东方财富证券股份有限公司研究员何玮2021年4月29日发布研报《智飞生物(300122)2020年报点 评：自研代理双轮驱动 自研产品进入收获期》称，维持智飞生物"增持"评级。 (责任编辑：徐自立) 中国经济网北京1月30日讯 智飞生物(300122.SZ)今日股价下跌，截至收盘报17.37元，跌幅 3.45%。 2021年5月17日，智飞生物股价创下历史最高点231.19元。 ...

证券代码：300122 证券简称：智飞生物 公告编号：2026-07 截至本公告披露日，经查询国家药品监督管理局官网，国内有 2 款乙型脑炎 疫苗获批上市使用，分别为原代地鼠肾细胞培养生产的减毒活疫苗和 Vero 细胞 培养生产的灭活疫苗，暂无人二倍体细胞培养生产的冻干乙型脑炎灭活疫苗获批。 公司的冻干乙型脑炎灭活疫苗（人二倍体细胞）系以人二倍体细胞作为细胞 基质，将乙型脑炎病毒接种于人二倍体细胞，经培养、收获、灭活、纯化后，加 入适宜稳定剂冻干制成。该疫苗采用人二倍体细胞制备，过敏反应发生率低，具 重庆智飞生物制品股份有限公司 关于冻干乙型脑炎灭活疫苗（人二倍体细胞） 临床试验申请获得受理的公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚 假记载、误导性陈述或重大遗漏。 重庆智飞生物制品股份有限公司（以下简称"公司"）于近日获悉，由全资 子公司安徽智飞龙科马生物制药有限公司（以下简称"智飞龙科马"）研发的冻 干乙型脑炎灭活疫苗（人二倍体细胞）获得国家药品监督管理局药物临床试验申 请受理通知书（受理号：CXSL2600147）。自受理之日起 60 日内，未收到药审中 心否定或质疑意见的， ...

证券日报网讯1月29日，智飞生物（300122）在互动平台回答投资者提问时表示，公司形成智飞绿竹、 智飞龙科马、重庆宸安三大研产基地和北京创新孵化中心的战略布局。公司技术平台及在研管线布局请 持续关注公司的信息披露。 ...

Market Overview - The biopharmaceutical sector experienced a decline of 1.3% on January 29, with Hualan Vaccine leading the drop [1] - The Shanghai Composite Index closed at 4157.98, up 0.16%, while the Shenzhen Component Index closed at 14300.08, down 0.3% [1] Individual Stock Performance - Weigao Bio (002880) saw a closing price of 30.07, with an increase of 4.59% and a trading volume of 88,100 shares, totaling a transaction value of 266 million yuan [1] - Changchun High-tech (000661) closed at 98.30, up 0.92%, with a trading volume of 64,700 shares and a transaction value of 629 million yuan [1] - Other notable performers include Boya Bio (300294) and Zhifei Biological (300122), both with a closing price increase of 0.92% and 0.73% respectively [1] Declining Stocks - Hualan Bio (301207) reported a significant decline of 9.05%, closing at 22.62, with a trading volume of 300,600 shares and a transaction value of 689 million yuan [2] - Junshi Biosciences (688180) fell by 6.02%, closing at 36.82, with a trading volume of 266,100 shares and a transaction value of 1 billion yuan [2] - Other stocks such as Jinkang (688670) and Bohui Innovation (300318) also experienced declines of 5.81% and 4.95% respectively [2] Capital Flow Analysis - The biopharmaceutical sector saw a net outflow of 866 million yuan from institutional investors, while retail investors contributed a net inflow of 682 million yuan [2] - Notable net inflows from retail investors were observed in stocks like Shanghai Laishi (002252) and Weigao Bio (002880) [3] - Conversely, stocks such as Zhixiang Quantai (688443) and Weigao Bio (002880) experienced significant net outflows from institutional and speculative investors [3]

Core Viewpoint - The stock of Zhifei Biological has shown fluctuations, with a recent increase of 2.07% on January 29, 2023, despite a year-to-date decline of 3.39% [1] Group 1: Stock Performance - As of January 29, 2023, Zhifei Biological's stock price was 18.23 yuan per share, with a trading volume of 5.20 billion yuan and a turnover rate of 2.08%, resulting in a total market capitalization of 436.39 billion yuan [1] - The stock has experienced a 7.05% increase over the last five trading days, but a decline of 3.95% over the last 20 days and 14.37% over the last 60 days [1] Group 2: Financial Performance - For the period from January to September 2025, Zhifei Biological reported an operating income of 76.27 billion yuan, a year-on-year decrease of 66.53%, and a net profit attributable to shareholders of -12.06 billion yuan, reflecting a year-on-year decrease of 156.10% [2] Group 3: Shareholder Information - As of January 20, 2023, the number of shareholders for Zhifei Biological was 121,000, a decrease of 1.56% from the previous period, with an average of 11,686 circulating shares per person, an increase of 1.58% [2] - The company has distributed a total of 73.18 billion yuan in dividends since its A-share listing, with 31.94 billion yuan distributed in the last three years [3] Group 4: Institutional Holdings - As of September 30, 2025, major shareholders include Hong Kong Central Clearing Limited, holding 33.56 million shares, and several ETFs, all of which have seen a decrease in holdings compared to the previous period [3]

Group 1 - The Nipah virus outbreak in West Bengal, India has led to confirmed cases and significant market reactions, particularly in vaccine and diagnostic sectors, with several stocks experiencing price surges [1][2] - The Nipah virus, first identified in 1998, has a high fatality rate exceeding 40% and lacks effective treatments, which raises public health concerns and market volatility [2][3] - Despite initial market enthusiasm, the lack of confirmed cases in China and the limited geographical impact of the outbreak have resulted in a significant stock price correction for related companies [1][4] Group 2 - Companies like Capbio, Zhijiang Bio, and others have developed Nipah virus testing products, but the overall demand for testing has not increased significantly due to the outbreak, leading to continued financial pressure on these firms [4][10] - The medical testing industry, previously buoyed by COVID-19 testing, is now facing declining revenues as demand decreases, with many companies reporting substantial losses [9][10] - The vaccine sector is also under pressure, with companies like Zhifei and Watson facing intense competition and declining sales, leading to significant financial challenges [15][20] Group 3 - The overall performance of companies in the vaccine and diagnostic sectors is expected to remain under pressure due to economic cycles, increased competition, and regulatory changes affecting pricing and profitability [12][20] - The Nipah virus outbreak has not translated into increased orders for testing products from domestic companies, indicating a lack of substantial market opportunity arising from the situation [12][22] - Investors are advised to be cautious, as the Nipah virus may not provide the expected boost to the performance of the medical testing and vaccine industries, which are already struggling with profitability [22]

Core Viewpoint - The company, Zhifei Biological, has decided to withdraw its registration applications for two pediatric influenza vaccines after receiving a termination notice from the National Medical Products Administration, aiming to enhance clinical evidence and align with market demand for high-quality vaccines [1]. Group 1: Vaccine Development - Zhifei Biological's subsidiary, Anhui Zhifei Longkema Biological Pharmaceutical Co., Ltd., received a notice to terminate the registration applications for the pediatric quadrivalent influenza virus split vaccine and the influenza virus split vaccine [1]. - The company had submitted these applications for children aged 6 months to 35 months in September and October 2024, respectively, and both applications were accepted by the regulatory authority [1]. - Clinical trial results indicated that the immunogenicity data for the entire population was overall superior to that of the already marketed control vaccines, meeting the preset research standards with good safety profiles [1]. Group 2: Strategic Decision - Due to the variability of influenza viruses and the unique immune system characteristics of children, the company decided to withdraw the registration applications after careful evaluation [1]. - The company plans to steadily advance supplementary research to continuously improve the clinical evidence chain and pursue the listing application process [1].

Core Viewpoint - The company Zhifei Biological announced the withdrawal of its registration applications for two pediatric influenza vaccines, following approval from the National Medical Products Administration [1] Group 1: Company Actions - Zhifei Biological's wholly-owned subsidiary, Zhifei Longkema, received a termination notice for the registration applications of the pediatric quadrivalent influenza virus split vaccine and the influenza virus split vaccine for the population aged 6 months to 35 months [1] - The company had previously submitted these registration applications to the National Medical Products Administration between September and October 2024, and both applications were accepted [1]

Core Viewpoint - The company is implementing multiple measures to optimize its operational strategy, enhance commercial cooperation, and accelerate the launch of self-developed products while managing risks and adjusting its debt structure to promote sustainable development [1] Group 1 - The company is optimizing its business cooperation and product promotion strategies [1] - The company aims to accelerate the market launch of its self-developed products [1] - The company is controlling related risks and adjusting its debt structure [1] Group 2 - The company is promoting the completion of existing debt replacement [1] - The company emphasizes the importance of its technology platform and research pipeline [1] - The company encourages stakeholders to pay attention to its information disclosures [1]

Core Viewpoint - The company, Zhifei Biological, announced the withdrawal of its registration applications for the pediatric quadrivalent influenza virus split vaccine and the influenza virus split vaccine due to the need for more comprehensive evaluation of clinical efficacy and market demand for high-quality pediatric vaccines [1] Group 1: Company Actions - Zhifei Biological's subsidiary, Anhui Zhifei Longkema Biological Pharmaceutical Co., Ltd., received a termination notice from the National Medical Products Administration regarding the drug registration applications [1] - The decision to withdraw the applications was made after careful assessment of the vaccine's clinical use effects and the unique characteristics of the immune systems in children [1] - The company plans to continue supplementary research and improve the clinical evidence chain while advancing the listing application process [1]