Shang Hai Zheng Quan Bao·2025-12-01 19:24Core Insights - The flu positive rate in China has reached nearly 45%, indicating a significant rise in flu cases, with some provinces experiencing high epidemic levels [1] - Investors are closely monitoring the supply and sales of flu medications and vaccines from listed pharmaceutical companies, which are actively preparing to meet public health needs [1] Group 1: Drug and Vaccine Supply - Multiple listed companies have reported sufficient reserves of flu medications and vaccines, ensuring stable supply capabilities [2] - Renhe Pharmaceutical has initiated a priority supply mechanism for Oseltamivir, while Dajia Weikang has adjusted production capacity based on market demand [2] - The entire supply chain, including raw material suppliers like Rhine Bio, is collaborating to ensure a robust response to market needs [2] Group 2: Vaccine Development - Companies are focusing on flu vaccines as a key area for development, with several achieving significant progress by 2025 [3] - Zhejiang Tianyuan Biopharmaceutical's quadrivalent flu vaccine "Yufening" has been approved for sale, alongside its trivalent vaccine "Yuganning" [3] - Baike Bio has innovated with a freeze-dried nasal spray flu vaccine, which has been upgraded to a liquid form for easier administration [3] Group 3: Treatment Options - Companies are building a diverse matrix of flu medications to address various symptoms and treatment needs [5] - Zhongsheng Pharmaceutical is advancing the commercialization of Anladiwei tablets for treating uncomplicated influenza, while Jichuan Pharmaceutical is developing a novel flu treatment [5] - Oseltamivir remains a commonly used antiviral, with multiple companies like Renfu Pharmaceutical and Dajia Weikang actively involved in its production [5][6] Group 4: Symptomatic Relief - Several companies are providing symptomatic treatments for flu, including Lisheng Pharmaceutical's Acetaminophen and various products from Zhenbaodao for symptom relief [6] - Companies like Foci Pharmaceutical produce a range of cold and flu medications, ensuring comprehensive treatment options for patients [6]