近段时间，随着全国多地进入流感高发期，流感相关药品、检测和线上问诊需求量呈现爆发式的增长。 受此影响，A股市场医药股大幅增长，医药商业、化学制药、流感、创新药等方向领涨。 | | 板块名称 | 米帽� | 涨停数 | 张家数 | | --- | --- | --- | --- | --- | | 1 | 医药商业 | +3.18% | ર | 28 | | 2 | 同花顺果指数 | +3.13% | 0 | 19 | | 3 | 赛马概念 | +2.58% | 1 | ঘ | | 4 | 能源金属 | +2.57% | 0 | 11 | | 5 | 共封装光学[CPO] +2.43% | | 2 | 101 | | 6 | 海南 | +2.11% | 2 | 20 | | 7 | 海南自贸区 | +2.03% | 2 | 22 | | 8 | 细胞免疫治疗 | +2.01% | 1 | 54 | | ਰੇ | 化学制药 | +1.97% | ঘ | 144 | | | 10 医药电商 | +1.92% | ਰੇ | CHEFE | 其中，抗流感概念股中，粤万年青、华人健康20cm涨停，金迪克涨超14%，海南海 ...

近期，全国流感活动显著增强，已进入快速上升期，多数省份达到中流行水平，个别省份甚至呈现高流 行水平，当前流行优势毒株为甲型H3N2亚型。面对此波流行，药企积极响应，今年多款国产抗流感创 新药密集获批上市，包括众生药业的昂拉地韦片（安睿威）、青峰医药的玛舒拉沙韦片（伊速达）以及 济川药业的玛硒洛沙韦片（济可舒）等，2025年因此被视为"国产流感创新药元年"，为市场带来了更多 治疗选择。 市场数据显示流感相关产品需求呈现爆发式增长，平台如京东买药报告奥司他韦销量环比增长4.5倍， 速福达（玛巴洛沙韦）增长5倍，流感检测试剂增长也接近5倍。资本市场上，抗流感概念股表现活跃， 多家公司股价均有显著上涨，反映出市场对流感防治领域的高度关注，多家上市公司表示其流感相关产 品生产销售正常，供应渠道畅通，以保障市场需求。 目前药企应对流感情况如何？各家公司是否推出新产品应对流感？流感相关产品销售情况怎样？全景为 您精选来自上市公司最真实的声音。（以下内容均摘自深交所互动易、上证e互动、上市公司公告等） 如何处理好有的地区疫苗缺货问题？有些地方却没有卖出去退货的问题？ 传闻纷飞，严谨求证， 掌握权威、真实的声音。 华兰生物 [ ...

Core Insights - The recent increase in flu activity across multiple provinces in China has led to a surge in demand for domestic innovative flu medications, marking a shift from reliance on imported drugs [1][2] - 2025 is anticipated to be a pivotal year for domestic flu innovative drugs, reflecting the continuous improvement in China's pharmaceutical innovation capabilities [1] - Several domestic flu innovative drugs have been approved for market entry this year, indicating a growing trend in local pharmaceutical development [1][2] Domestic Innovative Drugs Approval - In March, Jiangxi Kairui Pharmaceutical's "Yisuda" (Mashu Lashawei Tablets) was approved [1] - In May, Guangdong Zhongsheng Pharmaceutical's "Anruiwei" (Angladiwei Tablets) received approval [1] - In July, Jichuan Pharmaceutical and Nanjing Zhengxiang's "Maxiluo Lashawei Tablets" was also approved [1] Market Dynamics and Future Outlook - Health Yuan Pharmaceutical's "Mapasihai Capsules" is in the final review stage, aiming for a launch before the peak flu season [2] - The market for flu medications has historically been dominated by imported drugs, with Oseltamivir holding over 80% market share; the introduction of domestic drugs is expected to change this landscape [2] - Companies are enhancing awareness of their products among healthcare professionals and the public, focusing on innovative marketing strategies [2][3] Policy Support for Innovation - The Chinese government has implemented measures to support the development of innovative drugs, including increased funding and integration into health insurance systems [3] - The measures aim to facilitate the research, approval, and clinical application of innovative drugs, promoting a comprehensive support system for domestic pharmaceutical innovation [3] - There is a strong intent among domestic companies to enter health insurance schemes, which could lead to reduced drug prices and further market penetration [3]

Core Insights - The article highlights the rise of domestic innovative flu medications in China, marking 2025 as a significant year for the industry, with a notable increase in flu activity reported in southern and northern provinces [1][2]. Group 1: Market Developments - A total of 347 flu-like outbreak cases were reported nationwide as of November 2, 2025, indicating a growing demand for flu medications [1]. - Several domestic innovative flu drugs have been approved this year, including "Yisuda" (Marshularsavir Tablets) and "Anruiwei" (Angladiwe Tablets), which were launched in March and May respectively [1][2]. - The innovative drug "Makexiluo Savir Tablets" was approved in July through a collaboration between Hubei Jichuan Pharmaceutical and Nanjing Zhengxiang Pharmaceutical [2]. Group 2: Industry Trends - Domestic pharmaceutical companies are actively enhancing awareness among healthcare professionals and the public regarding the characteristics of their products, indicating progress in commercialization [2]. - The market share of imported flu medications, particularly Oseltamivir, which previously dominated with over 80%, is expected to be challenged by the new domestic offerings [2][4]. Group 3: Policy Support - The development of domestic innovative drugs is supported by government policies, including measures from the National Healthcare Security Administration and the National Health Commission aimed at promoting high-quality development of innovative drugs [3]. - The policies focus on increasing support for R&D, facilitating access to basic medical insurance, and enhancing clinical application and payment capabilities for innovative drugs [3]. Group 4: Future Outlook - There is a strong intention among domestic innovative flu drug manufacturers to enter the medical insurance system, which could lead to price reductions if negotiations are successful [4]. - The rapid development of innovative flu medications is seen as a significant step for China's pharmaceutical industry, which is also expanding into other therapeutic areas such as oncology and infectious diseases [4].

Core Viewpoint - Zhongsheng Pharmaceutical (002317.SZ) announced that its subsidiary, Guangdong Zhongsheng Ruichuang Biotechnology Co., Ltd., received approval from the Medical Ethics Committee of Beijing Children's Hospital for a clinical research project to conduct a Phase III clinical trial of the innovative drug Anladiwei granules for the treatment of uncomplicated influenza A in children aged 2 to 11 years [1] Group 1 - The clinical trial is a multicenter, randomized, double-blind, positive-controlled study [1] - Anladiwei tablets (brand name: Anruiwei) are the world's first innovative drug targeting the PB2 subunit of the RNA polymerase of the influenza A virus [1] - The drug is designed for the treatment of uncomplicated influenza A in adults and is characterized by rapid action, strong efficacy, and low resistance [1] Group 2 - Anladiwei was approved for market launch by the National Medical Products Administration in May 2025 [1]

Core Insights - Nanjing Zhengxiang Pharmaceutical's new flu drug, Jikeshou (Maseiluo Shave Tablets), has been approved by the National Medical Products Administration (NMPA) for treating adult uncomplicated influenza, marking a significant advancement in antiviral treatments [1][2] - The flu remains a major public health issue globally, with prevalent strains including H1N1, H3N2, and various B virus lineages [1] - The market for antiviral drugs in China is expected to grow significantly, with projections estimating a market size of 11.6 billion yuan by 2030 [4] Company Developments - Zhengxiang Pharmaceutical's Jikeshou is a new generation PA inhibitor targeting flu virus RNA polymerase, demonstrating prolonged antiviral activity [2] - Other companies, such as Guangdong Zhongsheng Pharmaceutical and Qingfeng Pharmaceutical Group, have also launched new antiviral drugs, including Angladiwei and Mashulashave, which target different mechanisms of flu virus replication [2] Market Trends - The antiviral drug market in China is experiencing a shift from traditional neuraminidase inhibitors, like Oseltamivir, which currently holds over 80% market share, to RNA polymerase inhibitors, which are gaining traction [4] - The domestic flu drug market exceeded 10 billion yuan in 2023, with significant growth observed in sales of newer drugs like Mabalosave, which increased from 70 million yuan in 2022 to 630 million yuan in 2023 [4] - The competitive landscape is evolving, with potential price wars emerging as new entrants challenge established products, although differentiation in efficacy and safety may mitigate risks of homogenization [4]

Group 1: Basic Information - The surveyed company is Zhongshan Biologics Co., Ltd., belonging to the traditional Chinese medicine industry. The survey was conducted on July 17, 2025, and the company's receptionists included the board secretary, the president of Zhongrui Innovation, and the securities business manager [8]. - Participating survey institutions include Zheshang Securities Co., Ltd., Tianfeng Securities Co., Ltd., Caitong (a fund management company), Beijing Dingsa Investment Co., Ltd., and individual investors [2][9]. Group 2: R & D Pipeline Layout - The company has established a multi - mode R & D ecosystem, focusing on metabolic and respiratory diseases. It has 2 approved innovative drugs and multiple projects in clinical trials [14]. - In the metabolic disease R & D pipeline, ZSP1601 tablets for MASH are in Phase IIb clinical trials, and RAY1225 injection for T2DM and obesity/overweight has completed Phase II trials and is entering Phase III [14][15]. - In the respiratory disease R & D pipeline, Lairetrievir tablets have been approved and included in the national medical insurance, and Angladivir tablets have been approved in May 2025. Angladivir granules have obtained Phase II clinical trial top - line data [15][16]. Group 3: RAY1225 Injection Phase II Clinical Trial Results - RAY1225 injection has dual - receptor agonistic activity. Its Phase II trials for obesity/overweight and T2DM patients reached the primary endpoints [17]. - In the REBUILDING - 1 trial for obesity/overweight patients, 3mg, 6mg, and 9mg groups showed dose - dependent weight loss, with better results than the placebo group and numerically higher weight - loss达标 rates than Tirzepatide [17][18]. - In the SHINING - 1 trial for T2DM patients, 3mg, 6mg, and 9mg groups showed dose - dependent reduction in HbA1c, with better results than the placebo group and numerically higher glycemic - control达标 rates than Tirzepatide [20][21]. - RAY1225 injection has significant comprehensive advantages in improving cardiovascular - kidney - metabolic indicators and has good safety [22]. Group 4: Angladivir Project R & D Status - Angladivir tablets were approved in May 2025, with better efficacy than the placebo and Oseltamivir in clinical trials, and strong inhibitory effects on various influenza virus strains [24]. - Angladivir granules for 2 - 17 - year - old patients with influenza A have obtained Phase II clinical trial top - line data, showing positive efficacy and good safety [25][26]. Group 5: Marketing Plan for Angladivir Tablets - The company deepens marketing innovation in three dimensions: academic ecosystem construction, data - service upgrade, and key project implementation [27]. Group 6: R & D Investment - The company's annual R & D investment has exceeded 8% of its revenue for many years, and over 10% in the past three years. It will continue to invest in R & D to build a diversified R & D matrix [27][28]. Group 7: Overseas Progress of Innovative Drugs - The company values overseas market opportunities for innovative drugs and will seek international cooperation to create long - term value [28].

Core Viewpoint - The approval of Angladevir tablets marks a significant breakthrough for the company in the innovative drug sector, with potential for rapid market penetration in the billion-level influenza market [2][3]. Group 1: Product Approval and Clinical Data - Angladevir tablets, developed by the company's subsidiary, have received approval from the National Medical Products Administration for the treatment of adult uncomplicated influenza [1]. - The Phase III clinical trial results indicate that Angladevir significantly outperformed the placebo group in key endpoints, including the time to relief of seven influenza symptoms [2]. - The company is also developing a granule formulation of Angladevir for children and adolescents aged 2-17, with promising Phase II trial results showing shorter symptom relief times compared to adult data [2]. Group 2: Market Potential - The influenza drug market in China exceeded 10 billion yuan in 2023 and is projected to reach 22.39 billion yuan by 2027 [3]. - Current leading antiviral drugs include Oseltamivir and Marbofloxacin, with Oseltamivir sales exceeding 8 billion yuan in 2023 [3]. - Angladevir, as a PB2-targeting RNA polymerase inhibitor, shows superior efficacy against various influenza strains compared to existing treatments, including those resistant to Oseltamivir and Marbofloxacin [3]. Group 3: Financial Forecast - The company anticipates accelerated revenue growth following the commercialization of Angladevir, projecting revenues of 2.765 billion yuan, 3.216 billion yuan, and 3.774 billion yuan for 2025-2027 [9]. - Expected net profits for the same period are 300 million yuan, 391 million yuan, and 517 million yuan, with corresponding EPS of 0.35 yuan, 0.46 yuan, and 0.61 yuan [9].