疫苗ETF鹏华(159657)，场外联接A：021292；联接C：021293；联接I：022794。 截至2025年8月25日 13:59，国证疫苗与生物科技指数(980015)强势上涨2.40%，成分股常山药业(300255) 上涨12.16%，康泰生物(300601)上涨8.29%，我武生物(300357)上涨5.57%，昭衍新药(603127)，药明康 德(603259)等个股跟涨。疫苗ETF鹏华(159657)上涨2.35%， 冲击3连涨。最新价报0.74元。 消息面上，25H1疫苗行业整体批签发次数为1629批次，同比下降17%。狂犬疫苗、HPV疫苗等产品批 签发增长较快，脊髓灰质炎疫苗、脑膜炎疫苗、麻腮风疫苗等同比降幅较大。研发方面，上半年多款重 磅疫苗品种获批上市，如康希诺PCV13、万泰生物9价HPV疫苗等；另有多款产品处于上市审评阶段， 如智飞生物PCV15及MCV4、康泰生物IPV及四价流感等。 中信建投证券指出，预计2025年下半年，部分产品下半年销售有望同比改善，新品上市贡献业绩增量； 创新疫苗管线后续研发节点及对外授权预期值得关注；部分公司实现股权变更，后续进展及新股东赋能 情况值 ...

Core Viewpoint - The vaccine industry is expected to see a recovery in sales growth trends for key vaccine varieties in 2025, driven by a low base effect, which will improve company performance [1] Industry Summary - In Q1 2025, the overall number of vaccine batch approvals was 697, representing a year-on-year decline of 14% [1] - Significant year-on-year growth was observed in flu vaccines, DTP vaccines, and hepatitis vaccines, while polio vaccines, shingles vaccines, rotavirus vaccines, and HPV vaccines experienced notable declines [1] - The development of therapeutic vaccines for cancer is emerging as a hot area for vaccine indication expansion, with domestic research still in its early stages [1] - The competitive landscape for traditional key vaccine pipelines is intensifying, with many domestic companies entering the market [1] Company Summary - It is anticipated that key vaccine varieties will recover in sales growth in 2025, which will positively impact company performance [1] - Continuous advancement in innovative vaccine pipelines is expected to provide companies with greater market opportunities and potential for international expansion in the future [1]