Group 1 - The core viewpoint of the news highlights a recent pullback in the biopharmaceutical sector, with the Huatai-PineBridge Biopharmaceutical ETF (159839) declining by 2.08% while maintaining high trading volume, with nearly 600 million yuan in transactions for the day [1][4] - The ETF has seen continuous inflows, with a net subscription of over 54 million shares today and a total of over 73 million yuan in the last 10 days [1] - The ETF tracks the Guozheng Biopharmaceutical Index, which includes sectors such as CXO, vaccines, chemical drugs, blood products, and medical aesthetics, with the vaccine sector currently accounting for 15.1% of the index [6] Group 2 - A significant research breakthrough was reported by the Wuhan Institute of Virology, confirming that the oral nucleoside drug VV116 shows significant antiviral activity against the Nipah virus, providing new hope for the prevention and treatment of this high-mortality emerging infectious disease [3] - The biopharmaceutical ETF's major component stocks mostly experienced declines, with Watson Bio and Zhi Fei Bio dropping over 6%, while Sanofi Biopharma saw an increase of over 10% [4][5] - The latest performance forecast from Sanofi Biopharma indicates an expected net profit of approximately 2.9 billion yuan for 2025, representing a year-on-year growth of 311.35% [4] Group 3 - Data from Guoxin Securities indicates a decrease in pharmaceutical holdings among funds, with the overall pharmaceutical holding ratio at 7.97%, down by 1.71 percentage points from the previous quarter [7] - The largest sub-sector in pharmaceutical holdings is chemical preparations and other biological products, while the internet pharmacy and other biological products saw the most significant decline in holdings [9] - The JPM 2026 conference highlighted the acceleration of internationalization among Chinese pharmaceutical companies, with significant technological breakthroughs in areas such as ADC and GLP-1, leading to increased global competitiveness [10][11]

消息面上，近期，印度东部的西孟加拉邦出现尼帕病毒感染病例，目前已有5例确诊病例，其中包括医护人员。据悉，近100人被要求居家隔离，感染者正 在该邦首府加尔各答及周边医院接受治疗，其中一名患者病情危重。据世界卫生组织等机构介绍，尼帕病毒能攻击人的肺部和大脑，症状包括发烧、头 疼、嗜睡、意识模糊和昏迷，感染者的死亡率可达40%以上。这种病毒从感染到出现症状的潜伏期一般为4天至14天，最长可达45天。目前尚无专门针对尼 帕病毒的疫苗和有效疗法。 生物医药ETF汇添富（159839）标的指数热门成分股多数飘红：智飞生物涨近15%，沃森生物涨超11%，华兰生物涨近7%，君实生物-U涨超4%，长春高新 涨3%。 | 序号 | 什么错 | 名尔 | 估自科室 | 涨跌幅 | FV. Or Sh W | | --- | --- | --- | --- | --- | --- | | 7 | 603259 | 药明康德 | 10.30% | -0.90% | 38.93亿 | | 2 | 300142 | 沃森生物 | 3.65% | 11.47% | 31.61 Z | | 3 | 300122 | 智飞生物 | 3.65% ...

今日（1.26），疫苗板块走强，医药ETF（159929）午后翻红涨0.43%，盘中成交额已超1.2亿元，超过上周五全天！资金面上，盘中再获 超5200万元净流入，连续6日"吸金"超1.5亿元！ 医药ETF（159929）标的指数热门成分股多数飘红，疫苗股强势：智飞生物涨超14%，沃森生物涨超10%，华兰生物涨超6%。 | 序号 | 代码 | 名称 | 估算权重 | 涨跌幅 | 月不不容负 ▼ | | --- | --- | --- | --- | --- | --- | | 1 | 600276 | 恒瑞医药 | 9.25% | -1.25% | 36.93亿 | | 2 | 603259 | 药明康德 | 10.67% | -0.62% | 34.52 Z | | 3 | 300142 | 沃森生物 | 1.05% | 10.70% | 29.64亿 | | র্ব | 002044 | 美年健康 | 1.21% | -6.21% | 25.65 Z | | 5 | 300122 | 智飞生物 | 1.07% | 14.70% | 21.83亿 | | 6 | 300760 | 迈瑞医疗 | 5.57% ...

证券日报网讯1月22日，华兰生物（002007）在互动平台回答投资者提问时表示，截至2026年1月20日， 公司股东共有14.8万余户。 ...

Core Viewpoint - Hualan Biological has received approval from the National Medical Products Administration for a clinical trial of its recombinant herpes zoster vaccine, marking a significant step towards entering the clinical trial phase for this preventive biological product [1] Group 1 - Hualan Biological's subsidiary, Hualan Biological Vaccine Co., Ltd., has been granted a clinical trial approval notice for the herpes zoster vaccine [1] - The vaccine is classified as a preventive biological product of category 1.3, indicating its intended use for the prevention of herpes zoster [1] - This approval allows the company to officially commence clinical trials for the vaccine [1]

格隆汇1月21日丨华兰生物(002007.SZ)公布，近日，公司控股子公司华兰生物疫苗股份有限公司收到国 家药品监督管理局下发的《药物临床试验批准通知书》（通知书编号：2026LP00175）。 华兰疫苗研发的重组带状疱疹疫苗（CHO 细胞）利用成熟的CHO 细胞平台表达水痘-带状疱疹病毒关 键蛋白，通过诱导免疫应答预防带状疱疹及其并发症。该产品是华兰疫苗在带状疱疹预防领域的重要布 局，有望为易感人群提供新的预防选择。 带状疱疹由水痘-带状疱疹病毒再激活引起，主要表现为沿神经分布的成簇疱疹与明显疼痛，中老年人 群发病率高且症状常随年龄加重。目前接种疫苗是预防该疾病最经济有效的手段。 截至本公告披露日，经查询国家药品监督管理局官网，国内已上市的带状疱疹疫苗产品有两款，分别是 智飞生物代理的葛兰素史克（GSK）重组带状疱疹疫苗和百克生物减毒活带状疱疹疫苗。随着国内老龄 化进程加快以及公众健康意识提升，带状疱疹疫苗接种需求仍有较大的增长空间，未来国产带状疱疹疫 苗的市场发展前景较为广阔。 ...

近日，华兰生物工程股份有限公司（以下简称"公司"）控股子公司华兰生 物疫苗股份有限公司（以下称"华兰疫苗"）收到国家药品监督管理局下发的《药 物临床试验批准通知书》（通知书编号：2026LP00175）。现将相关情况公告如 下： 一、药物基本情况 证券代码：002007 证券简称：华兰生物 公告编号：2026-002 华兰生物工程股份有限公司 关于控股子公司收到药物临床试验批准通知书的公告 本公司及董事会全体成员保证信息披露的内容真实、准确和完整，没 有虚假记载、误导性陈述或重大遗漏。 截至本公告披露日，经查询国家药品监督管理局官网，国内已上市的带状疱 疹疫苗产品有两款，分别是智飞生物代理的葛兰素史克（GSK）重组带状疱疹疫 苗和百克生物减毒活带状疱疹疫苗。随着国内老龄化进程加快以及公众健康意识 提升，带状疱疹疫苗接种需求仍有较大的增长空间，未来国产带状疱疹疫苗的市 场发展前景较为广阔。 华兰疫苗研发的重组带状疱疹疫苗（CHO 细胞）利用成熟的 CHO 细胞平台表 达水痘-带状疱疹病毒关键蛋白，通过诱导免疫应答预防带状疱疹及其并发症。 该产品是华兰疫苗在带状疱疹预防领域的重要布局，有望为易感人群提供新的预 防 ...

Core Viewpoint - Hualan Biological (002007.SZ) announced that its subsidiary Hualan Vaccine (301207) received approval from the National Medical Products Administration for clinical trials of a recombinant shingles vaccine, marking a significant step in the company's strategy for shingles prevention [1] Company Summary - Hualan Vaccine's recombinant shingles vaccine is designed to prevent shingles, but not primary varicella [1] - This vaccine represents an important development in Hualan Vaccine's portfolio within the shingles prevention market [1] Industry Summary - Currently, there are two shingles vaccine products available in the domestic market, indicating existing competition [1] - The aging population and increasing public health awareness are expected to drive significant market growth for shingles vaccines [1] - Vaccine development cycles are lengthy, and future progress and outcomes remain uncertain [1]

Core Viewpoint - The company, Hualan Biological Engineering, announced that its subsidiary, Hualan Vaccine, has received approval from the National Medical Products Administration for clinical trials of a recombinant herpes zoster vaccine [1] Group 1: Product Details - The drug is classified as a Class 1.3 preventive biological product and is intended for the prevention of herpes zoster, not for the prevention of primary varicella [1] - The approval indicates that the vaccine meets the necessary requirements for drug registration and is recommended for clinical trial initiation [1]

格隆汇1月12日丨华兰生物(002007.SZ)公布，公司参股公司华兰安康生物股份有限公司（原名：华兰基 因工程有限公司，以下简称"华兰安康"）收到国家药品监督管理局签发的阿达木单抗注射液境内生产药 品注册上市许可申请《受理通知书》（受理号：CXSS2600006）。 华兰安康研发的阿达木单抗注射液为生物类似药。其原研产品由艾伯维公司开发，已在全球多个国家及 地区获批上市，用于治疗类风湿关节炎、强直性脊柱炎、银屑病等多类免疫性疾病，其疗效与安全性获 得了广泛临床验证。 ...