7 月，中检院合计批签发疫苗5661.28 万支，同比增长19.42%。其中一类疫苗（国家免疫规划）批签发3129.32 万支，同比增长9.57%，二类疫苗（自费）批签发2531.96 万支，同比增长34.35%，二类疫苗占比同比提升4.96 个百分点；国产疫苗批签发5472.99 万支，同比增长21.93%，进口疫苗批签发188.30 万支，同比下降25.30%，国产疫苗占比同比提升1.99 个百分点。

1.月度批签发数据跟踪 ....................................................................................................................................................... 8

1.1 总批签发情况............................................................................................................................................................ 8

1.2 各品种批签发情况 .................................................................................................................................................... 9

2.各品种批签发数据跟踪 ................................................................................................................................................. 10

2.1 狂犬病疫苗.............................................................................................................................................................. 10

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

2.3 乙肝疫苗 .................................................................................................................................................................. 13

2.4 水痘疫苗 ................................................................................................................................................................. 14

2.5 肺炎疫苗 .................................................................................................................................................................. 15

2.6 EV71 疫苗 ................................................................................................................................................................ 17

2.7 HPV 疫苗 ................................................................................................................................................................. 18

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

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

2.10 百白破- HIB ............................................................................................................................................................ 21

2.11 流感疫苗 ................................................................................................................................................................ 21

3.上市公司批签发数据跟踪 ............................................................................................................................................. 25

3.1 智飞生物 ................................................................................................................................................................. 25

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 ......................................................................................................................................................................... 29

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