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医药生物行业:疫苗行业系列报告之批签发跟踪-疫苗6月批签发数据专题
2020 年6 月,中检所共批签发疫苗4,961.45 万瓶,同比增长19.21%。2020年1-6 月,累计批签发疫苗29,994.55 万瓶,同比增长22.2%。
一、疫苗总体批签发量4,961.45 万瓶,单月同比增长19% .................................................. 5
二、重点品种 ......................................................................................................................... 5
1. 肺炎疫苗 ........................................................................................................................ 5
1.1 13 价肺炎球菌多糖结合疫苗 ................................................................................... 5
1.2 23 价肺炎球菌多糖疫苗 ........................................................................................... 6
2. 人乳头瘤病毒疫苗(HPV) .......................................................................................... 7
3. 轮状病毒疫苗 ................................................................................................................ 8
4. Hib 及联苗 ...................................................................................................................... 9
4.1 Hib 单苗 .................................................................................................................. 9
4.2 Hib 联苗 ................................................................................................................ 10
5. 流感裂解疫苗 ............................................................................................................... 11
6. 乙肝疫苗 ....................................................................................................................... 11
7. 水痘疫苗 ....................................................................................................................... 11
三、重点公司 ....................................................................................................................... 12
1.重点公司2020 年1-6 月疫苗批签发跟踪 ...................................................................... 12
2. 上市公司估值 .............................................................................................................. 13
风险提示 .............................................................................................................................. 14