Ge Long Hui·2025-11-11 06:20Group 1 - The flu season in China is expected to peak earlier this year, potentially in late December to early January, due to rising flu activity in southern provinces and different circulating strains compared to last year [4][5]. - The dominant strain this year is expected to be H3N2, which may lead to lower immunity in the population compared to last year's H1N1 strain [5]. - The demand for antiviral medications is anticipated to surge as the flu peak approaches, with several pharmaceutical companies ramping up production [8]. Group 2 - A-share flu-related stocks have shown strong performance, with notable increases in companies such as Weikang Pharmaceutical (+12.08%), Te Yi Pharmaceutical (+10.00%), and Renmin Tongtai (+9.97%) [2][3]. - The flu vaccine and antiviral drug sectors are expected to benefit from the anticipated increase in flu cases, highlighting a dual opportunity for investors in both short-term pandemic catalysts and long-term innovation [8]. - The overall flu-related industry, including vaccine development, infection control, and antiviral drugs, is likely to see a demand surge and value reassessment during the flu season [8].