5 月，中检院合计批签发疫苗4484.75 万支，同比增长12.11%。其中一类疫苗（国家免疫规划）批签发2335.28 万支，同比增长3.31%，二类疫苗（自费）批签发2149.47 万支，同比增长23.53%，二类疫苗占比同比提升4.43 个百分点；国产疫苗批签发4118.04 万支，同比增长10.25%，进口疫苗批签发366.71 万支，同比增长38.23%，进口疫苗同比提升1.55 个百分点。

1.月度批签发数据跟踪 ....................................................................................................................................................... 4

1.1 总批签发情况............................................................................................................................................................ 4

1.2 各品种批签发情况 .................................................................................................................................................... 5

2. 各品种批签发数据跟踪 ................................................................................................................................................. 6

2.1 脊髓灰质炎疫苗 ........................................................................................................................................................ 6

2.2 狂犬病疫苗................................................................................................................................................................ 8

2.3 乙肝疫苗 .................................................................................................................................................................... 9

2.4 水痘疫苗 ..................................................................................................................................................................11

2.5 EV71 疫苗 ................................................................................................................................................................ 12

2.6 轮状病毒疫苗 .......................................................................................................................................................... 13

2.7 肺炎疫苗 .................................................................................................................................................................. 14

2.8 HPV 疫苗 ................................................................................................................................................................. 16

2.9 百白破-脊灰-HIB 疫苗 ............................................................................................................................................ 16

2.10 百白破- HIB ............................................................................................................................................................ 17

3.上市公司批签发数据跟踪 ............................................................................................................................................. 20

3.1 智飞生物 .................................................................................................................................................................. 20

3.2 康泰生物 .................................................................................................................................................................. 21

3.3 沃森生物 .................................................................................................................................................................. 22

4.投资建议 ......................................................................................................................................................................... 23

5.风险提示 ......................................................................................................................................................................... 24