Core Insights - The NMN concept index rose by 0.95%, ranking 10th among concept sectors, with 18 stocks increasing in value, led by Te Yi Pharmaceutical, which hit the daily limit, and other notable gainers including Su Yan Jing Shen, Zhong Sheng Pharmaceutical, and Shuanglu Pharmaceutical, which rose by 5.93%, 5.22%, and 4.42% respectively [1][2] Market Performance - The NMN concept sector saw a net inflow of 181 million yuan from main funds, with 13 stocks receiving net inflows, and 5 stocks exceeding 10 million yuan in net inflow. Te Yi Pharmaceutical topped the list with a net inflow of 215 million yuan, followed by Zhong Sheng Pharmaceutical, De Zhan Health, and Shuanglu Pharmaceutical with net inflows of 51.31 million yuan, 35.94 million yuan, and 14.18 million yuan respectively [2][3] Fund Flow Ratios - Te Yi Pharmaceutical, Yaben Chemical, and De Zhan Health had the highest net inflow ratios, with rates of 17.90%, 11.09%, and 9.59% respectively [3]

证券代码：002728 证券简称：特一药业 公告编号：2025-060 特一药业集团股份有限公司 股票交易异常波动公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、 误导性陈述或重大遗漏。 一、股票交易异常波动的情况介绍 特一药业集团股份有限公司（以下简称"公司"；证券简称：特一药业；证券代码： 002728）股票连续三个交易日内（2025 年 10 月 20 日、2025 年 10 月 21 日、2025 年 10 月 22 日）收盘价格涨幅偏离值累计超过 20%。根据深圳证券交易所的相关规定，属于股 票交易异常波动的情况。 二、公司关注并核实的相关情况 针对公司股票交易异常波动，公司董事会对公司、控股股东及实际控制人就相关事 项进行了核实，现就有关情况说明如下： 4、公司、控股股东和实际控制人不存在关于本公司的应披露而未披露的重大事项， 不存在处于筹划阶段的重大事项。 5、公司控股股东、实际控制人在股票异常波动期间不存在买卖公司股票的情形。 三、是否存在应披露而未披露信息的说明 本公司董事会确认，本公司目前没有任何根据深交所《股票上市规则》等有关规定 应予以披露而未披露的事项或 ...

特一药业公告，公司股票连续三个交易日内收盘价格涨幅累计超过20%，属于股票交易异常波动。经核 实，公司经营正常，已披露的经营情况和内外部环境未发生重大变化，前期披露的信息无需更正或补 充。公司未发现近期公共传媒报道可能影响股票价格的未公开重大信息，且控股股东和实际控制人在异 常波动期间不存在买卖公司股票的情形。 ...

Core Insights - The traditional Chinese medicine sector experienced a slight increase of 0.16% on October 22, with Te Yi Pharmaceutical leading the gains [1] - The Shanghai Composite Index closed at 3913.76, down 0.07%, while the Shenzhen Component Index closed at 12996.61, down 0.62% [1] Stock Performance - Te Yi Pharmaceutical (002728) closed at 11.09, up 10.02% with a trading volume of 1.1334 million shares and a transaction value of 1.201 billion [1] - Other notable gainers included Zhongsheng Pharmaceutical (002317) with a 5.22% increase, closing at 19.35, and Xinbang Pharmaceutical (002390) with a 3.89% increase, closing at 4.01 [1] - Conversely, stocks like Fangsheng Pharmaceutical (603998) and ST Xiangxue (300147) saw declines of 3.06% and 2.86%, respectively [2] Capital Flow - The traditional Chinese medicine sector saw a net outflow of 237 million in institutional funds, while retail investors contributed a net inflow of 235 million [2] - The table of capital flow indicates that Te Yi Pharmaceutical had a significant net inflow of 196 million from institutional investors, despite a net outflow from retail investors [3] - Other companies like Xinbang Pharmaceutical and Zhongsheng Pharmaceutical also experienced mixed capital flows, with varying degrees of institutional and retail investor activity [3]

Core Viewpoint - The pharmaceutical sector has experienced significant stock price increases, with Hendi Pharmaceutical reaching a 20% limit-up, and several other companies also showing substantial gains [1] Group 1: Company Performance - Hendi Pharmaceutical's stock surged by 20%, hitting the daily limit [1] - Duori Pharmaceutical's stock rose by over 13% [1] - Other companies such as Guangji Pharmaceutical, Te Yi Pharmaceutical, Hasan Lian, and Chenxin Pharmaceutical also reached their daily limit [1]

Core Viewpoint - The A-share market continues to see an upward trend in flu-related stocks, driven by rising flu activity and concerns over a potentially severe flu season this year [1] Group 1: Stock Performance - Hendi Pharmaceutical has seen a rise of over 18% - Dori Pharmaceutical has increased by over 11% - Guangji Pharmaceutical and Te Yi Pharmaceutical have hit the 10% daily limit up - Chenxin Pharmaceutical has also increased by over 6% - Notably, Guangji Pharmaceutical has achieved two consecutive limit-up days [1] Group 2: Flu Activity and Expert Insights - The China CDC reported that flu activity in northern provinces is currently low, while southern provinces are experiencing an increase - Overall, respiratory disease incidence is showing a slow upward trend nationwide - Experts indicate that the main flu strain this year is likely to be the H3N2 subtype, which was largely absent last year, leading to lower immunity levels in the population - Many experts believe that this year's flu season may arrive earlier and result in a higher number of infections [1]

Core Viewpoint - The traditional Chinese medicine sector experienced a slight increase of 0.19% on October 21, with Te Yi Pharmaceutical leading the gains. The Shanghai Composite Index rose by 1.36%, while the Shenzhen Component Index increased by 2.06% [1]. Group 1: Market Performance - On October 21, the traditional Chinese medicine sector saw a 0.19% increase, with Te Yi Pharmaceutical as the top performer [1]. - The Shanghai Composite Index closed at 3916.33, marking a 1.36% rise [1]. - The Shenzhen Component Index closed at 13077.32, reflecting a 2.06% increase [1]. Group 2: Capital Flow - The traditional Chinese medicine sector experienced a net outflow of 200 million yuan from main funds, while retail investors contributed a net inflow of 286 million yuan [2]. - Speculative funds saw a net outflow of 85.7859 million yuan on the same day [2].

Core Viewpoint - The A-share market is experiencing a surge in flu-related stocks, driven by rising flu activity in southern provinces and the emergence of the H3N2 strain, which has led to increased investor interest in pharmaceutical companies [1][2] Company Performance - **Jinshi Yiyao**: Increased by 13.44%, with a total market value of 4.644 billion [2] - **Guangji Pharmaceutical**: Rose by 9.97%, total market value of 2.448 billion [2] - **Te Yi Pharmaceutical**: Gained 8.78%, market value of 5.209 billion [2] - **Hualan Biological Engineering**: Up by 8.59%, with a market value of 12.9 billion [2] - **Lingkang Pharmaceutical**: Increased by 7.01%, market value of 4.291 billion [2] - **Hengdi Pharmaceutical**: Rose by 6.60%, market value of 5.466 billion [2] - **Innotec**: Increased by 5.37%, market value of 4.459 billion [2] - **Weikang Pharmaceutical**: Up by 4.76%, market value of 3.471 billion [2] - **Yirui Biological**: Increased by 4.67%, market value of 4.359 billion [2] Market Trends - The China CDC reported a slow increase in respiratory disease cases nationwide, with flu activity rising in southern provinces and remaining low in northern regions [1] - Experts suggest that the flu season may arrive earlier this year, with a potential increase in infection rates due to lower immunity against the H3N2 strain [1]

Core Viewpoint - The flu-related stocks experienced a significant surge on October 21, with notable increases in companies such as Te Yi Pharmaceutical, Jinshi Yao, and Hualan Vaccine, driven by rising flu activity in southern China and predictions of an earlier flu season this year [1][4]. Group 1: Stock Performance - Te Yi Pharmaceutical reached a trading limit with a price of 10.27, reflecting a 9.96% increase [2] - Jinshi Yao saw a price increase to 11.73, marking a 15.11% rise [2] - Hualan Vaccine's stock rose to 22.15, showing an 11.87% increase [2] - New Ganjing's stock price increased to 23.72, with a rise of 11.41% [2] - Other companies like Hengdi Pharmaceutical and Xiangrikui also followed the upward trend [1]. Group 2: Flu Activity and Predictions - The China CDC reported an increase in flu activity in southern provinces, indicating a potential early onset of the flu season this year [4] - Experts noted that the predominant flu strain this year is H3N2, differing from last year's H1N1 strain, which may lead to lower immunity levels in the population [5]. Group 3: Vaccination Recommendations - Vaccination is emphasized as the most effective method to prevent flu and reduce severe cases, with recommendations for individuals to get vaccinated between September and November [8] - The flu vaccine needs to be administered annually due to the rapid mutation of the virus, ensuring protection against the current year's strains [8][9]. - High-risk groups, including children under 5, the elderly, and individuals with chronic health conditions, are advised to prioritize vaccination [12].

Group 1 - The core viewpoint of the article highlights a significant rise in flu-related stocks, with companies like Te Yi Pharmaceutical hitting the daily limit, and others like Jinshi Yao, Hualan Vaccine, and Xin Ganjing seeing increases of over 10% [1][2] - The flu activity in southern China is on the rise, with experts predicting an earlier flu season this year compared to last, and the circulating strain being different from the previous year [2][3] - The predominant strain this year is H3N2, which may lead to lower immunity in the population compared to last year's H1N1 strain, necessitating increased attention [4][5] Group 2 - Vaccination is emphasized as the most effective method to prevent flu and reduce severe cases, with recommendations for vaccination between September and November to ensure effective immunity before peak season [6][7] - The article discusses the differences between trivalent and quadrivalent flu vaccines, noting that while quadrivalent vaccines cover an additional strain, the practical difference in effectiveness is minimal [10] - High-risk groups, including children under 5, the elderly over 65, pregnant women, and those with chronic health conditions, are advised to prioritize flu vaccination [12]