11月以来，全国整体进入流感流行季。 据央视新闻消息，在国家疾控局11月10日举行的新闻发布会上，中国疾病预防控制中心病毒病所研究员 王大燕介绍，预计今年秋冬季我国流感疫情高峰可能出现在12月中下旬和1月初。 电商平台中，部分流感药已悄悄降价，意图抢占市场。11月13日，新京报贝壳财经记者在京东大药房看 到，20mg2片规格的伊速达显示原价320元，自11月3日零点起，到手价为196元。 同类竞品中，2024年流感季曾爆火的速福达，40mg1片装售价210元/盒。0.2g15片的安睿威标价则为179 元/盒；40mg2片规格的济可舒，标价为320元/盒。 凭借"单剂量给药"的便捷性，此前，速福达一度成为市场新宠，搅动传统流感药市场格局。不过，2025 年，多款国产流感创新药密集上市，曾经一盒难求的"流感神药"正被包围。 曾抢手的"流感神药"，药店供应充足 "去年来问的人特别多，一到货就卖得特别快，今年也有很多人咨询，目前还都有货。"11月17日，当问 及速福达的供应情况，北京市通州区一家药店的店员对新京报贝壳财经记者表示。 当天，新京报贝壳财经记者走访多家药店了解到，速福达目前供应充足，线下药店售价在239元 ...

Core Viewpoint - The flu season in China is expected to peak in mid to late December and early January, leading to increased competition among flu medication manufacturers as prices drop to capture market share [5][8]. Group 1: Market Dynamics - Some flu medications have seen price reductions on e-commerce platforms, with the price of 20mg of Isodax dropping from 320 yuan to 196 yuan since November 3 [6]. - The market for flu medications is becoming increasingly competitive, with several new domestic flu drugs set to launch in 2025, challenging the previously dominant "miracle drug" status of Sufuda [8][23]. - Sufuda, a product of Roche, was initially priced at 498 yuan per box before being included in the national medical insurance directory, which reduced its price to 222.36 yuan [14]. Group 2: Supply and Demand - Sufuda is currently in ample supply, with prices in physical pharmacies ranging from 239 yuan to 258 yuan per box, and no immediate price adjustments are anticipated [10]. - The demand for Sufuda remains high, with reports indicating that it sells out quickly during peak seasons [9]. Group 3: Competitive Landscape - Oseltamivir, a traditional flu antiviral, holds over 80% market share in China's flu medication market, with prices significantly reduced due to increased competition and centralized procurement [16][19]. - The lowest bid price for Oseltamivir capsules has dropped to less than 1 yuan per capsule, marking an 85% decrease from previous prices [21]. - New domestic flu drugs, such as Isodax and Anruwei, are entering the market, aiming to capture a share of the growing demand for flu treatments [24][30]. Group 4: Regulatory Developments - The National Medical Products Administration has accepted new drug applications for several flu medications, indicating a proactive approach by domestic companies to expand their product offerings [28]. - Companies are also working to include their products in the medical insurance directory to enhance accessibility for patients [30][31].