经国务院同意，我国在现行国家免疫规划疫苗基础上，将人乳头瘤病毒(HPV)疫苗纳入国家免疫规划， 为2011年11月10日以后出生的满13周岁女孩，免费接种2剂次针对16和18基因型病毒的双价HPV疫苗(间 隔6个月)。 (责任编辑：朱赫) ...

Core Points - The Chinese government has included the HPV vaccine in the national immunization program, offering free vaccinations to girls born after November 10, 2011, starting from November 10, 2025 [1][2] - The target demographic for the HPV vaccination is girls aged 13, aligning with WHO recommendations for girls aged 9-14 who have not engaged in sexual activity [1][2] - The HPV vaccine has been proven safe and effective in China, with sufficient production capacity to meet demand, and the initiative aims to provide two doses of the bivalent HPV vaccine for free [1] Health Context - Cervical cancer is a common malignancy among women in China, with increasing incidence and mortality rates, particularly among younger women [2] - The WHO's global strategy aims for 90% of girls under 15 to be vaccinated by 2030, and China's action plan (2023-2030) promotes HPV vaccination and pilot programs in resource-limited areas [2] - Eighteen provinces in China have already implemented policies for free HPV vaccinations or subsidies for eligible girls, laying a practical foundation for the national program [2]

Core Viewpoint - The Chinese government has officially included the HPV vaccine in the national immunization program, initiating centralized procurement for the bivalent HPV vaccine, with a total procurement quantity of 15.4465 million doses and a budget of approximately 425 million yuan [1][3]. Group 1: Procurement Details - The centralized procurement for the bivalent HPV vaccine is set for October to December 2025, with a unit price of approximately 27.5 yuan per dose, which is expected to cover 7.72325 million girls aged 9 to 14 years [1][2]. - The procurement is managed by the Chinese Center for Disease Control and Prevention, with a total budget of 424.78 million yuan [2]. Group 2: Market Analysis - The market for the bivalent HPV vaccine consists of two segments: the existing market for girls aged 9 to 14 and the annual new entrants into this age group [5]. - From 2025 to 2030, the female population aged 9 to 14 is projected to be approximately 48.9 million to 43.7 million, with a cumulative incremental market size estimated at around 1.6 billion yuan [5][6]. - The total market size for the national immunization program from 2025 to 2030 is expected to be around 3.8 billion yuan, considering both the existing and incremental markets [8][9]. Group 3: Competitive Landscape - A price war has emerged between Watson Bio and Wantai Bio over the bivalent HPV vaccine, with the winning bid price dropping from an initial range of 329 to 344 yuan per dose to the current price of 27.5 yuan [9][10]. - The competitive dynamics shifted significantly after the National Health Commission announced plans to promote free HPV vaccinations, leading to rapid market expansion [9]. - Wantai Bio has engaged in aggressive pricing strategies, with bids as low as 63 yuan per dose in 2024, indicating a continued trend of price reductions in the market [10].

随着HPV疫苗纳入国家免疫规划，中国政府采购网公布了2025年国家免疫规划双价人乳头瘤病毒疫苗 集中采购项目，预算金额约4.25亿元，数量是1544.65万，这意味着单支限价不超过27.5元。 记者｜ 林志吟 编辑｜钉钉 ...

Core Viewpoint - China will include HPV (Human Papillomavirus) vaccines in its national immunization program this year, aiming to accelerate the global goal of eliminating cervical cancer by 2030 through vaccination initiatives targeted at eligible women [1] Group 1 - The National Health Commission of China announced the integration of HPV vaccines into the national immunization plan [1] - Multiple vaccination services for eligible women will be launched as part of this initiative [1] - China plans to make a concerted effort towards the World Health Organization's 2030 vaccination phase goal for the global strategy to eliminate cervical cancer [1]

Core Viewpoint - The inclusion of the HPV vaccine in China's national immunization program marks the first expansion in 18 years, aimed at improving women's health and addressing the rising incidence of cervical cancer among younger populations [2][16]. Group 1: HPV Vaccine Overview - The HPV vaccine is now part of the national immunization program, which previously focused mainly on children under six years old [2][16]. - As of now, there are six approved HPV vaccines in China, including both imported and domestic options [4][10]. - The HPV vaccine is recognized as the most effective method for preventing cervical cancer, which is primarily caused by high-risk HPV types [8][9]. Group 2: Demand and Coverage - Despite a surge in demand for HPV vaccines, the coverage rates remain low, with only 10.15% of eligible women receiving the first dose by 2022 [11][12]. - The high cost of vaccines has been a barrier to access, with imported vaccines priced between 580 to 800 RMB per dose [10][14]. - Public awareness and misconceptions about vaccine safety have also contributed to low uptake rates [15][36]. Group 3: Government Initiatives and Support - The Chinese government is committed to promoting HPV vaccination, aligning with the WHO's goal of eliminating cervical cancer by 2030 [16][28]. - Pilot programs in various cities have successfully increased vaccination rates, demonstrating the effectiveness of government-led initiatives [21][25]. - The national immunization program aims to provide equitable access to vaccines, particularly for underserved populations [34]. Group 4: Economic Considerations - The economic evaluation of HPV vaccination is crucial for justifying its inclusion in the national program, focusing on cost-effectiveness and public health benefits [27][28]. - The reduction in newborn numbers has also created budgetary space for expanding the immunization program [31][32]. - The competition among vaccine suppliers has led to significant price reductions, making vaccines more accessible [30]. Group 5: Future Prospects - The integration of HPV vaccines into the national immunization program is expected to significantly increase vaccination rates, similar to past experiences with other vaccines [37]. - Domestic manufacturers are ramping up production capacity, ensuring a stable supply of vaccines [37]. - Ongoing research and development in HPV vaccines, including the introduction of a nine-valent vaccine, indicate a positive trend in cervical cancer prevention efforts in China [37].

Core Insights - The Chinese government has expanded its National Immunization Program for the first time in 18 years to include the HPV vaccine, aimed at protecting women's health [1][14][28] - The inclusion of the HPV vaccine is a response to the rising incidence of cervical cancer in China, with 150,700 new cases reported in 2022, indicating a trend towards younger patients [2][8] - The HPV vaccine is recognized as the most effective preventive measure against cervical cancer, which is primarily caused by high-risk HPV types [2][6] Vaccine Availability and Market Dynamics - Currently, six types of HPV vaccines are approved in China, including both imported and domestic options [4][5] - The demand for HPV vaccines has surged, but the penetration rate remains low, with only 10.15% of eligible women receiving the first dose in 2022 [8][10] - The price of imported HPV vaccines has been a barrier, with costs for a complete vaccination series reaching around 4,000 yuan, while domestic vaccines are priced lower [11][10] Public Awareness and Education - Public awareness and education about HPV and the vaccine are critical, as misinformation has led some women to avoid vaccination [12][13] - The government plans to enhance public education efforts to counteract vaccine hesitancy and misinformation [28][29] Implementation and Future Prospects - The inclusion of the HPV vaccine in the National Immunization Program is expected to significantly increase vaccination rates, similar to past experiences with other vaccines [30][31] - The government aims to achieve a high coverage rate by optimizing vaccination processes and encouraging local initiatives [28][21] - The introduction of domestic nine-valent HPV vaccines is anticipated to further improve access and affordability for the population [32]

Core Viewpoint - The inclusion of the HPV vaccine in China's national immunization program marks a significant advancement in cervical cancer prevention and public health strategy, with the potential to reshape a market projected to grow from 135 billion yuan in 2020 to 690 billion yuan by 2030 [3][4]. Group 1: Policy Development - The HPV vaccination initiative has transitioned from local trials to a national strategy, indicating a new phase in cervical cancer prevention in China [2]. - Key milestones in the process include the initiation of free HPV vaccination programs in various provinces, which have provided valuable insights for national policy formulation [4][9]. - The urgency of cervical cancer prevention is underscored by alarming statistics, with nearly 110,000 new cases and 60,000 deaths reported in 2020, highlighting the need for effective vaccination strategies [4]. Group 2: Market Impact - The HPV vaccine market in China is expected to undergo significant transformation with the vaccine's inclusion in the national immunization program, potentially leading to a substantial increase in vaccination rates [3][4]. - The introduction of financial incentives, such as reduced costs for the nine-valent HPV vaccine, is anticipated to enhance accessibility and affordability for the target population [13]. - The vaccination rate for women aged 9 to 45 has already seen a notable increase from 0.01% in 2017 to 10.15% in 2022, reflecting the positive impact of recent initiatives [13]. Group 3: Implementation Challenges - Ensuring accessibility of vaccination services in rural and remote areas remains a critical challenge following the vaccine's inclusion in the national program [12]. - The current immunization network, primarily focused on children, will require adjustments to accommodate the HPV vaccine, which targets a broader demographic [12]. - Successful implementation will depend on effective coordination among various departments and the establishment of a robust service delivery framework [12][13]. Group 4: International Comparisons - Australia serves as a model for successful HPV vaccination strategies, having integrated the vaccine into its national program and expanded access through various service delivery models [6][7]. - The Australian experience emphasizes the importance of sustained funding, evidence-based policy adjustments, and public education in achieving high vaccination rates [7]. Group 5: Future Directions - The national health authorities are exploring innovative financing models and service delivery methods to enhance vaccination coverage and meet diverse community needs [11][13]. - The successful rollout of the HPV vaccine may pave the way for the inclusion of other vaccines in the national immunization program, potentially addressing other public health concerns [13].

Core Viewpoint - The announcement of HPV vaccines being included in the national immunization program is expected to positively impact the HPV vaccine market and related companies, which have been struggling with declining performance [1][3][4]. Group 1: Market Response - On September 11, HPV vaccine concept stocks in the A-share market saw a rise, with notable increases in companies such as Kangla Weishi (up 3.09%), Wantai Biological Pharmacy (up 2.69%), Zhifei Biological Products (up 1.98%), and Watson Bio (up 1.71%) [1]. - The National Health Commission's announcement regarding the introduction of HPV vaccination services for eligible girls and its inclusion in the national immunization plan is a significant development [1][2]. Group 2: Industry Challenges - HPV vaccine manufacturers are currently facing challenges due to declining sales and increased competition in the market, leading to a price war [3][4]. - The performance of HPV vaccine companies has been poor, with Wantai Biological reporting a revenue of 844 million yuan, down 38.25% year-on-year, and a net loss of 144 million yuan [4]. - Watson Bio's revenue was 1.154 billion yuan, down 19.47%, with a net profit decline of 74.69% [4]. - Zhifei Biological reported a revenue of 4.919 billion yuan, down 73.06%, and a net loss of 597 million yuan, a 126.72% decline [4][5]. Group 3: Potential for Growth - The global incidence of cervical cancer is rising, particularly among younger women in China, highlighting the need for effective HPV vaccination [6]. - The World Health Organization recommends that countries include HPV vaccination in their national immunization programs, prioritizing girls aged 9 to 14 [6]. - Currently, 143 out of 194 WHO member countries have included HPV vaccines in their national immunization plans, indicating a global trend towards increased vaccination [6]. - With the supply of HPV vaccines becoming sufficient and prices decreasing, the timing for including HPV vaccines in the national immunization program in China is considered ripe [7]. - The minimum price for HPV vaccines has dropped to 27.5 yuan per dose, significantly lower than initial prices, making it more accessible [7]. - If included in the national immunization program, HPV vaccines would likely see increased sales despite lower profit margins compared to local immunization programs [7].

Group 1 - The Chinese government plans to include HPV vaccination services for eligible girls in the national immunization program to enhance women's health protection [1][2] - The first domestic nine-valent HPV vaccine was approved by the National Medical Products Administration in June, breaking the long-standing market monopoly of foreign products [2] - The WHO has set a target for 90% of girls to complete HPV vaccination by the age of 15 by 2030 as part of its strategy to accelerate the elimination of cervical cancer [2][3] Group 2 - The "Action Plan" aims to pilot HPV vaccination services for eligible girls by 2025, with cervical cancer screening rates for eligible women reaching 50% and treatment rates for cervical cancer and precancerous lesions at 90% [3][4] - By 2030, the plan targets a 70% cervical cancer screening rate and maintaining a 90% treatment rate for patients [3] - The government has initiated free vaccination programs for eligible girls in 17 provinces and regions, including Hainan, Fujian, and Guangdong [4][5]