作者：老萝卜头 2025年的A股生物医药板块，有的净利润翻30倍一路狂飙，有的却从行业巅峰摔进亏损泥潭，细分赛道同样有人吃肉有人喝西北风。 政策压顶、市场洗牌、创新突围，多重变量搅局下，生物医药行业的变革早就不是说说而已，而是真刀真枪的淘汰赛！ 01 盈亏对半开，要么赢要么凉，鲜有中间地带 2025年的生物医药行业彻底告别了"大家一起喝汤"的温柔时代，迎来了"非赢即亏"的残酷格局。 Wind数据显示，截至2月2日，已发布业绩预告的275家医药上市公司中，138家预盈，137家预亏，几乎平分秋色。 但赚钱的企业是真的赚麻了。 药明康德直接稳坐盈利王宝座，预计归母净利润达191.51亿元，直接甩开同行一大截。三生国健、吉林敖东、九安医疗、艾力斯紧随其后，预计净利润均突 破20亿元，稳居第一梯队。 增幅方面，赛诺医疗成为年度"预增王"，预计2025年归母净利润同比增幅高达2767%至3233%。 而亏损的企业亏得更是触目惊心。 智飞生物直接爆出预亏超百亿，预计亏损106.98亿元至137.26亿元，同比下滑630%至780%，这是这家疫苗巨头上市以来的首次年度亏损，昔日风光彻底不 再。 一边是百亿盈利的狂欢，一边是 ...

作为中国医药工业体系中的"隐形巨擘"，某总部位于华东的医药集团（以下简称"该集团"或"集团"）长 期占据中国医药工业百强榜首位置，其发展历程是中国本土药企从"仿制药规模化"向"创新药差异化"转 型的经典缩影。 本报告对该集团进行了全方位的解构，核心发现包括： 1. 集团概况与历史沿革：从地方小厂到行业巨头 1.1 创始背景与早期积累（1971-2000） 该集团的历史可以追溯到1971年。创始人在江苏省泰州市的一个口岸镇创办了集团的前身。创业初期， 企业主要以生产板蓝根、维生素等基础药物为主，不仅面临资金短缺，更受限于当时计划经济体制下的 统购统销模式。 在1980年代至1990年代，创始人敏锐地抓住了中国医疗卫生体制改革的机遇，确立了"质量兴企"的战略 基石。不同于当时许多乡镇企业追求短期利益的做法，该集团在早期就建立了严格的质量内控标准，这 为其后来在"板蓝根大战"等行业洗牌中脱颖而出奠定了基础。集团充分利用长三角（上海、苏州、杭 州）的地理优势，逐步建立了覆盖华东、辐射全国的销售网络。 1.2 爆发式增长与行业霸主地位（2000-2019） 进入21世纪，该集团迎来了黄金发展期。2003年至2010年间 ...

今天是2月23日，大年初七，中国青年报"青年早新闻"来了——"青年关注、关注青年"！ 几分钟速览最新热点，带你走近"宝藏学校"、触达"青春团讯"、学习"榜样人物"、了解"服务动态"。 大年初七，更新自己！ 今天是大年初七 传说是人类的诞辰 民间把这天叫作"人日节"或"人胜节" 迎接一个崭新的自己 米兰冬奥会闭幕，中国代表团创境外参赛最佳成绩 当地时间2月22日晚，2026米兰冬奥会闭幕式在距离米兰160公里外的维罗纳圆形竞技场举行。在闭幕式 之前举行的新闻发布会上，国际奥委会主席考文垂称赞本届冬奥会以可持续办赛理念、公平竞技氛围与 人文温暖，为奥林匹克运动留下宝贵财富。 当地时间 22日晚在意大利维罗纳举行的米兰冬奥会闭幕式上，中国体育代表团。中新社记者骆云飞 摄 一些地方的人们要吃七宝羹 借"羹"与"更"的谐音寓更新之意 从今天起 本届冬奥会共有来自90多个国家和地区的约2900名运动员参赛，角逐116个小项。中国代表团以5金4银6 铜的成绩，刷新了我国境外参加冬奥会的历史最佳纪录。 当地时间 22日晚在意大利维罗纳举行的米兰冬奥会闭幕式上，中国体育代表团。中新社记者骆云飞 摄 在奖牌榜上，挪威以18金12 ...

Core Points - The National Health Commission has included the HPV vaccination in the national immunization program, providing free vaccinations for girls born after November 10, 2011, who are 13 years old [1][2] - The Guangdong Provincial Center for Disease Control and Prevention has announced that the HPV vaccination services are ready for eligible girls to receive free vaccinations at designated clinics [1] - The HPV vaccine is an effective means of preventing cervical cancer, with research indicating a "bimodal" infection peak in women aged 17 to 24, making vaccination at age 13 optimal for immune protection [1] Group 1 - The inclusion of the HPV vaccine in the national immunization program reflects the government's commitment to women's health [1] - The decision is based on three considerations: the severity of cervical cancer as a health threat, international evidence showing vaccination significantly reduces cervical cancer incidence, and the aim to ensure equitable access to health protection for all eligible girls regardless of economic conditions [1][2] Group 2 - Starting from November 10, 2025, the HPV vaccination will be provided free of charge for eligible girls, requiring two doses of the domestic bivalent HPV vaccine spaced six months apart [2] - Community health service centers in Guangdong have completed preparations for the vaccination process, ensuring service quality and availability, including during weekends and holidays [2] - Parents are advised to bring identification for their daughters and inform healthcare providers of any previous HPV vaccination history to ensure safe and efficient vaccination [2]

转自：扬子晚报 记者了解到，自2025年11月10日起，HPV疫苗正式纳入国家免疫规划，江苏省同步落地实施相关政策， 为符合条件的适龄女孩提供免费接种服务。 为什么要将HPV疫苗纳入国家免疫规划？为何国家免疫规划HPV疫苗的目标人群为13周岁女孩？记者请 教了江苏省疾病预防控制中心免规所专家。 图源 视觉中国 1.为什么要将HPV疫苗纳入国家免疫规划？ 宫颈癌是女性生殖系统最常见的恶性肿瘤之一。及时接种HPV疫苗能够有效地降低宫颈癌的发生风险。 经国务院同意，决定自2025年11月10日起，在现行国家免疫规划疫苗基础上，将HPV疫苗纳入国家免疫 规划，组织各地为2011年11月10日以后出生的满13周岁女孩免费接种2剂次双价HPV疫苗（间隔6个 月）。 2.为何国家免疫规划HPV疫苗的目标人群为13周岁女孩？ HPV主要通过性行为感染，在发生性行为年龄之前进行HPV疫苗接种，可以获得更好的保护效果，最大 限度发挥疫苗预防HPV感染的作用。 相关研究表明，9—14岁女孩接种HPV疫苗产生的抗体水平，是15岁以上人群的2倍以上。接种HPV疫苗 可以有效预防70%以上的宫颈癌发生，同时也可以降低因感染HPV导致的其 ...

在中国终于将HPV疫苗纳入国家免疫规划后，新的难题是：如何尽可能多地打出疫苗。组织疫苗接种的 疾控部门担心，接种率不足可能无法保护她们免于宫颈癌威胁。 去年10月，国家疾控局发文，正式宣告将HPV疫苗纳入国家免疫规划，对满13周岁女孩免费接种2剂次 双价HPV疫苗。由于HPV病毒感染普遍且隐匿，更高的疫苗接种率意味着将有更多女生可以免于宫颈癌 困扰。世界卫生组织推荐的接种率应达到90%，而国内目前其他免疫规划疫苗的接种率也在90%以上。 不过，各地对提高接种率颇感压力，实际可能需要一段时间爬坡。免疫规划内的脊髓灰质炎疫苗、乙肝 疫苗、乙脑疫苗等疫苗，主要面向6岁及以前的学龄前儿童，HPV疫苗则指向初中阶段及以上，这让疫 苗接种面临新难题：家长对疫苗有更多考量，时间精力也更为有限。 此前一些地区推出免费HPV疫苗政策时，大多采取学校组织到接种点集体接种或由父母空余时间带孩子 到社区卫生中心等地接种的模式。南都记者了解到，目前，已有一些地方通过增加接种点服务时间、加 大学校宣教力度等方式，将接种率逐步从60%提升至80%以上，但距离90%的目标仍有一定距离。随着 免费接种政策扩展到全国，疾控系统希望更进一步进校集 ...

Core Viewpoint - The National Health Commission of China has announced ten key initiatives for public health services in 2023, focusing on enhancing grassroots medical services, optimizing medical processes, and ensuring reproductive health to address public healthcare concerns. Group 1: Pediatric Services - A total of 1,000 grassroots medical institutions will add pediatric services, building on last year's initiatives, with existing 40,000 institutions enhancing service offerings through expert support and weekend clinics [2] - The aim is to improve accessibility to pediatric care, addressing the healthcare needs of families [2] Group 2: Mental Health Services - The initiative includes the addition of 110 county-level mental health clinics to eliminate gaps in mental health services [2] - Training for specialized physicians and targeted support will be implemented to ensure that public hospitals in populous counties can provide standardized psychological counseling services by the end of November [2] Group 3: Diagnostic and Preventive Services - The recognition of 300 diagnostic and testing items across secondary and higher-level hospitals will save patients time and reduce medical costs [3] - Over 5,500 secondary and higher-level hospitals have established health weight management clinics, with all tertiary public hospitals set to offer these services [3] - All vaccination institutions will provide weekend services, enhancing accessibility for the public [3] Group 4: Comprehensive Health Initiatives - The initiative includes the establishment of 1,000 new community health service centers to provide treatment for common pediatric illnesses [4] - A total of 350 new grassroots medical institutions will offer blood dialysis services, expanding access to essential treatments [4] - The program aims to open 10,000 early pregnancy care clinics across the country [5][4] Group 5: HPV Vaccination and Childcare Services - The initiative will provide free HPV vaccinations for girls aged 13, with weekend vaccination services available at community health centers [6] - The expansion of childcare services will continue, with a goal of adding 89,000 affordable childcare spots by 2025, supported by tax incentives and integrated childcare services [6]

Core Viewpoint - The National Health Commission and other departments are focusing on enhancing pediatric services and mental health care in grassroots medical institutions, with specific initiatives including the expansion of pediatric diagnosis and treatment, the introduction of free HPV vaccinations, and the mutual recognition of medical examination results across hospitals [1] Group 1: Pediatric Services - The enhancement of pediatric service capabilities is prioritized, with plans to add 1,000 township health centers and community health service centers to provide diagnosis and treatment for common pediatric diseases [1] - Grassroots medical institutions are encouraged to establish dedicated pediatric departments and to offer weekend outpatient services [1] Group 2: Mental Health Services - The goal is to add 110 counties providing mental health outpatient services, improving the capacity for mental health and psychiatric care at the grassroots level [1] - By the end of November this year, at least one county-level public hospital in populous counties with high demand is expected to offer mental health outpatient services [1] Group 3: HPV Vaccination - The HPV vaccine will be included in the national immunization program by 2025, providing free vaccinations for girls who turn 13 years old after November 10, 2011, with two doses of the bivalent HPV vaccine [1] - HPV vaccination efforts are set to begin in late February, with a focus on ensuring sufficient vaccine supply through dynamic coordination [1] Group 4: Medical Examination Mutual Recognition - The National Health Commission aims to promote mutual recognition of at least 300 medical examination items among secondary and higher-level medical institutions, using cities as the basic unit for implementation [1]

Policy Developments - The National Health Commission announced the initiation of HPV vaccination for eligible girls starting in late February, aiming to provide free vaccination services to prevent high-risk HPV infections and reduce cervical cancer incidence [2]. Drug and Device Approvals - Fosun Pharma's subsidiary received approval for clinical trials of HLX15-SC, a monoclonal antibody for multiple myeloma treatment, with a cumulative R&D investment of approximately RMB 191.53 million expected by January 2026 [4]. - Hanyu Pharmaceutical received FDA approval for its acetate glatiramer injection, which treats relapsing multiple sclerosis, enhancing its product pipeline in the U.S. market [5]. Capital Markets - Guangji Pharmaceutical plans to raise up to RMB 600 million through a private placement of shares to repay loans and supplement working capital, pending necessary approvals [7]. - Bonasia and Zhejiang Jingxin Pharmaceutical submitted applications for listing on the Hong Kong Stock Exchange, with respective sponsors [8][9]. Clinical Innovations - A successful brain-machine interface surgery was performed in Guangxi, marking a significant advancement in clinical applications of this technology, with the market projected to reach RMB 3.2 billion by 2024, growing at 18.8% [10]. Research Developments - Researchers from the Wuhan Institute of Virology reported that the oral nucleoside prodrug VV261 effectively inhibits Chikungunya virus replication, supporting its potential new indications [11]. - Northwestern University scientists developed an advanced human spinal cord injury organoid model, providing a platform for testing new regenerative therapies [12]. Public Sentiment Alerts - McAudie announced a lawsuit against Shenyang Sixth People's Hospital over a contract dispute involving over RMB 319.82 million, with the case currently accepted by the court [14]. - The National Medical Insurance Administration listed 153 companies as "discredited," which may face restrictions on their products and services based on their credit ratings [15].

面对高发生率、低感知度的HPV风险，大众该如何科学防护？结合临床经验与公共卫生实践，李侗曾总 结了四个要点。 中国青年报客户端讯（中青报·中青网记者 余冰玥）在高速滑行的雪道上，"暗冰"被视为最危险的隐患 之一——它隐藏在雪道表面之下，却可能瞬间改变运动轨迹，带来不可预期的后果。近日，单板滑雪运 动员苏翊鸣在健康科普中，将HPV（人乳头瘤病毒）感染比作"赛场上看不见的暗冰"，引起年轻群体关 注与讨论。首都医科大学附属北京佑安医院呼吸与感染性疾病科主任医师李侗曾在接受采访时表示， HPV感染的核心特征正是普遍性与隐匿性，树立"男女共防"意识很关键。 李侗曾指出，多数HPV感染者在早期并无明显症状，难以通过自身感受察觉，需要借助专业筛查。若高 危型HPV持续感染且未得到及时处理，相关风险会随着时间累积，可能发展为多种癌前病变甚至癌症。 女性持续感染高危型HPV，可能与宫颈癌及外阴癌、阴道癌等相关；男性持续感染，同样可能增加阴茎 癌、肛门癌、口咽癌等疾病风险。低危型HPV如6型、11型虽不致癌，但可导致生殖器疣，且易复发， 影响生活质量。 在临床实践中，李侗曾注意到一个长期存在的认知盲区：男性HPV感染在疾病认知、 ...