2 月我国共批签发血制品1034.60 万瓶，同比增长202.55%，1-2 月共批签发血制品1795.15 万瓶，同比增长75.80%。从各品种血制品批签发情况来看，2 月白蛋白批签发占比64%，静丙批签发占比15%。1-2 月白蛋白批签发占比62%，静丙批签发占比14%。

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 人血白蛋白................................................................................................................................................................ 9

2.2 静注人免疫球蛋白（PH4） ....................................................................................................................................11

2.3 人免疫球蛋白.......................................................................................................................................................... 12

2.4 乙型肝炎人免疫球蛋白 .......................................................................................................................................... 13

2.5 破伤风人免疫球蛋白 .............................................................................................................................................. 15

2.6 狂犬病人免疫球蛋白 .............................................................................................................................................. 16

2.7 人凝血因子VIII ...................................................................................................................................................... 17

2.8 人凝血酶原复合物 .................................................................................................................................................. 19

2.9 人纤维蛋白原 .......................................................................................................................................................... 20

3.上市公司批签发数据跟踪 ............................................................................................................................................. 21

3.1 上海莱士 .................................................................................................................................................................. 21

3.2 华兰生物 .................................................................................................................................................................. 23

3.3 天坛生物 .................................................................................................................................................................. 25

3.4 卫光生物 .................................................................................................................................................................. 27

3.5 博雅生物 .................................................................................................................................................................. 28

3.6 双林生物 .................................................................................................................................................................. 30

4.投资建议 ......................................................................................................................................................................... 32

5.风险提示 ......................................................................................................................................................................... 32