3 月，中检院合计批签发疫苗3755.52 万支，同比下降14.50%。其中一类疫苗批签发1866.34 万支，同比下降28.22%，二类疫苗批签发1889.18 万支，同比增长3.91%；国产疫苗批签发3460.68 万支，同比下降17.58%，进口疫苗批签发294.85 万支，同比增长34.62%。

1.整体批签发数据跟踪 ............................................................................................................................................. 6

1.1 总批签发情况 ............................................................................................................................................................ 6

1.2 各品种批签发情况 .................................................................................................................................................... 7

2.各品种批签发数据跟踪 ....................................................................................................................................... 7

2.1 乙肝疫苗 .................................................................................................................................................................... 7

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

2.3 肺炎疫苗 .................................................................................................................................................................. 10

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

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

2.6 HPV 疫苗 ................................................................................................................................................................. 13

2.7 轮状病毒疫苗 .......................................................................................................................................................... 14

2.8 脊灰疫苗 .................................................................................................................................................................. 14

2.9 流感疫苗 .................................................................................................................................................................. 15

2.10 百白破-HIB 疫苗 .................................................................................................................................................... 16

2.11 百白破-脊灰-HIB .................................................................................................................................................... 16

3.上市公司批签发数据跟踪 .................................................................................................................................... 19

3.1 智飞生物 .................................................................................................................................................................. 19

3.2 康泰生物 .................................................................................................................................................................. 20

3.3 沃森生物 .................................................................................................................................................................. 21

3.4 康华生物 .................................................................................................................................................................. 22

4.投资建议 ......................................................................................................................................................................... 22

5.风险提示 ......................................................................................................................................................................... 23