Ge Long Hui·2025-11-11 06:48Core Insights - The flu season in China is expected to start earlier than usual, with respiratory diseases entering a high incidence period [1][4] - A surge in flu-related stocks has been observed in the A-share market, with significant gains for companies like Weikang Pharmaceutical and Te Yi Pharmaceutical [2][3] Industry Overview - The China CDC has reported an increase in flu activity in southern provinces, indicating a potential early onset of the flu season [4] - Experts predict that the peak of the flu epidemic may occur in late December to early January, with a notable shift in circulating strains from H1N1 to H3N2, leading to lower immunity in the population [5][6] Market Response - Flu concept stocks have shown strong performance, with Weikang Pharmaceutical rising over 12% and several other companies reaching their daily limit [2][3] - The demand for antiviral medications is expected to surge as the flu season approaches, prompting pharmaceutical companies to ramp up production [8] Investment Opportunities - The year 2025 is anticipated to be a pivotal year for domestic flu medications, with several innovative drugs expected to receive approval, presenting both short-term and long-term investment opportunities [8] - The low vaccination rates in China highlight the urgent need for a comprehensive flu management system, which could benefit key sectors such as vaccine development, infection control, and antiviral drug production [8]