Core Viewpoint - Hualan Vaccine (301207.SZ) has received approval from the National Medical Products Administration for the clinical trial of its recombinant herpes zoster vaccine, indicating a significant step in the development of a new preventive measure against herpes zoster and its complications [1][2] Group 1: Company Developments - The company has developed a recombinant herpes zoster vaccine using CHO cells, which is designed to induce immune responses to reduce the risk of herpes zoster and related complications [2] - This vaccine represents an important strategic move for the company in the field of herpes zoster prevention, potentially providing new options for susceptible populations [2] Group 2: Industry Context - There are currently two herpes zoster vaccines available in the domestic market, indicating existing competition [2] - The demand for herpes zoster vaccination is expected to grow significantly due to the aging population and increased public health awareness, suggesting a broad market development prospect for domestic herpes zoster vaccines [2] - A recent epidemiological study indicated that the overall prevalence of herpes zoster in China is approximately 6.15%, with rates rising significantly with age, reaching 12.95% in individuals aged 70 and above [1]

华兰生物疫苗股份有限公司（以下简称"公司"）于近日收到国家药品监督管理 局核准签发的关于重组带状疱疹疫苗（CHO细胞）的《药物临床试验批准通知书》， 具体情况如下： 一、通知书基本情况 产品名称：重组带状疱疹疫苗（CHO细胞） 注册分类：预防用生物制品1.3类 申请类型：新药 证券代码：301207 证券简称：华兰疫苗 公告编号：2026-001 华兰生物疫苗股份有限公司 关于重组带状疱疹疫苗（CHO细胞） 获得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。 药物适应症：本品适用于预防带状疱疹（不适用于预防原发性水痘）。 申请人：华兰生物疫苗股份有限公司 通知书编号：2026LP00175 通知书结论：根据《中华人民共和国药品管理法》、《中华人民共和国疫苗管 理法》及有关规定，经审查，2025年10月30日受理的重组带状疱疹疫苗（CHO细胞） 符合药品注册的有关要求，建议批准开展预防带状疱疹的临床试验。 二、产品的相关情况 带状疱疹（Herpes Zoster）是由水痘-带状疱疹病毒（VZV）在体内潜伏多年后 再度激活所致的急性皮 ...

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]

Group 1 - The core point of the article is that Hualan Vaccine (301207.SZ) is currently trading at 19.14 yuan, reflecting a decline of 2.30% and is in a state of breaking its initial public offering price [1] - Hualan Vaccine was listed on the Shenzhen Stock Exchange's ChiNext board on February 18, 2022, with an initial public offering (IPO) price of 56.88 yuan per share and a total of 40.01 million shares issued [1][2] - On its first trading day, Hualan Vaccine reached a peak price of 79.78 yuan, indicating strong initial market interest [2] Group 2 - The total amount raised from the IPO was 2.276 billion yuan, with a net amount of 2.244 billion yuan after deducting issuance costs of 31.5657 million yuan [2] - The company planned to raise 2.495 billion yuan, which was 251 million yuan less than the actual amount raised, for various vaccine development and production projects [2] - The annual equity distribution plan for 2022 includes a cash dividend of 3.00 yuan for every 10 shares and a capital reserve increase of 5 shares for every 10 shares, with key dates for registration and ex-dividend set for June 6 and June 7, 2023, respectively [2]

Market Performance - The biopharmaceutical sector increased by 0.55% on January 6, with Liaoning Chengda leading the gains [1] - The Shanghai Composite Index closed at 4083.67, up by 1.5%, while the Shenzhen Component Index closed at 14022.55, up by 1.4% [1] Individual Stock Performance - Liaoning Chengda (600739) closed at 12.27, with a rise of 7.16% and a trading volume of 530,500 shares, amounting to a transaction value of 633 million yuan [1] - Dongbao Biological (300239) closed at 6.18, up by 5.64%, with a trading volume of 454,500 shares and a transaction value of 278 million yuan [1] - Olin Biological (616889) closed at 27.66, increasing by 3.83%, with a trading volume of 74,400 shares and a transaction value of 204 million yuan [1] - Kanghong Pharmaceutical (002773) closed at 33.75, up by 2.37%, with a trading volume of 249,700 shares and a transaction value of 838 million yuan [1] Capital Flow Analysis - The biopharmaceutical sector experienced a net outflow of 426 million yuan from institutional investors, while retail investors saw a net inflow of 323 million yuan [2] - The net inflow from speculative funds was 104 million yuan [2] Detailed Capital Flow for Selected Stocks - Liaoning Chengda had a net inflow of 34.37 million yuan from institutional investors, while it faced a net outflow of 18.32 million yuan from retail investors [3] - Dongbao Biological saw a net inflow of 21.29 million yuan from institutional investors, with a net outflow of 13.16 million yuan from retail investors [3] - Tian Tan Biological (600161) had a net inflow of 18.06 million yuan from institutional investors, with a net outflow of 10.02 million yuan from retail investors [3]

Group 1 - The core viewpoint of the news is that Hualan Biological Engineering Inc. has seen a stock price increase of 5.05%, reaching 19.57 CNY per share, with a trading volume of 1.26 billion CNY and a turnover rate of 1.09%, resulting in a total market capitalization of 11.762 billion CNY [1] - Hualan Biological Engineering Inc. is located in Xinxiang, Henan Province, and was established on November 9, 2005. The company was listed on February 18, 2022, and its main business involves the research, production, and sales of human vaccines. The revenue composition is 98.11% from vaccine products and 1.89% from other sources [1] Group 2 - From the perspective of Hualan's top ten circulating shareholders, a fund under Southern Fund ranks among them. The Southern CSI 1000 ETF (512100) reduced its holdings by 8,700 shares in the third quarter, holding a total of 1.6522 million shares, which accounts for 0.28% of the circulating shares. The estimated floating profit today is approximately 1.5531 million CNY [2] - The Southern CSI 1000 ETF (512100) was established on September 29, 2016, with a latest scale of 76.63 billion CNY. Year-to-date, it has achieved a return of 29.23%, ranking 1828 out of 4189 in its category. Over the past year, it has also returned 29.23%, maintaining the same ranking [2] - The fund manager of Southern CSI 1000 ETF (512100) is Cui Lei, who has a cumulative tenure of 7 years and 61 days. The total asset scale under his management is 122.76 billion CNY, with the best fund return during his tenure being 208.53% and the worst being -15.93% [2]

Group 1 - The flu epidemic in China is at a high level, primarily driven by the H3N2 strain, with increased transmission risk due to upcoming population movements during the New Year holiday [1] - Demand for antiviral and symptomatic medications has surged, with a reported over 500% increase in flu-related drug purchases on Alibaba Health and over 100% increase in orders for traditional Chinese medicine on Meituan [1] - The pharmaceutical industry is responding effectively across the supply chain, from vaccine production to drug distribution, indicating a well-coordinated effort to manage the public health challenge [1][2] Group 2 - Vaccine companies are ramping up production, with Hualan Vaccine reporting 55 batches of flu vaccine issued since November, reflecting increased public willingness to get vaccinated [2] - Diagnostic companies like Dian Diagnostics and Kingmed Diagnostics are seeing increased business, supporting the trend of testing before treatment, which enhances rational drug use [2] - The treatment landscape is diversifying, with both chemical and traditional Chinese medicines being utilized, indicating a shift in market dynamics [3][5] Group 3 - Traditional Chinese medicine is gaining traction, with companies like China Resources Sanjiu and Kangyuan Pharmaceutical seeing strong growth in their antiviral product lines [5] - The distribution sector is crucial, with companies like Yiyigou ensuring rapid delivery of essential medications during peak demand periods [5] - The clinical relevance of traditional Chinese medicine is increasing, supported by government policies that endorse its use in flu treatment, leading to a rise in evidence-based research [6][9] Group 4 - Companies are focusing on clinical research to validate the efficacy of traditional Chinese medicines, with Kangyuan Pharmaceutical conducting head-to-head trials against conventional drugs [7][9] - The competitive landscape in the respiratory system traditional Chinese medicine market is diverse, with companies like China Resources Sanjiu and Yiling Pharmaceutical leveraging brand strength and market recognition [9] - As the industry moves towards evidence-based medicine, companies with strong research capabilities and clinical data are likely to capture more market opportunities [9]

证券日报网讯 12月30日，华兰疫苗在互动平台回答投资者提问时表示，公司流感疫苗曾经出口至乌克 兰、摩尔多瓦等国家，暂未出口至日本，目前主要供应国内市场。 （文章来源：证券日报） ...

华兰疫苗（301207.SZ）12月30日在投资者互动平台表示，公司流感疫苗曾经出口至乌克兰、摩尔多瓦 等国家，暂未出口至日本，目前主要供应国内市场。 （文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：公司流感疫苗可以在日本、欧洲销售使用吗？看最近 日本也是爆发了流感。 ...