Core Viewpoint - The article discusses the recent announcement by the National Health Commission of China to include HPV vaccines in the national immunization program, which is expected to boost the performance of HPV vaccine manufacturers struggling with declining sales and profits [3][4]. Group 1: Market Performance of HPV Vaccine Companies - HPV vaccine stocks in the A-share market saw a rise, with notable increases in companies like Kangla Weishi (3.09%), Wantai Biological (2.69%), Zhifei Biological (1.98%), and Watson Bio (1.71%) [3]. - The HPV vaccine market in China has become increasingly competitive, leading to a price war and a decline in public willingness to get vaccinated, which has negatively impacted sales [6][7]. - For instance, Wantai Biological reported a revenue of 844 million yuan, down 38.25% year-on-year, and a net loss of 144 million yuan [7]. Watson Bio's revenue was 1.154 billion yuan, down 19.47%, with a net profit decline of 74.69% [7]. Zhifei Biological's revenue fell to 4.919 billion yuan, down 73.06%, with a net loss of 597 million yuan [7]. Group 2: HPV Vaccine Market Dynamics - The HPV vaccine market in China has seen a total of six listed vaccines, including three bivalent, one quadrivalent, and two nonavalent vaccines [5][6]. - The initial demand for HPV vaccines was high, but the market has cooled due to increased competition and limited public awareness and financial capability [6]. - The World Health Organization recommends that countries include HPV vaccination in their national immunization programs, prioritizing girls aged 9 to 14 [9]. As of the end of 2024, 143 out of 194 WHO member countries have included HPV vaccines in their national programs [9]. Group 3: Future Prospects of HPV Vaccines in China - The inclusion of HPV vaccines in the national immunization program is seen as timely due to sufficient supply and decreasing prices, with the lowest bid for HPV vaccines currently at 27.5 yuan per dose [11]. - Industry insiders suggest that the bivalent HPV vaccine is likely to be included in the national immunization program, which would stabilize prices and increase sales volume [11]. - Although profit margins may be lower under the national program, they could still be higher than those under local immunization programs, where competition is more intense [11].

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].