抗流感药需求激增，每年全球流感季死亡人数最高达65万人

Core Insights - The flu season in the Northern Hemisphere coincides with the peak of outbound travel from China, increasing the risk of flu transmission globally [1][6] - The flu virus can lead to severe health complications, particularly for vulnerable populations such as the elderly, children, pregnant women, and those with underlying health conditions [6][8] - The market for flu medications is becoming increasingly competitive, with multiple drugs approved for use in China, particularly after the expiration of the patent for Oseltamivir in 2016 [2][11] Market Demand - The annual flu season can result in up to 650,000 deaths globally, with an estimated 1 billion cases of seasonal flu each year [6][12] - The demand for flu medications is expected to grow, with the Chinese market for anti-flu drugs reaching 10.74 billion yuan in 2023, a year-on-year increase of 197.51% [13] - Projections indicate that the market size for anti-flu medications in China could reach 26.9 billion yuan by 2028, with a compound annual growth rate of 20.2% from 2024 to 2028 [13] Competitive Landscape - The approval of various flu medications has intensified competition in the market, with nearly 140 product approvals for Oseltamivir alone in China [2][11] - New entrants like Baloxavir marboxil have gained market share, with sales reaching 1.5 billion yuan by 2024, following its approval in 2021 [12][13] - The market is expected to undergo further transformation as new products are approved and potentially included in national insurance schemes, enhancing their market presence [13]