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三价亚单位疫苗成功获批,中慧生物-B(02627)差异化竞争优势显著
智通财经网· 2026-01-30 09:53
近日,中慧生物-B(02627)迎来又一项里程碑式进展——全国首款且唯一的全人群三价流感病毒亚单位 疫苗成功获批上市。 此前,公司的四价流感亚单位疫苗(慧尔康欣®)已率先实现全人群覆盖,成为中国首款且唯一一款获批 上市的全人群全剂量四价流感病毒亚单位疫苗。此次三价疫苗的成功获批,标志着公司在亚单位流感疫 苗这一优势赛道构建起更加全面的产品矩阵,不仅能够灵活适配多元化的公共卫生需求与市场偏好,也 将为公司业绩的持续兑现与价值重估注入强劲动力。 与此同时,随着中慧生物被纳入新一轮港股通标的名单,市场对公司的关注度亦出现明显提升。自1月 13日以来,公司股价强势上行,突破50港元关口,近十个交易日累计上涨26.47%,成交量同步显著放 大,显示增量资金正持续流入。在产品获批的利好消息驱动下,公司流动性预期持续改善,有望进一步 强化公司在资本市场的吸引力。 前瞻布局亚单位疫苗技术路线 精准填补流感疫苗市场空白 当前,全球流感活动强度持续走高,而我国流感疫苗接种率仍远低于国际水平,这一巨大差距构成了长 期的结构性增长空间。 世卫组织报告显示,自2025年10月以来,全球流感活动强度持续攀升,甲型H3N2亚型流感病毒K亚 ...
中慧生物-B(02627):三价流感病毒亚单位疫苗的上市申请获国家药监局批准
智通财经网· 2026-01-30 09:13
智通财经APP讯,中慧生物-B(02627)发布公告,中国国家药品监督管理局已批准本集团针对所有年龄组 别的三价流感病毒亚单位疫苗的新药申请。 截至本公告日期,该款疫苗成为中国首款且唯一一款获批上市的全人群全剂量三价流感病毒亚单位疫 苗。该产品在传统病毒裂解疫苗的基础上进行重大升级,具有保护全面、组分抗原纯度高、不良反应风 险低等优势。 ...
中慧生物-B:三价流感病毒亚单位疫苗的上市申请获国家药监局批准
Zhi Tong Cai Jing· 2026-01-30 09:09
Core Viewpoint - Zhonghui Biotech-B (02627) has received approval from the National Medical Products Administration of China for its trivalent influenza virus subunit vaccine, making it the first and only approved vaccine for all age groups in China [1] Group 1 - The vaccine is a significant upgrade over traditional virus split vaccines, offering comprehensive protection, high purity of antigen components, and a lower risk of adverse reactions [1]
中慧生物-B(02627.HK):三价流感病毒亚单位疫苗的上市申请获国家药监局批准
Ge Long Hui· 2026-01-30 09:02
Core Viewpoint - The announcement highlights that Zhonghui Biotech-B (02627.HK) has received approval from the National Medical Products Administration for its trivalent influenza virus subunit vaccine, making it the first and only vaccine approved for all age groups in China [1] Group 1: Product Approval - The trivalent influenza virus subunit vaccine is now approved for all age groups, marking a significant milestone for the company [1] - This vaccine is the first and only one in China that has been approved for the entire population and all dosage levels [1] Group 2: Product Advantages - The vaccine represents a major upgrade over traditional virus split vaccines, offering comprehensive protection [1] - It features high purity of antigen components and a lower risk of adverse reactions [1]
中慧生物-B(02627) - 自愿性公告 - 三价流感病毒亚单位疫苗的上市申请获国家药监局批准
2026-01-30 08:52
香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責,對其準確性 或完整性亦不發表任何聲明,並明確表示,概不對因本公告全部或任何部份內容而產生或因倚 賴該等內容而引致的任何損失承擔任何責任。 本公告由江蘇中慧元通生物科技股份有限公司(「本公司」或「中慧生物」,連同其 附屬公司,統稱「本集團」)自願刊發,以告知本公司股東及潛在投資者有關本集 團最新業務發展的資料。 本公司董事(「董事」)會(「董事會」)欣然宣佈,中國國家藥品監督管理局(「國家 藥監局」)已批准本集團針對所有年齡組別的三價流感病毒亞單位疫苗的新藥申 請。 截至本公告日期,該款疫苗成為中國首款且唯一一款獲批上市的全人群全劑量三 價流感病毒亞單位疫苗。該產品在傳統病毒裂解疫苗的基礎上進行重大升級,具 有保護全面、組分抗原純度高、不良反應風險低等優勢。 Ab&B Bio-Tech CO., LTD. JS 江蘇中慧元通生物科技股份有限公司 (於中華人民共和國成立的股份有限公司) (股份代號:2627) 自願性公告 我們是一家總部位於中國的疫苗公司,致力於創新疫苗及採用新技術方法的傳統 疫苗的研發、製造及商業化。我們密切追蹤傳染病的全球 ...
国海证券:首予中慧生物-B(02627)“增持”评级 慧尔康欣正处快速放量通道
智通财经网· 2026-01-15 06:39
Core Viewpoint - Guohai Securities initiates coverage on Zhonghui Biological-B (02627) with a "Buy" rating, predicting the company will achieve profitability by 2027, leading to a dual boost in performance and valuation known as the "Davis Double Play" [1] Group 1: Company Overview - Zhonghui Biological focuses on innovative vaccine upgrades and has entered the commercialization phase [1] - The company was established in 2015 and is dedicated to the research, manufacturing, and commercialization of innovative vaccines and traditional vaccines using new technologies [1] Group 2: Product Pipeline - The company's core product, Huiliankangxin (Quadrivalent Influenza Virus Subunit Vaccine), has been launched and is expected to generate revenue of 260 million yuan in 2024, a 398% increase year-on-year [2] - The 23-valent pneumococcal polysaccharide vaccine and freeze-dried human rabies vaccine (human diploid cells) have completed Phase I clinical trials [1] Group 3: Market Potential - The domestic influenza vaccine market has significant growth potential, with split vaccines currently dominating market share [2] - The rabies vaccine market is substantial, with approximately 18 to 20 million people in China receiving rabies vaccinations annually [3] Group 4: Technological Advancements - The company has developed a leading core technology platform that supports both traditional vaccine upgrades and innovative vaccine development, with a pipeline of 11 vaccines under research [4] - The in-development human diploid cell rabies vaccine has shown good safety in Phase I trials and is designed for convenient administration [3]
中慧生物-B(02627.HK)涨超7%
Mei Ri Jing Ji Xin Wen· 2026-01-15 06:36
Core Viewpoint - Zhonghui Biotech-B (02627.HK) experienced a significant increase in stock price, rising over 7% to reach 46.5 HKD, with a trading volume of 18.84 million HKD [2] Group 1 - The stock price of Zhonghui Biotech-B increased by 7.54% [2] - The current trading price is reported at 46.5 HKD [2] - The total trading volume reached 18.84 million HKD [2]
国海证券:首予中慧生物-B“增持”评级 慧尔康欣正处快速放量通道
Zhi Tong Cai Jing· 2026-01-15 06:34
中慧生物专注创新疫苗升级,已进入商业化兑现期 公司成立于2015年,致力于创新疫苗及采用新技术方法的传统疫苗的研发、制造及商业化。目前公司四 价流感病毒亚单位疫苗(6月龄及以上)已上市销售。23价肺炎球菌多糖疫苗、冻干人用狂犬病疫苗(人二 倍体细胞)已完成Ⅰ期临床试验。 国海证券发布研报称,首次覆盖,给予中慧生物-B(02627)"增持"评级,预测公司有望在2027年实现盈 利,迎来业绩与估值双重提升的"戴维斯双击"。考虑到公司核心产品慧尔康欣持续放量,预计2025- 2027年公司实现营业收入4.93、7.98、12.40亿元人民币,公司疫苗管线丰富,发展后劲充足。 狂犬病高度危险,国内暴露者人数呈上升趋势,近几年国内每年约1800万至2000万人接种狂犬疫苗。在 狂犬病疫苗生产技术中,人二倍体细胞是WHO推荐的最安全基质之一,目前市面仅2种该细胞株的狂犬 疫苗。公司的在研人二倍体细胞狂犬病毒疫苗,Ⅰ期临床试验显示出良好的安全性,同时结合冻干制剂 及预灌封稀释剂注射器,并开发多种接种方案,接种更加便捷灵活。2025年12月其Ⅲ期临床试验已启 动。 国海证券主要观点如下: 慧尔康欣(四价流感病毒亚单位疫苗): ...
中慧生物-B涨超7% 国内流感疫苗潜在增长空间广阔
Zhi Tong Cai Jing· 2026-01-15 06:22
Core Viewpoint - Zhonghui Biotech-B (02627) has seen a stock increase of over 7%, currently at 46.5 HKD, with a trading volume of 18.84 million HKD, following recommendations from health authorities for annual flu vaccinations for all individuals over 6 months old without contraindications [1] Group 1: Product and Market Performance - Huiru Kexin is the first and only quadrivalent subunit flu vaccine in China, offering comprehensive protection, high purity of antigen components, and lower risk of adverse reactions compared to split vaccines [1] - The product was approved for domestic market launch in 2023, targeting individuals aged 3 and above, with plans to expand to those over 6 months old by 2025 [1] - Revenue for 2024 is projected to reach 260 million RMB, representing a year-on-year growth of 398% [1] Group 2: Research and Development - The company has developed a comprehensive vaccine development support platform and proprietary technology platform, aligning with international trends through years of research [1] - The company is advancing both innovative vaccine research and traditional vaccine upgrades, creating a rich pipeline of vaccines [1] - In addition to the quadrivalent flu vaccine and human diploid cell rabies vaccine, the company is actively developing 11 other vaccines to address market gaps [1]
港股异动 | 中慧生物-B(02627)涨超7% 国内流感疫苗潜在增长空间广阔
智通财经网· 2026-01-15 06:18
Core Viewpoint - Zhonghui Biotech-B (02627) has seen a stock increase of over 7%, currently at 46.5 HKD with a trading volume of 18.84 million HKD, following a recommendation from health experts for annual flu vaccinations for all individuals over 6 months old without contraindications [1] Group 1: Product and Market Performance - Huiliankangxin is the first and only quadrivalent subunit flu vaccine in China, offering comprehensive protection, high purity of antigen components, and lower risk of adverse reactions compared to split vaccines [1] - The product was approved for domestic market launch in 2023, targeting individuals aged 3 and above, with plans to expand to those over 6 months old by 2025 [1] - Projected revenue for 2024 is 260 million RMB, representing a year-on-year growth of 398% [1] Group 2: Company Development and Strategy - The company has developed a comprehensive vaccine development support platform and proprietary technology platform, aligning with international trends through years of research [1] - The company is advancing both innovative vaccine research and traditional vaccine upgrades, creating a rich pipeline of vaccines [1] - In addition to the quadrivalent flu vaccine and human diploid cell rabies vaccine, the company is actively developing 11 other vaccines to address unmet public health needs and market gaps [1]