11 月，中检院合计批签发疫苗5828.13 万支，同比增长3.10%。其中一类疫苗批签发2756 万支，同比下降28.04%，二类疫苗批签发3072.14 万支，同比增长68.52%，二类疫苗占比同比提升20.46 个百分点；国产疫苗批签发5303.85 万支，同比下降2.39%，进口疫苗批签发524.28 万支，同比增长139.26%，进口疫苗占比同比提升5.12 个百分点。

1.整体批签发数据跟踪 ....................................................................................................................................................... 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 流感疫苗 .................................................................................................................................................................. 12

2.4 脊髓灰质炎疫苗 ...................................................................................................................................................... 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 ................................................................................................................................................................ 18

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

2.10 百白破-脊灰-HIB 疫苗 ........................................................................................................................................... 20

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

3.上市公司批签发数据跟踪 ............................................................................................................................................. 24

3.1 智飞生物 ................................................................................................................................................................. 24

3.2 康泰生物 .................................................................................................................................................................. 26

3.3 沃森生物 .................................................................................................................................................................. 27

3.4 康华生物 .................................................................................................................................................................. 28

4.投资建议 ......................................................................................................................................................................... 28

5.风险提示 ......................................................................................................................................................................... 29