智通财经网·2025-11-13 06:25Core Insights - The report from Everbright Securities indicates a significant rise in influenza cases as temperatures drop in autumn 2025, with a notable increase in public and market attention towards flu prevention and treatment products [1][2] Group 1: Influenza Trends - The incidence of influenza-like illness (ILI) has increased, with southern provinces reporting an ILI rate of 4.6% in week 44 of 2025, up from 4.1% the previous week and higher than the same period in 2022 and 2024 [1] - Northern provinces reported an ILI rate of 5.1% in the same week, also showing an increase from 3.7% the previous week and higher than the rates in 2022, 2023, and 2024 [1][2] Group 2: Investment Opportunities - Influenza Vaccines: The low penetration rate of flu vaccines in China presents a significant growth opportunity, especially with the expected increase in demand during the flu season. Companies to watch include Hualan Biological Engineering (301207.SZ), Baike Biological (688276.SH), and Jindike (688670.SH) [3] - Virus Detection: The demand for rapid and accurate diagnosis of respiratory infections is expected to boost the performance of companies in this sector. Recommended companies include Innotec (688253.SH), Shengxiang Biological (688289.SH), Botao Biological (688767.SH), and Wanfu Biological (300482.SZ) [4] - Cold and Specialty Medicines: The demand for cold medicines is anticipated to rise in Q4 2025, with potential sales and delivery improvements. Companies to consider include Zhongsheng Pharmaceutical (002317.SZ), China Resources Sanjiu (000999.SZ), Kangyuan Pharmaceutical (600557.SH), and others [4]