此次签约仪式在圣保罗阿尔伯特.爱因斯坦医院举行。科兴副总裁孟伟宁表示："科兴的使命是助力建设 能够保护民众的强健公共卫生体系。投资疫苗就是投资疾病预防和拯救生命。我们致力于为巴西带来可 靠技术和长期合作，切实满足巴西的国家需求。" 科兴将加速推进疫苗供应与本地化部署，联合巴西合作伙伴共建中巴疫苗产业平台，该平台在保障巴西 本土疫苗可及性的同时，也将惠及广大全球南方国家。此次合作标志着双方长期协作关系的延续和深 化，科兴将携手两国科学家，推动从疫苗延伸至更广阔的生物医药领域的战略合作，为构建中拉卫生健 康共同体注入新动力。 据了解，PDP(产品开发伙伴关系，Parcerias para o Desenvolvimento Produtivo)项目以强化公共健康体系 为目标，通过全生命周期生产策略，保障基本药物供应稳定。PDP项目的核心，是通过与具备先进技术 的国际药企合作，在巴西构建本土化生产能力，最终实现关键药品自主可控。 本报讯(记者张敏)记者获悉，当地时间2025年11月24日，北京科兴控股(集团)有限公司(以下简称"科兴") 与巴西卫生部签署了两项PDP(产品开发伙伴关系)项目，成为首个中标该项目的中国 ...

（文章来源：科技日报） 根据合作项目部署，科兴将联合巴西合作伙伴共建中巴疫苗产业平台。该平台在保障巴西本土疫苗可及 性的同时，也将惠及广大全球南方国家。此次合作标志着双方长期协作关系的延续和深化，科兴将携手 两国科学家，推动从疫苗延伸至更广阔的生物医药领域的战略合作。 签约仪式在圣保罗阿尔伯特·爱因斯坦医院举行，巴西卫生部部长亚历山大·帕迪利亚、科技创新部部长 卢西亚娜·桑托斯、泛美卫生组织（PAHO）主任贾尔巴斯·巴尔博萨、巴西国家卫生监督局局长莱安德 罗·萨法特勒等到场见证。科兴集团副总裁孟伟宁在签约仪式上表示，科兴以助力建设能够保护民众的 强健公共卫生体系为使命，将致力于为巴西带来可靠技术和长期合作，切实满足巴西的国家需求。 据了解，此次合作达成前，双方高度重视并积极推进。在今年5月中国—拉美和加勒比国家共同体论坛 期间，巴西总统卢拉参与并见证了科兴与巴西制药企业Eurofarma的合作协议签约。此后，巴西卫生部 部长亚历山大·帕迪利亚一行专程到访科兴疫苗质量研究中心进行实地考察。 11月24日，科兴与巴西卫生部签署了两项PDP（产品开发伙伴关系）项目，成为首个中标该项目的中国 疫苗企业。科兴将与巴西当 ...

据科兴官微消息，当地时间2025年11月24日，科兴与巴西卫生部签署了两项PDP（产品开发伙伴关系）项目，成为首个中标该项目的中国疫苗企业。科兴 将与巴西当地伙伴Tecpar研究所和Eurofarma公司合作建设疫苗产业平台，帮助巴西提升本土疫苗生产能力，在未来10年向巴西提供总计约6000万剂水痘疫 苗和狂犬疫苗，价值超7亿美元。这是中国疫苗企业迄今获得的最长期、合同金额最大的一笔国际订单。 巴西卫生部长亚历山大·帕迪利亚、巴西总统府首席部长鲁伊·科斯塔、巴西外交部长毛罗·维埃拉以及科兴集团总裁兼CEO尹卫东、副总裁孟伟宁、拉美国 际组织总监辛蒂亚・卢西出席了当天的签约。 "需明确说明的是，公司的美股上市地位相关事项不会对公司核心业务运营产生实质性影响。目前，科兴旗下疫苗研发、生产、供应及市场推广等各项经 营活动均正常开展，将持续保障全球范围内的产品供应与公共卫生服务支持。"科兴生物方面表示。 多年来，科兴集团携手巴西、智利、哥伦比亚等拉美国家的合作伙伴，开展了从疫苗研发、临床研究以及本地化生产等多元合作。 值得注意的是，纳斯达克的一纸退市函，对已停牌六年的科兴生物下达了最后通牒，其美股上市地位命悬一线。 ...

来源：搜狐财经 据科兴官微消息，当地时间2025年11月24日，科兴与巴西卫生部签署了两项PDP（产品开发伙伴关系） 项目，成为首个中标该项目的中国疫苗企业。科兴将与巴西当地伙伴Tecpar研究所和Eurofarma公司合作 建设疫苗产业平台，帮助巴西提升本土疫苗生产能力，在未来10年向巴西提供总计约6000万剂水痘疫苗 和狂犬疫苗，价值超7亿美元。这是中国疫苗企业迄今获得的最长期、合同金额最大的一笔国际订单。 公司官网显示，科兴控股生物技术有限公司（Sinovac Biotech Ltd.，SINOVAC科兴）是一家总部位于北 京的生物高新技术企业，目前在美国纳斯达克全球精选市场（Nasdaq-GS:SVA）上市。公司通过全资子 公司科兴控股香港有限公司旗下的全资子公司北京科兴控股（集团）有限公司，拥有北京科兴生物制品 有限公司、北京科兴中维生物技术有限公司、科兴（大连）疫苗技术有限公司、科兴（成都）生物制品 有限公司等多家企业，在北京海淀、昌平、大兴，辽宁大连，四川成都以及江苏苏州等地拥有多个产业 基地，并在海外多国推进生物医药产品研发和产业化合作。 "需明确说明的是，公司的美股上市地位相关事项不会对公司 ...

每经编辑｜陈柯名 据科兴官微消息，当地时间2025年11月24日，科兴与巴西卫生部签署了两项PDP（产品开发伙伴关系）项目，成为首个中标该项目的中国疫苗企业。科兴 将与巴西当地伙伴Tecpar研究所和Eurofarma公司合作建设疫苗产业平台，帮助巴西提升本土疫苗生产能力，在未来10年向巴西提供总计约6000万剂水痘疫 苗和狂犬疫苗，价值超7亿美元。这是中国疫苗企业迄今获得的最长期、合同金额最大的一笔国际订单。 图片来源：视觉中国 图片来源：新华网 多年来，科兴集团携手巴西、智利、哥伦比亚等拉美国家的合作伙伴，开展了从疫苗研发、临床研究以及本地化生产等多元合作。 值得注意的是，纳斯达克的一纸退市函，对已停牌六年的科兴生物下达了最后通牒，其美股上市地位命悬一线。 当地时间11月18日，科兴生物披露，收到纳斯达克上市资格部发出的退市决定函。该决定函告知公司，除非公司及时请求纳斯达克听证委员会举行听证 会，否则公司证券将于2025年11月21日开市时被暂停交易并退市。此决定是由于公司未能遵守纳斯达克上市规则相关条款，未能在延长期限截止前及时提 交截至2024年12月31日财年的20-F表格年度报告（以下简称"202 ...

人民财讯11月26日电，据SINOVAC科兴官微消息，当地时间11月24日，科兴与巴西卫生部签署了两项 PDP(产品开发伙伴关系)项目，成为首个中标该项目的中国疫苗企业。科兴将与巴西当地伙伴Tecpar研 究所和Eurofarma公司合作建设疫苗产业平台，帮助巴西提升本土疫苗生产能力，在未来10年向巴西提 供总计约6000万剂水痘疫苗和狂犬疫苗，价值超7亿美元。这是中国疫苗企业迄今获得的最长期、合同 金额最大的一笔国际订单。 ...

Core Viewpoint - The pharmaceutical sector experienced a strong rally on the 26th, particularly in innovative drugs and vaccine concepts, with several companies seeing significant stock price increases [1] Industry Summary - Recent advancements in the small nucleic acid drug field have garnered significant attention from both the industry and investors, marking a transition from concept validation to the brink of industrial rise [1] - By 2025, breakthroughs in delivery technology are expected to expand indications from the liver to cardiovascular and CNS areas, coupled with the commercialization of major products and substantial mergers by multinational pharmaceutical giants, indicating a golden development period driven by "technological breakthroughs + commercial realization" [1] - According to Everbright Securities, domestic pharmaceutical companies are accelerating their R&D progress, with many entering clinical research phases since 2025. The focus should be on leading innovative drug companies with advanced technology platforms and differentiated pipelines, as well as innovative industry chain companies likely to benefit from the overall industry upturn [1] - The investment approach in the pharmaceutical sector should increasingly emphasize the clinical value logic, addressing clinical needs of patients and doctors, influenced by domestic medical insurance policies and global expansion strategies, which are assigning higher premiums to clinical value [1] - From the perspective of clinical value, the innovative drug industry chain and innovative medical devices are viewed positively [1]

Core Viewpoint - The pharmaceutical sector experienced a strong rally on the 26th, particularly in innovative drugs and vaccine concepts, with several companies seeing significant stock price increases [1] Industry Summary - Recent advancements in the small nucleic acid drug field have garnered significant attention from both the industry and investors, marking a transition from concept validation to the brink of industrial rise [1] - Since 2025, breakthroughs in delivery technology are expected to expand indications from the liver to cardiovascular and CNS areas, coupled with the commercialization of major products and substantial mergers by multinational pharmaceutical giants, indicating a golden development period driven by "technological breakthroughs + commercial realization" [1] - According to Everbright Securities, domestic pharmaceutical companies are accelerating their R&D progress, with many entering clinical research phases since 2025. The focus should be on leading innovative drug companies with advanced technology platforms and differentiated pipelines, as well as innovative industry chain companies likely to benefit from the overall industry upturn [1] - The investment approach in the pharmaceutical sector should increasingly emphasize the clinical value logic, addressing clinical needs of patients and doctors, influenced by domestic medical insurance policies and global expansion strategies, which are assigning higher premiums to clinical value [1] - From the perspective of clinical value, the innovative drug industry chain and innovative medical devices are viewed positively [1]

Core Viewpoint - The China Vaccine Industry Association has called for a resistance against chaotic price competition in the vaccine market, emphasizing the need for self-regulation and quality assurance in pricing practices [1][6][10]. Group 1: Industry Competition - The vaccine market is experiencing intense competition, particularly in the HPV and influenza vaccine sectors, leading to significant price wars [1][6]. - The price of the bivalent HPV vaccine has dropped to as low as 27.5 yuan per dose, reflecting a trend of aggressive pricing strategies among manufacturers [6][9]. - The four-valent influenza vaccine prices have also seen substantial reductions, with prices falling from 128 yuan to 88 yuan per dose, a decrease of 31.25% [8]. Group 2: Financial Performance - In the first three quarters of the year, only four out of 14 major vaccine companies listed on the A-share market reported a year-on-year increase in net profit, indicating widespread financial pressure across the industry [10][11]. - WanTai Biologics reported a staggering 165.04% decline in net profit, resulting in a net loss of 173 million yuan, alongside a 23.09% drop in revenue [12][14]. - Other companies, including Kanglaosheng and Jindike, also faced losses despite revenue growth, highlighting the challenges of rising operational costs and increased R&D expenditures [11][14]. Group 3: Market Dynamics - The industry is facing a phenomenon referred to as "involution," characterized by excessive competition and product homogeneity, which is exacerbated by a growing number of companies entering the market [15][16]. - The competitive landscape is further complicated by promotional tactics and price reductions, which are compressing profit margins and leading to a normalization of price competition [15][16]. - The overall market is under pressure from fluctuating demand, vaccine hesitancy, and intensified competition, which collectively impact sales performance [15][16].

Core Insights - The flu season in China has entered a rapid increase phase, with many provinces reaching moderate to high epidemic levels, leading to a significant rise in demand for flu vaccines and antiviral medications [1][4] Group 1: Flu Vaccine Supply and Demand - Flu vaccine and antiviral drug supplies remain stable across multiple regions, with no significant price increases reported, although some innovative and imported vaccines are experiencing temporary shortages [1][2] - There is a notable increase in flu vaccine appointment requests in northern provinces, with four-valent subunit flu vaccines facing tight inventory, while adult flu vaccines are generally available [2][3] Group 2: Targeted Vaccination Initiatives - Beijing has included school students and frontline workers in a free vaccination program, aiming to complete the initiative by the end of the month, with other regions extending vaccination hours for minors [3] Group 3: Antiviral Drug Demand Surge - The demand for antiviral medications has surged, with sales figures showing a 22-fold increase in flu medication transactions since the onset of the flu season, and specific products like Oseltamivir and Favipiravir seeing significant sales growth [4][5] Group 4: Drug Efficacy and Market Regulation - Current antiviral medications remain effective against circulating flu strains, with no evidence of increased virulence in flu viruses; regulatory bodies are actively monitoring and ensuring stable supply and pricing of these medications [5][6]