Xuan Gu Bao·2025-11-09 23:39Industry Overview - Recent flu activity in China has significantly increased, with most provinces entering the flu epidemic period [1] - The latest data from the Chinese Center for Disease Control and Prevention indicates that flu viruses have surpassed other respiratory viruses, becoming the most prevalent this autumn and winter [1] - Experts suggest that this year's flu season may start earlier and involve a higher number of infections, with the dominant strain being H3N2, which has lower immunity in the population compared to last year's H1N1 strain [1] Company Insights - Borui Pharmaceutical is an integrated enterprise specializing in raw materials and formulations, primarily supplying the domestic market with oseltamivir [3] - The company has established a complete industrial chain from starting materials to high-difficulty intermediates, and has obtained approvals for oseltamivir capsules and dry suspensions [3] - Core antiviral products of Borui include entecavir and oseltamivir [3] - Puluo Pharmaceutical offers oseltamivir and amantadine, which are effective against flu viruses [4]