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]

Group 1 - Vaccines are essential for protecting health throughout life, serving as a "health shield" in childhood and a "health guardian" in adulthood [1] - Vaccination in childhood establishes a strong immune foundation, helping to prevent infectious diseases [2] - Parents are advised to follow the national immunization schedule and consider additional vaccines to fill protection gaps [3] Group 2 - Adolescents and adults often overlook the need for vaccinations, making them a vulnerable group due to incomplete vaccination or waning immunity [5] - It is recommended to check for any missed vaccinations and consult healthcare providers for necessary immunizations [6][7] - Specific vaccines such as HPV for adolescents and shingles for those over 50 are advised [8][9] Group 3 - The elderly experience a decline in immune function, making vaccination crucial to reduce the risk of severe illness [12] - Annual flu vaccinations and pneumococcal vaccines are particularly important for older adults, especially those with chronic conditions [13] - Vaccination is a lifelong health commitment, emphasizing timely and need-based immunization to avoid gaps in protection [14]

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 ...