share_log

金迪克(688670.SH)：流感疫苗市场不是存量的博弈，而是增量的角逐

Kim Dick (688670.SH): The influenza vaccine market is not a stock game, but an incremental competition

Gelonghui Finance ·  Dec 19, 2023 03:30

GLONGHUI, December 19|Kim Dick (688670.SH) said on the investor interactive platform that the influenza vaccine market is not a stock game, but an incremental competition. What is significantly different from other vaccines is that the influenza vaccine is given every year and covers people of all ages. The market space is large and demand is stable, so companies in the industry are developing quadrivalent influenza vaccines one after another to expand production capacity. We know that the vaccine has a large investment in R&D (8 to 1 billion yuan) and a long cycle (8-10 years). The increase in entrants shows the industry's confidence in future market growth from another side. Competition within the influenza vaccine industry is not a stock game, but an incremental competition. At a stage of growth where domestic influenza vaccination demand is far from being met, new entrants will contribute to increasing market size and jointly accelerate market volume growth.

Disclaimer: This content is for informational and educational purposes only and does not constitute a recommendation or endorsement of any specific investment or investment strategy. Read more
    Write a comment