2020H1 中检院合计批签发疫苗2.80 亿支，同比增长22.15%。其中一类疫苗（国家免疫规划）批签发1.76 亿支，同比增长34.84%，二类疫苗（自费）批签发1.04 亿支，同比增长5.29%，一类疫苗占比同比提升5.93 个百分点；国产疫苗批签发2.61 亿支，同比增长22.16%，进口疫苗批签发1930.64 万支，同比增长22.09%，两类疫苗占比维持稳定。

1.半年度批签发数据跟踪 ................................................................................................................................................... 7

1.1 总批签发情况 ............................................................................................................................................................ 7

1.2 各品种批签发情况 .................................................................................................................................................... 8

2.各品种批签发数据跟踪 ................................................................................................................................................... 9

2.1 脊髓灰质炎疫苗 ........................................................................................................................................................ 9

2.2 狂犬病疫苗 .............................................................................................................................................................. 10

2.3 乙肝疫苗 ...................................................................................................................................................................11

2.4 水痘疫苗 .................................................................................................................................................................. 13

2.5 肺炎疫苗 .................................................................................................................................................................. 13

2.6 EV71 疫苗 ................................................................................................................................................................ 15

2.7 HPV 疫苗 ................................................................................................................................................................. 15

2.8 轮状病毒疫苗 .......................................................................................................................................................... 17

2.9 百白破-脊灰-HIB 疫苗 ............................................................................................................................................. 17

2.10 百白破- HIB ............................................................................................................................................................ 18

3.上市公司批签发数据跟踪 ............................................................................................................................................. 21

3.1 智飞生物 .................................................................................................................................................................. 21

3.2 康泰生物 .................................................................................................................................................................. 22

3.3 沃森生物 .................................................................................................................................................................. 23

3.4 康华生物 .................................................................................................................................................................. 24

4.投资建议 ......................................................................................................................................................................... 25

5.风险提示 ......................................................................................................................................................................... 25