Group 1 - The core viewpoint of the article highlights that the public price of the trivalent influenza vaccine has dropped to a historical low of 5.5 yuan per dose in some provinces, indicating that the vaccine industry is entering a "price reduction cycle" [1] - The decline in prices is attributed to a decrease in the primary vaccination demographic (children aged 0-9), leading to weakened market demand, and intensified competition due to the influx of Me-too products, with the nine-valent HPV vaccine being a typical example [5] - The gross profit margins of several vaccine companies have shown a year-on-year decline, with notable decreases such as -10.9 percentage points for WanTai Biologics and -32.2 percentage points for Watson Biologics [9] Group 2 - In response to intensified domestic market competition, vaccine companies are accelerating their international expansion, as exemplified by Kangtai Biologics, which registered its 23-valent pneumonia vaccine in Uzbekistan in 2020 and has since expanded its business to multiple countries in Asia and Africa [12] - Over the past five years, Chinese vaccine companies have transitioned from being "followers" to becoming "global suppliers," with successful registrations in ten countries across Asia and Africa [16]
流感疫苗「跌妈不认」：一针5.5，卖不过一杯蜜雪冰城
3 6 Ke·2025-11-20 07:39