9月11日，A股市场中的HPV疫苗概念股股价齐涨，其中康乐卫士（833575.BJ）涨3.09%；万泰 生物（603392.SH）涨2.69%；智飞生物（300122.SZ）涨1.98%；沃森生物（300142.SZ）涨 1.71%。 当天，在国新办"高质量完成'十四五'规划"系列主题新闻发布会上，国家疾控局局长沈洪兵表示，今 年国家将推出面向适龄女生的HPV疫苗接种服务，并且将HPV疫苗纳入国家免疫规划，保护女性的 健康。 这是时隔十七年，国家免疫规划将迎来实质性扩容。 这对于正受困于业绩下滑的HPV疫苗厂商而言，提振到底有多大？ 受困于业绩下滑 2025.09. 11 本文字数：1804，阅读时长大约3分钟 作者 | 第一财经 林志吟 当前，中国已上市的HPV疫苗共计达到六款，其中三款二价HPV疫苗，一款四价HPV疫苗以及两款 九价HPV疫苗。 A股中的HPV疫苗企业，万泰生物的二价HPV疫苗、九价HPV疫苗、沃森生物的二价HPV疫苗均已上 市销售。智飞生物是进口四价HPV疫苗以及九价HPV疫苗的代理商。 2006年，全球首款HPV疫苗在美国获批上市，但直到十年后的2016年，中国才批准HPV疫苗在境 内 ...

作者 | 第一财经 吴斯旻 2025.08. 30 本文字数：1681，阅读时长大约3分钟 值得关注的是，新一轮专家咨询委员会包含了5名院士。 我国免疫政策透明度再进一步。 截至目前，国家免疫规划已有17年没有实质性扩容。今年4月，国家疾控局官宣国家免疫规划策略进 入"动态调整优化"阶段。近日，该局首次对外公开国家免疫规划专家咨询委员会（下称"专家咨询委 员会，NIAC"）专家组成员的详细名单，专家数量较此前也有所扩增。受访业界观点认为，此举意味 着"扩免"循证决策的透明度和科学性以及免疫策略动态调整的效率有望优化。 28日，国家疾控局卫生与免疫规划司发布《关于调整国家免疫规划专家咨询委员会委员的通知》 （下称"通知"）。通知提到，根据当前传染病防控、疫苗管理等新形势新要求，结合机构改革、专家 岗位变动、相关部门推荐意见等情况，国家疾控局、国家卫生健康委对专家咨询委员会委员进行了换 届调整，并对章程进行了修订。 根据国家疾控局此次披露，新一届专家咨询委员会由来自流行病学与卫生统计学、病原微生物学、临 床医学、卫生政策与卫生经济学、疫苗学、免疫学、免疫预防实践等相关领域专家组成，任期仍3 年。专家组人数由此前的 ...

Core Viewpoint - The HPV vaccine is likely to be included in China's national immunization program by the end of the year, marking the first addition since 2008 and a significant policy shift after 17 years of stagnation [1][5][20]. Group 1: Current Status of HPV Vaccine - The technical assessment for including the HPV vaccine in the national immunization program has been completed, and it is currently in the inter-departmental negotiation and policy preparation stage [1][6]. - Since 2016, various types of HPV vaccines have been approved and used in China, with 16 provinces starting free or subsidized vaccination programs for girls aged 9 to 14 as of 2023, achieving over 90% coverage in some cities [2][3]. - Despite its availability, the HPV vaccine remains outside the national immunization program, leading to significant regional disparities in coverage, which is heavily reliant on local funding and public awareness [2][3]. Group 2: Historical Context and Challenges - Since the inclusion of the second dose of hepatitis A and B vaccines in 2008, no new vaccines have been added to China's national immunization program, despite many vaccines being recommended internationally [3][8]. - The lack of a systematic evaluation and transformation mechanism has contributed to this stagnation, with the National Immunization Technical Advisory Group (NIAC) established in 2017 still in its early stages and not fully operational [9][10]. Group 3: Recent Developments and Future Directions - Recent signals from the national level indicate a gradual expansion of the immunization program, with the NIAC emphasizing the need to narrow the gap between domestic and international immunization standards [5][21]. - The HPV vaccine is seen as a strong candidate for early inclusion due to its high disease burden and existing pilot programs [5][13]. - The establishment of a predictable mechanism for new vaccine inclusion is crucial, with recommendations for regular review processes, resource allocation, and inter-departmental coordination [15][16][19]. Group 4: Implications of Inclusion - The potential inclusion of the HPV vaccine could signify a broader restart of the immunization planning mechanism in China, addressing long-standing gaps in vaccine policy [7][20]. - The current discussions around the operational mechanisms, inter-departmental collaboration, and financial support are critical for the successful implementation of new vaccines into the national program [21][22].