2025年中国流感疫苗行业发展背景、市场现状、企业格局及未来趋势研判：市场竞争激烈导致价格战爆发，四价流感疫苗占主导地位[图]

Core Viewpoint - The flu vaccine market in China is facing challenges due to low vaccination rates and price declines, but there is potential for recovery and growth driven by increased awareness and policy support [1][6][10]. Group 1: Industry Overview - The flu vaccine is a biological agent used to prevent influenza virus infections by stimulating the immune system to produce specific antibodies [1][4]. - In 2025, there were 5,675,403 reported cases of influenza in China, resulting in 25 deaths, highlighting the significant health and economic burden of the disease [4]. - The average vaccination rate in China from 2020 to 2024 remained below 4%, compared to over 50% in developed countries [6][10]. Group 2: Market Status - The total output value of flu vaccines in China is projected to decline to 7 billion yuan in 2024, with a potential recovery to 7.6 billion yuan in 2025 [6][10]. - The market is dominated by quadrivalent vaccines, which accounted for 71.4% of the output value in 2024, while trivalent vaccines made up 28.6% [7]. - The average bidding price for flu vaccines has decreased to 93 yuan per dose in 2024, with significant price reductions observed in government procurement [8][10]. Group 3: Competitive Landscape - Over 50 flu vaccines have been approved in China, with numerous manufacturers competing in a highly homogeneous market [9][10]. - Major players in the quadrivalent vaccine segment include Hualan Biological Engineering, Shanghai Institute of Biological Products, and Beijing Kexing [9][10]. - In 2024, Hualan Biological, Baike Biological, and Jindike reported revenues of 1.073 billion yuan, 141 million yuan, and 81 million yuan, respectively [10]. Group 4: Development Trends - The flu vaccine market in China has significant growth potential due to low vaccination rates among key populations, with a target vaccination rate of 75% for vulnerable groups [11]. - New technological advancements, such as mRNA vaccines, are emerging, with companies like Moderna and BioNTech making progress in clinical trials [11]. - The introduction of adjuvanted vaccines is also being explored, with several companies working on products that could fill gaps in the high-end market [11].