以下文章来源于36氪Pro ，作者胡香赟 海若镜 36氪Pro . 36氪旗下官方账号。深度、前瞻，为1%的人捕捉商业先机。 流感特效药， 开始卷"一次服用管全程"。 文 ｜ 胡香赟 编辑 ｜ 海若镜 来源｜ 36氪pro（ID：krkrpro） 封面来源 ｜ pexels "中招了。" 11月中旬的一个早上，上海白领阿良醒来就觉得自己嗓子发紧、浑身无力。还不到中午，她开始隐隐感受到发烧的迹象，和前些天刚好的风寒感冒"完全 不是一个感觉"。阿良随即意识到，自己大概率是感染了流感。 2025年冬天，流感季整体提前了将近1个月。国家疾控局在11月10日的新闻发布会上表示，国内的总体流感活动"处于上升阶段"，今年秋冬流感高峰可能 会出现在12月中下旬至明年1月初。 大众层面，流感药需求也集中井喷。 美团买药提供数据显示，11月前两周，甲流乙流特效药的整体订单量环比增长超过1倍。 尤其是在哈尔滨、呼和浩 特、太原等北方城市，订单量增长超过150%。 品类上，"经典老药"和创新药都有显著增长，如美团买药上的磷酸奥司他韦颗粒订单增长整体超过了85%；玛巴洛沙韦增长超110%。此外，今年以来， 随着多款新机制的国产流感新药 ...

Core Viewpoint - Recent data indicates a significant rise in influenza activity in China, with the flu season entering a rapid escalation phase, prompting healthcare professionals to recommend early antiviral treatment for patients [1][2][3]. Group 1: Influenza Activity Trends - The latest report from the Chinese Center for Disease Control and Prevention shows an increase in influenza activity, particularly in southern provinces, with the percentage of influenza-like illness (ILI) cases reported at 4.6%, up from 4.1% the previous week, and higher than the same period in 2022 and 2024 [2]. - Northern provinces reported an ILI percentage of 5.1%, significantly higher than the previous week (3.7%) and the same period in previous years [2]. - A total of 347 influenza-like illness outbreaks were reported nationwide, with the majority being A(H3N2) strains [2]. Group 2: Treatment Recommendations - Healthcare professionals emphasize the importance of early antiviral treatment within 48 hours of symptom onset, with oseltamivir being the preferred choice for pediatric and immunocompromised patients [4]. - Oseltamivir is currently the only oral medication approved for flu prevention in high-risk groups, requiring administration within 48 hours of exposure [4]. Group 3: Market Dynamics and Drug Approvals - The National Medical Products Administration has approved over 120 registrations for oseltamivir, with companies like Dongyang Sunshine Pharmaceutical holding a significant market share of over 70% in the oseltamivir market [4][5]. - The recent surge in flu cases has led to increased sales of antiviral medications, with companies implementing measures to ensure continuous production [5]. - Several new RNA polymerase inhibitors have been approved, including Marbofloxacin and Favipiravir, expanding treatment options for influenza [6][7]. Group 4: Supply and Demand for Antiviral Medications - Roche reported a significant increase in demand for its antiviral drug, Marbofloxacin, leading to supply pressures, with production ramped up to meet the needs of the flu season [6][7]. - Domestic companies are also advancing their antiviral products, with several new drugs entering the market and participating in national health insurance negotiations [8][9].