2024年疫苗行业跟踪报告（附批签发）

Investment Rating - The report does not explicitly state an investment rating for the vaccine industry Core Insights - The overall situation for the vaccine industry in FY2024 shows a decline in the number of batches approved for most vaccine types, with some exceptions showing recovery [7] - Key vaccine types such as multi-combination vaccines, pneumonia vaccines, and HPV vaccines have experienced significant changes in their approval batches compared to previous years [3][29][31] Summary by Sections Multi-Combination Vaccines - In FY2024, the number of approved batches for multi-combination vaccines increased, with five-combination and four-combination vaccines showing growth [3][12] - The total approved batches for multi-combination vaccines reached 127, marking an 11% increase [12] Pneumonia Vaccines - The total approved batches for pneumonia vaccines decreased by 27% in FY2024, with 110 batches approved [18] - The 13-valent pneumonia vaccine saw a 23% decline, while the 23-valent pneumonia vaccine experienced a 34% drop [22][26] HPV Vaccines - The total approved batches for HPV vaccines fell by 64% in FY2024, totaling 195 batches [31] - The two-valent HPV vaccine saw a significant decline, with 89 batches approved, including a 78% drop for WanTai Biologics [31][34] Influenza Vaccines - The total approved batches for influenza vaccines decreased by 11% in FY2024, with 303 batches approved [38] - The four-valent influenza vaccine saw a 36% decline, totaling 166 batches approved [44] Rabies Vaccines - The total approved batches for rabies vaccines increased by 9% in FY2024, reaching 777 batches [51] - The growth was driven by the shift from liquid to freeze-dried products, with Chengda Biologics leading the market [54] Varicella Vaccines - The total approved batches for varicella vaccines decreased by 8% in FY2024, totaling 274 batches [60] - BaiKe Biologics held the largest market share with 98 batches approved [60] Hib Vaccines - The total approved batches for Hib vaccines fell by 5% in FY2024, with 37 batches approved [67] - Notably, Minhai Biologics increased its approved batches by 175% [68] EV71 Vaccines - The total approved batches for EV71 vaccines decreased by 17% in FY2024, totaling 73 batches [72] Rotavirus Vaccines - The total approved batches for rotavirus vaccines dropped by 29% in FY2024, with 109 batches approved [76] Meningitis Vaccines - The total approved batches for meningitis vaccines decreased by 13% in FY2024, totaling 414 batches [87] - The AC polysaccharide vaccine saw an increase in approved batches by 11% [92] Hepatitis B Vaccines - The total approved batches for hepatitis B vaccines increased by 35% in FY2024, reaching 332 batches [101] IPV Vaccines - The total approved batches for IPV vaccines decreased by 33% in FY2024, totaling 283 batches [103]