一个国家要被世卫组织认定为无麻疹国家，必须连续12个月以上没有出现同一毒株的本地传播病 例。据路透社报道，去年9月，世卫组织根据2024年的数据，决定取消一些国家的麻疹"消除状态"认 证，但直到获得所有相关国家同意后，才于26日公布这一信息。 除英国外，西班牙、奥地利、亚美尼亚、阿塞拜疆和乌兹别克斯坦也被认为重新出现麻疹传播，因 此失去了世卫组织麻疹"消除状态"认证。 新华社伦敦1月27日电（记者 郭爽）据英国媒体26日报道，由于麻疹疫情持续传播，世界卫生组织 当日确认已取消对英国等国的麻疹"消除状态"认证。 根据英国卫生安全局26日公布的数据，2024年，英国共报告了3681例麻疹病例，只有约84.4%的人 群接种了两剂麻疹和风疹疫苗。而按照世卫组织的建议，要控制麻疹疫情，需要至少95%的人群接种两 剂麻疹和风疹疫苗。 伦敦卫生与热带医学院全球健康与发展助理教授本·卡斯坦-达布什表示，英国失去世卫组织麻 疹"消除状态"认证并不令人意外。麻疹疫情的持续传播反映了英国常规疫苗接种覆盖率十年来持续下 降。 麻疹是一种由麻疹病毒引起的急性出疹性呼吸道传染病，传染性极强，但可以通过接种疫苗预防。 当疫苗接种率下降时， ...

Core Viewpoint - The price reduction of the varicella-zoster vaccine by Baike Biotech has drawn public attention, with the procurement price dropping from 1375 yuan to 464 yuan, a decrease of approximately 66% [1][4]. Group 1: Vaccine Pricing and Market Dynamics - Baike Biotech's varicella-zoster vaccine, which is a live attenuated vaccine, has seen its price significantly reduced, making it more accessible compared to the imported vaccine "Shingrix," which is priced around 1650 yuan even with promotional offers [4][5]. - The imported vaccine "Shingrix" has been offering a "buy one get one free" promotion since Q2 2023, but the total cost remains high compared to the newly priced domestic vaccine [5][10]. - The price reduction aims to enhance vaccination rates among the elderly population, who have shown low willingness to get vaccinated due to high costs and lack of awareness about the disease [7][8]. Group 2: Market Potential and Industry Challenges - The varicella-zoster vaccine market in China is still in its early stages, with only two vaccines currently available: the imported "Shingrix" and Baike Biotech's domestic vaccine [4][10]. - Despite the price drop, Baike Biotech reported a significant decline in revenue, with a 53.8% year-on-year decrease in revenue to 470 million yuan and a net loss of 160 million yuan in the first three quarters of the year [10][11]. - The company is focusing on increasing public awareness and accessibility of the vaccine through promotional activities and partnerships with healthcare providers to improve market penetration [11].

Core Insights - The flu season in 2025 is more severe than in the past three years, with higher reported cases across both northern and southern China according to the CDC [1] - Despite a surge in sales of flu medications, the vaccination rate for flu vaccines in China remains low, particularly among the 18-59 age group [1][6] - In contrast, Chile has achieved a high vaccination rate of 85% among key populations, highlighting a significant disparity in public health responses [5][7] Group 1: Flu Season Overview - The CDC reported an increase in flu-like cases, with 1219 outbreaks recorded, predominantly caused by the H2N3 strain [1] - In Guangdong, the flu-like cases accounted for 11.90% of emergency visits, significantly higher than previous weeks [2] - The flu season in Guangdong is expected to peak around mid-December, with hospitals managing the increase in patients effectively [2][4] Group 2: Vaccination Rates and Challenges - The vaccination rates in China are alarmingly low, with only 0.52% for the 18-59 age group and 4.63% for those over 60, far below the WHO's recommended 75% coverage [6] - In contrast, Chile has a well-established vaccination program, with free vaccines available to a clearly defined target population, leading to higher uptake [7][9] - The Chinese public exhibits vaccine hesitancy, influenced by misconceptions about vaccine safety and effectiveness [4][12] Group 3: Comparison with Chile - Chile's vaccination strategy includes a long history of public health campaigns and a focus on vulnerable populations, which has resulted in high vaccination rates [7][9] - The accessibility of vaccination sites in Chile, including schools and community centers, contrasts with China's more limited options [11] - Effective communication about vaccine benefits and managing public expectations are crucial in reducing vaccine hesitancy, as observed in both countries [12]

Core Viewpoint - The article highlights the increasing incidence of shingles among younger individuals, particularly in high-stress professions, and emphasizes the low vaccination rates in China, which poses a significant public health risk [1][2][3]. Group 1: Shingles Incidence and Impact - Shingles, caused by the varicella-zoster virus, is commonly associated with individuals over 50, but recent cases among younger celebrities indicate a rising trend in younger populations, particularly those with high-stress jobs [2][5]. - The pain associated with shingles is severe, with reports indicating that it can reach levels comparable to childbirth, leading to a lack of public awareness regarding its severity and the importance of vaccination [7][9]. Group 2: Vaccination Rates and Challenges - The vaccination rate for shingles in China is alarmingly low, with only 0.79% of adults aged 40 and above vaccinated as of September 2024, compared to higher rates in the U.S. [6]. - The high cost of vaccines, with imported vaccines priced at 3,260 yuan and domestic vaccines around 1,400 yuan, significantly hinders vaccination efforts, especially among retirees with limited income [9][10]. Group 3: Market Dynamics and Pricing Strategies - The vaccine market has seen a price war since 2025, with prices for imported vaccines dropping from 3,260 yuan to 1,652 yuan, and domestic vaccines being offered at half price, which may lead to long-term sustainability issues for vaccine manufacturers [3][11]. - Companies are facing inventory challenges, with a significant drop in vaccine issuance in 2025, indicating a mismatch between supply and demand [11]. Group 4: Public Awareness and Marketing Strategies - There is a notable gap in public awareness regarding shingles and its vaccine, particularly among older adults who are the primary target demographic [13]. - Vaccine companies are utilizing social media and other platforms for marketing, focusing on educating the public about the disease and the availability of vaccines, despite regulatory restrictions on direct advertising [12][14].

Core Viewpoint - Hualan Biological's revenue increased by 68.77% in the first half of 2025, despite a challenging environment for the vaccine industry, primarily driven by significant sales of rabies vaccines and a doubling of flu vaccine revenue [1][2][3]. Revenue Performance - Hualan Biological achieved a revenue of 59.96 million yuan in the first half of 2025, marking a year-on-year growth of 68.77% [1]. - The company's net profit attributable to shareholders was 20.80 million yuan, a decrease of 17.71% compared to the previous year [1]. - The flu vaccine revenue grew by 132.94%, contributing approximately 40% to the total revenue [2][3]. Market Dynamics - The domestic vaccine industry is undergoing a deep adjustment period due to price wars, particularly in the HPV vaccine segment, which has led to significant revenue declines for several companies [2]. - Hualan Biological's proactive sales efforts and increased market promotion have resulted in a notable rise in sales, especially for rabies vaccines [1][3]. Sales and Marketing Strategy - Sales expenses increased by 30.78% to 28.99 million yuan, reflecting the company's efforts to enhance market penetration and awareness [4]. - Hualan Biological's sales network covers over 30 provincial regions and more than 2,500 disease control centers, achieving a coverage rate of over 70% [4]. Future Growth Prospects - The company is focusing on expanding its product pipeline, with ongoing clinical trials for new vaccines, including a freeze-dried Hib vaccine and mRNA vaccines for flu and RSV [5]. - Hualan Biological aims to increase the sales revenue and market share of its rabies vaccine while enhancing public awareness of flu vaccination [5].

Core Viewpoint - The price reduction trend for self-paid vaccines has reached the shingles vaccine, with significant price cuts observed in various regions of China, aiming to increase vaccination rates among the population [1][2]. Price Reduction and Promotional Activities - Since March 2023, the price of shingles vaccines in regions like Inner Mongolia, Shandong, Henan, and Chongqing has been halved compared to last year, with some areas offering "buy one get one free" promotions [2]. - The "2025 Domestic Shingles Vaccine Benefit Project" offers a half-price vaccination for residents over 40, reducing the original price from 1389 yuan to 704.5 yuan, saving 684.5 yuan [3]. - A promotional activity allows individuals to complete the first dose between May and August 2025 and the second dose by December 31, 2025, reducing the total cost from 3260 yuan to 1652 yuan [4][6]. Market Competition and Pricing Discrepancies - The two available shingles vaccines in China, one imported from GlaxoSmithKline and one domestic from Baike Biological, are experiencing inconsistent price reductions, leading to regional competition [7]. - In some areas, only the imported vaccine has seen a price drop, while the domestic vaccine remains at its original price [7]. Vaccination Rates and Challenges - The vaccination rate for shingles among adults aged 40 and older in China is extremely low, at only 0.79% as of September 2024, compared to 41.1% in the U.S. for those aged 60 and above [12][13]. - High self-paid prices are a significant barrier to increasing vaccination rates, with the cost of the imported vaccine previously equating to nearly a month's pension for retirees in cities like Guangzhou [14]. - There is a lack of awareness and understanding of shingles and its vaccine among the elderly, further limiting vaccination uptake [12][15]. Inventory and Sales Performance - Baike Biological has faced challenges with unsold inventory, leading to a significant increase in accounts receivable and inventory levels, indicating poor sales performance [8][9]. - GlaxoSmithKline's vaccine has seen a decline in expected sales, with procurement agreements being extended to 2029 due to underperformance [10][11]. Healthcare Infrastructure and Service Limitations - The current healthcare infrastructure for adult vaccination is inadequate, with insufficient resources and a lack of clear guidelines for adult immunization services [16]. - Many vaccination centers are not equipped to handle adult vaccinations, leading to a conservative approach in recommending vaccines to the elderly [16].