ZBD(SH:603567) Zhong Jin Zai Xian·2025-11-10 05:09Core Insights - The flu activity in China is on the rise, with significant increases in flu-related consultations reported, particularly in southern and northern provinces, indicating a widespread flu epidemic [1] - The demand for antiviral traditional Chinese medicine (TCM) is surging due to the high incidence of respiratory diseases, with hospital visits increasing by approximately 30%-50% year-on-year [3] - The combination of Western and traditional Chinese medicine is becoming a mainstream treatment approach for respiratory infections, leveraging the strengths of both medical systems [4] Industry Demand - The market for antiviral TCM is experiencing a sharp increase in demand, with reports of stock shortages for popular antiviral products in some regions [3][4] - The RSV (Respiratory Syncytial Virus) is prevalent among severe acute respiratory infection cases, particularly in children, creating a complex dual epidemic situation alongside the flu [3] Product Insights - The compound Qilan oral solution, derived from traditional formulations, exhibits both antiviral properties and immune regulation capabilities, making it particularly relevant in the context of mixed infections [5][8] - The product's multi-component and multi-target action mechanism helps regulate immune responses while alleviating core symptoms such as fever and cough [8] Company Operations - Zhenbaodao Pharmaceutical, a leading TCM company, is ramping up production to meet the increasing demand for antiviral products, ensuring a stable supply chain through rigorous quality control measures [8] - The company emphasizes the importance of maintaining high standards in the sourcing and production of raw materials to ensure product efficacy and reliability [8]