1月4日，科兴制药公众号发文称，智利政府2026年度流感疫苗全球招标结果近日揭晓，科兴再度成为独 家供应商，签约订单超800万剂。 首批疫苗将于2026年1月底前运抵智利，以满足智利即将到来的流感季防护需求。科兴连续两年独家承 担该国流感疫苗供应任务，标志着科兴产品质量与国际履约能力持续获得智利公共卫生系统的认可。 （科兴制药公众号） (编辑：杨燕 林辰)关键字： 医疗 公众号提到，2025年，由科兴独家供应的流感疫苗在智利累计接种超过830万剂，成功助力该国实现了 约80%的目标人群接种率，为本次续约奠定了扎实基础。 ...

Core Viewpoint - The recent seminar organized by the Chinese Veterinary Drug Supervision Institute focused on the evaluation and review of veterinary mRNA vaccines, addressing key issues such as vaccine safety, efficacy, quality control, and biosafety risk management [1] Group 1: Seminar Overview - The seminar brought together relevant research institutions, testing organizations, and industry experts to discuss the core aspects of mRNA vaccine evaluation [1] - A systematic review of domestic and international mRNA vaccine trial guidelines and quality control standards was conducted [1] Group 2: Regulatory Framework - The seminar led to the preliminary development of a framework for the registration documentation requirements and review guidelines for veterinary mRNA vaccines in China [1] - The discussions aimed to enhance the scientific and standardized level of veterinary mRNA vaccine evaluation work [1] Group 3: Industry Impact - The outcomes of the seminar are expected to foster innovation in China's animal vaccine industry, ensuring the safety of livestock production and public health [1] - The seminar helped to build consensus and collaborative efforts within the industry, laying a solid technical foundation for future developments [1]

一、资本盛宴下的暗流涌动 看着沐曦股份敲钟上市的新闻刷屏朋友圈，我端着咖啡的手突然抖了一下。这家号称"国产GPU四小龙"的企业，发行价定 在104.66元/股，市值直接飙到418亿。媒体都在欢呼硬科技企业的春天，南京国资如何运筹帷幄，13轮融资126亿的资本 神话。但作为一个在金融市场摸爬滚打多年的观察者，我看到的却是另一番景象。 南京国资这套"和利国信智芯"基金的操作确实漂亮——7.6亿撬动33亿规模，带动180多个半导体项目。红杉、国调、经纬 这些顶级机构的身影更让这场资本游戏显得高端大气。但你们知道吗？就在普通投资者盯着分时图幻想财富自由时，这些 机构早在场外完成了利益分配。 二、牛市陷阱：你以为的抄底可能是坟墓 记得2025年11月14日那天吗？美联储放个鸽派信号，A股半导体板块先扬后抑，尾盘直接跳水。多少散户看到早盘反弹就 冲进去"抄底"，结果被埋得死死的。这让我想起自己早年交的学费——当时我也天真地相信"牛市急跌就是送钱"，直到量 化数据给了我一记响亮的耳光。 过去十年数据显示，即便在牛市里也有四成个股跑输大盘。华兰疫苗就是个活教材：去年10月连跌6天时多少人割肉离 场？结果呢？人家转头就给你来个 ...

【文/王力 编辑/周远方】 12月8日上午，我国首款国产九价HPV疫苗在上海医大医院完成首针接种，标志着上海市宫颈癌防治工作迈入新阶段。作为全球第二款获批上市的九价HPV 疫苗，该产品的投入使用为上海市9至45岁女性群体在宫颈癌预防上提供了新的选择。 该疫苗适用于9至45岁女性，每针定价499元，上海市内含接种服务费后总价为506.5元/针。在接种程序上，9至17岁女性采用2剂次方案，按0、6月间隔接 种，两剂间隔不少于5个月，全程费用约1013元；18至45岁女性采用3剂次方案，按0、1、6月间隔接种，第2剂与第1剂间隔至少1个月，第3剂与第2剂间隔至 少4个月，全程费用约1519.5元。值得注意的是，17岁是指身份证显示未满18周岁时开打首针，即使接种第二针时已满18周岁，仍可按2针程序完成接种。 目前，上海市已全面启动该疫苗的接种服务。首批疫苗将陆续送达全市各区社区卫生服务中心，各区预防保健科已做好充分准备，确保接种工作平稳有序开 展。市民可通过健康云小程序进行线上实名制预约，也可直接拨打所在社区卫生服务中心预防接种门诊的电话咨询详情并预约接种，全市各区均已开放预约 通道。 上海国产HPV九价疫苗首针接 ...

首针仪式顺利举行，携手共建健康澳门 12月4日，该疫苗在澳门银葵医院成功举行首针接种仪式。活动向澳门各界传递了"主动健康、积极预 防"的理念，也生动诠释了我公司"让中国用上全球创新疫苗，让世界用上中国优质疫苗"的企业愿景。 公司海外业务负责人在致辞中表示："我们非常荣幸能将这款先进的亚单位流感疫苗带给澳门同胞。此 次合作不仅是市场拓展的突破，更是我们实现让世界用上中国优质疫苗愿景的重要一步。我们将持续支 持澳门公共卫生事业，共同守护澳门居民的健康"。 持续创新，迈向更广阔的国际舞台 国际化战略迈出关键一步 近日，中慧生物-B(02627)自主研发的四价流感病毒亚单位疫苗——慧尔康欣顺利运抵澳门特别行政区 并完成通关，成功实现首次出口，正式进入澳门市场。这不仅是公司科研实力与生产质量获得国际认可 的重要标志，更是公司推进全球化布局的关键里程碑。 此次供应澳门的四价流感病毒亚单位疫苗（慧尔康欣），采用先进的第三代流感疫苗技术，包含两种甲 型与两种乙型流感病毒的主要表面抗原，具有纯度高、安全性好、免疫原性强等特点。与传统疫苗相 比，该产品进一步优化了工艺，显著提升了接种安全性与防护效果，适合包括高风险人群在内的各类 ...

普莱柯公告称，拟认购中信农业持有的中普生物4.04%股权，转让标的对应评估值和转让底价为 1,751.43万元。中普生物主营口蹄疫疫苗业务，普莱柯、中牧股份、中信农业分别持股46.97%、 48.99%、4.04%。近日，中信农业挂牌转让该部分股权，普莱柯拥有优先购买权。2025年12月2日，公 司董事会已审议通过该事项，无需提交股东会审议，不构成关联交易和重大资产重组。若交易完成，普 莱柯将获得中普生物控制权。 ...

Core Viewpoint - The strategic cooperation agreement between Chengda Biological and the Institute of Microbiology focuses on addressing emerging infectious diseases, particularly vector-borne diseases, through joint research and project applications for national and provincial funding [1][2][4]. Company Overview - Chengda Biological is a biopharmaceutical company specializing in the research, production, and sales of human vaccines, with a leading market position in rabies and Japanese encephalitis vaccines in China [1]. - The company has established production bases in Shenyang and Benxi, and has a dedicated R&D team of over 200 personnel, with independent research capabilities and a comprehensive management system [1]. Research Collaboration - The collaboration aims to leverage the strengths of both parties, combining the Institute's research capabilities with Chengda's development and production resources to enhance vaccine and biopharmaceutical research [2][4]. - The focus will be on joint applications for national and provincial research projects to secure government support and resources, fostering innovation and high-quality industrial development [2][3]. Strategic Goals - The partnership is expected to accelerate the development of vaccines and biopharmaceuticals for emerging infectious diseases, enriching Chengda's innovation pipeline and strengthening its core competitiveness in the field of infectious disease prevention [4]. - The agreement is characterized as an intention-based collaboration, with no immediate impact on the company's financial performance for 2025, as the effects will depend on the progress of specific projects [4].

Core Viewpoint - Chengda Biotech is focusing on the development, production, and sales of human vaccines, with a strong market presence in rabies and encephalitis vaccines, while also expanding its international business and exploring innovative technologies [1][2][3] Group 1: Company Overview - Chengda Biotech specializes in human vaccine research and production, with significant products including rabies and inactivated encephalitis vaccines [1] - The company has established production bases in Shenyang and Benxi, and has a dedicated R&D team of over 200 personnel [1] - Chengda Biotech's rabies vaccine has maintained a leading position in the domestic market since 2008, and it is the only provider of inactivated encephalitis vaccine in China [1] Group 2: Financial Performance - In the first half of 2025, the company reported revenue of 707 million yuan, a year-on-year decrease of 19.75% [1] - Total profit for the same period was 146 million yuan, down 46.37%, while net profit attributable to shareholders was 122 million yuan, a decline of 44.47% [1] Group 3: Governance and Strategic Initiatives - In February 2025, the company underwent a significant governance restructuring, changing its controlling shareholder to Shaoguan Gaoteng, which has no actual controller [2] - This governance change aims to enhance decision-making efficiency and market operations, while also exploring mergers and acquisitions for growth [2] Group 4: International Expansion - Chengda Biotech's international business has shown strong performance, with rabies vaccine sales increasing and market access expanded to over 30 countries, including new entry into Indonesia [2] - The company is actively pursuing market opportunities in countries along the Belt and Road Initiative, such as Brazil [2] Group 5: R&D and Innovation - The company has made significant progress in R&D, with several products at critical stages, including the human diploid rabies vaccine and various flu vaccines [3] - Chengda Biotech has established an "AI + Vaccine R&D Joint Laboratory" in collaboration with Zhongke Zhidong Taichu to explore deep applications of AI technology [3] - The marketing strategy for the inactivated encephalitis vaccine has shown effectiveness, with increased coverage and penetration in vaccination endpoints [3]

Core Viewpoint - Watson Bio (300142) is focusing on mRNA technology platform, synthetic biology manufacturing, microecological health, and functional nutrition intervention as key areas for development [1] Group 1: Business Developments - The company has submitted clinical trial applications for respiratory syncytial virus mRNA vaccine and lyophilized varicella-zoster virus mRNA vaccine to the National Medical Products Administration, which have been accepted [1] - Ongoing developments in synthetic biology manufacturing, microecological health, and functional nutrition intervention are being actively pursued [1] Group 2: Future Outlook - Investors are encouraged to keep an eye on the company's information disclosures for updates on the progress of various business initiatives [1]

Core Viewpoint - The approval and launch of the first domestically produced nine-valent HPV vaccine in China marks a significant advancement in cervical cancer prevention, providing broader access and affordability for women aged 9 to 45, and reshaping public health, economic, and social equity dimensions [1][4][12]. Market Supply and Accessibility - The domestic nine-valent HPV vaccine, developed by Xiamen University and Wantai Biological Pharmacy, has produced over 100 million doses, ensuring stable production and high-quality standards [3][4]. - The vaccine is priced at 499 yuan per dose, approximately 40% of the cost of imported alternatives, significantly lowering the economic barrier for vaccination [6][12]. - The vaccination program for women aged 9-17 requires two doses at a total cost of 998 yuan, while women aged 18-45 will need three doses costing around 1500 yuan, compared to nearly 4000 yuan for imported vaccines [6][12]. Efficacy and Safety - The vaccine targets seven high-risk HPV types responsible for 95.4% of cervical cancer cases in China, with clinical trials involving over 10,000 women aged 9 to 45, demonstrating a 100% protection rate against persistent infections after 12 months [7][9]. - The vaccine's immunogenicity and safety profile are comparable to imported products, with a 100% seroconversion rate for all HPV types [9]. Policy Support and Public Health Initiatives - The national vaccination initiative aligns with the government's public health policies, with the HPV vaccine included in the national immunization program, providing robust policy support for cervical cancer prevention [10][11]. - Local governments, such as Xiamen, have initiated programs offering free or subsidized vaccinations for eligible girls, creating a model for nationwide implementation [11][12]. Broader Implications - The successful rollout of the domestic nine-valent HPV vaccine is expected to significantly increase vaccination coverage among eligible populations, contributing to the goal of cervical cancer elimination in China [12][13]. - This development reflects the innovation capabilities of China's biopharmaceutical industry and supports the broader public health strategy of achieving universal health coverage [13].