中国疫苗行业市场调研和分析报告（英文版）-2024年1月上传培训课件

CONSUMERS

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BRANDSVaccineindustryinChinaCHAPTER

01BackgroundBirthrateinChinafrom2000to2050(per1,000people)BirthrateinChina2000-205015.014.0314.013.012.411.9911.912.011.010.09.08.528.07.517.557.337.147.086.97.06.0200020052010201520202025*2030*2035*2040*2045*2050*3Description:ThisstatisticshowsthebirthrateinChinafrom2000to2020,withforecastsuntil2050.Accordingtotheforecasts,thebirthrateinChinamightdecreasefrom8.52per1,000peoplein2020to6.9per1,000peoplein2050.

ReadmoreNote(s):China;2000to2020;*Forecast.ReadmoreSource(s):WorldBankRankingofinfectiousdiseasesinChinain2021,byincidencerateper100,000populationInfectiousdiseasesinChina2021,byincidencerateNumberofcasesper100,000population0102030405060708090100110Hand-foot-mouthdiseaseInfectiousdiarrheaHepatitisB96.0894.3369.25Influenza47.4Tuberculosis45.37Syphilis34.05HepatitisC14.38Gonorrhea9.078.51MumpsBrucellosis4.954.27AIDSBacterialandamoebicdysenteryAcutehemorrhagicconjunctivitis3.582.014Description:Thisstatisticshowstherankingof15mostwidespreadinfectiousdiseasesinChinain2021,byincidencerate.In2021,approximately94.33outof100,000peopleinChinawereinfectedwithinfectiousdiarrhea,makingitthesecondmostcommoncommunicablediseaseafterhand-foot-mouthdiseaseinthecountrythatyear.ReadmoreNote(s):China;2021Source(s):NHCRankingofinfectiousdiseasesinChinain2021,bymortalityrateper1,000,000populationInfectiousdiseasesinChina2021,bymortalityrateNumberoffatalitiesperonemillionpopulation0246810121416AIDSTuberculosis13.921.25HepatitisB0.33Rabies0.11HepatitisC0.060.050.020.01EpidemichemorrhagicfeverSyphilisHand-foot-mouthdisease5Description:Since2008,HIV/AIDSremainsthemostfatalinfectiousdiseaseinChina.In2021,almost14outofonemillionpeopleinChinadiedfromAIDS.Tuberculosisstoodatthesecondplace,whilerabiesrankedthefourth.ReadmoreNote(s):China;2021Source(s):NHCInfluenzaincidencerateinChinafrom2015to2021(per100,000population)InfluenzaincidencerateinChina2015-202130025020015010050253.3681.58202055.09201847.433.122.3714.372015020162017201920216Description:ThisstatisticshowstheinfluenzaincidencerateinChinafrom2015to2021.Influenza,commonlycalledflu,isarespiratoryinfectioncausedbytheinfluenzavirus.In2021,approximately47.4outof100,000peopleinChinagotinfectedwiththeinfluenzavirus,asignificantdeclinefromthepeakin2019.ReadmoreNote(s):China;2015to2021Source(s):NHCNumberofnovelcoronavirusCOVID-19cumulativeconfirmedanddeathcasesinChinafromJanuary20,2020toJune6,2022COVID-19confirmedanddeathcasedevelopmentinChina2020-2022ConfirmedDeaths2,500,0002,000,0001,500,0001,000,000500,0000-500,0007Description:AsofJune6,2022,thenovelcoronavirusSARS-CoV-2thatoriginatedinWuhan,thecapitalofHubeiprovinceinChina,hadinfectedover2.1millionpeopleandkilled14,612inthecountry.HongKongiscurrentlytheregionwiththehighestactivecasesinChina.ReadmoreNote(s):China;January20,2020toJune6,2022Source(s):ChineseCenterforDiseaseControlandPrevention;DXY.cn;JohnsHopkinsUniversityPublicinterestsoverdifferentvaccinesforadultsinChinaasofJanuary2022,bytypeofvaccinesPublicinterestsoveradultvaccinesinChina2022,bytypeofvaccinesShareofrespondents30%

40%0%10%20%50%60%70%80%77%90%COVID-19vaccineHPVvaccine74%HepatitisBvaccineInfluenzavaccineZostervaccine41%40%27%PneumococcalvaccineHepatitisAvaccineVaricellavaccineMMRvaccine19%14%13%7%Noneoftheabove5%8Description:AsurveyconductedinJanuary2022concludedthatmorethanthreeoutoffourpeopleinChinawerefollowingtheinformationregardingCOVID-19vaccines.WhileHPV,hepatitisB,andinfluenzavaccinesalsoenjoyedstrongpublicinterestandawareness,lessattentionwaspaidtovaccinesagainstMMRandvaricella.ReadmoreNote(s):China;January2022;60,420respondentsSource(s):DXY.cnCHAPTER

02MarketoverviewRevenuecomparisonoftheleadingvaccinemanufacturingcompaniesworldwidein2021(inbillionU.S.dollars)Revenuesoftopvaccinemanufacturingcompaniesworldwide2021Pfizer81.342.652.436.886.4BioNTech*Sinovac*19.4Moderna*18.5Merck

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Co.48.7Overallrevenues22.422.299Vaccinerevenues19.417.79.7Shareoftotalrevenues(%)TopvaccinerevenueShareofvaccinerevenues(%)1009619.922.210019.417.75.710010058.810Description:In2021,Merck&Co.reported9.7billionU.S.dollarsinrevenuesgeneratedthroughvaccines.Thus,vaccineswereresponsibleforaround20percentofthecompany'stotalrevenues.Thisstatisticillustratesacomparisonofvaccinerevenuesoftheleadingvaccinemanufacturingcompaniesworldwide.ReadmoreNote(s):Worldwide;2021Source(s):FiercePharma;Varioussources(companyreports)MarketsizeofvaccinesinChinafrom2016to2020,withestimatesuntil2025,basedonsalesrevenue(inbillionyuan)VaccinemarketsizeinChina2016-2025250200206.5178.7151.315012599.510050075.353.546.531.227.1201620172018201920202021*2022*2023*2024*2025*11Description:In2020,themarketsizeofthevaccineindustryinChinasurpassed75billionyuan.Inthepastdecade,theindustrygrewsignificantly,withthesalesrevenueofclassIIvaccines,whichwerenotcoveredbymandatoryvaccinationprogramsofthegovernment,morethandoubledsince2015.Themarketisexpectedtogrowfurther,toanoverallsizeexceeding200billionyuanin2025.ReadmoreNote(s):China;2016to2020;*Estimates1yuanequalstoapproximately0.15U.S.dollarsand0.14euros(asofJune2022).

ReadmoreSource(s):Frost&SullivanVolumeofvaccinesreleasedinChinafrom2008to2021(inmilliondoses)VaccinereleasevolumeinChina2008-20211,000910900800700600500400300200100085082075075074074066065060059056555053420082009201020112012201320142015201620172018201920202021*12Description:In2021,apartfromtheCOVID-19vaccinedoses,approximately600milliondosesofvaccineswerereleasedinChina,representingadecreaseofalmosteightpercentfromthepreviousyear.ThenationalimmunizationprograminChinacoversabout15infectiousdiseases.ReadmoreNote(s):China;2008to2021;figuresdonotincludethereleasevolumeofCOVID-19vaccines;*EstimateTheNationalInstitutesforFoodandDrugControldidnotpublishthedetailedvolumeofvaccinesreleasedinChinasinceApril2021,the2021[...]

ReadmoreSource(s):ForwardIntelligence(Qianzhan);NationalInstitutesforFoodandDrugControl(China)LeadingvaccinemanufacturersinChinain2020,basedontotallotreleasecontractprice(inbillionyuan)LeadingvaccineproducersinChina2020,basedonlotreleasecontractpriceTotallotreleasecontractpriceinbillionyuan0246810121416MerckSharp&DohmeWalvaxBiotechnology13.655.51Pfizer4.484.23.78BeijingInstituteofBiologicalProducts(Sinopharm)SanofiChineseAcademyofMedicalScienceHualanBiologicalEngineering2.882.73MinhaiBiotechnology2.462.391.99ChengduInstituteofBiologicalProducts(Sinopharm)ShanghaiInstituteofBiologicalProducts(Sinopharm)13Description:In2020,MerckSharp&Dohmegeneratedmorethan13billionyuanofrevenuewithitsvaccineproductsinChina.Thecompanyperformedbetterthananyothervaccineproducersinthecountry,thankstoitshighlyeffective4-valentand9-valenthumanpapillomavirus(HPV)vaccines,pricedat798yuanand1,298yuanrespectively.TherevenueofSinopharmsubsidiaries,includingBeijingInstituteofBiologicalProducts,ShanghaiInstituteofBiologicalProducts,andChengduInstituteof[...]ReadmoreNote(s):China;2020Source(s):Frost&SullivanVaccinationcoverageinChinafrom1990to2022,byvaccineVaccinationcoverageinChina1990-2022,byvaccineBCGDTP1DTP3HepB3100%HepB_BDJapEncMCV1MCV2Pol3RCV1IPV1105%100%95%90%85%80%75%70%65%60%55%100%99%100%100%99%96%100%99%96%99%99%96%99%96%99%94%99%96%99%98%99%95%99%95%99%95%98%98%97%96%96%92%90%85%87%86%84%60%1990200020052010201320142015201620172018201920202021202214Description:AccordingtotheestimatesoftheWorldHealthOrganizationandtheUNICEF,Chinahasachievedover96percentcoverageratesfor12differentvaccinesin2022.ThecoverageoftheBacillusCalmette-Guérin(BCG)vaccine,primarilyusedagainsttuberculosis,hasremainedat99percent.ReadmoreNote(s):China;1990to2022Source(s):WHOTotalnumberofcoronavirusCOVID-19vaccinationdosesadministeredinChinafromDecember15,2020toJune7,2022(inmillions)COVID-19vaccinationdosesinChina2020-20224,0003,5003,0002,5002,0001,5001,000500015Description:AsofJune7,2022,Chinahadadministeredalmost3.4billiondosesofCOVID-19vaccines,representingaround28percentofthe11.9billiondosesadministeredworldwide.

ReadmoreNote(s):China;December15,2020toJune7,2022Source(s):OWIDCHAPTER

03ClassIvaccinesNumberofclassIvaccinesreleasedinChinafrom2013to2020(inmilliondoses)LotreleasevolumeofclassIvaccinesinChina2013-202060050040030020010005704654364073803503463282013201420152016201720182019202017Description:In2020,350milliondosesofclassIvaccineswerereleasedinChina.Althoughaslightincreasefromtheprevioustwoyears,thenumberwasstilllowerthanthefiguresfrombefore2017.InChina,classIvaccinesarefreeandmandatoryvaccinesprovidedbythegovernment,mainlyaimingatpreventingdiseasesamongchildren.HepatitisBvaccineisthemostwidelyadoptedclassIvaccinetype.ReadmoreNote(s):China;2013to2020Source(s):ForwardIntelligence(Qianzhan);NMPANumberofclassIvaccinesreleasedinChinain2020,bytype(inmilliondoses)LotreleasevolumeofclassIvaccinesinChina2020,bytypeLotreleasevolumeinmilliondoses010203040506070HepatitisBvaccine64.68Diphtheriaandtetanustoxoidwithacellularpertussis(DTaP)vaccineLiveJapaneseencephalitisvaccineMMRvaccine51.1644.1542.61LiveattenuatedHepatitisAvaccineLiveattenuatedpoliovaccine34.9934.58Diphtheriaandtetanus(DT)vaccineMeaslesVaccine8.146.656.655.373.56GroupAMeningococcalpolysaccharidevaccineBCGvaccineTetanusToxoidAdsorbedHemorrhagicfeverbivalentpurifiedvaccineLiveattenuatedanthraxvaccineLeptospirainactivatedvaccine00018Description:In2020,amongthe350milliondosesofclassIvaccinesreleasedinChina,almost65millionwereHepatitisBvaccines.Over50milliondosesofDiphtheriaandtetanustoxoidwithacellularpertussis(DTaP)vaccineswerealsoreleased,whilelessthan4milliondosesofTetanusToxoidAdsorbedwerereleased.ReadmoreNote(s):China;2020Source(s):ForwardIntelligence(Qianzhan);NMPADTP(diphtheria/tetanus/pertussis)vaccinelotreleasevolumeinChinafrom2015to2020TotallotreleasevolumeofDTPvaccinationsinChina2015-2020908079.37061.126051.6251.1650.785044.7740302010020152016201720182019202019Description:In2020,pharmaceuticalcompaniesinChinamanufactured51.16milliondosesofDTP(diphtheria/tetanus/pertussis)vaccines,representingasignificantdeclinefromthepreviousyear.TheWuhanInstituteofBiologicalProducts,subsidiaryofChinesepharmaceuticalgiantSinopharm,contributedoverhalfofallDTPvaccinedosesreleasedintheyearinChina.ReadmoreNote(s):China;2015to2020Source(s):ForwardIntelligence(Qianzhan);NationalMedicalProductsAdministrationMarketshareofDTP(diphtheria/tetanus/pertussis)vaccinemanufacturersinChinain2020,basedonlotreleasevolumeMarketshareofDTPvaccinemanufacturersinChina2020Olymvax6%WalvaxBiotechnology19%WuhanInstituteofBiologicalProducts56%ChengduInstituteofBiologicalProducts19%20Description:OnlyfourpharmaceuticalcompaniesmanufacturedDTP(diphtheria/tetanus/pertussis)vaccinesinChinain2020.Sinopharm'ssubsidiaries,includingtheWuhanInstituteofBiologicalProducts,andChengduInstituteofBiologicalProductscontributedmorethan75percentofallDTPvaccinesproducedinthecountry.Olymvax,apharmaceuticalcompanyfoundedin2009,producedsixpercentoftheoverallvolume.

ReadmoreNote(s):China;2020Source(s):ForwardIntelligence(Qianzhan);NationalMedicalProductsAdministrationMMR(measles,mumpsandrubella)vaccinelotreleasevolumeinChinafrom2015to2020(inmilliondoses)TotallotreleasevolumeofMMRvaccinationsinChina2015-20208070.78706051.235044.1942.3942.6140302010030.7120152016201720182019202021Description:In2020,about42.6milliondosesofMMR(measles,mumps,andrubella)vaccinewereapprovedandreleasedinChina.Measles,mumps,andrubellaarecommonrespiratoryinfectiousdiseasesamongchildren.OverhalfofallMMRvaccinesreleasedinChinaareproducedbytheShanghaiInstituteofBiologicalProducts,asubsidiaryofthepharmaceuticalgiantSinopharm.ReadmoreNote(s):China;2015to2020Source(s):ForwardIntelligence(Qianzhan);NMPAMarketshareofmajorMMR(measles/mumps/rubella)vaccinemanufacturersinChinain2020,basedonlotreleasevolumeLotreleasevolumedistributionofmajorMMRvaccinemanufacturersinChina2020AimVaccine4%SinovaxDalian17%ShanghaiInstituteofBiologicalProducts51%BeijingInstituteofBiologicalProducts28%22Description:In2020,almost43milliondosesofMMR(measles,mumps,andrubella)vaccineswereapprovedandreleasedinChina.SinopharmdominatedtheMMRvaccinemarketinthecountry,withtwoofitssubsidiaries,ShanghaiInstituteofBiologicalProducts,andBeijingInstituteofBiologicalProductsmanufacturingalmost80percentofallMMRvaccinesreleased.Measles,mumps,andrubellaarecommonrespiratoryinfectiousdiseasesamongchildren.Therefore,MMRvaccineisoneofthe[...]

ReadmoreNote(s):China;2020Source(s):ForwardIntelligence(Qianzhan);NMPACHAPTER

04ClassIIvaccinesMarketsizeofclassIIvaccineindustryinChinafrom2015to2020(inbillionyuan)MarketsizeofclassIIvaccinesinChina2015-20206050403048.639.430.321.720.619.82010020152016201720182019202024Description:ThemarketforclassIIvaccinesgrewsignificantlyinthepastdecade.Thesizeofthemarketgrewfromaround20billionyuantoalmost50billionyuanin2020.Withthereleasevolumeofthevaccineexpectedtorisefurther,themarketalsodemonstrateditspotential.AsclassIIvaccinesarenotcoveredbythegovernment'sfreeandmandatoryvaccinationprograms,thesectorissubjecttomorecompetition,whilemanufacturersgenerallyhavehigherprofitmargins.

ReadmoreNote(s):China;2015to2020Source(s):ForwardIntelligence(Qianzhan);NMPANumberofclassIIvaccinesreleasedinChinafrom2013to2020(inmilliondoses)LotreleasevolumeofclassIIvaccinesinChina2013-20203503002503002302202101902001501005017013011002013201420152016201720182019202025Description:In2020,300milliondosesofclassIIvaccineswerereleasedinChina.Thenumberisover75percenthigherthanthefigurein2013.Althoughthereleasevolumehasdroppedsignificantlyin2016and2017duetothe2016illegalvaccinescandalinShandongprovince,thenumberpickedupagainin2018andisexpectedtodevelopfurther.ClassIIvaccinesarevaccinesnotcoveredbythemandatoryprogramsofthegovernment.PopularclassIIvaccinesincludeHPV,Varicella,andrabies[...]

ReadmoreNote(s):China;2013to2020Source(s):ForwardIntelligence(Qianzhan);NMPAMarketshareofmajorquadrivalentinfluenzavaccinemanufacturersinChinain2022,basedonlotreleasevolumeMarketshareofmajorquadrivalentfluvaccinemanufacturersinChina2022Adimmune9%Sinovac10%HualanBiologicalEngineering33%ChangchunInstituteofBiologicalProducts(Sinopharm)11%WuhanInstituteofBiologicalProducts(Sinopharm)12%GDKBiotechnology25%26Description:In2022,HualanBiologicalEngineeringwasthelargestquadrivalentfluvaccinesupplierinChina,accountingforaroundathirdofthetotallotreleasedvolume.DuetotheimpactoftheCOVID-19pandemic,significantlymoredosesofinfluenzavaccinewerereleasedin2020,withtwonewmanufacturersjoiningthemarket.ReadmoreNote(s):China;2022Source(s):E;NationalMedicalProductsAdministration;SouthwestSecuritiesLotreleasevolumeofHPVvaccinesinChinafrom2017to2022(inmilliondoses)TotallotreleasevolumeofHPVvaccinesinChina2017-20227060504030201062.4932.415.4320207.555.911.46020172018201920212022*27Description:ThenumberofHPVvaccinesreleasedinChinaincreasedsignificantlysince2017.In2022,thetotalreleasevolumeofHPVvaccinessurpassed62milliondosesinthecountry,reflectingariseofalmost100percentfromthepreviousyear.Thenon-infectiousrecombinantvaccine-9-valentHPVvaccine-hasbeenaheadofbivalentHPVvaccinesintermsofmarketsupply.ReadmoreNote(s):China;2017to2022;*The2022figureincludesapprox.28milliondosesofCecolin,theHPVvaccinedevelopedbyWantaiBioPharm.Thefigureisnotexact,aspublishedbythecompany.Figureshavebeenroundedforabetterunderstanding.

ReadmoreSource(s):GlaxoSmithKline;LeadingIndustryResearch;Merck&Co.;Marketshareofmajorhumanpapillomavirus(HPV)vaccinemanufacturersinChinain2022,basedonlotreleasecontractpriceHPVvaccinemanufacturers'marketshareinChina2022GlaxoSmithKline3.78%BeijingWantaiBiological21.89%MerckSharp&Dohme74.33%28Description:In2022,over62milliondosesofhumanpapillomavirus(HPV)vaccineswerereleasedinChina.Thankstothecompany'smoreeffective4-valentand9-valentHPVvaccines,MerckSharp&Dohmeheldalmostthreequartersofthemarketshare,basedonthetotalcontractpriceoflotsreleased.TheChinesepharmaceuticalcompanyBeijingWantaiwasalsogaininggroundinthelocalmarket.HPVvaccinesarehighlyeffectiveinpreventingcervicalcancerandanalcancer.ReadmoreNote(s):China;2022Source(s):LeadingIndustryResearch;Merck&Co.;CumulativenumberofCOVID-19vaccinedosesmanufacturedinChinabetweenApril2021andJanuary2022(inmillions)NumberofCOVID-19vaccinedosesproducedinChina2021-20226,0005,0004,951.324,906.834,234.143,999.114,0003,0002,0001,00003,644.312,859.422,217.041,648.39908.33433.52AsofApr26,

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202229Description:BytheendofJanuary2022,almostfivebillionCOVID-19vaccinedosesweremanufacturedinChina,makingthecountrybyfarthelargestproducerofCOVID-19vaccinesglobally.Whilemostvaccineswerefordomesticuse,aconsiderableportionofvaccineswasexportedviasalesanddonations,mainlytolowerormiddle-incomecountries.IncomparisontowesternmRNAvaccinessuchasComirnatyorSpikevax,inactivatedCOVID-19vaccinesdevelopedbySinovacandSinopharmhavea[...]

ReadmoreNote(s):China;April2021toJanuary2022Source(s):Airfinity;GlobalCommissionforPost-PandemicPolicyCHAPTER

05InternationaltradeImportvalueofhumanvaccinesinChinafrom2017to2022(inbillionyuan)ImportvalueofhumanvaccinesinChina2017-2022302520151026.3922.8216.8310.3520195.4553.3502017201820202021202231/statistics/1189430/china-human-vaccines-import-valueIn2022,Chinaimportedatotalvalueof26.39billionyuanofhumanvaccines,representinga15.64percentincreasecomparedto2021.Ireland,theUnitedStates,Belgium,andFrancewerethemajorcountriesexportinghumanvaccinestoChina.

ReadmoreNote(s):Worldwide,China;2017to2022Source(s):ChinaCustomsImportvolumeofhumanvaccinesinChinafrom2017to2022(inmetrictons)ImportvolumeofhumanvaccinesinChina2017-20221,4001,2001,0008001,300.621,248.841,007.23733.38600361.9320184002000171.442017201920202021202232Description:In2022,Chinaimportedmorethan1,300tonsofhumanvaccines,representingasignificantincreasefrom2020.Theimportvolumeofhumanvaccinesincreasedcontinuouslysince2017,whenlessthan200tonsofhumanvaccineswereimportedintothecountry.Ireland,theUnitedStates,Belgium,andFrancewerethemajorcountriesexportinghumanvaccinestoChina.ReadmoreNote(s):Worldwide,China;2017to2022Source(s):ChinaCustomsExportvalueofhumanvaccinesfromChinafrom2017to2022(inbillionyuan)ExportvalueofhumanvaccinesfromChina2017-202212010080101.046040206.451.880.40.750.77020172018201920202021202233Description:In2022,Chinaexported6.45billionyuanworthsofhumanvaccines,representingasignificantdropofalmost95billionyuanfromthepreviousyear.ReadmoreNote(s):Worldwide,China;2017to2022Source(s):ChinaCustomsExportvolumeofhumanvaccinesfromChinafrom2017to2022(inmetrictons)ExportvolumeofhumanvaccinesfromChina2017-20226,0005,0004,0003,0002,0001,0004,9