当下流感多发，疾控部门预计，全国在12月上中旬流感达峰的可能性较大。 当前我国急性呼吸道传染病总体呈上升趋势，17个流感高流行水平的省份检测阳性率超过45%。 在流感发病的48小时内服用抗病毒药物可以减少并发症，缩短病程。目前我国批准上市、使用最广泛的 抗病毒药物主要包括奥司他韦和玛巴洛沙韦，两种药物作用机制、价格、使用人群等都不相同，到底应 该怎么选？ 0:00 首都医科大学附属北京佑安医院感染综合科主任医师 李侗曾：这两个药物首先适用的人群不太一样， 奥司他韦说明书批准的就是一岁以上就可以使用，甚至对于一些一岁以下的孩子，如果说医生评估重症 风险比较高，也可以权衡利弊之后使用，最小的就是出生两周以后都可以考虑用奥司他韦来治疗，降低 重症的风险。它也有颗粒剂型，有片剂、胶囊剂，另外孕妇也可以使用。玛巴洛沙韦作为RNA聚合酶 抑制剂，它目前在国内批准的是大于等于5岁的儿童和成年人，它的优势就是全程只需要用一次，所以 极大提高了依从性。另外就是在预防上，我们国家只批准了奥司他韦可以用于暴露后预防，指的就是重 症的高风险人群，如果是在没有防护的情况下接触了流感病例，我们可以尽快地使用奥司他韦来预防降 低自己感染的 ...

Market Overview - The market experienced fluctuations on December 3, with the ChiNext Index dropping over 1% after an early gain of more than 1% [1] - The Shanghai Composite Index fell by 0.51%, the Shenzhen Component Index decreased by 0.78%, and the ChiNext Index declined by 1.12% [1] - Over 3,800 stocks in the market declined, with a trading volume of 1.67 trillion yuan, an increase of 76.5 billion yuan compared to the previous trading day [1] Commercial Aerospace Sector - The "commercial aerospace" sector has been active since November 21, with a maximum increase of nearly 9% in the sector [2] - Aerospace Dynamics (600343) saw a maximum increase of over 63% from November 20 to the present, reaching a "limit-up" in the morning session [2] Key Events and Reactions - The launch of the Zhuque-3 rocket by Blue Arrow Aerospace was a significant event, initially planned for December 1 but postponed [4] - Following the launch, despite a failure in recovery, the sentiment remained positive, with discussions on social media emphasizing the importance of perseverance in aerospace endeavors [4][5] - The stock of Aerospace Dynamics experienced a rapid decline of 4.71% within the first minute of the afternoon session, with significant trading volume [7] Market Dynamics - There was a notable withdrawal of buy orders, primarily from quantitative funds, leading to a rapid price drop due to sudden selling pressure [9] - The trading volume for Aerospace Dynamics was high, with a turnover rate of 58.32%, indicating significant trading activity and investor interest [9] Other Strong Sectors - The cultivated diamond sector is gaining attention, with a major conference scheduled for December 5-6, 2025, in Zhengzhou, expected to unveil significant industry developments [13] - The pharmaceutical sector, particularly related to flu treatment, is seeing increased demand due to rising flu cases, with expectations of exceeding market forecasts [14] - The wind power equipment sector is also showing strength, supported by recent project announcements and government encouragement for green energy investments [15]

Core Viewpoint - The current flu season is on the rise, and it is still recommended for suitable populations who have not yet received the flu vaccine to get vaccinated promptly [1] Group 1: Vaccination Recommendations - The Chinese Center for Disease Control and Prevention suggests that individuals who have not yet received the flu vaccine should do so as soon as possible [1] Group 2: Treatment Options - The most effective treatment for confirmed flu cases is the timely use of antiviral medications [1] - The main antiviral drugs available in the market include Oseltamivir and Baloxavir, with varying approved usage among different populations [1] - Oseltamivir, a neuraminidase inhibitor, has a broader range of applicable populations compared to Baloxavir, which is popular for its single-dose administration but is currently approved only for children over five years and adults in China [1]

Core Viewpoint - JD Health (06618) has seen a significant increase in stock price, rising nearly 4% in early trading, attributed to the surge in demand for respiratory disease testing kits amid the flu season [1] Group 1: Stock Performance - JD Health's stock price increased by 3.19%, reaching HKD 63, with a trading volume of HKD 149 million [1] Group 2: Market Demand and Response - The demand for flu testing kits has surged, leading JD Health to implement a special supply guarantee mechanism in collaboration with brand partners to ensure stable supply without price increases [1] - JD Health's medical device department formed an IVD brand alliance with multiple brands and companies to anticipate demand and manage inventory effectively [1] Group 3: Product Launch and Innovation - JD Health has launched an exclusive product, Oseltamivir granules (15mg×18 bags), specifically designed for children's flu treatment, addressing issues of dosage mismatch and medication waste [1] - The new product is designed for a 5-day standard treatment course, simplifying the medication process for parents and significantly reducing drug waste [1] - Since its launch, the product has seen an average daily sales growth of over 100%, becoming a preferred choice for families preparing for flu season [1]

Core Insights - The flu season in Northern China has peaked, while Southern China is still experiencing an increase in cases [1] - The positive rate of flu cases in emergency departments across the country has exceeded 40%, indicating a medium epidemic level, with some provinces reaching high epidemic levels [1] - The availability of antiviral medications for flu has significantly increased, providing patients with more options and a more manageable response to the illness [1] Industry Overview - Oseltamivir, the first-generation antiviral drug for influenza, has seen its price drop to below 2 yuan per pill after collective procurement, making it more accessible [1] - In contrast, the imported original drug "Tamiflu" is priced at nearly 200 yuan for a pack of 10 pills, highlighting a significant price disparity [1] - Sales data indicates that the higher-priced flu medication is more prevalent in economically developed coastal regions like Beijing, Shanghai, and Jiangsu-Zhejiang-Shanghai, while inland provinces still prefer Oseltamivir [1]

中国疾控最新监测显示，当前南北方九成以上的流感病毒都是同一个亚型，甲型H3N2。 去年流行的还是H1N1，今年直接换"主角"了。有人可能会问：是不是病毒变强了？变得更危险了？其 实并不是。这其实是流感病毒常规操作——抗原漂移。它不是突然变异成超级病毒，而是每年都会有点 小变化，导致我们去年打的疫苗、产生的抗体，今年可能防不住它了。 所以不是病毒变强了，而是它"换马甲"了。目前所有检出的病毒，都是已知的季节性流感毒株，没有新 发传染病，也没有未知病原体。 但我们仍然不能轻视它。流感和普通感冒，完全是两码事。 （原标题：流感季来袭！奥司他韦卖爆，流感药物备货能否跟上？｜财经早察） 病来如山倒，今年流感太折腾人！ 大家最近有没有感觉身边咳嗽发烧的人突然变多了？没错，2025年的流感季真的来了，而且来得又猛又 急。据叮当快药最新数据，11月15日至21日期间，奥司他韦全国销量同比激增237%，抗流感创新药玛 巴洛沙韦也增长了180%。 今天我们就来好好聊聊：这波流感到底有多严重？它和普通感冒有啥区别？我们普通人该怎么科学应 对？ 首先，这波流感，主角是谁？ 总统筹：陈晨星 执行统筹： 祝乃娟 监制：洪晓文 曾婷芳 主 ...

格隆汇11月27日丨ST诺泰(688076.SH)在互动平台表示，近期全国流感高发，公司奥司他韦生产线积极 有序组织生产，全力备货，以保障奥司他韦能够及时供应给患者。 ...

Core Viewpoint - The demand for respiratory disease-related medications and protective supplies has significantly increased as respiratory diseases like influenza and mycoplasma pneumonia enter a high incidence season in China [2][3]. Group 1: Market Demand and Supply - The China Disease Prevention and Control Center has reported an upward trend in influenza cases, with sentinel hospitals in southern provinces reporting a percentage of influenza-like cases at 6.7% and northern provinces at 7.0% during the 46th week of 2025, indicating an earlier onset of the flu season compared to previous years [2]. - The company, Lao Bai Xi Da Yao Fang, has leveraged its nationwide supply chain and store network to ensure stable supply and price stability for four categories of medications, including antiviral drugs, antipyretics, cough suppressants, and antibiotics, as well as protective supplies like masks [2][3]. Group 2: Sales Performance - Sales of antiviral medications such as Oseltamivir and Mabalaoshuai (Sufuda), as well as antibiotics like Amoxicillin and Azithromycin, have seen significant growth recently, particularly in November, with a notable increase in sales of flu medications [3]. - The company has implemented a supply guarantee plan in anticipation of seasonal demand fluctuations, which includes early forecasting, centralized procurement, and increased stock levels to ensure market supply stability [3]. Group 3: Health Recommendations - The China Disease Prevention and Control Center has noted an increase in reported influenza outbreaks, particularly among children aged 5 to 14, and has recommended health monitoring in key institutions such as schools and nursing homes [4]. - The company emphasizes the importance of following medical advice for flu prevention and treatment, including vaccination, medication adherence, mask-wearing, hand hygiene, and environmental disinfection [4].

Core Insights - The flu season is experiencing a significant increase in cases, leading to a surge in demand for antiviral medications and testing kits [1][2] - Home testing for flu is becoming popular, but the reliability of such tests can vary, especially in symptomatic patients [2][3] - Different antiviral medications are available, each with specific usage guidelines and target populations [4][5] Group 1: Flu Activity and Market Response - Flu activity has rapidly increased since November, with many regions reporting flu activity at or above epidemic levels, including 955 reported outbreaks from November 10 to 16 [1] - The positivity rate for flu virus in respiratory samples from sentinel hospitals has reached over 38% [1] - Sales of antiviral medications, particularly Oseltamivir and Baloxavir, have seen over a 200% increase in some areas, with some testing kits experiencing a tenfold increase in sales [2] Group 2: Home Testing and Reliability - Home testing kits for flu are available, but their reliability can be affected by factors such as the viral load in the patient and the accuracy of the testing method [2] - While positive results can confirm flu, negative results do not necessarily rule it out, especially in symptomatic individuals [2][3] Group 3: Antiviral Medications - The main antiviral drugs for flu include Oseltamivir and Baloxavir, with new domestic innovations also approved for use [4][5] - Oseltamivir is widely used and suitable for various populations, including pregnant women and young children, while Baloxavir requires only a single dose but is not recommended for pregnant or breastfeeding women due to limited data [5] - All antiviral medications are prescription drugs and should be used under medical guidance, especially for individuals with underlying health conditions [5][6]

Core Insights - The flu season in China is currently on the rise, with significant increases in flu activity levels reported, particularly in southern and northern provinces [4][5] - The Chinese antiviral flu medication market is experiencing rapid growth, with a market size of 10.74 billion yuan in 2023, reflecting a year-on-year increase of 197.51% [1] - The year 2025 is anticipated to be a pivotal year for domestic flu medications, with several new drugs expected to be approved and available for patients [1][8] Market Overview - The flu medication market in China is dominated by Oseltamivir, which holds over 80% market share, while new entrants like Baloxavir Marboxil are gaining traction due to better efficacy and convenience [2][8] - The market is projected to continue growing at a compound annual growth rate (CAGR) of 20.2% from 2024 to 2028, potentially reaching 26.9 billion yuan by 2028 [1] Drug Approval and Launches - Several new flu medications have been approved for market entry, including: - Masuravir Tablets by Qingfeng Pharmaceutical, approved in March 2025 - Baloxavir Marboxil Tablets by Zhongsheng Pharmaceutical, approved in May 2025 - Marseloxavir Tablets by Jichuan Pharmaceutical and Zhengxiang Pharmaceutical, approved in July 2025 [1][10] - The initial pricing for these new drugs is generally above 300 yuan, but prices have been reduced to compete in the market as the flu season approaches [10] Supply Chain and Demand Dynamics - There is a noted supply-demand imbalance during peak flu seasons, leading to shortages of key medications like Oseltamivir and Baloxavir Marboxil [7] - Companies like Roche and Zhongsheng Pharmaceutical are implementing strategies to ensure stable supply and meet the increased demand during the flu season [7] Competitive Landscape - Foreign pharmaceutical companies like Roche maintain a stronghold in the high-end market due to their technological advantages and brand influence, while domestic companies leverage cost advantages and local market knowledge to compete in the mid to low-end segments [11] - Domestic firms are encouraged to enhance R&D investments and innovate to meet specific market needs, such as developing pediatric formulations and low-dose options for the elderly [11]