抗流感概念股起飞！药物需求攀升，上市药企称“优先保供”

Core Viewpoint - The demand for anti-influenza drugs has surged during the flu season, leading to a significant rise in related stocks and market activity [2][4][11]. Market Performance - The Wind Influenza Index rose by 2.48% on the 25th and continued to be active with a 1.94% increase by midday on the 26th [4]. - Key stocks such as Haiwang Bio, Taida Co., Renmin Tongtai, and Peking University Medicine reached their daily limit, while Xinjiang Pharmaceutical and ST Xiangxue also saw notable gains [4]. Sales Data - From November 17 to November 23, sales of anti-influenza drugs on JD.com surged, with Oseltamivir sales increasing by 4.5 times and other related medications seeing similar spikes [6]. - The overall transaction value for influenza medications increased by 22 times year-on-year during the same period, with specific products like Sufuda and Kewai experiencing over 40 times growth [6]. Testing and Detection - The demand for respiratory virus testing has also risen, with a 66% increase in orders for testing services and a positive detection rate of 68.2% [7]. - The public's demand for precise diagnosis and treatment has intensified, reflected in the significant growth in home testing services and related products [7]. Supply and Production - Companies like Xinhua Pharmaceutical and Kangzhi Pharmaceutical have confirmed their capability to meet the rising demand for flu-related medications, ensuring a steady supply of products like ibuprofen and paracetamol [8][9]. - HuaLan Bio has reported an increase in vaccine demand, with measures in place to manage supply effectively in response to heightened public interest in vaccination [10]. Investment Opportunities - Analysts suggest that the rising flu activity may lead to increased public and market attention, creating investment opportunities in flu vaccines, virus testing, and cold medications [10][11].