港股异动 | 中慧生物-B(02627)涨超7% 国内流感疫苗潜在增长空间广阔

智通财经
Jan 15

智通财经APP获悉,中慧生物-B(02627)涨超7%,截至发稿,涨7.54%,报46.5港元,成交额1884.16万港元。

消息面上,国家卫生健康委近日召开2026年首场新闻发布会,专家建议,所有6月龄以上没有疫苗接种禁忌证的人群每年都应该接种流感疫苗。国海证券指,慧尔康欣是国内首款且唯一的四价亚单位流感疫苗,相比于裂解疫苗,具有保护全面、组分抗原纯度高、不良反应风险低等优势。该产品2023年国内获批上市,针对3岁以上人群,2025年进一步扩龄到6月龄以上人群,2024年实现收入2.6亿元,同比增长398%。作为公司首款获批产品,正处快速放量通道,引领流感疫苗消费升级。

国海证券表示,公司经多年研发,依托契合国际趋势的新技术,打造了全面的疫苗开发支撑平台和专有技术平台,同步推进创新疫苗研发与传统疫苗升级,构建了丰富疫苗管线;以未满足的公共卫生需求为导向,拓展高商业化潜力适应症,除四价流感病毒亚单位疫苗与人二倍体细胞狂犬病毒疫苗两款核心产品外,公司还在积极开发11种其他疫苗,精准对接市场空白。

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