Core Viewpoint - The article highlights the significant price drop of influenza vaccines in China, particularly in public procurement, with the price of the trivalent influenza vaccine reaching a new low of 5.5 yuan per dose, raising concerns about market dynamics and the sustainability of vaccine manufacturers [3][5]. Group 1: Vaccine Pricing and Procurement - The trivalent influenza vaccine from Shanghai Biological Products Research Institute won the bid at a price of 5.5 yuan per dose, while Hualan Biological's bid was 10 yuan per dose [3][5]. - The current bid prices for public flu vaccines are lower than the service fees charged in some regions, which range from 6 to 25 yuan per dose [3][5]. - The price of domestic trivalent influenza vaccines has been consistently decreasing in the public market since last year, with multiple instances of bids falling below 10 yuan per dose [5][7]. Group 2: Market Dynamics and Competition - The ongoing price war in the influenza vaccine market is attributed to the introduction of similar products and the need for companies to maintain or expand their market share [7][8]. - Companies are increasingly focusing on the public market due to rising government budgets for influenza vaccination, while facing competition from quadrivalent vaccines [7][8]. - The production and distribution timelines for influenza vaccines necessitate early market entry, leading to higher potential waste if companies fail to secure bids [8]. Group 3: Vaccine Types and Innovations - The current influenza vaccines in China are categorized into three types: split virus vaccines, subunit vaccines, and live attenuated vaccines, with split virus vaccines being the most prevalent [11]. - The first quadrivalent subunit influenza vaccine, Huierkangxin, has been included in the national health insurance list, priced between 326.5 and 359 yuan per dose [11][12]. - Innovative vaccine products are less affected by the price competition seen in traditional vaccines, indicating a potential market for differentiated products [11][12]. Group 4: Public Health and Vaccination Rates - Vaccination with influenza vaccines can significantly reduce related medical costs and improve public health outcomes, particularly for vulnerable populations [12]. - There has been a noted decline in vaccination rates for non-national immunization program vaccines, including influenza vaccines, with an average annual vaccination rate below 4% from 2020 to 2023 [13]. - Experts suggest that improving public awareness and encouraging differentiated competition among manufacturers are essential for increasing vaccination rates and moving beyond price wars [13].

自去年下半年流感疫苗在地方政府采购中跌破10元/支之后，今年以来，国产三价流感疫苗在公费市场上价格多次探底。 进入9月，北京、浙江等多省份陆续启动今年流感疫苗预防接种工作。一则"公费流感疫苗单价降至5.5元"的消息引起业界关注。 9月1、2日，全国公共资源交易平台（北京）先后发布2025年北京流感疫苗免疫类和非免疫类招标采购项目的中标公告，华兰生物、上海生物制品研究所 （下称"上生所"）、北京科兴三家疫苗厂商中标"免疫类"项目。 其中，上生所的三价流感疫苗中标价5.5元/支，创公费流感疫苗市场的价格新低；华兰生物的三价流感疫苗中标价为10元/支。 上述中标价甚至低于部分地区的疫苗接种服务费。第一财经了解到，目前部分地区对二类疫苗收取接种服务费，标准往往为6～25元/剂次。其中，北京多家 医院和社区卫生服务中心反映，对自费疫苗收取25元/剂次服务费。 | 供应商 | 商品名称 | 规格型号 | 数量 | 車(J | | | --- | --- | --- | --- | --- | --- | | 华兰生物疫苗股份有限 | 三价流感疫苗3 | 0.5ml/15µg, 注 | 420000 | 0.001万元 | ...