瑞银的一份研究报告显示，DRAM供应短缺预计将持续至2027年第一季度，其中DDR4以及DDR5内存 条的需求程度料在这期间远远超供应增速。瑞银预计，在2025年第四季度，DDR系列热门产品的合约 定价可能环比大幅上涨35%，NAND闪存价格预计上涨20%，涨幅均超出此前预期;瑞银预计2026年第一 季度，DDR系列热门产品的合约定价料将进一步上涨40%，NAND价格料上涨20%。 （原标题：?新一轮流感来袭! 美国多地流感用药告急 奥司他韦紧缺程度堪比DDR内存条） 智通财经APP获悉，根据美国卫生系统药剂师协会(简称ASHP)周三发布的一项重磅统计数据，随着美 国因流感样症状就诊的医院门诊量达到二十多年来的最高水平，流感特效药物达菲(Tamiflu，也被称作 磷酸奥司他韦)目前在美国多个地区处于极度短缺状态。 不止美国，在全球范围，尤其是面临寒冬的地区，奥司他韦短缺程度甚至胜过DDR系列内存条。在北 美与欧洲的部分寒冷地区，患者端的紧迫性、药房端的补货难度和体感焦虑，甚至比买DDR系列 DRAM内存条产品还夸张。相比之下，奥司他韦式全球冬季流感时期的季节性严重短缺，而DDR内存 条则是"结构性供需错配"式 ...

证券日报网讯 1月7日，莱茵生物在互动平台回答投资者提问时表示，公司主要从事天然健康产品的生 产经营业务，专注于植物功能性成分的研发与生产，其中莽草酸产品是抗流感药物奥司他韦的生产原料 之一，目前该产品销量占公司营收比重较小。公司美国印州工厂聚焦天然甜味剂、部分功能性成分的生 产，目前海外业务生产经营正常。 （文章来源：证券日报） ...

Group 1: Healthcare Policy Changes - The new national medical insurance drug list has been implemented, adding 114 new drugs covering areas such as cancer, diabetes, and rare diseases [2] - A new batch of centralized procurement for 55 drugs will take place in February 2026, including medications for allergies, diabetes, and antiviral treatments [2] - The National Health Commission mandates that primary healthcare institutions must be equipped with at least five categories of antihypertensive drugs starting March 1, 2026 [3] Group 2: Maternal and Child Health Initiatives - From July 1, 2025, Jiangsu Province has implemented a "zero out-of-pocket" policy for hospital deliveries, with the aim to expand this benefit nationwide by 2026 [4] - The 2026 initiatives include increasing maternity subsidies, expanding coverage for flexible workers and migrant workers, and integrating suitable pain relief methods into medical insurance [4] Group 3: Long-term Care Insurance Developments - Long-term care insurance is currently focused on severely disabled individuals, with plans to include moderately disabled individuals by 2026 [6] - An action plan to enhance elderly care services will be launched, establishing geriatric departments in hospitals and extending care services to communities and homes [6] Group 4: Medical Service Accessibility and Efficiency - The medical imaging cloud platform will expand its cross-province data sharing capabilities, aiming for over 300 mutual recognition projects among medical institutions by the end of 2027 [8] - Starting January 1, 2026, all medical institutions must implement full collection and upload of drug traceability codes to combat illegal use of medical insurance funds [8]

Group 1: New Drug Policies - The new national medical insurance drug list has been implemented, adding 114 new drugs covering areas such as cancer, diabetes, and rare diseases [2] - A new batch of centralized procurement for 55 drugs will take place in February 2026, including medications for allergies, diabetes, and antiviral treatments [2] - The first version of the commercial insurance innovative drug directory has been released, providing 19 innovative drugs for reference in product design [2] Group 2: Maternal and Child Health - From July 1, 2025, Jiangsu province implemented a "zero out-of-pocket" policy for hospital deliveries, with the aim to expand this benefit nationwide by 2026 [4] - The 2026 initiatives include increasing maternity subsidies, expanding coverage for flexible workers and migrant workers, and incorporating suitable pain relief methods into medical insurance [4] - A series of measures are being introduced to support child health and development, including direct disbursement of maternity benefits to insured individuals [4] Group 3: Elderly Care and Long-term Insurance - Long-term care insurance is expanding to cover more individuals, with a focus on enhancing elderly care services starting in 2026 [6][7] - The initiative includes establishing geriatric departments in hospitals and extending care services to community and home settings [6] Group 4: Healthcare Accessibility and Insurance Fund Security - The medical imaging cloud platform will enhance the sharing of diagnostic data across provinces, aiming for over 300 mutual recognition projects by the end of 2027 [8] - The implementation of cross-province use of employee medical insurance accounts will be fully realized in 2026 [8] - A new drug traceability system will be enforced from January 1, 2026, to combat illegal activities related to medical insurance funds [8]

Group 1 - The core viewpoint of the article highlights the implementation of new healthcare policies in 2026 that will benefit the public, including the introduction of new drugs and medical services [2] - A total of 114 new drugs will be included in the national medical insurance drug list, covering areas such as cancer, diabetes, and rare diseases, with an additional 19 innovative drugs for commercial insurance [3] - The latest batch of centralized procurement for 55 drugs will take place in February 2026, including medications for allergies, diabetes, and antiviral treatments [3] Group 2 - From March 1, 2026, primary healthcare institutions are required to stock at least five categories of antihypertensive drugs to enhance medication accessibility [4] - The "zero out-of-pocket" policy for hospitalization during childbirth will expand nationwide, aiming for full coverage of eligible expenses by 2026 [5] - The long-term care insurance (LTCI) will transition from pilot programs to comprehensive coverage for all insured individuals, enhancing elderly care services [8] Group 3 - The medical insurance imaging cloud will facilitate the sharing of diagnostic imaging data, reducing the need for patients to carry physical records and minimizing repeated tests [9] - By 2026, the cross-province sharing of medical insurance accounts will be fully implemented, along with advancements in payment methods to reduce hospital wait times [11] - All medical institutions will be required to upload drug traceability codes starting January 1, 2026, to combat illegal activities related to medical insurance funds [11]

2025流感季，奥司他韦在多款新型抗流感药中仍稳居首选， 凭借价格亲民、适用人群广、指南权威推荐及供应可及性强的 优势，获市场与患者广泛认可。 作者：何欢 封图：图片资料室 2025年12月，流感高峰季的儿科诊室里，带着孩子前来就诊的家长排起了长队。不少医生诊断 后，在处方单上写下熟悉的药名：奥司他韦。 北京佑安医院感染综合科主任医师李侗曾表示，奥司他韦价格便宜，最大优点是适合人群广。 12月24日，北京朝阳的年轻人李雯突然发烧38度，伴有全身无力，她赶紧用家里备着的抗原试剂 盒检测，确认"中招"后立即打开美团买药搜索奥司他韦——得流感越早服药效果越好。 李雯下单了一盒东阳光药生产的奥司他韦（"可威"）。当天连续服下两粒后，高热渐渐退了。 低价优质，奥司他韦的亲民竞争力 流感每年均导致死亡病例。据中国疾控中心法定传染病监测数据，2025年11月，全国共报告法定 传染病540万例，死亡2160人，其中流感致死4人。 "流感病毒感染后引发的严重并发症是足以危及生命的。"北京市朝阳医院呼吸与危重症医学科主 任医师郭兮恒提醒大家通过接种流感疫苗和及时服用抗病毒药物应对流感。如果确诊为流感，应尽 早治疗，抗病毒药物在流 ...

[话筒]二是症状一好就停药。抗病毒药需要吃够疗程才能把病毒压下去，擅自停药等于给病毒"留活 路"。 [话筒]三是多种药叠加吃。很多复方感冒药里含有对乙酰氨基酚（退烧药成分），再额外吃退烧药容易 过量。药物过量会加重肝肾负担，严重时可能引发中毒。 【注意！#流感用药3大误区请绕行#】#感冒药退烧药抗病毒药别一起吃# [话筒]另外，奥司他韦、玛巴洛沙韦等抗病毒药的作用是抑制病毒复制，不是直接杀死病毒，出现症状 48小时内是用药的黄金窗口期，早用比多用更重要。（人民日报） [话筒]一是发烧就用抗生素。流感是病毒引起的，抗生素只针对细菌，对病毒没用。 ...

其实，流感和普通感冒不是一回事，用药自然不能一概而论。 感冒了，要不要用点头孢消炎？抗病毒药能直接吃吗？流感季，这样的疑问每天都能听到很多。不少人 把流感当普通感冒治，要么乱用药，要么硬扛着，殊不知，两者都可能有麻烦。 另外，奥司他韦、玛巴洛沙韦等抗病毒药的作用是抑制病毒复制，不是直接杀死病毒，出现症状48小时 内是用药的黄金窗口期，早用比多用更重要。 还有些常见的用药误区，可能加重病情、伤身体，一定要避开。 一是发烧就用抗生素。流感是病毒引起的，抗生素只针对细菌，对病毒没用。滥用抗生素不仅治不好流 感，还会让细菌产生耐药性——如果下次真的细菌感染了，再用这些药可能就不管用了，相当于给自己 留了健康隐患。 二是症状一好就停药。抗病毒药需要吃够疗程才能把病毒压下去，比如奥司他韦得连吃5天，哪怕2天就 退烧，也得吃完。擅自停药等于给病毒"留活路"，不仅容易复发，还可能让病毒产生耐药性，以后再得 流感就更难治了。 三是多种药叠加吃。为了快速缓解症状，有人把感冒药、退烧药、抗病毒药一起吃，这是最危险的做 法。很多复方感冒药里含有对乙酰氨基酚（退烧药成分），再额外吃退烧药容易过量。药物过量会加重 肝肾负担，严重时可能引 ...

Core Viewpoint - The article highlights the low flu vaccine uptake in China, driven by widespread vaccine hesitancy among the population, including healthcare professionals, despite the availability of free vaccines for vulnerable groups [1][6][14]. Group 1: Vaccine Market Dynamics - The three main companies relying on flu vaccine sales in China are Hualan Biological (10.7 billion), Zhonghui Biological (2.6 billion), and Jindike (808 million), with a combined annual sales of approximately 14 billion [3]. - In contrast, the leading flu medication company, Dongyangguang Pharmaceutical, reported annual sales of around 26 billion for its flu drug Oseltamivir [3]. - The article notes a significant disparity between the sales of flu vaccines and flu medications, with the latter being preferred by consumers due to immediate symptom relief [3][13]. Group 2: Reasons for Vaccine Hesitancy - Vaccine hesitancy is attributed to several factors, including doubts about vaccine effectiveness and safety, as well as a lack of awareness regarding the severity of flu [9][10]. - Many individuals, including healthcare workers, express skepticism about the flu vaccine's ability to prevent infection, leading them to rely on medications instead [9][10]. - A study indicated that over half of social media users exhibit flu vaccine hesitancy, primarily due to distrust in vaccine efficacy and safety [10][11]. Group 3: Public Health Implications - The low flu vaccine uptake has resulted in significant public health concerns, with over 200,000 excess deaths related to flu annually in China [14]. - The Chinese flu vaccine uptake rate remains around 3%, which is significantly lower than global averages, highlighting the urgent need for improved public health strategies [14][16]. - Recent initiatives by health authorities aim to enhance vaccine accessibility and encourage healthcare workers to lead by example in promoting flu vaccination [16].

即使年年"中招"，冯雪也没带儿子接种过流感疫苗。她知道流感疫苗价格不高，但她对疫苗的有效性和 安全性持怀疑态度。 经济观察报 记者 张铃 12月中旬，在南方一家三甲医院工作的医生冯雪带着6岁儿子去游乐场玩，回家后儿子就开始不舒服。 他先是突然高热，烧到39度，接着开始干咳，伴有全身无力、食欲不振、嗜睡等症状。 在医院工作时，冯雪经常收治流感病人，知道近期正处于流感感染高峰期。根据症状，她判断儿子这次 不是普通感冒，而是流感。她立马在网上花200多元下单了一盒玛巴洛沙韦（速福达）。 在中国，收入主要依靠流感疫苗的三家企业为华兰疫苗（301207）（301207.SZ）、中慧生物 （02627.HK）、金迪克（688670.SH），流感药市场份额最高的企业为东阳光（600673）药 （06887.HK）。据2024年财报数据，前述三家疫苗企业的流感疫苗年销售额分别为10.7亿元、2.6亿 元、8080万元，合计约14亿元，而东阳光药的流感药奥司他韦年销售额约26亿元。罗氏研发的进口流感 药物玛巴洛沙韦虽售价高达约200元一盒，2024年也卖出超7亿元。 为什么流感疫苗和流感药会呈现出冰火两重天的景象？多位疫苗行业 ...