文|侃见财经

shoufuzhongshanshanshouzhongyouliangzhangwangpai，yizhangwantaishengwu，lingwaiyizhangzeshinongfushanquan。zaizheiliangzhangwangpaidejiachixia，zhongshanshanlianxuzuowenlesanjieshoufu。

yaozhidao，ziyoufuhaobangdanyilai，henshaoyourennenggoulianxuzuowenshoufudebaozuo，jinguanqianduanshijianzhongshanshanjinglileyixiefengbo，dantadeshengyiyijiuwenjian。dangxia，zhongshanshandegushiyijingpingwendejinrudaoledisigeniantou，ruwuyiwai，jinniantahaijiangjixuzuowenzheigeweizhi。

lazhangshijianzhoulaikan，shuidesaidaoyijiuqiantuwuliang，eryimiaosaidaojinniansihuyoudianchaqiangrenyi。yiwangzuoshouyinliao，youshouyimiaoshengyidegeju，huoxujiuyaofashengbianhuale。

wuchubuzaideneijuan，zhengzaicuihuizhezheigecengjingdegaojingqisaidao。

yizhiyilai，guoneideyimiaoxingyedoushiquefashijixingchuangxinde，jidadanpinguochanyimiaoshangshishijianpubianjiaooumeiwan5zhi10nianshijian。youqishidadanpinhpvyimiao，zeshi2019niancaihuopide，erqiehaizhishierjiahpvyimiao。

genjuxiangguantongjixianshi，jiezhi2023nian8yue，guoneiyiyou19kuanhpvyimiaohuopikaizhanlinchuangshiyan，you10kuanwei9jiajiyishangdegaojiaciyimiao。

duiyuyimiaoxingyelaishuo，tongyidadanpin，ruguoliangjiagongcun，neimejiuhaiyouhongli，ruguohouxuchuxiandeyuelaiyueduo，neimegaidanpindejiagejiuhuichengxianduanyashidexiadie，jieshiqiyegaoangdeyanfafeiyong，yijiyanfarenyuanshuniandexinku，yekenenghuifuzhudongliu。

行业的内卷，并不会带来更多的进步，只能将行业拖入深渊。一些具有创新基因的疫苗企业或者老牌疫苗企业，也应该具备更长远的眼光，将目光盯向更空白的领域，而不仅仅只是做一些国产替代huadechanpin，ranhoubeidongdezouru“kunjing”。

genjuzuixintongjishujuxianshi，jingguozhangdasannianduodexiadie，agudeqianyijiyimiaoqiyeyijingjinshu“fumie”，zaiyimiaoxingye“diyumoshi”xia，taotaisaisihuyijingkaishijiasu。

chuangxinyaodetongzhihua“kunan”，zhongyulundaoleyimiaoxingye。

zaicidabeijingxia，qiyedejingzhengyiwufabimian，dangyigexingyedehuchenghekaishixiaoshi，neimesheinenglvxian“tuwei”，sheijiunengchengweizuihoudeyingjia。dangxia，yimiaoxingyeyijingjinrudaole“diyumoshi”，agudeqianyijiyimiaoqiyeyiquanjunfumei。cengjingdeyimiao“yige”zhifeishengwushizhiyijingdiepole800yiguankou，erkangtaishengwuzebeidongshangwei，chengweileagude“yimiaozhiwang”。

短暂的“红利”

yimiaoxingyecengjuyouzijinbileigao、jishubileigao、shenheyangesandatedian。

youyuxingye“wendingxing”detedian，yincigsk、huirui、sainuofeihemoshadongzhangqizhanlingleguojishichang90%yishangdefene。zaizheizhongbeijingxia，bushaoyiyaoleichuangyezhejiangmuguangsuodingzaileyimiaoxingyeshang。

2019nian，wantaishengwudeerjiahpvyimiaohuopi，zuoweiguoneishoujiahpvyimiaoshengchanshang，wantaishengwuliangnianbudaodeshijian，congfaxingjia8.75yuan/guzhijiebiaozhangzhizuigao146.86yuan/gu（qianfuquan），shizhigengshitupole1860yiyuan。

dangshi，weilewenguwantaishengwuzaierjiahpvyimiaodejianghudiwei，zhongshanshanhaijinxingleyibitongxingyezhijiandetouzi。2021niansanjidu，yangshengtangyi1.05%dechigu，turanjishenwosenshidagudongzhilie。genjudangshidegujiajisuan，zhongshanshanhaofeizijinchaoguole10yiyuan。

zhongshanshandezengchi，henkuaiyinfaleshichangdeqianglieguanzhu。youyuwosenshengwushiwushikongrendeguquanjiegou，yinci，zaizhongshanshanyitubumingxiandeqingkuangxia，cijuyezhijiezaochenglewosenshengwuduanqidedazhang。

mianduishoufudezengchi，wosendongshizhangliyunchunhenkuaijinxinglehuiying。

tacheng，“wailairenmeiyoubiguanlicenggenglejiewosen，tayouxinxindailingwosentuanduizouxiangguojihuaheweilai。”

2022nian，wosenshengwudeerjiahpvyimiaoshangshixiaoshou，qinianneijiushixianleduiquanguozhuyaoshengshidequanfugai，quannianyingyeshourushoucizhanshang 50 yiyuantaijie。

rangwaijiemeixiangdaodeshi，zaidijiacelvezhixia，erjiahpvyimiaoshichanghenkuaijiubeijuanbengle。genjuziliaoxianshi，2022nian5yue，jiangsushenggonggongziyuanjiaoyipingtaigongshidegongjingaiyimiaozhongbiaojieguoxianshi，wosenshengwuhewantaishengwugongtongzhongbiaonanjingshierjiahpvyimiao，qizhongwosenshengwuzhongbiaojia246yuan/zhi、wantaishengwuzhongbiaojia329yuan/zhi。

2023nian7yue，guangdongshengzhengfucaigouzhongxinguanwanggongbudeguangdongshenggongjingaiyimiaocaigouxiangmujieguogonggaoxianshi，wantaishengwuerjiahpvyimiaozeyi116yuan/zhidejiagezhongbiao。

daole2024nian4yuedi，hainanshengjibingyufangkongzhizhongxingongbudexinxixianshi，wosenqixiadeerjiahpvyimiaozhongbiaojiagejinshengxiale63yuan/zhi。

jinjinliangsanniandeshijian，yigeqianyijibiedesaidaojiukuaisudezaijiagezhandexiaoyanzhongbengta。duiyuxingyedeqitaqiyeeryan，dadanpinzhijiandetongzhihuajingzheng，shitaobukaide“mozhou”。yimiaoxingyegujiadeduanyashixiadie，yijingjixingyedemeiyijiaqiyedouqiaoxianglejingzhong。

被动成为“疫苗之王”

zhongshanshandeyimiaoshengyi，zuodebingburongyi。

2023nian，wantaishengwuyimiaochanpindexiaoshouliangyue1571wanzhi，tongbijianshao41.9%。jinru2024nian，wantaishengwudeyejijixudafuxiahua，yijidu，gongsiyingshou7.53yiyuan，tongbixiahuale73.93%；jinglirun1.26yiyuan，tongbixiajiang89.9%。

tongweijingzhengqiyedewosen，yijiduyingshouxiahuale28.02%，jinglirungengshitongbixiahuale91.79%。wuxiuzhideneijuanzhixia，erjiahpvyimiaodanjiabaodie。

duanzandehongli，chenglezhangqide“keng”。

haozaiwantaishengwuyoujiujiahpvyimiaodeyuqi，rangshichangduigaiqiyegaokanyixian。

zaiyuqidejiachixia，wantaishengwu2023niandigujiacengzouchuleyibofanbeixingqing，duliyuyimiaoxingyezhiwai，chengweileweiyiyijiadazhangyimiaoqiye。

4yue11ri，wantaishengwushoujiujiahpvyimiaoiiiqilinchuangshiyanjiemangjieguofuheyuqixiaoxiyingxiang，kaipanzhangting。juxi，cicijiemangjieguofuheyuqiyiweizhegongsijiujiahpvyimiaojulishenqingshangshi、huopigengjinyibu。

muqian，guochanjiujiahpvyimiaochangshangyijingdaolezuihoudechongcijieduan。

genjuziliaoxianshi，moshadongdejiujiahpvyimiaodeguanjianzhuanlijiangzai2025niandaoqi。

jugongkaipiludexinxitongji，muqianjinruⅲqilinchuangshiyanjieduandejiujiahpvyimiaodeguoneiqiyezhishaoyouwujia，baokuowantaishengwu、wosenshengwu、ruikeshengwu、kangleweishi、shanghaiboweideng。

genjuyanfajindu，zheixieyimiaoqiyedejiujiahpvyimiaoshangyujidouzai2026nianqianhou，anzhaomuqianwosenhewantaizaierjiayimiaodejingzhengqushilaikan，jiujiahpvyimiaoshichangweilaidagailvyeshibeijuandewuliketu。

danzhidezhuyideshi，zheilibingfeimeiyoujihui。sheinengzuizaoyanfachuguochanjiujiahpvyimiaoqiye，sheijiunengxiangshoudaozuihouqieduanzandehongli。

congdangxiadeyanfajindulaikan，muqianwantaishengwugailvzuida。

dangxia，wantaishengwuyijingyi809yizongshizhichaoyuezhifeishengwu，chengweileagude“yimiaozhiwang”。duiyuaguyimiaoqiyeeryan，qibujinjinzhishihpvyimiaozheiyidadanpin，qishiqitadadanpindoumianlinxiangsidewenti，tongzhihuadejingzhengruguobujiaezhi，neimezheijiangchengweisuoyouyimiaoqiyeduanshijianhuizhibuqude“emeng”。

mianduizheizhongxingye“kunjing”，kangxinuoshouxikexueguanzhutaomianduicaifangshibiaoshi，jianguancengmianyinggaigulimouzhongyimiaodeqianjijiachuangxinqiyejiakuaiyanfa，duiyufangzhiyimiaozebuyinggaijiyutaiduoziyuan。tongshi，xuyaojibaokuoyimiaozaineidechuangxinchanpinyizugoudehuibao，jiejuelezhifuwenti，qiyecaiyoudonglizaichuangxinfangmiantourugengduo。