无独有偶，国家卫健委副主任、国家疾控局局长沈洪兵在近期举办的2025年疫苗与健康大会上也透 露，国家疾控局准备做一个到2030年的五年规划，逐步缩小国内免疫规划与国际差距，逐步纳入需 要纳入的疫苗。 根据沈洪兵对未来动态调整国家免疫规划的设想：一是新增疫苗的种类。国际普遍共识的、疾病负担 重、成本效益高、疫苗产能满足需求、财政可负担的，要尽快纳入。二是优化现有疫苗免疫程序。根 据流行特点、防控目标变化、疫苗特性等进行优化。三是探索疫苗退出程序。不属于全人群普遍接种 的疫苗，现有疫苗不适应疾病防控需要等情况，也要考虑疫苗退出，或改为储备疫苗。 2025.04. 24 本文字数：2701，阅读时长大约4分钟 作者 | 第一财经 吴斯旻 我国国家免疫规划已有17年没有纳入新疫苗。时值"世界免疫周"，国家疾控局近日频频发声，释放 出国家免疫规划策略将"动态调整""提质扩容"的信号。多名受访业界人士认为，国家免疫规划疫苗扩 容优化已至关键节点。 国家疾控局卫生免疫司副司长李筱翠近日在国家疾控局召开的一场新闻发布会上介绍说，当前，传染 病仍然是全球面临的公共卫生风险，需要我们不断加强疫苗接种的普及和推广。为此，在当前和今 ...

Core Viewpoint - Watson Bio reported a significant decline in revenue and net profit for 2024, with revenue decreasing by 31.41% to 2.821 billion yuan and net profit dropping by 66.10% to 142 million yuan, attributed to inventory write-offs, asset impairment provisions, and a decrease in the fair value of financial assets [1] Group 1: Financial Performance - The company's revenue for the previous year was 2.821 billion yuan, reflecting a 31.41% decrease [1] - Net profit fell to 142 million yuan, marking a 66.10% decline [1] - Despite the financial downturn, sales collections remained strong [1] Group 2: Product Development and R&D - The company has developed and launched 8 vaccine products with a total of 14 specifications, covering various age groups from 6 weeks and older [2] - The company’s R&D investment accounted for 24.82% of its operating revenue in 2024 [3] - The dual-valent HPV vaccine has been successfully launched, and the company is currently developing a nine-valent HPV vaccine [3] - Clinical trial approval has been obtained for the adsorbed tetanus vaccine, with Phase I clinical research preparations underway [3] Group 3: Market Expansion and Localization - The company’s products have entered new markets, including Afghanistan and Burkina Faso, and have exported the 13-valent pneumococcal conjugate vaccine to Indonesia, the Philippines, and India for the first time [3] - The company has been exporting the 13-valent pneumococcal conjugate vaccine to Morocco and has consistently supplied A and C group meningococcal polysaccharide vaccines to Egypt for seven years [3] - Local production technology cooperation for the 13-valent pneumococcal conjugate vaccine has been established in Indonesia, enhancing local vaccine industry capabilities [4]

Core Viewpoint - Watson Bio achieved a revenue of 2.821 billion yuan and a net profit of 142 million yuan in 2024, despite a challenging vaccine industry environment [1] Group 1: Financial Performance - The company reported a revenue of 2.821 billion yuan for 2024, with a net profit of 142 million yuan [1] - The overseas business generated a revenue of 570 million yuan, showing a year-on-year growth of approximately 98% [1] - The compound annual growth rate (CAGR) of Watson Bio's overseas business over the past three years reached 105% [1] Group 2: Product Development and Market Position - Watson Bio's subsidiary, Shanghai Zerun Biotechnology Co., successfully developed a bivalent HPV vaccine that passed WHO pre-certification, gaining procurement qualifications from UNICEF and other UN agencies [1] - The company’s main product, the 13-valent pneumococcal polysaccharide conjugate vaccine, continues to hold the largest market share in the domestic market [1] - The focus is on innovative heavy-duty products, aligning with the industry's trend towards leading products [2]

Core Viewpoint - The company is a leading biopharmaceutical enterprise in China, specializing in the research, development, production, and sales of human vaccines, with a mission to create accessible and high-quality innovative vaccine products for global health [2][3]. Company Overview - The company has developed a comprehensive portfolio of vaccines, including the 13-valent pneumococcal conjugate vaccine and the HPV vaccine, maintaining a leading market share in China since their launch [3][4]. - The company has exported its vaccine products to 22 countries and regions, contributing significantly to public health both domestically and internationally [2]. Product Sales - In 2024, the company achieved sales revenue of 2.54 billion yuan from its self-developed vaccines, accounting for 90.10% of total revenue, despite increasing competition in the global vaccine market [7]. - The 13-valent pneumococcal conjugate vaccine continues to hold the top market share in China, while the dual-valent HPV vaccine focuses on government procurement projects to enhance accessibility for young girls [7]. Product Production and Approval - The company successfully produced and approved 24,639,153 doses of its vaccines in 2024, ensuring a stable market supply while balancing inventory and sales [8]. New Product Development and Registration - The company invested 24.82% of its revenue in R&D in 2024, focusing on innovative vaccine development through collaboration with academic institutions and research organizations [9]. - The company is advancing several vaccine candidates, including the mRNA vaccine for COVID-19 variants, which has completed necessary clinical trials and is in the process of registration [10][11]. Export and International Cooperation - The company achieved overseas business revenue of 570 million yuan in 2024, marking a 98% year-on-year increase, with significant exports to new markets such as Afghanistan and Burkina Faso [12]. - The company’s dual-valent HPV vaccine received WHO prequalification, enhancing its procurement eligibility for international organizations [13]. Industrialization and Management Improvement - The company completed the construction of its production expansion project and implemented a digital management system for its entire product line, enhancing operational efficiency [16]. - The company is optimizing its governance structure and internal controls to support sustainable development and risk management [18][19]. Financial Data and Shareholder Information - The company has completed share buybacks and capital reductions, enhancing shareholder returns without significantly impacting its operational capabilities [30][27].