百克生物回应半年报问询函 详解带状疱疹疫苗销量下滑原因

Core Viewpoint - The company reported a significant decline in revenue and profit for the first half of 2025, primarily due to a drop in sales of the shingles vaccine, which has been attributed to various factors affecting consumer demand and awareness [1][2]. Financial Performance - The company's revenue for the first half of 2025 was 285 million yuan, a year-on-year decrease of 53.93% [1]. - The net profit for the same period was -73.57 million yuan, marking a shift from profit to loss compared to the previous year [1]. Vaccine Sales Analysis - The sales volume of the shingles vaccine during the reporting period was -17,300 doses, resulting in a sales revenue of -65.23 million yuan [1]. - The company sold 86,500 doses of the shingles vaccine at a price of 1,369 yuan per dose, generating approximately 115 million yuan in revenue [2]. - The company also conducted a welfare project, selling 43,900 doses at a discounted price (30-80% of the normal price), which contributed 29.49 million yuan to revenue [2]. Revenue Adjustments - Revenue was further impacted by returns of previously recognized sales, with 147,700 doses returned, leading to a revenue reduction of 196 million yuan [2]. - The company noted that factors such as low disease awareness and consumer willingness to receive the vaccine contributed to the decline in sales and revenue [1][2].