本周（7月7日至11日），市场情绪进一步升温，三大指数全线走高。上证指数全周上涨1.09%，站稳 3500点关口；深证成指全周涨1.78%，创业板指涨2.36%。 金一文化在接待调研中也重点回应了稳定币行业发展趋势称，针对稳定币行业转变时间周期不能作出预 估，但会积极关注。据介绍，金一文化今年收购的标的开科唯识有支付清算的相关业务技术和经验积 累，针对稳定币业务技术可进行细节及架构调整。 而在本周最为火爆的稀土概念领域，正海磁材也迎来机构调研。正海磁材透露，中重稀土相关物项出口 管制措施出台后，公司快速响应，严格按照国家有关规定积极推进出口申报工作。作为较早取得出口许 可证的企业之一，目前正海磁材生产经营正常，出口申报工作稳步推进，新的出口许可证陆续获批。 "2025年，两新政策加力扩围，将有力拉动节能和新能源汽车、节能变频空调、智能消费电子等重点领 域终端消费需求的增长。随着人形机器人和低空经济领域动能不断涌现，上述新兴领域有望成为钕铁硼 需求远期增长的新驱动力。"正海磁材方面在调研中对稀土的需求增长释放积极预期。 此外，近期大金融板块表现亮眼，宁波银行、苏州银行、江阴银行、苏农银行四家银行在本周也迎来机 ...

今日导读 1. 上海市经济信息化委于7月9日发布《上海市促进高成长企业加快发展三年行动方案 （2025—2027年）》。其中提到，支持资源并购整合。支持独角兽企业通过兼并重组优 化产业生态，促进技术进步和自主创新。 2. 近日，中国东方资产管理股份有限公司发布公告称，在召开的第二届董事会第四十五 次会议上，选举梁强为董事长，其任职资格有待监管核准。就在同日，中国东方宣布，原 董事长王占峰因工作变动卸任。 3. 7月9日，比亚迪官微宣布为智能泊车兜底，在全球率先实现媲美L4级的智能泊车，并 承诺：在中国市场，比亚迪对所有天神之眼车辆用户在智能泊车场景下的安全及损失全面 兜底。 宏观消息 1、 国家发展改革委主任郑栅洁7月9日在国新办举行的"高质量完成'十四五'规划"首场新闻发布会上表 示，我国5年经济增量预计将超过35万亿元 ，相当于广东、江苏、山东也就是排名前3经济大省2024年 的总量，超过长三角地区的总量，也超过世界排名第3国家的总量，每年对世界经济增长的贡献率保持在 30%左右。 2、 7月9日在国新办举行的"高质量完成'十四五'规划"首场新闻发布会上表示，前4年我国经济增速平均 达到5.5%。我国这么 ...

Core Insights - The first domestically produced nine-valent HPV vaccine "Xinkening 9" by Wantai Biological has been priced at 499 yuan per dose, approximately 40% of the price of imported counterparts [1] - The vaccine was developed in collaboration with Xiamen University and has undergone 18 years of research, with an investment of around 1 billion yuan by 2025 [1] - The approval of "Xinkening 9" marks a significant milestone in the domestic HPV vaccine market, previously dominated by Merck's "Gardasil 9" [1][2] Pricing and Market Impact - The full vaccination cost for the imported vaccine is nearly 4000 yuan, while the domestic vaccine reduces this to about 1500 yuan, and for ages 9-17, the cost is only 998 yuan for two doses [1] - The approval of "Xinkening 9" is expected to enhance HPV vaccination rates in China, which currently stands at 27.43% for the first dose among women aged 9-45, compared to 67% in Western countries [3] Marketing and Distribution Strategy - The company plans to implement a new marketing strategy that combines regional grid management, digital management, and personalized services to cater to different demographics and healthcare resources [3] - Wantai Biological is actively pursuing WHO PQ certification for the nine-valent HPV vaccine and aims to expedite its international market entry based on its previous successes with its bivalent HPV vaccine [3] Financial Performance - Wantai Biological reported a revenue of 2.245 billion yuan for 2024, a decline of 59.25% year-on-year, with a net profit of 106 million yuan, down 91.49%, marking a five-year low [5] - In the first quarter of 2025, the company reported a net loss of 52.78 million yuan, a significant drop from a profit of 126 million yuan in the same period the previous year [5] Competitive Landscape - The nine-valent HPV vaccine market is becoming increasingly competitive, with several domestic companies like Watson Bio, Kangla Weishi, and Ruike Bio also preparing to launch their products [4]

Core Viewpoint - The launch of the domestic nine-valent HPV vaccine "Xinkening 9" by Wantai Biological Pharmacy at a price of 499 yuan per dose, significantly lower than the imported vaccine priced at approximately 1318 yuan, ignites a price war in the HPV vaccine market [1][3][5] Pricing Strategy - Wantai's pricing strategy directly addresses market pain points, offering a two-dose regimen for females aged 9-17 at a total cost of 998 yuan and a three-dose regimen for those aged 18-45 at 1497 yuan, representing a price reduction of about 60% compared to imported options [3][4] - The imported nine-valent HPV vaccine from Merck costs around 1318 yuan per dose, with total costs for two doses for ages 9-14 reaching approximately 2636 yuan and three doses for ages 15-45 amounting to 3954 yuan [3][5] Market Potential - A study from the Chinese Center for Disease Control and Prevention indicates that the HPV vaccine first-dose coverage rate among women aged 9-45 in China is only 27.43%, compared to about 67% in Western countries, suggesting significant room for growth in vaccine penetration [3][4] - Wantai emphasizes that its vaccine is the only one approved for a "two-dose regimen" for ages 9-17, which could enhance vaccination compliance among younger populations [3][4] Competitive Landscape - The HPV vaccine market has shifted from scarcity and high prices to increased supply and competitive pricing, with Wantai's low-cost strategy posing a challenge to both imported products and other domestic competitors like Kanglaisheng, Ruike Biological, and Shanghai Bowei, which are also in the process of launching their nine-valent vaccines [5][6] - Merck's HPV vaccine sales have also seen a decline, with the company announcing a suspension of supply to China starting February 2025 [5][6] Future Growth Opportunities - Domestic vaccine companies, including Wantai, are exploring international markets, particularly in countries with lower HPV vaccination rates, to leverage their cost advantages [6] - The ongoing research into male-targeted HPV vaccines presents another potential growth avenue for the industry [6] - The price competition in the HPV vaccine market is expected to advance cervical cancer prevention efforts, making vaccines more accessible as multiple products enter the market [6]

1 、 国家主席习近平在山西考察时强调，转型发展必须牢牢守住安全稳定底线。 要着力稳就业、稳企业、稳市场、稳预期，强化"一老 一小"等重点民生保障服务。要强化社会治安整体防控，常态化开展扫黑除恶，依法打击各类违法犯罪活动。 2 、 中共上海十二届市委七次全会审议通过关于深化国际科技创新中心建设的重磅文件。 全会指出，要更加突出系统性、整体性和协同 性，着眼全过程创新和全链条加速，强化产学研用各环节的衔接耦合，全面提升创新体系整体效能，推动国际科技创新中心建设迈出新 步伐。 3 、美国总统特朗普在社交媒体发文表示， 关税将于 2025 年 8 月 1 日开始实施 ，"该日期没有变化，以后也不会改变"。可能未来两 天向欧盟发征税函。此外，特朗普在内阁会议上表示，他仍在计划对包括药品、半导体和金属在内的特定行业征收关税； 将对铜征收 50% 的关税，对药品征收高达 200% 的关税。 随后，美国商务部长卢特尼克称， 铜关税将于 7 月稍晚或 8 月 1 日到位 。对制药、半 导体领域的调查将于月底完成。受此消息影响， 纽约期铜直线拉升，涨幅一度扩大至 17% ， 报 5.89 美元 / 磅。 1 、国务院总理李强会 ...

Core Viewpoint - The launch of the domestic nine-valent HPV vaccine "Xinkening 9" by Wantai Biological Pharmacy is a significant advancement in the market, offering a cost-effective alternative to imported vaccines, priced at approximately 40% of the import cost [1][6]. Group 1: Vaccine Efficacy and Safety - "Xinkening 9" has demonstrated comparable immune response and safety to imported nine-valent HPV vaccines, as evidenced by head-to-head clinical trial results published in The Lancet Infectious Diseases [2]. - The vaccine effectively prevents persistent infections from seven high-risk HPV types associated with cervical cancer, establishing a protective barrier for women aged 18-45 [2]. Group 2: Market Impact and Accessibility - As the only approved HPV vaccine for ages 9-17 with a two-dose regimen, "Xinkening 9" is expected to significantly improve vaccination compliance and rates among young girls in China [3]. - The pricing strategy of "Xinkening 9" is anticipated to enhance the willingness of eligible women to receive the vaccine, contributing to the establishment of a national immunity barrier against cervical cancer [6]. Group 3: Research and Development Achievements - The development of "Xinkening 9" reflects over 18 years of collaborative research between Xiamen University and Wantai Biological, showcasing China's advancements in HPV vaccine technology [4]. - Wantai Biological has invested approximately 1 billion yuan in the research and development of the nine-valent HPV vaccine, highlighting the commitment to innovation in this field [5]. Group 4: Public Health Implications - The introduction of a more affordable HPV vaccine aligns with global and national strategies to accelerate the elimination of cervical cancer, with a significant portion of the target population in China yet to receive vaccination [2][6].

《每日经济新闻》记者注意到，每支499元的定价大幅拉低了九价HPV疫苗价格。 与此同时，国产HPV疫苗企业中，还有沃森生物（SZ300142）、康乐卫士（BJ 833575）、瑞科生物 （HK02179）等公司的产品正排队上市。这意味着，九价疫苗的价格竞争或许刚刚开始。 每经记者｜陈星 每经编辑｜文多 7月8日，首个国产九价HPV疫苗公布定价。 据万泰生物（SH603392）消息，该公司旗下的"馨可宁9"定价499元/支，定价约为进口九价HPV疫苗的 40%。 此前，默沙东旗下九价HPV疫苗先后通过扩龄、降低接种剂次、获批男性接种等方式尽可能地占领先发 优势。而万泰生物九价疫苗除了祭出价格优势外，在"出海"、男性接种等方面也试图发力。 万泰生物在8日发布的投资者关系活动记录中写道，公司正在全力推进九价HPV疫苗WHO PQ（世界卫 生组织预认证）认证进程，依托公司二价HPV疫苗已取得的国际化成果（已在海外获得20多个国家的市 场准入，并被纳入8个国家的免疫规划项目）和公司构建的全球化网络，万泰生物有信心将以更快的速 度推动九价HPV疫苗的海外准入及拓展。 二剂次接种费用约998元 7月8日，万泰生物公开旗下" ...

曾经需要抢号、黄牛加价才能接种的进口九价HPV疫苗，如今在重庆、西安、广州等多个城市上演价 格"跳水"。原价1320元一针的进口默沙东九价疫苗，正通过"打一针送一针"、"打两针送一针"的优惠活 动变相降价——9-14岁或35-45岁的女性接种者，三针总花费可立省1300多元，实际单针价格被拉低至 700元区间。 "奢侈疫苗"跌落神坛 默沙东的"佳达修"作为国内长期唯一的九价HPV疫苗，自2018年上市以来价格坚挺，三针近4000元的费 用曾让不少女性望而却步。然而市场风向今年急转直下，多个城市接种点纷纷推出大力度的"买赠"活 动。曾经稀缺的疫苗如今变得"随到随打"，市场供应格局已然颠覆。 智飞生物库存承压 进口疫苗光环褪色 市场变化的信号早已在代理商智飞生物的财报中显露端倪。2024年，智飞代理的默沙东九价疫苗批签发 量同比下降14.8%，四价HPV疫苗批签发量更是暴跌95.49%。截至2024年三季度，智飞生物代理产品库 存攀升至惊人的206.93亿元。巨大的库存压力下，默沙东今年2月宣布暂停向中国市场供应HPV疫苗， 至少持续至2025年中。 进口疫苗的撤退与国产力量的崛起紧密交织。6月4日，万泰生物宣布 ...

今天收盘，上证指数上涨 0.23%，深证成指涨 0.58%，创业板指涨 1.17%。盘面上，个股跌多涨少，超 3000 只下跌。板块方面，兵装重组概念、足球概念、电力物联网板块涨幅靠前，成为今天市场的亮 点，而美容护理、食品加工制造、动物疫苗板块则跌幅居前。资金方面，两市成交额 1.29万亿元，较上 一交易日放量1300多亿。总体来看，市场情绪有所分化，但热门板块的活跃也为市场带来了一定的活 力。 消息上： 1、首款国产九价HPV疫苗获批上市 电力（水电）、红利等，继续等待，继续下跌继续买，做做网格和波段，稳稳当当的就行~ 大类资产关注方面： 1、打新和套利： 北交所打新：交大铁发待上市，6.10周二上市，预期涨幅300%左右；广信科技已注册待发行，预计最 快周五公告，6.10或者6.17可申购。 万泰生物公告，公司全资子公司厦门万泰沧海生物技术有限公司申报的九价人乳头瘤病毒疫苗（大肠埃 希菌）（商品名称：馨可宁9）获批上市。按照预估的价格，估计会比默沙东的九价便宜一半~ 2、足球界的苏超最近火的不得了，平均单场上座人数超2w人，一个省的足球比赛，火爆程度超过了全 国的足球联赛中超，特别是"比赛第一 友谊第十 ...

宏观消息汇总 我们不是资讯的搬运工 而是有态度的发现者 万和财富早班车 2025年6月6日 ● 国内金融市场 · | | | | 品种 | 收盘 | 涨跌幅 | 品种 | 收盘 | 涨跌幅 | | --- | --- | --- | --- | --- | --- | | 上证指数 | 3384.1 | 0. 23% | 上证当月连续 | 2674 | -0.01% | | 深证成指 | 10203. 5 | 0. 58% | 沪深当月连续 | 3852 | 0.21% | | 创业板指 | 2048. 62 | 1.17% | 恒生期货指数 | 30683.02 | 1.09% | 1.乘联分会消息,根据月度初步乘联数据综合预估:5月全国新 能源乘用车厂商批发销量124万辆，同比增长38%，环比增长9%。 2.工业和信息化部党组书记、部长李乐成主持召开会议，研究 推动人工智能产业发展和赋能新型工业化的思路举措。 3.6月4日,我国第一款九价人乳头瘤病毒(HPV) 疫苗获国家 药监局批准上市。 二、行业最新动态 1.市场存量大，推动老旧型铁路内燃机车淘汰更新，相关个股： 蜀道装备(300540)、亿华通(68 ...