Core Viewpoint - The company has successfully developed and marketed a freeze-dried human rabies vaccine using human diploid cells, which is recognized as a gold standard for rabies prevention and has received various national honors [3][4]. Company Overview - The company specializes in the development and sale of vaccines, with its core product being the freeze-dried human rabies vaccine, the first of its kind in China [3]. - The rabies vaccine is produced using advanced technology that eliminates animal cell residues, ensuring high safety and immunogenicity [3][4]. Industry Development - The global vaccine market is projected to reach approximately $83.1 billion by 2025 and $131 billion by 2030, driven by increasing health awareness and demand for infectious disease prevention [4]. - The Chinese vaccine industry is transitioning from scale expansion to innovation-driven growth, with a focus on advanced technologies such as mRNA and recombinant protein vaccines [5]. - There is a significant global demand for vaccines, with 68 countries reporting vaccine shortages in 2023, creating opportunities for Chinese vaccine companies to expand internationally [5]. Competitive Landscape - The vaccine industry is characterized by high capital investment, high research and development risks, and long product development cycles, which create substantial barriers to entry [6][7]. - The Chinese vaccine market is currently fragmented, with a mix of state-owned, multinational, and private enterprises competing for market share [8]. - Regulatory changes and the implementation of new laws are expected to increase industry consolidation, leading to a higher concentration of vaccine producers in the market [8].

长按即可免费加入哦 潮玩一哥泡泡玛特暴涨近10%，创历史新高，市值超2000亿，自底部以来，股价已经涨超14倍。 有雪球App用户表示：你看不穿我的盲盒，正如我品不懂你的茅台。 此外创新药、半导体板块今天表现抢眼，恒生医药指数大涨5%等。 01 泡泡玛特股价创历史新高 泡泡玛特盘中涨超13%，股价续创历史新高，截至发稿涨近10%，总市值突破2000亿港元。 从2022年10月9.5港元的底部算起，目前股价已经涨超14倍。 中金公司表示，考虑到泡泡玛特国内、北美市场热度走高，利润率超预期，上调2025年经调净利润预测26%至58.2亿元，同时引入2026年预测73.3 亿元，当前对应2025/2026年31/24倍经调整P/E。维持"跑赢行业"评级，考虑到估值切换至2025年，业绩增速上调支撑P/E中枢，及港股新消费板块 估值上行，上调目标价79%至170港元。 雪球App用户@ Jamestotti ：泡泡看懂一些的时候已经很贵了，没想到这之后又涨了这么多，吓人。不过这件事也让我们明白，即便老龄社会，社 会消费的主力永远是年轻人。所以明白年轻人喜欢什么很重要。思维不能固化。泡泡这种机会就是来源于生活，恭喜抓住 ...