据美团买药数据，截至11月24日，甲乙流呼吸道检测试剂销量11月环比增长超9倍，北京、沈阳、成 都、长春、哈尔滨、昆明、太原等城市增幅显著。最近一周（11月24日至30日），流感检测试剂订单量 周环比增长60%，其中，华东、华南区域城市用户需求涨幅较高。 京东买药秒送平台数据显示，11月24日至30日期间，流感检测试剂盒销量环比前7天提升337%。 中新经纬2日晚间在电商平台看到，阿里健康自营榜单检测试纸热卖榜统计了商品近30天销量及销售 额。榜单显示，排行前两位的产品销量分别超2万件与1万件。 转自：北京日报客户端 近期，多种呼吸道病原体同时流行，"带火"了居家检测。流感检测试剂盒热销，还有不少品牌推出多联 检测试剂盒。对于普通消费者来说，该怎么选？ 流感检测试剂盒销量大幅增长 家住华北地区的李玮（化名）近期出现持续咳嗽症状。她告诉中新经纬，因为不同的病毒感染在临床表 现上有相似之处，但对症药物会有所区别。为了精准用药，同时也避免医院就诊时"人挤人"，李玮选择 购入了流感检测试剂盒，先在家自测。 "之前有一次我发高烧，测出来是流感，就按照流感买特效药。这次用试剂盒没测出来流感，就不用吃 这方面的药，后来去医 ...

Core Insights - The sales of flu-related medications on JD's platform saw a significant increase of 242% week-on-week from November 24 to 30, with notable growth in Guangdong, Jiangsu, and Shanghai [1] Sales Performance - Specific medications experienced remarkable sales growth: - Suifuda increased by 230% - Kewai surged by 310% - Flu test kits rose by 337% - Children's flu medications grew by 298% [1] Search Trends - On December 1, the search volume for "Oseltamivir" on JD's app increased nearly 500 times compared to the same period last year - The search volume for "Mabalaosai" and "Suifuda" also saw significant increases of 184 times and 108 times, respectively [1] Revenue Growth - From November 23 to 30, the transaction value of flu medications increased 32 times year-on-year - Suifuda's transaction value grew over 70 times, while the transaction values for Tamiflu and Kewai increased by more than 40% [1]

Group 1 - The flu season has seen a significant increase in cases, with flu-related medication sales on JD's platform rising by 242% from November 24 to 30 compared to the previous week, particularly in Guangdong, Jiangsu, and Shanghai [1] - Specific medications such as Sufuda saw a 230% increase in sales, Kewai increased by 310%, and flu test kits surged by 337% during the same period [1] - The demand for antiviral medications has skyrocketed, with searches for Oseltamivir increasing nearly 500 times compared to last year, and sales of flu medications growing 32 times year-on-year [1] Group 2 - Several domestic antiviral drugs have been launched this year, with three key products debuting on JD Health: Mashu Lashawei on May 16, Angladiwei on June 27, and Masi Luoshawei on October 13 [2] - Sales of Mashu Lashawei increased by 60% week-on-week, while Angladiwei saw a growth of over 2.7 times, and Masi Luoshawei's sales surged over 10 times [2] - The trend of home rapid testing for flu has gained popularity, with a 79.2% increase in orders for respiratory virus testing and a positive detection rate of 71.5% [2] Group 3 - The influx of patients at offline hospitals has led to a peak in consultations, prompting JD Internet Hospital to establish a fever clinic and launch a flu consultation section on December 1 [2] - The online consultation service aims to alleviate pressure on physical hospitals and reduce the risk of cross-infection by providing 24-hour access to top-tier doctors for professional advice and medication guidance [2] - JD's integrated service model combines medical consultation, testing, and medication delivery, creating a closed-loop service for patients [2]

Core Insights - The recent monitoring indicates that China has entered a high incidence season for respiratory infectious diseases, with an overall upward trend in the epidemic, primarily driven by influenza viruses [1][2] - The stock market has seen a significant rise in the influenza concept sector, reaching a five-year high on November 14, 2023, and showing continued interest in related stocks [4][5] Group 1: Influenza Monitoring and Trends - The percentage of influenza-like cases has been continuously rising, with a national positive rate of 40.9% for influenza [2] - A total of 1,234 influenza-like case outbreaks were reported, an increase of 279 from the previous week, with schools seeing a rise in clustered outbreaks [2] - The demand for influenza testing kits has surged, with sales doubling in the last week, particularly in Beijing, Tianjin, and Hebei [2][3] Group 2: Stock Market Performance - The influenza concept index rose by 2.74% on October 31, followed by a cumulative increase of 5.37% in the first ten trading days of November, peaking at 1,659.53 points on November 14 [4] - As of December 1, the index closed at 1,574.18 points after a brief adjustment period [4] Group 3: Individual Stock Performance - Companies such as Haiwang Biological, Yue Wannianqing, and Tailong Pharmaceutical have seen significant stock price increases, with Haiwang Biological's stock rising over 52% since November 24 [5] - Yue Wannianqing's stock reached a peak of 26.47 yuan per share, marking a cumulative increase of 57.84% [5] - Tailong Pharmaceutical's stock saw a cumulative increase of 17.55%, reaching a historical high of 8.84 yuan per share [5] Group 4: Market Demand and Supply Chain Response - JD Health has formed an IVD brand alliance to meet the rising demand for testing kits and ensure stable product supply during peak periods [3] - The demand for antiviral medications has surged, with sales of Oseltamivir increasing by 4.5 times and Mavrirol increasing by 5 times in the week of November 17 to November 23 [3][6] - Analysts predict that the demand for cold medications in the fourth quarter will exceed market expectations, supported by the introduction of multi-detection products and convenient diagnostic tools [6]

另一方面，京东健康近期全网独家首发可威®奥司他韦颗粒15mg×18袋疗程装，精准聚焦儿童流感治疗 中"剂量不匹配、药品易浪费"的痛点。该规格基于5天标准疗程设计，可覆盖1岁以上、体重低于15kg儿 童的全周期用药，实现"一次购药、覆盖全疗程"，极大简化了家长的备药与用药流程，有效避免药品浪 费。首发以来，该产品日均成交额增速超100%，成为众多家庭流感备药的首选。 本文源自：智通财经网 智通财经获悉，京东健康(06618)早盘涨近4%，截至发稿，涨3.19%，报63港元，成交额1.49亿港元。 消息面上，近日，据动脉网报道，随着各地流感高峰到来，呼吸道传染病检测需求攀升，京东健康数据 显示流感检测试剂盒销量大增，多联检试剂盒成新趋势。为应对需求，京东健康联合品牌商家启动专项 保障机制，确保稳定供应不涨价。其医疗器械部门上月联合多家品牌及企业成立IVD品牌联盟，提前预 测需求，科学备货。同时，京东健康升级履约时效，部分地区最快半小时送达。 ...

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]

京东健康(06618)早盘涨近4%，截至发稿，涨3.19%，报63港元，成交额1.49亿港元。 另一方面，京东健康近期全网独家首发可威奥司他韦颗粒15mg×18袋疗程装，精准聚焦儿童流感治疗 中"剂量不匹配、药品易浪费"的痛点。该规格基于5天标准疗程设计，可覆盖1岁以上、体重低于15kg儿 童的全周期用药，实现"一次购药、覆盖全疗程"，极大简化了家长的备药与用药流程，有效避免药品浪 费。首发以来，该产品日均成交额增速超100%，成为众多家庭流感备药的首选。 消息面上，近日，据动脉网报道，随着各地流感高峰到来，呼吸道传染病检测需求攀升，京东健康数据 显示流感检测试剂盒销量大增，多联检试剂盒成新趋势。为应对需求，京东健康联合品牌商家启动专项 保障机制，确保稳定供应不涨价。其医疗器械部门上月联合多家品牌及企业成立IVD品牌联盟，提前预 测需求，科学备货。同时，京东健康升级履约时效，部分地区最快半小时送达。 ...

Core Insights - The demand for respiratory infectious disease testing is rising sharply as flu peaks arrive across various regions, with significant sales growth in flu test kits reported by JD Health [1] - JD Health has established a special guarantee mechanism in collaboration with brand merchants to ensure stable supply without price increases in response to the growing user demand [1] - Multi-detection test kits that can simultaneously test for influenza A, influenza B, COVID-19, and mycoplasma pneumonia have emerged as a new trend this year [1] Group 1 - JD Health has formed an IVD (in vitro diagnostics) brand alliance with multiple test kit brands and manufacturers to predict flu season demand and ensure stable product supply during peak periods [1] - The company has upgraded its fulfillment efficiency, enabling priority receipt and rapid shelving of flu test kits, with some regions able to achieve delivery in as fast as half an hour [1] Group 2 - JD Health offers a comprehensive solution for flu prevention and treatment through its unique "medical-testing-diagnosis-drug" closed-loop service capability, allowing users to consult with doctors online after receiving test results [2] - The company plans to continue monitoring respiratory disease trends and user demand changes, leveraging its supply chain and medical service resources to support early screening and family health management during the flu season [2]

Core Insights - The demand for respiratory infectious disease testing is surging as flu peaks arrive across various regions, with flu test kit sales doubling year-on-year, particularly in Beijing, Tianjin, and Hebei [1][2] - JD Health is leveraging its supply chain advantages to ensure stable supply and prevent price increases, having established a special guarantee mechanism in collaboration with brand merchants [1] - Multi-detection test kits that can simultaneously test for influenza A, influenza B, COVID-19, and mycoplasma pneumonia are emerging as a new trend to meet user needs for rapid diagnosis [1] Supply Chain and Logistics - JD Health has formed an IVD brand alliance with multiple test kit brands and manufacturers to predict flu season demand and ensure stable product supply during peak periods [1] - The company has upgraded its fulfillment efficiency, enabling priority receipt and rapid listing of flu test kits, with some regions like Beijing, Shanghai, Guangzhou, Tianjin, and Shenzhen offering delivery in as fast as 30 minutes [1][2] Healthcare Services - JD Health provides a comprehensive solution for flu prevention and treatment through its unique "medical-testing-diagnosis-drug" closed-loop service, allowing users to consult with doctors online after receiving test results [2] - The company emphasizes its commitment to monitoring respiratory disease trends and user demand, aiming to support early screening and detection for family health management during the flu season [2]

Core Insights - The demand for respiratory infectious disease testing is increasing as flu peaks arrive in various regions [1] - JD Health Medical Devices reported that the sales of flu test kits have doubled in the past week [1] Company Summary - JD Health Medical Devices has seen a significant surge in the sales of flu test kits, indicating a strong market response to the rising demand for testing [1] Industry Summary - The respiratory infectious disease testing market is experiencing heightened activity due to seasonal flu outbreaks, reflecting a broader trend in public health response [1]