2025.06. 04 本文字数：945，阅读时长大约2分钟 作者 | 第一财经 林志吟 此前全球范围内仅有一款九价HPV疫苗上市，为跨国药企默沙东的佳达修9，换言之，万泰生物九价 HPV疫苗的上市，也打破了进口疫苗市场垄断格局。 万泰生物此次获批的九价HPV疫苗，适用于9-45岁女性，其中9-17岁可采用二剂次接种程序（0、 6月），18-45岁采用三剂次接种程序（0，6月，12月）。 万泰生物已上市的HPV疫苗产品中，除了九价HPV苗外，还有二价HPV疫苗，后者也是国产中首款 获批上市的HPV疫苗，最早于2019年12月30日获得《药品注册批件》后，于2020年5月正式上市 销售。 万泰生物的二价HPV疫苗曾经是公司业绩增长主要来源之一，但随着国内HPV疫苗市场竞争激烈， 从2023年上半年起，这款疫苗的收入出现下滑，并进一步拖累公司业绩。 今日，万泰生物（603392.SH）发布公告宣布，近日，全资子公司厦门万泰沧海生物技术有限公司 申报的九价人乳头瘤病毒疫苗（大肠埃希菌）获批国内上市，这也成为首个获批上市的国产九价 HPV疫苗。 2025年第一季度，万泰生物归属于上市公司股东的净利润亏损5277.69 ...

Group 1 - WanTai Biologics' nine-valent HPV vaccine has been approved for market launch, targeting women aged 9-45, enhancing the company's product line and core competitiveness [3] - Hainan Huatie is planning to issue shares overseas and list on the Singapore Exchange to advance its international strategy and enhance brand influence [4] - HeXing Co. clarified that it is not involved in "unmanned logistics vehicles" or "autonomous driving" businesses, despite market speculation [5] Group 2 - Maiwei Co. intends to invest 100 million yuan in a fund focused on growth-stage companies in the new energy and semiconductor sectors [6] - SuKun Agricultural Development plans to acquire 28.75% of JinTaiSun Grain and Oil for 178 million yuan, increasing its stake to 80% [7] - CITIC Construction Investment has received approval to issue up to 8 billion yuan in technology innovation corporate bonds to professional investors [8] Group 3 - Beibu Gulf Port reported a cargo throughput of 30.86 million tons in May, a year-on-year increase of 6.43%, with a cumulative throughput of 143 million tons for the year, up 12.96% [10] - Kweichow Moutai has repurchased 3.31 million shares for a total expenditure of 5.1 billion yuan by the end of May [12] - Contemporary Amperex Technology has repurchased 6.64 million A-shares for a total of 1.55 billion yuan by May 31 [13] - Jialong Co. has adjusted its share repurchase price ceiling from 2.20 yuan to 3.50 yuan due to recent stock price increases [14] Group 4 - China Electric Power Construction's subsidiary has won a 6.282 billion yuan energy storage project contract [16] - Xili Technology has been awarded a 1.31 billion yuan project by the State Grid for smart energy meters [17]

作 者丨尹华禄 季媛媛 闫硕 编 辑丨曾静娇 张伟贤 刘雪莹 首个国产九价HPV疫苗，获批上市！ 售价多少？工作人员：没办法透露 万泰生物（603392.SH）于今日盘后发布公告称，全资子公司厦门万泰沧海生物技术有限公司 申报的九价人乳头瘤病毒疫苗（大肠埃希菌）（商品名称：馨可宁9）获批上市。 据了解，宫颈癌是女性最常见的恶性肿瘤之一，由高危型HPV持续感染引起。宫颈癌也是目 前唯一可有效预防的癌症，最有效和经济的预防方式就是接种HPV疫苗。 据招股书披露，万泰生物系全球第二个、中国首个申请临床试验的国产九价宫颈癌疫苗的公 司。 据悉，该公司于2015年申请临床试验，2017年获得临床试验批件，2019年完成I期临床试验， 并开展二期临床试验，2024年4月发布III期临床试验揭盲结果。从申请到获批历时约10年。 | | 4、核心发明专利获中国、美国、欧洲、印度授权。 | | --- | --- | | | 1、全球第二个、中国首个申请临床试验的国产九价宫颈癌疫苗 | | | ● 2015年申请临床试验,2017年获得临床试验批件,2019 | | | 年完成Ⅰ期临床试验,并开展二期临床试验。 | | | . ...

Core Viewpoint - Wantai Biological's nine-valent HPV vaccine has been approved for market release, which may provide a turnaround for the company's pressured performance [1][10]. Group 1: Product Approval and Development - Wantai Biological's subsidiary, Xiamen Wantai Canghai Biotechnology Co., Ltd., has received approval for its nine-valent HPV vaccine, named Xinkening 9 [1]. - The nine-valent HPV vaccine covers seven high-risk types (HPV 16/18/31/33/45/52/58) and two low-risk types (HPV 6/11), effectively preventing related diseases [1]. - The company is the second globally and the first in China to apply for clinical trials for a domestic nine-valent cervical cancer vaccine, with the application process taking approximately 10 years [4][6]. Group 2: Financial Implications and Market Potential - As of May 2025, the cumulative R&D investment in the nine-valent HPV vaccine is approximately 1 billion yuan (unaudited) [5]. - Analysts predict that the nine-valent HPV vaccine could generate sales of up to 22.8 billion yuan, potentially becoming a core driver for the company's performance [10]. - The company has faced declining profits, with net profit dropping from 4.736 billion yuan in 2022 to 1.248 billion yuan in 2023, and projected to fall further to 106 million yuan in 2024 [11]. Group 3: Market Position and Competitive Landscape - The nine-valent HPV vaccine is expected to compete with the existing imported product, Merck's Gardasil 9, which was the only nine-valent HPV vaccine available until now [6]. - The vaccine is suitable for women aged 9-45, with different dosing schedules based on age [6]. - The pricing strategy for Wantai's vaccine remains undisclosed, but the imported version is priced at approximately 4,380 yuan for three doses [7][8]. Group 4: Shareholder Information - As of the first quarter of 2025, Zhong Shanshan directly holds 224 million shares of Wantai Biological, and his wholly-owned company, Yangshengtang, is the largest shareholder with 706 million shares, collectively holding about 73.5% of the total shares [12]. Group 5: Current Market Valuation - As of the latest closing, Wantai Biological's stock price is 71.24 yuan per share, with a total market capitalization of approximately 90.127 billion yuan [13].

万泰生物（603392）于盘后发布公告称，全资子公司厦门万泰沧海生物技术有限公司申报的九价人乳头 瘤病毒疫苗(大肠埃希菌)(商品名称：馨可宁9)获批上市。疫苗预约平台"约苗"显示，广州地区【9-45 岁】九价HPV疫苗三针(进口)价格为4390元，九价HPV疫苗(进口)为1331元。记者致电万泰生物询问其 九价HPV的价格，工作人员表示，没办法透露价格，也不清楚定价策略。(21财经) ...

证券代码：603392 证券简称：万泰生物 公告编号：2025-032 北京万泰生物药业股份有限公司 关于全资子公司通过 GMP 符合性检查的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性 陈述或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 检查地址：厦门市海沧区山边洪东路 52 号、厦门市海沧区山边洪东路 60 号 检查范围：九价人乳头瘤病毒疫苗（大肠埃希菌）（注射剂）[疫苗生产车 间（C）原液生产线（C01）、制剂生产线（C02）、制剂生产线（C03），疫苗 生产车间（B）制剂生产线（B02）] 检查时间：2024 年 11 月 5 日-2024 年 11 月 8 日 检查结论：符合 二、本次检查所涉生产线及产品情况 生产车间生产线：疫苗生产车间（C）原液生产线（C01）、制剂生产线（C02）、 制剂生产线（C03），疫苗生产车间（B）制剂生产线（B02） 生产品种：九价人乳头瘤病毒疫苗（大肠埃希菌）（以下简称"九价 HPV 疫苗"） 2025 年 6 月 4 日，福建省药品监督管理局网站公示，北京万泰生物药业股 份有限公司(以下简称"公司")全资子公司厦门万泰沧海生 ...

证券代码：603392 证券简称：万泰生物 公告编号：2025-031 北京万泰生物药业股份有限公司 关于公司九价 HPV 疫苗上市许可申请 获得批准的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性 陈述或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 上市许可持有人：厦门万泰沧海生物技术有限公司 生产企业：厦门万泰沧海生物技术有限公司 近日，北京万泰生物药业股份有限公司(以下简称"公司")全资子公司厦门 万泰沧海生物技术有限公司申报的九价人乳头瘤病毒疫苗（大肠埃希菌）（商品 名称：馨可宁 9）获批上市。现将有关情况公告如下： 一、《药品注册证书》的主要信息 药品名称：九价人乳头瘤病毒疫苗（大肠埃希菌） 商品名称：馨可宁 9 剂型：注射剂 申请事项：药品注册（境内生产） 1、公司九价 HPV 疫苗取得药品注册证书后尚需取得产品批签发证明并完成 各地准入等程序，上市销售时间具有一定的不确定性。 2、公司九价 HPV 疫苗上市后的销售情况受到市场竞争环境及销售渠道等诸 多因素影响，后续市场销售情况存在不确定性。 敬请广大投资者谨慎决策，注意防范投资风险。 审批结论：根据《中华人 ...

Core Viewpoint - Wantaibio is experiencing a significant decline in performance, attributed mainly to a sharp drop in its vaccine business, marking the most severe downturn in its history since going public [2][3][4]. Financial Performance - In 2024, Wantaibio's revenue was 2.245 billion yuan, a year-on-year decrease of 59.25%, following a revenue of 5.511 billion yuan in 2023, which was down 50.73% [3]. - The net profit attributable to shareholders in 2024 was 106 million yuan, down 91.49%, the lowest since the company was listed; the net profit after excluding non-recurring gains and losses was -186 million yuan, a decline of 117.29% [3]. - For Q1 2025, the company reported approximately 400 million yuan in revenue, a year-on-year decrease of 46.76%, with a net profit of -52.78 million yuan, a significant drop of 141.98% compared to a profit of 126 million yuan in the same period last year [4]. Vaccine Business Decline - The vaccine segment's revenue plummeted over 80%, with 2024 vaccine revenue at 606 million yuan, down 84.69% from 4.111 billion yuan the previous year [5]. - The production volume of vaccines in 2024 was 10.59 million doses, a decrease of 64.66%, while sales volume was 9.0492 million doses, down 42.4% [5]. - The market for HPV vaccines is facing intense competition, particularly from Watson Biotech and Merck's nine-valent HPV vaccine, which has further pressured Wantaibio's market share [6][9]. Future Prospects - Wantaibio is heavily investing in the development of its nine-valent HPV vaccine, with total R&D expenditures reaching 283 million yuan in 2024, accounting for 12.65% of its revenue [7]. - The company has committed 590 million yuan to the second-phase expansion of the nine-valent HPV vaccine project, which is 47% of the total project cost [7]. - Despite the challenges, Wantaibio aims to leverage the nine-valent HPV vaccine as a flagship product while expanding its portfolio of high-value vaccines to meet market demands [7][8].

证券代码：603392 证券简称：万泰生物 公告编号：2025-030 北京万泰生物药业股份有限公司 高级管理人员集中竞价减持股份结果公告 本公司董事会、全体董事及相关股东保证本公告内容不存在任何虚假记载、 误导性陈述或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： 高级管理人员持股的基本情况 截至减持计划披露日（2025 年 2 月 12 日），北京万泰生物药业股份有限公 司（以下简称"公司"）副总经理叶祥忠先生持有公司股份 462,079 股，占公司 总股本的 0.0365%，该部分股份为无限售流通股，来源为公司首次公开发行股票 并上市前取得的股份及上市后公司实施2020年度至2022年度股利分配方案后取 得的股份。 减持计划的实施结果情况 公司于 2025 年 5 月 28 日收到叶祥忠先生发来的《股份减持结果告知函》， 因本次减持股份计划实施完毕。截至本公告披露日，叶祥忠先生已通过集中竞价 交易方式累计减持公司股份 99,300 股，叶祥忠先生当前持股数量为 362，779 股， 占公司总股本的 0.0287%。 | 股东名称 | 叶祥忠 | | | | --- | -- ...

Group 1 - The National Vaccine and Biotechnology Index (980015) has seen a strong increase of 2.39% as of May 29, 2025, with notable gains in constituent stocks such as Zhaoyan New Drug (603127) up 9.99%, Yifan Pharmaceutical (002019) up 9.17%, and Dizhe Pharmaceutical (688192) up 8.73% [1] - The Biovaccine ETF (159657) rose by 2.28%, with the latest price reported at 0.63 yuan [2] - The 2025 American Society of Clinical Oncology (ASCO) Annual Meeting will take place from May 30 to June 3, 2025, in Chicago, showcasing the development of oncology research in China, with over 70 studies from Chinese scholars selected for presentation [2] Group 2 - The top ten weighted stocks in the National Vaccine and Biotechnology Index (980015) as of April 30, 2025, include Fosun Pharma (600196), Changchun High-tech (000661), and others, collectively accounting for 63.18% of the index [3] - The Biovaccine ETF closely tracks the National Vaccine and Biotechnology Index, which consists of 50 companies involved in the biotechnology industry, reflecting the overall performance of quality listed companies in the sector [2]