb(15,71,97);font-weight:bold;font-size:14.0000pt;"><font face="微软雅黑"><span leaf="">Me-too药物泛滥:创新荒漠化</span></font></span></b><b><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;color:rgb(15,71,97);font-weight:bold;font-size:14.0000pt;"><o:p></o:p></span></b></h3><p><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">最令人痛心的是日本医药产业的创新荒漠化现象:</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><o:p></o:p></span></p><p><b><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-weight:bold;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">触目惊心的数据</span></font></span></b><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><span leaf="">&nbsp;</span><font face="微软雅黑"><span leaf="">-&nbsp;</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">Me-too类药物占每年新药产出的45%</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><span leaf="">&nbsp;</span><font face="微软雅黑"><span leaf="">-&nbsp;</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">1995年日本新药支出中57%为本土新药,但60%缺乏显著临床价值</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><span leaf="">&nbsp;</span><font face="微软雅黑"><span leaf="">-&nbsp;</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">1996年Me-too药物研发支出占药品研发总支出70%</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><o:p></o:p></span></p><p><b><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-weight:bold;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">制度层面的根本原因</span></font></span></b><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><o:p></o:p></span></p><p><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:11.0000pt;"><font face="微软雅黑"><span leaf="">1974年扶持政策</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:11.0000pt;"><span leaf="">&nbsp;</span><font face="微软雅黑"><span leaf="">→&nbsp;</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:11.0000pt;"><font face="微软雅黑"><span leaf="">低创新门槛</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:11.0000pt;"><span leaf="">&nbsp;</span><font face="微软雅黑"><span leaf="">→&nbsp;</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:11.0000pt;"><font face="微软雅黑"><span leaf="">泡沫经济短期逐利</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:11.0000pt;"><span leaf="">&nbsp;</span><font face="微软雅黑"><span leaf="">→&nbsp;</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:11.0000pt;"><font face="微软雅黑"><span leaf="">90年代创新荒漠化</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><span leaf=""><br /></span></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:11.0000pt;"><span leaf="">&nbsp; &nbsp;</span><font face="微软雅黑"><span leaf="">↓</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><span leaf=""><br /></span></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:11.0000pt;"><font face="微软雅黑"><span leaf="">1991年定价改革</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:11.0000pt;"><span leaf="">&nbsp;</span><font face="微软雅黑"><span leaf="">→&nbsp;</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:11.0000pt;"><font face="微软雅黑"><span leaf="">类比价法</span></font><font face="微软雅黑"><span leaf="">20%溢价</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:11.0000pt;"><span leaf="">&nbsp;</span><font face="微软雅黑"><span leaf="">→&nbsp;</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:11.0000pt;"><font face="微软雅黑"><span leaf="">伪创新泛滥</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:11.0000pt;"><span leaf="">&nbsp;</span><font face="微软雅黑"><span leaf="">→&nbsp;</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:11.0000pt;"><font face="微软雅黑"><span leaf="">资源严重浪费</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><o:p></o:p></span></p><p><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">这种倒金字塔式的创新结构导致了严重的资源错配:</span></font><font face="微软雅黑"><span leaf="">7家企业同时研发同一适应症药物的荒谬现象,却无人投资独创性生物药。</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><o:p></o:p></span></p><h2><b><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;color:rgb(15,71,97);font-weight:bold;font-size:16.0000pt;"><font face="微软雅黑"><span leaf="">二、制度重构:</span></font><font face="微软雅黑"><span leaf="">2002年药品定价改革的战略转折</span></font></span></b><b><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;color:rgb(15,71,97);font-weight:bold;font-size:16.0000pt;"><o:p></o:p></span></b></h2><h3><b><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;color:rgb(15,71,97);font-weight:bold;font-size:14.0000pt;"><font face="微软雅黑"><span leaf="">2.1&nbsp;</span></font></span></b><b><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;color:rgb(15,71,97);font-weight:bold;font-size:14.0000pt;"><font face="微软雅黑"><span leaf="">平成十四年定价基准制度:三分类管理革命</span></font></span></b><b><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;color:rgb(15,71,97);font-weight:bold;font-size:14.0000pt;"><o:p></o:p></span></b></h3><p><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">2002年被视为日本医药复兴改革的元年,核心举措就是</span></font></span><b><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-weight:bold;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">新药定价机制的根本性重构</span></font></span></b><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">:</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><o:p></o:p></span></p><table style="border-collapse:collapse;width:100.0000%;mso-table-layout-alt:fixed;border:none;mso-border-left-alt:0.5000pt solid windowtext;mso-border-top-alt:0.5000pt solid windowtext;mso-border-right-alt:0.5000pt solid windowtext;mso-border-bottom-alt:0.5000pt solid windowtext;mso-border-insideh:0.5000pt solid windowtext;mso-border-insidev:0.5000pt solid windowtext;mso-padding-alt:0.0000pt 5.4000pt 0.0000pt 5.4000pt;"><tbody><tr><td data-colwidth="132" width="132" valign="top" style="padding: 0pt 5.4pt;border-width: 1pt;border-style: solid;border-color: windowtext;"><p><span style="font-family:微软雅黑;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">药物类型</span></font></span><span style="font-family:微软雅黑;font-size:12.0000pt;"><o:p></o:p></span></p></td><td data-colwidth="132" width="132" valign="top" style="padding: 0pt 5.4pt;border-width: 1pt;border-style: solid;border-color: windowtext;"><p><span style="font-family:微软雅黑;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">定价方式</span></font></span><span style="font-family:微软雅黑;font-size:12.0000pt;"><o:p></o:p></span></p></td><td data-colwidth="132" width="132" valign="top" style="padding: 0pt 5.4pt;border-width: 1pt;border-style: solid;border-color: windowtext;"><p><span style="font-family:微软雅黑;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">溢价幅度</span></font></span><span style="font-family:微软雅黑;font-size:12.0000pt;"><o:p></o:p></span></p></td><td data-colwidth="132" width="132" valign="top" style="padding: 0pt 5.4pt;border-width: 1pt;border-style: solid;border-color: windowtext;"><p><span style="font-family:微软雅黑;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">政策目标</span></font></span><span style="font-family:微软雅黑;font-size:12.0000pt;"><o:p></o:p></span></p></td></tr><tr><td data-colwidth="132" width="132" valign="top" style="padding: 0pt 5.4pt;border-left: 1pt solid windowtext;border-right: 1pt solid windowtext;border-top: none;border-bottom: 1pt solid windowtext;"><p><b><span style="font-family:微软雅黑;font-weight:bold;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">FIC(独创新药)</span></font></span></b><span style="font-family:微软雅黑;font-size:12.0000pt;"><o:p></o:p></span></p></td><td data-colwidth="132" width="132" valign="top" style="padding: 0pt 5.4pt;border-left: 1pt solid windowtext;border-right: 1pt solid windowtext;border-top: none;border-bottom: 1pt solid windowtext;"><p><span style="font-family:微软雅黑;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">成本法核算</span></font></span><span style="font-family:微软雅黑;font-size:12.0000pt;"><o:p></o:p></span></p></td><td data-colwidth="132" width="132" valign="top" style="padding: 0pt 5.4pt;border-left: 1pt solid windowtext;border-right: 1pt solid windowtext;border-top: none;border-bottom: 1pt solid windowtext;"><p><span style="font-family:微软雅黑;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">极高溢价</span></font></span><span style="font-family:微软雅黑;font-size:12.0000pt;"><o:p></o:p></span></p></td><td data-colwidth="132" width="132" valign="top" style="padding: 0pt 5.4pt;border-left: 1pt solid windowtext;border-right: 1pt solid windowtext;border-top: none;border-bottom: 1pt solid windowtext;"><p><span style="font-family:微软雅黑;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">保证研发成本回收,鼓励原创</span></font></span><span style="font-family:微软雅黑;font-size:12.0000pt;"><o:p></o:p></span></p></td></tr><tr><td data-colwidth="132" width="132" valign="top" style="padding: 0pt 5.4pt;border-left: 1pt solid windowtext;border-right: 1pt solid windowtext;border-top: none;border-bottom: 1pt solid windowtext;"><p><b><span style="font-family:微软雅黑;font-weight:bold;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">Me-better</span></font></span></b><span style="font-family:微软雅黑;font-size:12.0000pt;"><o:p></o:p></span></p></td><td data-colwidth="132" width="132" valign="top" style="padding: 0pt 5.4pt;border-left: 1pt solid windowtext;border-right: 1pt solid windowtext;border-top: none;border-bottom: 1pt solid windowtext;"><p><span style="font-family:微软雅黑;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">同类比较法</span></font></span><span style="font-family:微软雅黑;font-size:12.0000pt;"><o:p></o:p></span></p></td><td data-colwidth="132" width="132" valign="top" style="padding: 0pt 5.4pt;border-left: 1pt solid windowtext;border-right: 1pt solid windowtext;border-top: none;border-bottom: 1pt solid windowtext;"><p><span style="font-family:微软雅黑;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">逐项加成</span></font></span><span style="font-family:微软雅黑;font-size:12.0000pt;"><o:p></o:p></span></p></td><td data-colwidth="132" width="132" valign="top" style="padding: 0pt 5.4pt;border-left: 1pt solid windowtext;border-right: 1pt solid windowtext;border-top: none;border-bottom: 1pt solid windowtext;"><p><span style="font-family:微软雅黑;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">推动临床价值实质性提升</span></font></span><span style="font-family:微软雅黑;font-size:12.0000pt;"><o:p></o:p></span></p></td></tr><tr><td data-colwidth="132" width="132" valign="top" style="padding: 0pt 5.4pt;border-left: 1pt solid windowtext;border-right: 1pt solid windowtext;border-top: none;border-bottom: 1pt solid windowtext;"><p><b><span style="font-family:微软雅黑;font-weight:bold;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">Me-too</span></font></span></b><span style="font-family:微软雅黑;font-size:12.0000pt;"><o:p></o:p></span></p></td><td data-colwidth="132" width="132" valign="top" style="padding: 0pt 5.4pt;border-left: 1pt solid windowtext;border-right: 1pt solid windowtext;border-top: none;border-bottom: 1pt solid windowtext;"><p><span style="font-family:微软雅黑;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">最低锚定法</span></font></span><span style="font-family:微软雅黑;font-size:12.0000pt;"><o:p></o:p></span></p></td><td data-colwidth="132" width="132" valign="top" style="padding: 0pt 5.4pt;border-left: 1pt solid windowtext;border-right: 1pt solid windowtext;border-top: none;border-bottom: 1pt solid windowtext;"><p><span style="font-family:微软雅黑;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">无溢价</span></font></span><span style="font-family:微软雅黑;font-size:12.0000pt;"><o:p></o:p></span></p></td><td data-colwidth="132" width="132" valign="top" style="padding: 0pt 5.4pt;border-left: 1pt solid windowtext;border-right: 1pt solid windowtext;border-top: none;border-bottom: 1pt solid windowtext;"><p><span style="font-family:微软雅黑;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">消除投机性开发,遏制低水平竞争</span></font></span><span style="font-family:微软雅黑;font-size:12.0000pt;"><o:p></o:p></span></p></td></tr></tbody></table><h3><b><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;color:rgb(15,71,97);font-weight:bold;font-size:14.0000pt;"><font face="微软雅黑"><span leaf="">2.2&nbsp;</span></font></span></b><b><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;color:rgb(15,71,97);font-weight:bold;font-size:14.0000pt;"><font face="微软雅黑"><span leaf="">政策设计的精妙之处</span></font></span></b><b><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;color:rgb(15,71,97);font-weight:bold;font-size:14.0000pt;"><o:p></o:p></span></b></h3><h4><b><i><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;color:rgb(15,71,97);font-weight:bold;font-style:italic;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">创新价值的精准锚定</span></font></span></i></b><b><i><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;color:rgb(15,71,97);font-weight:bold;font-style:italic;font-size:12.0000pt;"><o:p></o:p></span></i></b></h4><p><b><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-weight:bold;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">FIC药物的成本法核算</span></font></span></b><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">体现了对真正创新的深度尊重:</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><span leaf="">&nbsp;</span><font face="微软雅黑"><span leaf="">-&nbsp;</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">全盘考虑上市前研发成本</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><span leaf="">&nbsp;</span><font face="微软雅黑"><span leaf="">-&nbsp;</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">给予极高溢价确保投资回报</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><span leaf="">&nbsp;</span><font face="微软雅黑"><span leaf="">-&nbsp;</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">为长周期、高风险的研发提供制度保障</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><o:p></o:p></span></p><p><b><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-weight:bold;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">Me-better的差异化激励</span></font></span></b><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">:</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><span leaf="">&nbsp;</span><font face="微软雅黑"><span leaf="">-&nbsp;</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">罗列具体溢价加成点</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><span leaf="">&nbsp;</span><font face="微软雅黑"><span leaf="">-&nbsp;</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">疗效、适应性等多个维度评估</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><span leaf="">&nbsp;</span><font face="微软雅黑"><span leaf="">-&nbsp;</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">引导企业在微创新中寻求差异化优势</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><o:p></o:p></span></p><h4><b><i><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;color:rgb(15,71,97);font-weight:bold;font-style:italic;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">投机行为的制度性封杀</span></font></span></i></b><b><i><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;color:rgb(15,71,97);font-weight:bold;font-style:italic;font-size:12.0000pt;"><o:p></o:p></span></i></b></h4><p><b><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-weight:bold;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">Me-too药物的最低锚定法</span></font></span></b><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">堪称制度设计的神来之笔:</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><span leaf="">&nbsp;</span><font face="微软雅黑"><span leaf="">-&nbsp;</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">选择同类药物最低价格作为基准</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><span leaf="">&nbsp;</span><font face="微软雅黑"><span leaf="">-&nbsp;</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">从经济根源上消除</span></font><font face="微软雅黑"><span leaf="">Me-too开发价值</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><span leaf="">&nbsp;</span><font face="微软雅黑"><span leaf="">-&nbsp;</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">倒逼药企转向真正有临床价值的研发</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><o:p></o:p></span></p><h3><b><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;color:rgb(15,71,97);font-weight:bold;font-size:14.0000pt;"><font face="微软雅黑"><span leaf="">2.3&nbsp;</span></font></span></b><b><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;color:rgb(15,71,97);font-weight:bold;font-size:14.0000pt;"><font face="微软雅黑"><span leaf="">改革成效:从数量到质量的质变</span></font></span></b><b><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;color:rgb(15,71,97);font-weight:bold;font-size:14.0000pt;"><o:p></o:p></span></b></h3><p><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">改革实施后,日本医药产业发生了根本性的转变:</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><o:p></o:p></span></p><p><b><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-weight:bold;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">研发投入的跨越式增长</span></font></span></b><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><o:p></o:p></span></p><p><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:11.0000pt;"><font face="微软雅黑"><span leaf="">2001年:前十大药企平均研发费用3亿美元/年</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><span leaf=""><br /></span></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:11.0000pt;"><font face="微软雅黑"><span leaf="">↓</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><span leaf=""><br /></span></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:11.0000pt;"><font face="微软雅黑"><span leaf="">2010年:前十大药企平均研发费用10亿美元/年</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><o:p></o:p></span></p><p><b><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-weight:bold;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">创新质量的显著提升</span></font></span></b><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><span leaf="">&nbsp;</span><font face="微软雅黑"><span leaf="">-&nbsp;</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">分层定价前:日本</span></font><font face="微软雅黑"><span leaf="">10亿美元研发药品数量是欧美2.1倍</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><span leaf="">&nbsp;</span><font face="微软雅黑"><span leaf="">-&nbsp;</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">分层定价</span></font><font face="微软雅黑"><span leaf="">15年后:差距缩小至1.3倍</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><span leaf="">&nbsp;</span><font face="微软雅黑"><span leaf="">-&nbsp;</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">创新药企利润率从不足</span></font><font face="微软雅黑"><span leaf="">8%恢复到15%以上</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><o:p></o:p></span></p><p><b><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-weight:bold;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">成功案例:第一三共的华丽逆袭</span></font></span></b><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><span leaf="">&nbsp;</span></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">兰伯西案后,第一三共痛定思痛:</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><span leaf="">&nbsp;</span><font face="微软雅黑"><span leaf="">-&nbsp;</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">放弃</span></font><font face="微软雅黑"><span leaf="">Me-too类药物研发项目</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><span leaf="">&nbsp;</span><font face="微软雅黑"><span leaf="">-&nbsp;</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">全面转型</span></font><font face="微软雅黑"><span leaf="">ADC药物领域</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><span leaf="">&nbsp;</span><font face="微软雅黑"><span leaf="">-&nbsp;</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">通过</span></font><font face="微软雅黑"><span leaf="">DS-8201新药登顶日本市值第一</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><o:p></o:p></span></p><h3><b><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;color:rgb(15,71,97);font-weight:bold;font-size:14.0000pt;"><font face="微软雅黑"><span leaf="">2.4&nbsp;</span></font></span></b><b><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;color:rgb(15,71,97);font-weight:bold;font-size:14.0000pt;"><font face="微软雅黑"><span leaf="">改革的代价:中小企业的生存困境</span></font></span></b><b><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;color:rgb(15,71,97);font-weight:bold;font-size:14.0000pt;"><o:p></o:p></span></b></h3><p><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">但改革的冲击也是巨大的:</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><o:p></o:p></span></p><p><b><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-weight:bold;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">行业集中度急剧提升</span></font></span></b><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><span leaf="">&nbsp;</span><font face="微软雅黑"><span leaf="">-&nbsp;</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">改革</span></font><font face="微软雅黑"><span leaf="">10年后,500亿以上药企研发支出占全行业94%</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><span leaf="">&nbsp;</span><font face="微软雅黑"><span leaf="">-&nbsp;</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">90年代这一比例还不到70%</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><span leaf="">&nbsp;</span><font face="微软雅黑"><span leaf="">-&nbsp;</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">中小药企占日本药企总数</span></font><font face="微软雅黑"><span leaf="">70%,却面临生存危机</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><o:p></o:p></span></p><p><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">这个问题为后续的药企出清埋下了伏笔,也体现了改革的复杂性和残酷性。</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><o:p></o:p></span></p><h2><b><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;color:rgb(15,71,97);font-weight:bold;font-size:16.0000pt;"><font face="微软雅黑"><span leaf="">三、仿制药革命:从质量危机到全球领先的逆袭之路</span></font></span></b><b><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;color:rgb(15,71,97);font-weight:bold;font-size:16.0000pt;"><o:p></o:p></span></b></h2><h3><b><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;color:rgb(15,71,97);font-weight:bold;font-size:14.0000pt;"><font face="微软雅黑"><span leaf="">3.1&nbsp;</span></font></span></b><b><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;color:rgb(15,71,97);font-weight:bold;font-size:14.0000pt;"><font face="微软雅黑"><span leaf="">第一次战略失败的惨痛教训</span></font></span></b><b><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;color:rgb(15,71,97);font-weight:bold;font-size:14.0000pt;"><o:p></o:p></span></b></h3><p><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">回溯</span></font><font face="微软雅黑"><span leaf="">1993年,日本推行第一次仿制药推广战略,结果却遭遇彻底失败:</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><o:p></o:p></span></p><p><b><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-weight:bold;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">失败原因深度分析</span></font></span></b><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><span leaf="">&nbsp;</span><font face="微软雅黑"><span leaf="">-&nbsp;</span></font></span><b><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-weight:bold;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">恶性价格竞争</span></font></span></b><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">:末位竞争法导致价格踩踏</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><span leaf="">&nbsp;</span><font face="微软雅黑"><span leaf="">-&nbsp;</span></font></span><b><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-weight:bold;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">质量监管失效</span></font></span></b><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">:低价中标引发质量滑坡</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><span leaf="">&nbsp;</span><font face="微软雅黑"><span leaf="">-&nbsp;</span></font></span><b><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-weight:bold;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">民众信任崩塌</span></font></span></b><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">:质量问题频发,社会强烈反弹</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><o:p></o:p></span></p><p><b><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-weight:bold;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">惨痛代价</span></font></span></b><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><span leaf="">&nbsp;</span><font face="微软雅黑"><span leaf="">-&nbsp;</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">仿制药替代率仅达到</span></font><font face="微软雅黑"><span leaf="">30%就被迫停止</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><span leaf="">&nbsp;</span><font face="微软雅黑"><span leaf="">-&nbsp;</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">厚生省投入巨额资金重新一致性评价</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><span leaf="">&nbsp;</span><font face="微软雅黑"><span leaf="">-&nbsp;</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">10%批号作废,一批企业破产</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><o:p></o:p></span></p><h3><b><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;color:rgb(15,71,97);font-weight:bold;font-size:14.0000pt;"><font face="微软雅黑"><span leaf="">3.2&nbsp;</span></font></span></b><b><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;color:rgb(15,71,97);font-weight:bold;font-size:14.0000pt;"><font face="微软雅黑"><span leaf="">2002年仿制药定价革命:同价竞争体系的诞生</span></font></span></b><b><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;color:rgb(15,71,97);font-weight:bold;font-size:14.0000pt;"><o:p></o:p></span></b></h3><p><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">正是吸取第一次失败的教训,</span></font><font face="微软雅黑"><span leaf="">2002年日本启动了仿制药定价机制的彻底改革:</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><o:p></o:p></span></p><h4><b><i><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;color:rgb(15,71,97);font-weight:bold;font-style:italic;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">同价竞争体系的核心机制</span></font></span></i></b><b><i><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;color:rgb(15,71,97);font-weight:bold;font-style:italic;font-size:12.0000pt;"><o:p></o:p></span></i></b></h4><p><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:11.0000pt;"><font face="微软雅黑"><span leaf="">统一价格策略:所有同类仿制药均按原研药</span></font><font face="微软雅黑"><span leaf="">60%定价</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><span leaf=""><br /></span></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:11.0000pt;"><font face="微软雅黑"><span leaf="">↓</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><span leaf=""><br /></span></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:11.0000pt;"><font face="微软雅黑"><span leaf="">打破低价独占:避免企业为市场份额无限制压价</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><span leaf=""><br /></span></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:11.0000pt;"><font face="微软雅黑"><span leaf="">↓</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><span leaf=""><br /></span></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:11.0000pt;"><font face="微软雅黑"><span leaf="">引导品质竞争:企业通过附加值提升而非价格竞争</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><span leaf=""><br /></span></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:11.0000pt;"><font face="微软雅黑"><span leaf="">↓</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><span leaf=""><br /></span></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:11.0000pt;"><font face="微软雅黑"><span leaf="">强化质量意识:质量问题会迅速导致医疗机构转向</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><o:p></o:p></span></p><h4><b><i><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;color:rgb(15,71,97);font-weight:bold;font-style:italic;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">仿制药高附加值战略</span></font></span></i></b><b><i><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;color:rgb(15,71,97);font-weight:bold;font-style:italic;font-size:12.0000pt;"><o:p></o:p></span></i></b></h4><p><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">这一战略的核心是</span></font></span><b><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-weight:bold;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">导向重塑</span></font></span></b><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">:</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><span leaf="">&nbsp;</span><font face="微软雅黑"><span leaf="">-&nbsp;</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">从价格竞争转向品质竞争</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><span leaf="">&nbsp;</span><font face="微软雅黑"><span leaf="">-&nbsp;</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">企业竞争重点变为:</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><span leaf="">&nbsp;</span><font face="微软雅黑"><span leaf="">-&nbsp;</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">提高服用便携性</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><span leaf="">&nbsp;</span><font face="微软雅黑"><span leaf="">-&nbsp;</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">减少服用次数</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><span leaf="">&nbsp;</span><font face="微软雅黑"><span leaf="">-&nbsp;</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">增强药品安全性</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><span leaf="">&nbsp;</span><font face="微软雅黑"><span leaf="">-&nbsp;</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">优化患者体验</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><o:p></o:p></span></p><h3><b><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;color:rgb(15,71,97);font-weight:bold;font-size:14.0000pt;"><font face="微软雅黑"><span leaf="">3.3&nbsp;</span></font></span></b><b><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;color:rgb(15,71,97);font-weight:bold;font-size:14.0000pt;"><font face="微软雅黑"><span leaf="">改革成效:从危机到全球领先</span></font></span></b><b><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;color:rgb(15,71,97);font-weight:bold;font-size:14.0000pt;"><o:p></o:p></span></b></h3><p><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">改革效果令人瞩目:</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><o:p></o:p></span></p><p><b><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-weight:bold;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">行业利润的有序恢复</span></font></span></b><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><o:p></o:p></span></p><p><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:11.0000pt;"><font face="微软雅黑"><span leaf="">实施</span></font><font face="微软雅黑"><span leaf="">5年后(2007年):仿制药企业净利润回升至5%+</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><span leaf=""><br /></span></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:11.0000pt;"><font face="微软雅黑"><span leaf="">↓</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><span leaf=""><br /></span></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:11.0000pt;"><font face="微软雅黑"><span leaf="">2015年:净利润短暂提升至7%左右</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><o:p></o:p></span></p><p><b><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-weight:bold;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">替代率的稳步攀升</span></font></span></b><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><span leaf="">&nbsp;</span><font face="微软雅黑"><span leaf="">-&nbsp;</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">2005年后第二次仿制药替代战略顺利推行</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><span leaf="">&nbsp;</span><font face="微软雅黑"><span leaf="">-&nbsp;</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">当前日本仿制药替代率高达</span></font><font face="微软雅黑"><span leaf="">85%</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><span leaf="">&nbsp;</span><font face="微软雅黑"><span leaf="">-&nbsp;</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">是</span></font><font face="微软雅黑"><span leaf="">2005年的2.6倍</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><o:p></o:p></span></p><h3><b><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;color:rgb(15,71,97);font-weight:bold;font-size:14.0000pt;"><font face="微软雅黑"><span leaf="">3.4&nbsp;</span></font></span></b><b><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;color:rgb(15,71,97);font-weight:bold;font-size:14.0000pt;"><font face="微软雅黑"><span leaf="">制度设计的经济学智慧</span></font></span></b><b><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;color:rgb(15,71,97);font-weight:bold;font-size:14.0000pt;"><o:p></o:p></span></b></h3><p><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">日本仿制药改革体现了深刻的经济学思维:</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><o:p></o:p></span></p><h4><b><i><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;color:rgb(15,71,97);font-weight:bold;font-style:italic;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">重新定义社会效应最大化</span></font></span></i></b><b><i><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;color:rgb(15,71,97);font-weight:bold;font-style:italic;font-size:12.0000pt;"><o:p></o:p></span></i></b></h4><p><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">传统误区:仿制药替代</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><span leaf="">&nbsp;</span><font face="微软雅黑"><span leaf="">=&nbsp;</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">最低价格</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><span leaf="">&nbsp;</span></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">正确理解:</span></font></span><b><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-weight:bold;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">价格、覆盖人数与疗效的动态平衡</span></font></span></b><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><o:p></o:p></span></p><h4><b><i><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;color:rgb(15,71,97);font-weight:bold;font-style:italic;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">价格竞争的长期危害分析</span></font></span></i></b><b><i><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;color:rgb(15,71,97);font-weight:bold;font-style:italic;font-size:12.0000pt;"><o:p></o:p></span></i></b></h4><p><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:11.0000pt;"><font face="微软雅黑"><span leaf="">短期:降低药品价格</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><span leaf=""><br /></span></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:11.0000pt;"><font face="微软雅黑"><span leaf="">↓</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><span leaf=""><br /></span></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:11.0000pt;"><font face="微软雅黑"><span leaf="">中期:质量下滑</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:11.0000pt;"><span leaf="">&nbsp;</span><font face="微软雅黑"><span leaf="">+&nbsp;</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:11.0000pt;"><font face="微软雅黑"><span leaf="">信任缺失</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><span leaf=""><br /></span></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:11.0000pt;"><font face="微软雅黑"><span leaf="">↓</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><span leaf=""><br /></span></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:11.0000pt;"><font face="微软雅黑"><span leaf="">长期:医疗成本上升</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:11.0000pt;"><span leaf="">&nbsp;</span><font face="微软雅黑"><span leaf="">+&nbsp;</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:11.0000pt;"><font face="微软雅黑"><span leaf="">原研药需求增加</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:11.0000pt;"><span leaf="">&nbsp;</span><font face="微软雅黑"><span leaf="">+&nbsp;</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:11.0000pt;"><font face="微软雅黑"><span leaf="">医保支出压力</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><o:p></o:p></span></p><p><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">这种长期思考正是制度设计的高明之处,避免了为短期利益牺牲长期发展的陷阱。</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><o:p></o:p></span></p><h2><b><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;color:rgb(15,71,97);font-weight:bold;font-size:16.0000pt;"><font face="微软雅黑"><span leaf="">四、行业出清:药企兼并重组的血腥洗礼</span></font></span></b><b><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;color:rgb(15,71,97);font-weight:bold;font-size:16.0000pt;"><o:p></o:p></span></b></h2><h3><b><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;color:rgb(15,71,97);font-weight:bold;font-size:14.0000pt;"><font face="微软雅黑"><span leaf="">4.1&nbsp;</span></font></span></b><b><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;color:rgb(15,71,97);font-weight:bold;font-size:14.0000pt;"><font face="微软雅黑"><span leaf="">制药业愿景计划:三分类体系的重构</span></font></span></b><b><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;color:rgb(15,71,97);font-weight:bold;font-size:14.0000pt;"><o:p></o:p></span></b></h3><p><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">2003年2月,厚生劳动省发布《制药业愿景计划》,标志着行业出清的开始:</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><o:p></o:p></span></p><table style="border-collapse:collapse;border:none;mso-border-left-alt:0.5000pt solid windowtext;mso-border-top-alt:0.5000pt solid windowtext;mso-border-right-alt:0.5000pt solid windowtext;mso-border-bottom-alt:0.5000pt solid windowtext;mso-border-insideh:0.5000pt solid windowtext;mso-border-insidev:0.5000pt solid windowtext;mso-padding-alt:0.0000pt 5.4000pt 0.0000pt 5.4000pt;"><tbody><tr><td valign="top" style="padding:0.0000pt 5.4000pt 0.0000pt 5.4000pt;border-left:1.0000pt solid windowtext;mso-border-left-alt:0.5000pt solid windowtext;border-right:1.0000pt solid windowtext;mso-border-right-alt:0.5000pt solid windowtext;border-top:1.0000pt solid windowtext;mso-border-top-alt:0.5000pt solid windowtext;border-bottom:1.0000pt solid windowtext;mso-border-bottom-alt:0.5000pt solid windowtext;"><p><span style="font-family:微软雅黑;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">支持类型</span></font></span><span style="font-family:微软雅黑;font-size:12.0000pt;"><o:p></o:p></span></p></td><td valign="top" style="padding:0.0000pt 5.4000pt 0.0000pt 5.4000pt;border-left:1.0000pt solid windowtext;mso-border-left-alt:0.5000pt solid windowtext;border-right:1.0000pt solid windowtext;mso-border-right-alt:0.5000pt solid windowtext;border-top:1.0000pt solid windowtext;mso-border-top-alt:0.5000pt solid windowtext;border-bottom:1.0000pt solid windowtext;mso-border-bottom-alt:0.5000pt solid windowtext;"><p><span style="font-family:微软雅黑;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">特征要求</span></font></span><span style="font-family:微软雅黑;font-size:12.0000pt;"><o:p></o:p></span></p></td><td valign="top" style="padding:0.0000pt 5.4000pt 0.0000pt 5.4000pt;border-left:1.0000pt solid windowtext;mso-border-left-alt:0.5000pt solid windowtext;border-right:1.0000pt solid windowtext;mso-border-right-alt:0.5000pt solid windowtext;border-top:1.0000pt solid windowtext;mso-border-top-alt:0.5000pt solid windowtext;border-bottom:1.0000pt solid windowtext;mso-border-bottom-alt:0.5000pt solid windowtext;"><p><span style="font-family:微软雅黑;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">政策扶持</span></font></span><span style="font-family:微软雅黑;font-size:12.0000pt;"><o:p></o:p></span></p></td></tr><tr><td valign="top" style="padding:0.0000pt 5.4000pt 0.0000pt 5.4000pt;border-left:1.0000pt solid windowtext;mso-border-left-alt:0.5000pt solid windowtext;border-right:1.0000pt solid windowtext;mso-border-right-alt:0.5000pt solid windowtext;border-top:none;mso-border-top-alt:0.5000pt solid windowtext;border-bottom:1.0000pt solid windowtext;mso-border-bottom-alt:0.5000pt solid windowtext;"><p><b><span style="font-family:微软雅黑;font-weight:bold;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">巨型药企</span></font></span></b><span style="font-family:微软雅黑;font-size:12.0000pt;"><o:p></o:p></span></p></td><td valign="top" style="padding:0.0000pt 5.4000pt 0.0000pt 5.4000pt;border-left:1.0000pt solid windowtext;mso-border-left-alt:0.5000pt solid windowtext;border-right:1.0000pt solid windowtext;mso-border-right-alt:0.5000pt solid windowtext;border-top:none;mso-border-top-alt:0.5000pt solid windowtext;border-bottom:1.0000pt solid windowtext;mso-border-bottom-alt:0.5000pt solid windowtext;"><p><span style="font-family:微软雅黑;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">规模庞大,综合实力强</span></font></span><span style="font-family:微软雅黑;font-size:12.0000pt;"><o:p></o:p></span></p></td><td valign="top" style="padding:0.0000pt 5.4000pt 0.0000pt 5.4000pt;border-left:1.0000pt solid windowtext;mso-border-left-alt:0.5000pt solid windowtext;border-right:1.0000pt solid windowtext;mso-border-right-alt:0.5000pt solid windowtext;border-top:none;mso-border-top-alt:0.5000pt solid windowtext;border-bottom:1.0000pt solid windowtext;mso-border-bottom-alt:0.5000pt solid windowtext;"><p><span style="font-family:微软雅黑;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">全面支持</span></font></span><span style="font-family:微软雅黑;font-size:12.0000pt;"><o:p></o:p></span></p></td></tr><tr><td valign="top" style="padding:0.0000pt 5.4000pt 0.0000pt 5.4000pt;border-left:1.0000pt solid windowtext;mso-border-left-alt:0.5000pt solid windowtext;border-right:1.0000pt solid windowtext;mso-border-right-alt:0.5000pt solid windowtext;border-top:none;mso-border-top-alt:0.5000pt solid windowtext;border-bottom:1.0000pt solid windowtext;mso-border-bottom-alt:0.5000pt solid windowtext;"><p><b><span style="font-family:微软雅黑;font-weight:bold;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">高研发药企</span></font></span></b><span style="font-family:微软雅黑;font-size:12.0000pt;"><o:p></o:p></span></p></td><td valign="top" style="padding:0.0000pt 5.4000pt 0.0000pt 5.4000pt;border-left:1.0000pt solid windowtext;mso-border-left-alt:0.5000pt solid windowtext;border-right:1.0000pt solid windowtext;mso-border-right-alt:0.5000pt solid windowtext;border-top:none;mso-border-top-alt:0.5000pt solid windowtext;border-bottom:1.0000pt solid windowtext;mso-border-bottom-alt:0.5000pt solid windowtext;"><p><span style="font-family:微软雅黑;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">创新能力强,研发投入高</span></font></span><span style="font-family:微软雅黑;font-size:12.0000pt;"><o:p></o:p></span></p></td><td valign="top" style="padding:0.0000pt 5.4000pt 0.0000pt 5.4000pt;border-left:1.0000pt solid windowtext;mso-border-left-alt:0.5000pt solid windowtext;border-right:1.0000pt solid windowtext;mso-border-right-alt:0.5000pt solid windowtext;border-top:none;mso-border-top-alt:0.5000pt solid windowtext;border-bottom:1.0000pt solid windowtext;mso-border-bottom-alt:0.5000pt solid windowtext;"><p><span style="font-family:微软雅黑;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">重点倾斜</span></font></span><span style="font-family:微软雅黑;font-size:12.0000pt;"><o:p></o:p></span></p></td></tr><tr><td valign="top" style="padding:0.0000pt 5.4000pt 0.0000pt 5.4000pt;border-left:1.0000pt solid windowtext;mso-border-left-alt:0.5000pt solid windowtext;border-right:1.0000pt solid windowtext;mso-border-right-alt:0.5000pt solid windowtext;border-top:none;mso-border-top-alt:0.5000pt solid windowtext;border-bottom:1.0000pt solid windowtext;mso-border-bottom-alt:0.5000pt solid windowtext;"><p><b><span style="font-family:微软雅黑;font-weight:bold;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">家庭常用药企(</span></font><font face="微软雅黑"><span leaf="">OTC)</span></font></span></b><span style="font-family:微软雅黑;font-size:12.0000pt;"><o:p></o:p></span></p></td><td valign="top" style="padding:0.0000pt 5.4000pt 0.0000pt 5.4000pt;border-left:1.0000pt solid windowtext;mso-border-left-alt:0.5000pt solid windowtext;border-right:1.0000pt solid windowtext;mso-border-right-alt:0.5000pt solid windowtext;border-top:none;mso-border-top-alt:0.5000pt solid windowtext;border-bottom:1.0000pt solid windowtext;mso-border-bottom-alt:0.5000pt solid windowtext;"><p><span style="font-family:微软雅黑;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">专注日常用药</span></font></span><span style="font-family:微软雅黑;font-size:12.0000pt;"><o:p></o:p></span></p></td><td valign="top" style="padding:0.0000pt 5.4000pt 0.0000pt 5.4000pt;border-left:1.0000pt solid windowtext;mso-border-left-alt:0.5000pt solid windowtext;border-right:1.0000pt solid windowtext;mso-border-right-alt:0.5000pt solid windowtext;border-top:none;mso-border-top-alt:0.5000pt solid windowtext;border-bottom:1.0000pt solid windowtext;mso-border-bottom-alt:0.5000pt solid windowtext;"><p><span style="font-family:微软雅黑;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">适度扶持</span></font></span><span style="font-family:微软雅黑;font-size:12.0000pt;"><o:p></o:p></span></p></td></tr></tbody></table><p><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">而被排除在外的是:</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><span leaf="">&nbsp;</span><font face="微软雅黑"><span leaf="">-&nbsp;</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">传统中小型仿制药企业</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><span leaf="">&nbsp;</span><font face="微软雅黑"><span leaf="">-&nbsp;</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">能力较低的新药研发企业</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><o:p></o:p></span></p><p><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">这两类企业占全国总数的</span></font></span><b><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-weight:bold;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">50%以上</span></font></span></b><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">,面临被淘汰的命运。</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><o:p></o:p></span></p><h3><b><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;color:rgb(15,71,97);font-weight:bold;font-size:14.0000pt;"><font face="微软雅黑"><span leaf="">4.2&nbsp;</span></font></span></b><b><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;color:rgb(15,71,97);font-weight:bold;font-size:14.0000pt;"><font face="微软雅黑"><span leaf="">血腥出清:就业的惨痛代价</span></font></span></b><b><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;color:rgb(15,71,97);font-weight:bold;font-size:14.0000pt;"><o:p></o:p></span></b></h3><p><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">这场改革的残酷性令人震惊:</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><o:p></o:p></span></p><p><b><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-weight:bold;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">行业规模的急剧萎缩</span></font></span></b><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><o:p></o:p></span></p><p><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:11.0000pt;"><font face="微软雅黑"><span leaf="">2003年:全国医药从业者21万人</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><span leaf=""><br /></span></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:11.0000pt;"><font face="微软雅黑"><span leaf="">↓</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><span leaf=""><br /></span></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:11.0000pt;"><font face="微软雅黑"><span leaf="">2007年:下降至14万人</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><span leaf=""><br /></span></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:11.0000pt;"><font face="微软雅黑"><span leaf="">↓</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><span leaf=""><br /></span></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:11.0000pt;"><font face="微软雅黑"><span leaf="">4年时间减少35%从业者</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><o:p></o:p></span></p><p><b><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-weight:bold;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">企业数量的大幅出清</span></font></span></b><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><span leaf="">&nbsp;</span><font face="微软雅黑"><span leaf="">-&nbsp;</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">至</span></font><font face="微软雅黑"><span leaf="">2010年,全国药企数量减少70%</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><span leaf="">&nbsp;</span><font face="微软雅黑"><span leaf="">-&nbsp;</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">消失的绝大多数是中小型仿制药和新药研发企业</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><o:p></o:p></span></p><p><b><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-weight:bold;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">最讽刺的是</span></font></span></b><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">:</span></font><font face="微软雅黑"><span leaf="">2003-2007年是泡沫破裂后首个经济繁荣周期,全国失业率下降40%,但制药业失业率却逆势增加。</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><o:p></o:p></span></p><h3><b><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;color:rgb(15,71,97);font-weight:bold;font-size:14.0000pt;"><font face="微软雅黑"><span leaf="">4.3&nbsp;</span></font></span></b><b><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;color:rgb(15,71,97);font-weight:bold;font-size:14.0000pt;"><font face="微软雅黑"><span leaf="">出清背后的深层逻辑</span></font></span></b><b><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;color:rgb(15,71,97);font-weight:bold;font-size:14.0000pt;"><o:p></o:p></span></b></h3><h4><b><i><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;color:rgb(15,71,97);font-weight:bold;font-style:italic;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">过剩企业的生态危害</span></font></span></i></b><b><i><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;color:rgb(15,71,97);font-weight:bold;font-style:italic;font-size:12.0000pt;"><o:p></o:p></span></i></b></h4><p><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">90年代的保就业政策虽然在短期内维持了就业,但造成了严重的生态问题:</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><o:p></o:p></span></p><p><b><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-weight:bold;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">市场集中度过低</span></font></span></b><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><span leaf="">&nbsp;</span><font face="微软雅黑"><span leaf="">-&nbsp;</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">1997年前五大药企市场集中度不到20%</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><span leaf="">&nbsp;</span><font face="微软雅黑"><span leaf="">-&nbsp;</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">大药企不强,小药企过多的畸形格局</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><span leaf="">&nbsp;</span><font face="微软雅黑"><span leaf="">-&nbsp;</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">前十大药企年均增长没有一家超过</span></font><font face="微软雅黑"><span leaf="">3%</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><o:p></o:p></span></p><h4><b><i><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;color:rgb(15,71,97);font-weight:bold;font-style:italic;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">⚡&nbsp;</span></font></span></i></b><b><i><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;color:rgb(15,71,97);font-weight:bold;font-style:italic;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">恶性竞争的行业毒瘤</span></font></span></i></b><b><i><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;color:rgb(15,71,97);font-weight:bold;font-style:italic;font-size:12.0000pt;"><o:p></o:p></span></i></b></h4><p><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">过剩企业引发的连锁反应:</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><o:p></o:p></span></p><p><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:11.0000pt;"><font face="微软雅黑"><span leaf="">企业过多</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:11.0000pt;"><span leaf="">&nbsp;</span><font face="微软雅黑"><span leaf="">→&nbsp;</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:11.0000pt;"><font face="微软雅黑"><span leaf="">市场分散</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:11.0000pt;"><span leaf="">&nbsp;</span><font face="微软雅黑"><span leaf="">→&nbsp;</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:11.0000pt;"><font face="微软雅黑"><span leaf="">恶性竞争</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:11.0000pt;"><span leaf="">&nbsp;</span><font face="微软雅黑"><span leaf="">→&nbsp;</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:11.0000pt;"><font face="微软雅黑"><span leaf="">低利润</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:11.0000pt;"><span leaf="">&nbsp;</span><font face="微软雅黑"><span leaf="">→&nbsp;</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:11.0000pt;"><font face="微软雅黑"><span leaf="">低质量</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:11.0000pt;"><span leaf="">&nbsp;</span><font face="微软雅黑"><span leaf="">→&nbsp;</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:11.0000pt;"><font face="微软雅黑"><span leaf="">低创新</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><o:p></o:p></span></p><p><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">这种恶性循环使得整个行业陷入了低水平陷阱,无法支撑医药产业的长期发展。</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><o:p></o:p></span></p><h3><b><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;color:rgb(15,71,97);font-weight:bold;font-size:14.0000pt;"><font face="微软雅黑"><span leaf="">4.4&nbsp;</span></font></span></b><b><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;color:rgb(15,71,97);font-weight:bold;font-size:14.0000pt;"><font face="微软雅黑"><span leaf="">出清成效:寡头格局的形成</span></font></span></b><b><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;color:rgb(15,71,97);font-weight:bold;font-size:14.0000pt;"><o:p></o:p></span></b></h3><p><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">痛苦过后是新生:</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><o:p></o:p></span></p><p><b><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-weight:bold;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">市场集中度大幅提升</span></font></span></b><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><span leaf="">&nbsp;</span><font face="微软雅黑"><span leaf="">-&nbsp;</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">2008年后:日本只剩30家仿制药企业与78家新药企业</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><span leaf="">&nbsp;</span><font face="微软雅黑"><span leaf="">-&nbsp;</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">前五大药企市场份额均超过</span></font><font face="微软雅黑"><span leaf="">40%</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><span leaf="">&nbsp;</span><font face="微软雅黑"><span leaf="">-&nbsp;</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">价格战销声匿迹,进入寡头时代</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><o:p></o:p></span></p><p><b><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-weight:bold;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">国际竞争力的显著增强</span></font></span></b><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><span leaf="">&nbsp;</span><font face="微软雅黑"><span leaf="">-&nbsp;</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">寡头结构为日本医药大出海奠定基础</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><span leaf="">&nbsp;</span><font face="微软雅黑"><span leaf="">-&nbsp;</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">厚生劳动省监管效率大幅提升</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><span leaf="">&nbsp;</span><font face="微软雅黑"><span leaf="">-&nbsp;</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">从</span></font><font face="微软雅黑"><span leaf="">1000+家企业到可监管的100+家企业</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><o:p></o:p></span></p><p><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">这场血腥的行业出清,虽然代价惨重,但为日本医药产业的复兴打下了坚实基础。</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><o:p></o:p></span></p><h2><b><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;color:rgb(15,71,97);font-weight:bold;font-size:16.0000pt;"><font face="微软雅黑"><span leaf="">五、信任重建:药剂师制度与</span></font></span></b><b><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;color:rgb(15,71,97);font-weight:bold;font-size:16.0000pt;"><span leaf="">&nbsp;</span><font face="微软雅黑"><span leaf="">Second Doctor&nbsp;</span></font></span></b><b><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;color:rgb(15,71,97);font-weight:bold;font-size:16.0000pt;"><font face="微软雅黑"><span leaf="">体系</span></font></span></b><b><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;color:rgb(15,71,97);font-weight:bold;font-size:16.0000pt;"><o:p></o:p></span></b></h2><h3><b><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;color:rgb(15,71,97);font-weight:bold;font-size:14.0000pt;"><font face="微软雅黑"><span leaf="">5.1&nbsp;</span></font></span></b><b><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;color:rgb(15,71,97);font-weight:bold;font-size:14.0000pt;"><font face="微软雅黑"><span leaf="">药品信任危机的本质诊断</span></font></span></b><b><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;color:rgb(15,71,97);font-weight:bold;font-size:14.0000pt;"><o:p></o:p></span></b></h3><p><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">90年代日本社会面临的不是简单的质量问题,而是系统性的信任危机:</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><o:p></o:p></span></p><p><b><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-weight:bold;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">危机根源深度分析</span></font></span></b><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><o:p></o:p></span></p><p><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:11.0000pt;"><font face="微软雅黑"><span leaf="">医生人手紧缺</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:11.0000pt;"><span leaf="">&nbsp;</span><font face="微软雅黑"><span leaf="">→&nbsp;</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:11.0000pt;"><font face="微软雅黑"><span leaf="">无暇管理用药问题</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:11.0000pt;"><span leaf="">&nbsp;</span><font face="微软雅黑"><span leaf="">→&nbsp;</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:11.0000pt;"><font face="微软雅黑"><span leaf="">患者缺乏专业知识</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:11.0000pt;"><span leaf="">&nbsp;</span><font face="微软雅黑"><span leaf="">→&nbsp;</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:11.0000pt;"><font face="微软雅黑"><span leaf="">药品质量下滑</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:11.0000pt;"><span leaf="">&nbsp;</span><font face="微软雅黑"><span leaf="">→&nbsp;</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:11.0000pt;"><font face="微软雅黑"><span leaf="">信任崩塌</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><o:p></o:p></span></p><p><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">患者宁愿自费购买进口药也不愿服用国产药品,这种信任缺失比质量问题更可怕。</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><o:p></o:p></span></p><h3><b><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;color:rgb(15,71,97);font-weight:bold;font-size:14.0000pt;"><font face="微软雅黑"><span leaf="">5.2&nbsp;</span></font></span></b><b><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;color:rgb(15,71,97);font-weight:bold;font-size:14.0000pt;"><font face="微软雅黑"><span leaf="">2006年药剂师改革:第二医生体系的诞生</span></font></span></b><b><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;color:rgb(15,71,97);font-weight:bold;font-size:14.0000pt;"><o:p></o:p></span></b></h3><p><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">2006年,厚生劳动省推出了21世纪日本医药体系最成功的改革:</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><o:p></o:p></span></p><h4><b><i><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;color:rgb(15,71,97);font-weight:bold;font-style:italic;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">药剂师地位的根本性提升</span></font></span></i></b><b><i><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;color:rgb(15,71,97);font-weight:bold;font-style:italic;font-size:12.0000pt;"><o:p></o:p></span></i></b></h4><p><b><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-weight:bold;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">学制升级</span></font></span></b><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">:</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><span leaf="">&nbsp;</span><font face="微软雅黑"><span leaf="">-&nbsp;</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">药学学制从四年制上升至六年制</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><span leaf="">&nbsp;</span><font face="微软雅黑"><span leaf="">-&nbsp;</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">大量临床学习课程加入</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><span leaf="">&nbsp;</span><font face="微软雅黑"><span leaf="">-&nbsp;</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">理论与实践深度结合</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><o:p></o:p></span></p><p><b><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-weight:bold;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">地位重塑</span></font></span></b><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">:</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><span leaf="">&nbsp;</span><font face="微软雅黑"><span leaf="">-&nbsp;</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">药剂师提升至与医生等同地位</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><span leaf="">&nbsp;</span><font face="微软雅黑"><span leaf="">-&nbsp;</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">成为名副其实的</span></font><font face="微软雅黑"><span leaf="">”第二医生”</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><span leaf="">&nbsp;</span><font face="微软雅黑"><span leaf="">-&nbsp;</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">在医疗体系中发挥桥梁作用</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><o:p></o:p></span></p><h3><b><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;color:rgb(15,71,97);font-weight:bold;font-size:14.0000pt;"><font face="微软雅黑"><span leaf="">5.3 Second Doctor&nbsp;</span></font></span></b><b><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;color:rgb(15,71,97);font-weight:bold;font-size:14.0000pt;"><font face="微软雅黑"><span leaf="">的核心功能重构</span></font></span></b><b><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;color:rgb(15,71,97);font-weight:bold;font-size:14.0000pt;"><o:p></o:p></span></b></h3><h4><b><i><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;color:rgb(15,71,97);font-weight:bold;font-style:italic;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">药剂师的新角色定位</span></font></span></i></b><b><i><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;color:rgb(15,71,97);font-weight:bold;font-style:italic;font-size:12.0000pt;"><o:p></o:p></span></i></b></h4><p><b><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-weight:bold;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">用药安全的守护者</span></font></span></b><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">:</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><span leaf="">&nbsp;</span><font face="微软雅黑"><span leaf="">-&nbsp;</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">配药前审核医生处方</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><span leaf="">&nbsp;</span><font face="微软雅黑"><span leaf="">-&nbsp;</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">对照患者病历和检验数据</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><span leaf="">&nbsp;</span><font face="微软雅黑"><span leaf="">-&nbsp;</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">发现问题及时与医生沟通</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><o:p></o:p></span></p><p><b><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-weight:bold;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">医患关系的润滑剂</span></font></span></b><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">:</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><span leaf="">&nbsp;</span><font face="微软雅黑"><span leaf="">-&nbsp;</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">成为患者药品问题的第一联系人</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><span leaf="">&nbsp;</span><font face="微软雅黑"><span leaf="">-&nbsp;</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">减少患者对医院的依赖</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><span leaf="">&nbsp;</span><font face="微软雅黑"><span leaf="">-&nbsp;</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">建立长期信任关系</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><o:p></o:p></span></p><p><b><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-weight:bold;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">仿制药推广的推动者</span></font></span></b><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">:</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><span leaf="">&nbsp;</span><font face="微软雅黑"><span leaf="">-&nbsp;</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">指导患者根据经济状况选药</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><span leaf="">&nbsp;</span><font face="微软雅黑"><span leaf="">-&nbsp;</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">政府提供仿制药使用补贴</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><span leaf="">&nbsp;</span><font face="微软雅黑"><span leaf="">-&nbsp;</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">激励药剂师合理引导用药选择</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><o:p></o:p></span></p><h3><b><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;color:rgb(15,71,97);font-weight:bold;font-size:14.0000pt;"><font face="微软雅黑"><span leaf="">5.4&nbsp;</span></font></span></b><b><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;color:rgb(15,71,97);font-weight:bold;font-size:14.0000pt;"><font face="微软雅黑"><span leaf="">改革成效:从</span></font><font face="微软雅黑"><span leaf="">40%到85%的跨越</span></font></span></b><b><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;color:rgb(15,71,97);font-weight:bold;font-size:14.0000pt;"><o:p></o:p></span></b></h3><p><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">效果令人瞩目:</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><o:p></o:p></span></p><p><b><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-weight:bold;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">仿制药替代率飙升</span></font></span></b><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><o:p></o:p></span></p><p><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:11.0000pt;"><font face="微软雅黑"><span leaf="">2006年改革当年:仿制药替代率仍不到40%</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><span leaf=""><br /></span></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:11.0000pt;"><font face="微软雅黑"><span leaf="">↓</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><span leaf=""><br /></span></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:11.0000pt;"><font face="微软雅黑"><span leaf="">2021年:顺利提升至80%以上</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><o:p></o:p></span></p><p><b><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-weight:bold;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">安全性保障的同步提升</span></font></span></b><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><span leaf="">&nbsp;</span><font face="微软雅黑"><span leaf="">-&nbsp;</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">药品不良反应报告次数未明显增长</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><span leaf="">&nbsp;</span><font face="微软雅黑"><span leaf="">-&nbsp;</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">药品引发的争议事件得到有效控制</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><span leaf="">&nbsp;</span><font face="微软雅黑"><span leaf="">-&nbsp;</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">用药安全性与效率同步提升</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><o:p></o:p></span></p><h3><b><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;color:rgb(15,71,97);font-weight:bold;font-size:14.0000pt;"><font face="微软雅黑"><span leaf="">5.5&nbsp;</span></font></span></b><b><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;color:rgb(15,71,97);font-weight:bold;font-size:14.0000pt;"><font face="微软雅黑"><span leaf="">药剂师制度的延展效应</span></font></span></b><b><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;color:rgb(15,71,97);font-weight:bold;font-size:14.0000pt;"><o:p></o:p></span></b></h3><p><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">这场改革的深远意义超出了药品管理本身:</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><o:p></o:p></span></p><h4><b><i><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;color:rgb(15,71,97);font-weight:bold;font-style:italic;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">社区医疗的深度融合</span></font></span></i></b><b><i><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;color:rgb(15,71,97);font-weight:bold;font-style:italic;font-size:12.0000pt;"><o:p></o:p></span></i></b></h4><p><b><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-weight:bold;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">固定药店制度</span></font></span></b><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">:</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><span leaf="">&nbsp;</span><font face="微软雅黑"><span leaf="">-&nbsp;</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">通过补贴鼓励患者在固定药店买药</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><span leaf="">&nbsp;</span><font face="微软雅黑"><span leaf="">-&nbsp;</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">药剂师建立患者用药档案</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><span leaf="">&nbsp;</span><font face="微软雅黑"><span leaf="">-&nbsp;</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">实现对用药的系统化管理</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><o:p></o:p></span></p><p><b><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-weight:bold;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">社区健康支援中心</span></font></span></b><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">:</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><span leaf="">&nbsp;</span><font face="微软雅黑"><span leaf="">-&nbsp;</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">药店转型为社区健康枢纽</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><span leaf="">&nbsp;</span><font face="微软雅黑"><span leaf="">-&nbsp;</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">药剂师提供长期健康管理服务</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><span leaf="">&nbsp;</span><font face="微软雅黑"><span leaf="">-&nbsp;</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">大幅减少前往医院的频率</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><o:p></o:p></span></p><h4><b><i><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;color:rgb(15,71,97);font-weight:bold;font-style:italic;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">私立医疗体系的重构</span></font></span></i></b><b><i><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;color:rgb(15,71,97);font-weight:bold;font-style:italic;font-size:12.0000pt;"><o:p></o:p></span></i></b></h4><p><b><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-weight:bold;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">诊所药店复合体模式</span></font></span></b><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">:</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><o:p></o:p></span></p><p><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:11.0000pt;"><font face="微软雅黑"><span leaf="">11万家个人诊所</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:11.0000pt;"><span leaf="">&nbsp;</span><font face="微软雅黑"><span leaf="">+&nbsp;</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:11.0000pt;"><font face="微软雅黑"><span leaf="">6万家药店</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:11.0000pt;"><span leaf="">&nbsp;</span><font face="微软雅黑"><span leaf="">+&nbsp;</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:11.0000pt;"><font face="微软雅黑"><span leaf="">8000所医院</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><span leaf=""><br /></span></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:11.0000pt;"><font face="微软雅黑"><span leaf="">↓</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><span leaf=""><br /></span></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:11.0000pt;"><font face="微软雅黑"><span leaf="">诊所药店复合体成为基础医疗支柱</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><span leaf=""><br /></span></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:11.0000pt;"><font face="微软雅黑"><span leaf="">↓</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><span leaf=""><br /></span></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:11.0000pt;"><font face="微软雅黑"><span leaf="">数据共享</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:11.0000pt;"><span leaf="">&nbsp;</span><font face="微软雅黑"><span leaf="">+&nbsp;</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:11.0000pt;"><font face="微软雅黑"><span leaf="">紧密合作</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:11.0000pt;"><span leaf="">&nbsp;</span><font face="微软雅黑"><span leaf="">+&nbsp;</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:11.0000pt;"><font face="微软雅黑"><span leaf="">高效服务</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><o:p></o:p></span></p><p><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">这种模式成功弥合了公立医疗体系的不足,构建了更加完善的医疗服务网络。</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><o:p></o:p></span></p><h2><b><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;color:rgb(15,71,97);font-weight:bold;font-size:16.0000pt;"><font face="微软雅黑"><span leaf="">六、改革启示:制度力量如何重塑产业生态</span></font></span></b><b><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;color:rgb(15,71,97);font-weight:bold;font-size:16.0000pt;"><o:p></o:p></span></b></h2><h3><b><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;color:rgb(15,71,97);font-weight:bold;font-size:14.0000pt;"><font face="微软雅黑"><span leaf="">6.1&nbsp;</span></font></span></b><b><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;color:rgb(15,71,97);font-weight:bold;font-size:14.0000pt;"><font face="微软雅黑"><span leaf="">日本医药复兴的成功密码</span></font></span></b><b><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;color:rgb(15,71,97);font-weight:bold;font-size:14.0000pt;"><o:p></o:p></span></b></h3><p><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">回顾这场历时</span></font><font face="微软雅黑"><span leaf="">30年的医药复兴改革,我们可以总结出几个关键成功要素:</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><o:p></o:p></span></p><h4><b><i><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;color:rgb(15,71,97);font-weight:bold;font-style:italic;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">系统性思维的重要性</span></font></span></i></b><b><i><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;color:rgb(15,71,97);font-weight:bold;font-style:italic;font-size:12.0000pt;"><o:p></o:p></span></i></b></h4><p><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">日本改革不是头痛医头、脚痛医脚的补丁式改革,而是:</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><o:p></o:p></span></p><p><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:11.0000pt;"><font face="微软雅黑"><span leaf="">定价改革</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:11.0000pt;"><span leaf="">&nbsp;</span><font face="微软雅黑"><span leaf="">→&nbsp;</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:11.0000pt;"><font face="微软雅黑"><span leaf="">仿制药改革</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:11.0000pt;"><span leaf="">&nbsp;</span><font face="微软雅黑"><span leaf="">→&nbsp;</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:11.0000pt;"><font face="微软雅黑"><span leaf="">行业出清</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:11.0000pt;"><span leaf="">&nbsp;</span><font face="微软雅黑"><span leaf="">→&nbsp;</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:11.0000pt;"><font face="微软雅黑"><span leaf="">信任重建</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><span leaf=""><br /></span></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:11.0000pt;"><font face="微软雅黑"><span leaf="">↓</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><span leaf=""><br /></span></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:11.0000pt;"><font face="微软雅黑"><span leaf="">系统性重构整个产业生态</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><o:p></o:p></span></p><p><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">每个改革环节都为后续改革奠定基础,形成了良性循环。</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><o:p></o:p></span></p><h4><b><i><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;color:rgb(15,71,97);font-weight:bold;font-style:italic;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">⚖️&nbsp;</span></font></span></i></b><b><i><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;color:rgb(15,71,97);font-weight:bold;font-style:italic;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">制度设计的经济学智慧</span></font></span></i></b><b><i><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;color:rgb(15,71,97);font-weight:bold;font-style:italic;font-size:12.0000pt;"><o:p></o:p></span></i></b></h4><p><b><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-weight:bold;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">创新激励机制</span></font></span></b><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">:</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><span leaf="">&nbsp;</span><font face="微软雅黑"><span leaf="">-&nbsp;</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">FIC、Me-better、Me-too的三分类管理</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><span leaf="">&nbsp;</span><font face="微软雅黑"><span leaf="">-&nbsp;</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">精准反映创新价值的定价体系</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><span leaf="">&nbsp;</span><font face="微软雅黑"><span leaf="">-&nbsp;</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">从源头遏制投机行为</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><o:p></o:p></span></p><p><b><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-weight:bold;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">竞争规则重构</span></font></span></b><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">:</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><span leaf="">&nbsp;</span><font face="微软雅黑"><span leaf="">-&nbsp;</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">仿制药同价竞争体系</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><span leaf="">&nbsp;</span><font face="微软雅黑"><span leaf="">-&nbsp;</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">从价格竞争转向品质竞争</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><span leaf="">&nbsp;</span><font face="微软雅黑"><span leaf="">-&nbsp;</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">避免恶性价格战的长期危害</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><o:p></o:p></span></p><h3><b><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;color:rgb(15,71,97);font-weight:bold;font-size:14.0000pt;"><font face="微软雅黑"><span leaf="">6.2&nbsp;</span></font></span></b><b><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;color:rgb(15,71,97);font-weight:bold;font-size:14.0000pt;"><font face="微软雅黑"><span leaf="">改革的代价与收获</span></font></span></b><b><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;color:rgb(15,71,97);font-weight:bold;font-size:14.0000pt;"><o:p></o:p></span></b></h3><p><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">这场改革并非没有代价,但收获远大于成本:</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><o:p></o:p></span></p><h4><b><i><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;color:rgb(15,71,97);font-weight:bold;font-style:italic;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">短期阵痛与长期收益</span></font></span></i></b><b><i><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;color:rgb(15,71,97);font-weight:bold;font-style:italic;font-size:12.0000pt;"><o:p></o:p></span></i></b></h4><p><b><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-weight:bold;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">短期代价</span></font></span></b><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">:</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><span leaf="">&nbsp;</span><font face="微软雅黑"><span leaf="">-&nbsp;</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">35%医药从业者失业</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><span leaf="">&nbsp;</span><font face="微软雅黑"><span leaf="">-&nbsp;</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">50%以上药企被淘汰</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><span leaf="">&nbsp;</span><font face="微软雅黑"><span leaf="">-&nbsp;</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">社会承受巨大转型压力</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><o:p></o:p></span></p><p><b><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-weight:bold;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">长期收益</span></font></span></b><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">:</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><span leaf="">&nbsp;</span><font face="微软雅黑"><span leaf="">-&nbsp;</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">创新药企利润率从</span></font><font face="微软雅黑"><span leaf="">8%恢复到15%+</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><span leaf="">&nbsp;</span><font face="微软雅黑"><span leaf="">-&nbsp;</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">仿制药替代率从</span></font><font face="微软雅黑"><span leaf="">40%提升至85%+</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><span leaf="">&nbsp;</span><font face="微软雅黑"><span leaf="">-&nbsp;</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">生物药全球占比从不足</span></font><font face="微软雅黑"><span leaf="">3%跃升至14%</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><o:p></o:p></span></p><h4><b><i><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;color:rgb(15,71,97);font-weight:bold;font-style:italic;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">国际竞争力的重塑</span></font></span></i></b><b><i><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;color:rgb(15,71,97);font-weight:bold;font-style:italic;font-size:12.0000pt;"><o:p></o:p></span></i></b></h4><p><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">日本成功实现了:</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><span leaf="">&nbsp;</span><font face="微软雅黑"><span leaf="">-&nbsp;</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">从医药危机到全球领先的逆袭</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><span leaf="">&nbsp;</span><font face="微软雅黑"><span leaf="">-&nbsp;</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">从跟仿创新到原创创新的转型</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><span leaf="">&nbsp;</span><font face="微软雅黑"><span leaf="">-&nbsp;</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">从内卷竞争到寡头格局的优化</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><o:p></o:p></span></p><h3><b><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;color:rgb(15,71,97);font-weight:bold;font-size:14.0000pt;"><font face="微软雅黑"><span leaf="">6.3&nbsp;</span></font></span></b><b><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;color:rgb(15,71,97);font-weight:bold;font-size:14.0000pt;"><font face="微软雅黑"><span leaf="">对中国医药改革的启示</span></font></span></b><b><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;color:rgb(15,71,97);font-weight:bold;font-size:14.0000pt;"><o:p></o:p></span></b></h3><p><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">日本经验对中国具有重要参考价值:</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><o:p></o:p></span></p><h4><b><i><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;color:rgb(15,71,97);font-weight:bold;font-style:italic;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">可借鉴的制度设计</span></font></span></i></b><b><i><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;color:rgb(15,71,97);font-weight:bold;font-style:italic;font-size:12.0000pt;"><o:p></o:p></span></i></b></h4><p><b><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-weight:bold;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">创新价值的精准评估</span></font></span></b><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">:</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><span leaf="">&nbsp;</span><font face="微软雅黑"><span leaf="">-&nbsp;</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">建立科学的药物分类体系</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><span leaf="">&nbsp;</span><font face="微软雅黑"><span leaf="">-&nbsp;</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">完善创新药溢价机制</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><span leaf="">&nbsp;</span><font face="微软雅黑"><span leaf="">-&nbsp;</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">遏制低水平重复建设</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><o:p></o:p></span></p><p><b><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-weight:bold;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">监管与市场的平衡</span></font></span></b><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">:</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><span leaf="">&nbsp;</span><font face="微软雅黑"><span leaf="">-&nbsp;</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">既要保障药品质量安全</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><span leaf="">&nbsp;</span><font face="微软雅黑"><span leaf="">-&nbsp;</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">又要避免过度监管扼杀创新</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><span leaf="">&nbsp;</span><font face="微软雅黑"><span leaf="">-&nbsp;</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">找到政府与市场作用的最佳结合点</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><o:p></o:p></span></p><h4><b><i><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;color:rgb(15,71,97);font-weight:bold;font-style:italic;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">⚠️</span></font></span></i></b><b><i><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;color:rgb(15,71,97);font-weight:bold;font-style:italic;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">需要警惕的改革陷阱</span></font></span></i></b><b><i><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;color:rgb(15,71,97);font-weight:bold;font-style:italic;font-size:12.0000pt;"><o:p></o:p></span></i></b></h4><p><b><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-weight:bold;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">短期利益</span></font><font face="微软雅黑"><span leaf="">vs长期发展</span></font></span></b><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">:</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><span leaf="">&nbsp;</span><font face="微软雅黑"><span leaf="">-&nbsp;</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">避免为控费牺牲创新激励</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><span leaf="">&nbsp;</span><font face="微软雅黑"><span leaf="">-&nbsp;</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">防止价格管制导致质量滑坡</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><span leaf="">&nbsp;</span><font face="微软雅黑"><span leaf="">-&nbsp;</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">平衡眼前利益与长远发展</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><o:p></o:p></span></p><p><b><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-weight:bold;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">改革节奏的把控</span></font></span></b><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">:</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><span leaf="">&nbsp;</span><font face="微软雅黑"><span leaf="">-&nbsp;</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">既要坚定改革方向</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><span leaf="">&nbsp;</span><font face="微软雅黑"><span leaf="">-&nbsp;</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">又要考虑社会承受能力</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><span leaf="">&nbsp;</span><font face="微软雅黑"><span leaf="">-&nbsp;</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">循序渐进推进系统性变革</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><o:p></o:p></span></p><h3><b><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;color:rgb(15,71,97);font-weight:bold;font-size:14.0000pt;"><font face="微软雅黑"><span leaf="">6.4&nbsp;</span></font></span></b><b><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;color:rgb(15,71,97);font-weight:bold;font-size:14.0000pt;"><font face="微软雅黑"><span leaf="">结语:制度力量的伟大胜利</span></font></span></b><b><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;color:rgb(15,71,97);font-weight:bold;font-size:14.0000pt;"><o:p></o:p></span></b></h3><p><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">日本医药复兴改革是一个关于</span></font></span><b><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-weight:bold;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">制度重塑产业生态</span></font></span></b><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">的典型案例:</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><o:p></o:p></span></p><p><b><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-weight:bold;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">核心成功要素</span></font></span></b><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">:</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><span leaf="">&nbsp;</span><font face="微软雅黑"><span leaf="">1.&nbsp;</span></font></span><b><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-weight:bold;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">系统性重构</span></font></span></b><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">:不是零敲碎打,而是整体重塑</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><span leaf="">&nbsp;</span><font face="微软雅黑"><span leaf="">2.&nbsp;</span></font></span><b><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-weight:bold;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">价值导向</span></font></span></b><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">:让价格反映真实价值,引导资源有效配置</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><span leaf="">&nbsp;</span><font face="微软雅黑"><span leaf="">3.&nbsp;</span></font></span><b><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-weight:bold;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">长期思维</span></font></span></b><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">:不畏短期阵痛,追求长期可持续发展</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><span leaf="">&nbsp;</span><font face="微软雅黑"><span leaf="">4.&nbsp;</span></font></span><b><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-weight:bold;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">以人为本</span></font></span></b><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">:最终服务于民众健康和社会福祉</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><o:p></o:p></span></p><p><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">这场改革告诉我们,面对产业危机,最有效的方法不是简单的政策调整或资金投入,而是通过制度创新,重新塑造整个产业的生态体系和价值导向。</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><o:p></o:p></span></p><p><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><font face="微软雅黑"><span leaf="">日本用</span></font><font face="微软雅黑"><span leaf="">30年的时间,完成了从医药危机到行业复兴的华丽转身,为全球医药产业转型升级提供了宝贵的经验财富。这个故事还在继续,但其核心智慧值得我们深入思考和借鉴。</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:微软雅黑;font-size:12.0000pt;"><o:p></o:p></span></p><section data-layout-id="73" style="-webkit-tap-highlight-color: rgba(0, 0, 0, 0);margin: 0px 0px 24px;padding: 0px;outline: 0px;max-width: 100%;box-sizing: border-box !important;overflow-wrap: break-word !important;color: rgba(0, 0, 0, 0.9);font-family: &quot;PingFang SC&quot;, system-ui, -apple-system, BlinkMacSystemFont, &quot;Helvetica Neue&quot;, &quot;Hiragino Sans GB&quot;, &quot;Microsoft YaHei UI&quot;, &quot;Microsoft YaHei&quot;, Arial, sans-serif;font-size: 17px;font-style: normal;font-variant-ligatures: normal;font-variant-caps: normal;font-weight: 400;letter-spacing: 0.544px;orphans: 2;text-align: justify;text-indent: 0px;text-transform: none;widows: 2;word-spacing: 0px;-webkit-text-stroke-width: 0px;white-space: normal;background-color: rgb(255, 255, 255);text-decoration-thickness: initial;text-decoration-style: initial;text-decoration-color: initial;line-height: 1.8;" data-pm-slice="0 0 []"><span leaf="" style="-webkit-tap-highlight-color: rgba(0, 0, 0, 0);margin: 0px;padding: 0px;outline: 0px;max-width: 100%;box-sizing: border-box !important;overflow-wrap: break-word !important;"><span textstyle="" style="color: rgb(31, 31, 31);">更多深度资讯,请在抖音搜索“禾略财讯”。</span></span></section><section nodeleaf="" style="-webkit-tap-highlight-color: rgba(0, 0, 0, 0);margin: 0px 0px 24px;padding: 0px;outline: 0px;max-width: 100%;box-sizing: border-box !important;overflow-wrap: break-word !important;color: rgba(0, 0, 0, 0.9);font-family: &quot;PingFang SC&quot;, system-ui, -apple-system, BlinkMacSystemFont, &quot;Helvetica Neue&quot;, &quot;Hiragino Sans GB&quot;, &quot;Microsoft YaHei UI&quot;, &quot;Microsoft YaHei&quot;, Arial, sans-serif;font-size: 17px;font-style: normal;font-variant-ligatures: normal;font-variant-caps: normal;font-weight: 400;letter-spacing: 0.544px;orphans: 2;text-indent: 0px;text-transform: none;widows: 2;word-spacing: 0px;-webkit-text-stroke-width: 0px;white-space: normal;background-color: rgb(255, 255, 255);text-decoration-thickness: initial;text-decoration-style: initial;text-decoration-color: initial;text-align: center;"><img alt="图片" class="rich_pages wxw-img" data-aistatus="1" data-imgfileid="100048261" data-ratio="0.4090909090909091" data-s="300,640" data-src="https://mmbiz.qpic.cn/sz_mmbiz_png/9alt9LFC5gxshwITWz7OrMOogH8at5YRpseBOB72ZDJOYIrafad1A4anXGqoztKFRYkSDkyqZmkXXctgQ1loF1m2CQB2tdWNahYxZooCKds/640?wx_fmt=png&amp;from=appmsg&amp;watermark=1&amp;tp=webp&amp;wxfrom=5&amp;wx_lazy=1#imgIndex=1" data-type="png" data-w="638" style="-webkit-tap-highlight-color: rgba(0, 0, 0, 0);margin: 0px;padding: 0px;outline: 0px;max-width: 100%;box-sizing: border-box !important;overflow-wrap: break-word !important;vertical-align: bottom;height: auto !important;visibility: visible !important;width: 637.997px !important;" type="block"></section><section style="-webkit-tap-highlight-color: rgba(0, 0, 0, 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!important;">请使用浏览器打开链接:</span><span leaf="" style="-webkit-tap-highlight-color: rgba(0, 0, 0, 0);margin: 0px;padding: 0px;outline: 0px;max-width: 100%;box-sizing: border-box !important;overflow-wrap: break-word !important;">https://schat.urasr.com</span></section><section nodeleaf="" style="-webkit-tap-highlight-color: rgba(0, 0, 0, 0);margin: 0px 0px 24px;padding: 0px;outline: 0px;max-width: 100%;box-sizing: border-box !important;overflow-wrap: break-word !important;color: rgba(0, 0, 0, 0.9);font-family: &quot;PingFang SC&quot;, system-ui, -apple-system, BlinkMacSystemFont, &quot;Helvetica Neue&quot;, &quot;Hiragino Sans GB&quot;, &quot;Microsoft YaHei UI&quot;, &quot;Microsoft YaHei&quot;, Arial, sans-serif;font-size: 17px;font-style: normal;font-variant-ligatures: normal;font-variant-caps: normal;font-weight: 400;letter-spacing: 0.544px;orphans: 2;text-indent: 0px;text-transform: none;widows: 2;word-spacing: 0px;-webkit-text-stroke-width: 0px;white-space: normal;background-color: 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