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成人如何选择合适自己的疫苗?医生详解
Zhong Guo Xin Wen Wang· 2025-08-23 01:23
二是主要推荐重点人群接种的疫苗,不同疫苗重点人群是不一样的。比如建议慢性肝病患者、育龄 期妇女、老年人、学生、部队官兵、餐饮业人员,还有畜牧养殖者、以及疫区旅行者等接种戊肝疫苗, 建议出血热高流行区的人员接种出血热疫苗。 三是特定情形下接种的疫苗。比如被犬、猫等狂犬病宿主动物抓咬伤之后,建议接种狂犬疫苗,另 外,根据伤口的情况,以及既往的疫苗接种史来确定是不是需要接种破伤风疫苗。另外,如果是出境旅 行,还需要根据入境国家的要求,可能需要接种黄热病疫苗、霍乱疫苗或者是流感疫苗等。 张丽强调,成人选择疫苗要综合年龄、健康情况、职业、旅行计划、既往疫苗接种史等因素来判 断,具体可以咨询当地的疾控中心或者接种单位。 国家卫健委22日召开新闻发布会,介绍时令节气与健康(处暑)有关情况,并答记者问。会上,有记 者问:疫苗是预防疾病的有效措施,成人如何选择合适自己的疫苗? 山东省疾控中心主任医师张丽表示,我国成人可以接种的疫苗种类很多,比如可以预防呼吸道传染 病的流感疫苗、肺炎球菌疫苗、新冠疫苗、麻疹-风疹-腮腺炎三联疫苗,预防肠道传染病的甲肝疫苗、 戊肝疫苗、霍乱疫苗,还有预防动物源性传染病的狂犬病疫苗、出血热疫苗和乙脑 ...
药企入局宠物药,降维打击还是水土不服?
Core Insights - The pet economy in China is rapidly growing, driven by urbanization, aging population, and increasing pet ownership, with pet numbers expected to reach 124 million by 2024, a 2.1% increase year-on-year [1] - The pet medicine market in China is projected to grow from 9.39 billion yuan in 2020 to 20.95 billion yuan in 2024, with a compound annual growth rate (CAGR) of 22.2% [1][2] - By 2029, the pet medicine market is expected to reach 35.41 billion yuan, with a CAGR of 10.4% from 2025 to 2028 [2] Market Dynamics - The pet medicine market is currently dominated by foreign companies, with major players including Merck, Bayer, and Zoetis, while domestic companies are beginning to establish a foothold [3] - The approval process for new pet medicines has been slow, with only two new class one pet drugs approved in the past eight years, indicating a market that has been more focused on generic drugs [3][4] - Domestic companies are improving their product quality and expanding their product lines, with 11 companies having cat trivalent vaccines approved for sale by 2024 [4][5] Competitive Landscape - Domestic pet medicine companies are enhancing their competitiveness through improved quality control, targeted efficacy, and compliance with international standards [5] - The shift in consumer perception towards domestic pet medicines is creating opportunities for local brands to expand their market share [5] - Companies like Guangzhou Pharmaceutical Group and China Resources Sanjiu are entering the pet medicine market, indicating a trend of cross-industry participation [6] Challenges and Strategies - Companies entering the pet medicine market face challenges such as adapting to animal-specific formulations and building effective marketing teams [7][8] - Successful market entry requires a focus on channel development, with both online and offline strategies being essential for growth [8][10] - Companies are advised to develop innovative products that meet market demands and avoid homogenization, while also considering global supply chain restructuring and market diversification [10][11] Future Outlook - The future of the pet medicine market will involve a shift from treatment-focused products to comprehensive health management solutions [12] - Companies that can transition to preventive health management will likely dominate the market, as consumer preferences evolve towards holistic pet care [12]
中慧生物上市首日涨超150%:疫苗赛道仍需闯关
Group 1: Company Overview - Zhonghui Biotech officially listed on the Hong Kong Stock Exchange at an issue price of HKD 12.9 per share, closing at HKD 33.28, a 157.98% increase, with a market capitalization exceeding HKD 13 billion [2] - The company plans to use the funds raised from the IPO for domestic and international registration of core products, clinical advancement of vaccines in development, upgrading production capabilities, and technology platform iteration [2][4] Group 2: Financial Performance - Zhonghui Biotech reported revenues of CNY 52.168 million in 2023 and CNY 260 million in 2024, with a net loss narrowing from CNY 4.25 billion in 2023 to CNY 2.59 billion in 2024 [4][5] - The company's first commercialized product, a quadrivalent influenza vaccine, contributed significantly to revenue, generating CNY 52.2 million in 2023 and CNY 260 million in 2024 [5] Group 3: Market Environment - The domestic influenza vaccine market is highly competitive, with 26 types of vaccines already on the market and 19 in clinical development [5][6] - The average bidding price for influenza vaccines in China has decreased from CNY 126 per dose in 2022 to CNY 93 in 2024, indicating a price war that could stimulate market demand [6][7] Group 4: Industry Trends - The Chinese vaccine market is projected to grow from CNY 535 billion in 2019 to CNY 1,205 billion in 2023, with expectations to reach CNY 3,431 billion by 2032 [8] - The industry faces challenges such as product homogeneity and insufficient vaccination willingness, leading to significant performance declines for many vaccine companies in 2024 [8][9] Group 5: Strategic Initiatives - Zhonghui Biotech is focusing on expanding its pipeline, which includes rabies vaccines, pneumococcal vaccines, shingles vaccines, RSV vaccines, and monkeypox vaccines [9][10] - The company is also pursuing international expansion, with plans to submit product registration applications in various countries, including Indonesia, Thailand, and Canada [11]
“双轮驱动”,金河生物的周期共振与成长突围
点拾投资· 2025-08-08 11:00
Core Viewpoint - The article highlights the significant growth and competitive advantages of Jinhe Biological, particularly in the veterinary pharmaceutical sector, driven by rising demand and pricing power in the livestock industry, as well as the burgeoning pet economy in China [1][5]. Group 1: Industry Trends - In the U.S., beef prices have reached historical highs, with ground beef prices increasing by 12% year-on-year in June. In China, the number of beef cattle decreased by 2.33% month-on-month in May, while calf prices surged by 26.37% year-on-year as of July 11 [1]. - The upward trend in calf prices and the decline in beef cattle inventory are expected to support beef prices in the latter half of 2025 and into 2026, indicating a sustained cycle of profitability in the beef industry [3]. Group 2: Company Performance - Jinhe Biological, a leader in the veterinary pharmaceutical market with a 50% global market share in oxytetracycline, has experienced rapid growth in performance this year, with a stock price increase of over 90% by April 10 [1][2]. - The company's net profit attributable to shareholders for the first half of 2025 increased by 51.52% year-on-year, reaching 138 million yuan, driven by increased sales of oxytetracycline and reduced raw material costs [2]. Group 3: Business Strategy and Growth Drivers - The company has established a dual-channel strategy in the pet health sector, with a focus on both imported and domestic brands, and has launched an AI-powered pet care app [4]. - The pet industry in China is projected to grow from 170.8 billion yuan in 2018 to 300.2 billion yuan by 2024, with a compound annual growth rate of 9.86% [4]. - Jinhe Biological's vaccine business is expected to see significant growth, particularly with the brucellosis vaccine, which has a market potential of around 4 billion yuan and could grow to 20 billion yuan due to increased demand and pricing [21]. Group 4: Competitive Advantages - The company benefits from scale advantages that drive cost reductions and efficiency improvements, with plans for a new factory expected to enhance profitability and reduce production costs [12]. - Jinhe Biological has established strong technical barriers and innovation capabilities, collaborating with research institutions to improve product quality and reduce impurities in its products [13][14]. - The company has a diversified business model that includes environmental protection and agricultural product processing, which contribute to stable performance [15]. Group 5: Future Outlook - The company aims to leverage its dual-drivers of pharmaceutical and vaccine segments to transition from a cyclical to a growth-oriented enterprise, indicating long-term investment value [28].
金河生物(002688) - 2025年7月11日投资者关系活动记录表
2025-07-11 12:42
Group 1: Project and Investment Updates - The company has not arranged for the construction of the erythritol project and has no related information to provide at this time [1] - The company has completed fundraising but has no specific plans for the erythritol project, nor a timeline for construction [1] - The company is focusing on existing projects and has no further restructuring plans [2] Group 2: Market and Trade Impact - The trade war has not affected the company's export products, and export volumes remain stable [1] - The company has implemented price increases in the U.S. market to cover tariff costs [1] - The company maintains a stable market share globally, despite fluctuations in international trade [1] Group 3: Product Performance and Sales - The company's chemical drug product, Jinmeisu, has maintained a high reputation and stable supply-demand relationship in the market [2] - The main vaccine product, Blue Ear Inactivated Vaccine, continues to hold the number one market share [2] - The company’s new production capacity for chemical drugs is currently at 100% utilization [2] Group 4: Future Development Strategies - The company aims to enhance product quality, innovation capabilities, and market share to ensure steady profit growth [2] - The company is actively pursuing strategic development goals and aims to achieve a market value of 20 billion [3] - The company is exploring new avenues in the animal health sector while focusing on existing product development [2] Group 5: Financial and Operational Insights - The company’s logistics costs for the first half of 2025 are still being compiled, with details to be disclosed in the upcoming half-year report [5] - The company has invested 158 million in a wastewater treatment project to enhance its capabilities and profitability [4] - The company is closely monitoring the impact of corn price fluctuations on product costs and adjusting procurement strategies accordingly [4]
银河证券每日晨报-20250704
Yin He Zheng Quan· 2025-07-04 02:08
Group 1: Macro Economic Insights - The U.S. Senate passed the modified "Big Beautiful Act" with a narrow margin, which will increase the deficit to 7% during Trump's term [2][3][4] - The updated version of the fiscal bill is projected to increase the deficit by $4 trillion over the next ten years, with long-term implications potentially raising it to $5.5 trillion if tax cuts are made permanent [3][4] - The long-term debt-to-GDP ratio is expected to rise to 126% by 2034, indicating increasing fiscal pressure [4][7] Group 2: Marine Economy and Communication - The Chinese government has prioritized the development of the marine economy, with policies aimed at enhancing marine industries such as marine electronic information and offshore wind power [9][10] - The domestic marine production value is projected to reach 10.54 trillion yuan in 2024, with a growth rate of 5.9%, indicating significant potential in the marine sector [10] - The global submarine cable market is expected to grow from $21 billion in 2024 to $68 billion by 2032, with a CAGR of approximately 15.8% [10] Group 3: Company-Specific Developments - Kangtai Biological's PCV13 vaccine has received GMP certification from Turkey, marking a significant step in its overseas expansion [15][16] - The company has established partnerships in over ten countries for the registration and commercialization of various vaccines, with overseas revenue expected to grow significantly [16][18] - Midea Group's revenue for Q1 2025 was 127.8 billion yuan, a year-on-year increase of 20.5%, with expectations of maintaining steady growth despite industry headwinds [21][24] Group 4: Industry Trends and Challenges - The home appliance industry is facing a downturn, but Midea Group is expected to maintain growth due to its competitive advantages and high dividend yield [21][24] - The company is adapting to U.S. tariff policies, which have negatively impacted exports, but it is expected to gradually adjust its global production capacity [22][23] - The industrial business, particularly in HVAC and related fields, is showing strong growth potential, supported by strategic acquisitions [23][24]
曾因问题疫苗引咎辞职 毕井泉被查 系今年打掉第5个正部
Nan Fang Du Shi Bao· 2025-05-29 15:25
Group 1 - Bi Jingquan, former head of the National Medical Products Administration, is under investigation for serious violations of discipline and law, marking a significant event in the ongoing anti-corruption campaign [1][2] - He was previously involved in the Changchun Changsheng vaccine scandal, which led to his resignation in August 2018 after the scandal was exposed [5][6] - The Changchun Changsheng incident involved the production of fake rabies vaccines and ineffective DTP vaccines, affecting over 250,000 children in Shandong province [3][4] Group 2 - Bi Jingquan has held various significant positions in the government, including Secretary of the Party Leadership Group and Deputy Director of the State Administration for Market Regulation [2][4] - Following the vaccine scandal, he was appointed as a member of the National Committee of the Chinese People's Political Consultative Conference and later became the Vice Chairman of the Economic Committee [1][2] - The investigation into Bi is part of a broader crackdown on corruption, with several other senior officials also being investigated this year [1][6]
博晖创新(300318) - 2025年5月13日投资者关系活动记录表
2025-05-13 09:10
Financial Performance - In 2024, the company achieved a revenue of 852 million CNY, a year-on-year decline of 18.53% [2] - The net profit attributable to shareholders increased by 137.09% to 92.46 million CNY [2] - Operating costs decreased by 26.58%, sales expenses by 13.58%, and management expenses by 2.50% [1] Business Segments - The bioproducts segment experienced a year-on-year decline of 20.5% [2] - The company plans to focus on blood products, enhancing production capacity and resource integration [2] - The company currently operates 21 plasma collection stations across various regions [3] Future Growth Strategies - The company aims to increase blood product output with the launch of the Yunnan blood product project [4] - The revival of the Langfang rabies vaccine production is expected to contribute to new revenue streams [4] - The introduction of new diagnostic products is anticipated to offset revenue impacts from centralized procurement policies [4] Industry Outlook - The blood products market in China is projected to reach 60 billion CNY in 2024, with a compound annual growth rate (CAGR) of 11.6% expected until 2027 [8] - The in vitro diagnostics market is expected to grow at a CAGR of 5-8% over the next five years [8]
国产疫苗企业一季度业绩低迷,如何应对需求疲软和多重风险挑战?
Core Viewpoint - The performance of A-share vaccine companies remains sluggish in Q1 2025, with over half of the 14 companies reporting a decline in net profit, and the top five companies experiencing a drop of over 80% [1][2]. Industry Overview - The overall trend in the vaccine industry shows a decline in both revenue and profit, attributed to a drop in market demand, policy adjustments, inventory buildup, and difficulties in collecting accounts receivable [1][3]. - The low vaccination rates for self-paid vaccines, such as flu and HPV vaccines, are identified as a core reason for the decline in performance [2][3]. Company Performance - Leading companies like Wantai Biological Pharmacy (万泰生物) reported a revenue of 401 million yuan, down 46.76%, and a net loss of 52.78 million yuan; Zhifei Biological Products (智飞生物) saw a revenue drop of 79.16% to 2.374 billion yuan, with a net loss of 305 million yuan; Watson Bio (沃森生物) reported a revenue decline of 22.93% to 462 million yuan, with a non-recurring net loss of 11.49 million yuan [1][2]. Market Dynamics - The competition in the HPV vaccine market has intensified, particularly after the age eligibility for the nine-valent HPV vaccine was expanded, negatively impacting sales for companies like Wantai and Zhifei [2]. - The changing population structure, with a decline in newborns, has reduced demand for traditional childhood vaccines, while the adult vaccine market remains underdeveloped [2][3]. Financial Challenges - Companies are facing increased financial pressure due to inventory buildup and difficulties in accounts receivable collection, with Wantai reporting impairment losses of 51.33 million yuan and Zhifei reporting 38.34 million yuan [3][4]. - Price wars are exacerbating the situation, with significant price reductions in both HPV and flu vaccine markets, leading to further profit compression [3][4]. Strategic Responses - Some companies, like Watson Bio and CanSino, are actively seeking new growth avenues through international expansion, product upgrades, and government collaborations [4][5]. - Watson Bio's overseas revenue reached nearly 300 million yuan in H1 2024, marking a 98% increase, and its dual-valent HPV vaccine received pre-certification from the WHO [5][6]. Future Outlook - The vaccine industry is expected to undergo accelerated differentiation, with companies possessing technological reserves and global strategies, like Watson Bio and CanSino, likely to emerge stronger [6][7]. - Addressing public vaccine hesitancy remains a significant challenge, necessitating collaboration with healthcare institutions to enhance public awareness and vaccination rates, particularly among chronic disease patients [6][7].
疫苗行业至暗时刻:价格战压顶、库存高悬,谁能撕开“三难”困局?
Xin Lang Zheng Quan· 2025-04-25 05:06
Core Viewpoint - The Chinese vaccine industry is facing unprecedented challenges in 2024, with significant declines in market value and vaccine issuance, leading to a search for recovery strategies amidst a harsh environment [1] Group 1: Market Dynamics - The total market value of 11 A-share vaccine companies is less than the peak value of Zhifei Biological three years ago [1] - The issuance of HPV vaccines has plummeted by over 60%, while flu and rabies vaccines are embroiled in price wars [1] - The strategy of "exchanging price for volume" has failed, leading to high inventory pressures and cash flow issues for companies [1] Group 2: Structural Challenges - The industry faces a dual challenge of oversupply in low-end markets and a lack of high-end products, with over 10 companies competing in the rabies and flu vaccine markets [2] - High-end vaccines like shingles and multi-valent vaccines are still dominated by foreign companies such as GSK [2] - Companies are caught in a dilemma of high R&D costs, long return cycles, and rapid market changes [2] Group 3: Strategies for Survival - Companies are increasing investment in multi-valent vaccines, with Watson Bio and Kangtai Bio leading the charge [3] - Zhifei Biological is building a product matrix to reduce dependency on single products, while Kangtai Bio is developing 13 pipeline products [3] - Collaborations for international market access, such as Kanghua Bio's partnership with HilleVax, are emerging as a survival strategy for smaller firms [3] Group 4: Future Outlook - The current dark period for the vaccine industry may serve as a starting point for value reassessment [4] - Companies that possess strong technology, diverse product portfolios, and global market access are likely to survive the supply-side cleansing [4] - The potential for Chinese vaccine companies to develop world-class products will determine the industry's future [4]