月，中检院合计批签发疫苗3078.15 万支，同比下降45.86%。其中一类疫苗批签发1246.27 万支，同比下降70.46%，二类疫苗批签发1831.88 万支，同比增长24.91%；国产疫苗批签发2752.79 万支，同比下降48.61%，进口疫苗批签发325.36 万支，同比下降1.34%。

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 狂犬病疫苗........................................................................................................................... 7

2.2 乙肝疫苗 .............................................................................................................................. 9

2.3 肺炎疫苗 ...................................................................................................................................... 9

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

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

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

2.7 流感疫苗 ........................................................................................................................... 14

2.8 百白破-HIB 疫苗 .................................................................................................................. 14

2.9 脊灰疫苗 ................................................................................................................................. 15

2.10 轮状病毒疫苗 ....................................................................................................................... 15

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

3.上市公司批签发数据跟踪 ..................................................................................................... 18

3.1 智飞生物 ................................................................................................................................... 18

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