Core Insights - The National Health Commission has indicated that a flu peak is expected in early to mid-December [1] - There has been a significant increase in the demand for flu medications, particularly in East China, with Shanghai, Hangzhou, Ningbo, and Suzhou seeing over 80% week-on-week growth in orders for flu medications since December began [1] - The demand for flu testing has surged, with notable increases in sales of antigen test kits for both influenza A and B in certain cities [1] Regional Analysis - In East China, cities like Shanghai and Hangzhou have reported a more than 80% increase in orders for flu medications, with the order volume for the antiviral drug, Mabalosavir, doubling [1] - In Central China, Wuhan has experienced a week-on-week increase of over 95% in flu medication orders, with Mabalosavir orders rising by 120% [1] Service Expansion - Meituan's "1-on-1 urgent delivery" service is expected to achieve full coverage by early January 2026, with nearly half of the pharmacies on the platform already participating [1] - The platform has seen a more than 60% week-on-week increase in orders for home testing services, which include options for antigen testing and nucleic acid testing [1] - A promotional offer includes free antigen test kits with the purchase of fever-related medical devices like thermometers and fever patches, available in 28 cities nationwide [1]
华东多地流感药品需求量翻倍 美团买药居家快检订单量周增60%