Zheng Quan Shi Bao Wang·2025-11-30 11:02Group 1 - The flu activity in China is rapidly increasing, with sentinel hospitals in southern provinces reporting flu-like cases at 6.7%, up from 5.5% the previous week, and northern provinces reaching 12%, significantly higher than the same period from 2020 to 2023 [1] - The current flu strains include the H3N2 subtype, Victoria lineage, and H1N1, with significant antigenic variation leading to increased susceptibility in the population [1] - The demand for antiviral medications has surged, with sales of Oseltamivir increasing by 237% and Baloxavir by 180%, indicating a doubling of orders for flu-specific medications on platforms like Meituan and JD Health [1][2] Group 2 - Domestic pharmaceutical companies such as Nuotai Bio, Kangyuan Pharmaceutical, and Jindike are accelerating their entry into the flu treatment market, focusing on antiviral products [2] - Nuotai Bio has established itself as a competitive player in the Oseltamivir market, actively organizing production to ensure supply amid rising demand [2][3] - Kangyuan Pharmaceutical's products, including the antiviral injection and oral solution, have seen increased sales, with the oral solution contributing significantly to the company's revenue [4] Group 3 - The market is shifting from a dominance of Oseltamivir to a new phase where traditional and innovative treatments coexist, with new drugs like Marzula and Angladi being approved [5] - Companies with differentiated advantages and stable supply chains are expected to stand out in this competitive landscape, particularly those like Nuotai Bio that are deeply embedded in the global antiviral drug supply chain [5] - The upcoming flu peak is creating new growth opportunities for domestic pharmaceutical companies, driven by the increased demand for flu medications [5]