10 月，中检院合计批签发疫苗4120.71 万支，同比下降30.62%。其中一类疫苗批签发1810.24 万支，同比下降49.27%，二类疫苗批签发2310.47 万支，同比下降2.55%，二类疫苗占比同比提升16.15 个百分点；国产疫苗批签发3959.07 万支，同比下降30.37%，进口疫苗批签发161.64 万支，同比下降36.28%，国产疫苗占比同比提升0.35 个百分点。

1.月度批签发数据跟踪 ........................................................................................................................................ 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 狂犬病疫苗................................................................................................................................................................ 9

2.2 乙肝疫苗 ...................................................................................................................................................................11

2.3 脊髓灰质炎疫苗 ...................................................................................................................................................... 12

2.4 流感疫苗 .................................................................................................................................................................. 14

2.5 水痘疫苗 ................................................................................................................................................................. 15

2.6 肺炎疫苗 .................................................................................................................................................................. 16

2.7 HPV 疫苗 ................................................................................................................................................................. 17

2.8 EV71 疫苗 ................................................................................................................................................................ 19

2.8 轮状病毒疫苗 .......................................................................................................................................................... 19

2.10 百白破-脊灰-HIB 疫苗 ....................................................................................................................................... 21

2.11 百白破- HIB ............................................................................................................................................................ 21

3.上市公司批签发数据跟踪 .................................................................................................................................... 23

3.1 智飞生物 ................................................................................................................................................................. 23

3.2 康泰生物 .................................................................................................................................................................. 25

3.3 沃森生物 .................................................................................................................................................................. 26

3.4 康华生物 .................................................................................................................................................................. 27

4.投资建议 ......................................................................................................................................................................... 27

5.风险提示 ......................................................................................................................................................................... 28