格隆汇11月26日｜有投资者在互动平台向ST诺泰（维权）公司提问：公司有生产和销售抗病毒流感药 物吗？如有销量怎么样？ ST诺泰回复称，公司目前已取得磷酸奥司他韦胶囊、磷酸奥司他韦颗粒、磷酸奥司他韦干混悬剂三个 剂型的药品注册证书，具体您可查阅公司已披露的《关于自愿披露磷酸奥司他韦胶囊获得药品注册证书 的公告》（公告编号：2022-032）《关于自愿披露磷酸奥司他韦颗粒获得药品注册证书的公告》（公告 编号：2024-036）《关于自愿披露磷酸奥司他韦干混悬剂获得药品注册证书的公告》（公告编号： 2024-080），公司会在年报中披露相关产品的销售情况。 ...

（来源：V观财报） 流感高发季节，相关药物需求攀升，抗流感概念股持续走高。 抗流感概念股起飞 | 分制 BE 1分 5分 15分 30分 60分 日 刷 月 更8 | F9 更少 盛加 九時 開後 工學 (2) 20 | 流感指数 | 1953.68 +37.14 | 1953.68 张庆 37.15(1.94%) 威交会副 149万 | 884775[治療師] 11:30 食 | 2025/11/26 | 1973-49 | 中 | 884775 | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | - ...

Core Viewpoint - The flu-related stocks in the A-share market are experiencing significant activity, driven by a surge in demand for flu medications and testing services as the flu season peaks in various regions of China [1] Group 1: Stock Performance - Yue Wannianqing saw a rise of over 16%, while Kangzhi Pharmaceutical increased by over 12%, and Hainan Haiyao and Peking University Pharmaceutical achieved consecutive gains [1] - The stock performance of flu-related companies indicates a strong market response, with notable increases in share prices for several firms [2] Group 2: Market Demand - Demand for flu-related medications and online consultations has surged, particularly in Northeast, North China, and Northwest regions, with Southern cities also experiencing rapid growth [1] - Orders for specific antiviral medications have more than doubled since November, with Mabalosavir tablets increasing by over 110% and Oseltamivir phosphate granules by over 85% compared to the previous month [1] Group 3: Consumer Behavior - Data from Alibaba Health shows a significant increase in the attention and purchase volume of flu medications over the past two weeks, with a more than 500% increase in the number of buyers for antiviral drugs [1] - Mabalosavir has shown exceptional growth, with a 600% increase in the number of purchasers, indicating heightened consumer awareness regarding flu prevention and treatment [1]

Core Viewpoint - The flu-related stocks in the A-share market are experiencing significant activity, driven by a surge in demand for flu medications and testing, particularly in northern regions of China [1] Group 1: Market Activity - Flu concept stocks are active, with notable increases in share prices: Yue Wannianqing up over 16%, Kangzhi Pharmaceutical up over 12%, and Hainan Haiyao and Peking University Pharmaceutical achieving consecutive gains [1] - The demand for flu-related medications and online consultations has risen sharply, with a more than 100% increase in orders for specific antiviral drugs since November [1] Group 2: Sales Data - Orders for the antiviral drug Mabalosavir have increased by over 110% compared to the previous month, while orders for Oseltamivir phosphate granules have risen by over 85% [1] - The sales of flu testing kits have shown a month-on-month increase of over 900% [1] Group 3: Consumer Behavior - Data from Alibaba Health indicates a significant rise in the attention and purchase volume of flu season medications, with a more than 500% increase in the number of buyers for antiviral drugs [1] - Mabalosavir stands out with a purchase increase of over 600%, while the number of buyers for antiviral oral solutions has risen by 50% [1]

本报讯(记者梁傲男)11月25日，记者从美团买药了解到，流感相关药品、检测和线上问诊需求量持续上 涨。其中，东北、华北和西北率先迎来高峰，西南、华南等南方城市处于快速上升阶段。药品需求方 面，11月以来甲乙流特效药订单量环比增长超1倍，其中玛巴洛沙韦片环比增长超110%，磷酸奥司他韦 颗粒较上月增长超85%。 检测端也呈现出显著增长趋势，甲乙流呼吸道检测试剂销量月环比增长超9倍，居家快检服务连续六周 订单量周环比上涨超30%，反映出公众对精准诊疗的迫切需求。 去年，"速福达"曾在流感季引发了一波购药狂潮，一度出现断货现象。"今年流感季虽起跳较早，但 检、医、药相关产品和服务供给充足，可充分满足用户即时需求。"美团买药相关负责人表示，恐慌性 囤药易造成浪费，理性应对、精准防治，正成为这个流感季的健康共识。 在检测服务方面，平台可提供呼吸道病毒抗原检测和核酸检测等多样化服务，帮助用户快速明确病因。 10月初，平台与英诺特、万孚健康、复星诊断等6家知名医疗器械品牌达成深度合作，加强流感抗原检 测产品备货、供货，目前甲乙流检测试剂覆盖率近90%。此外，居家快检服务从7城增至13城，其中8个 重点城市在近期流感高发季运 ...

记者从美团买药了解到，近期流感相关药品、检测和线上问诊需求量持续上涨。其中，东北、华北和西 北率先迎来高峰，西南、华南等南方城市处于快速上升阶段。11月以来甲乙流特效药订单量增长超1 倍，其中玛巴洛沙韦片较上月增长超110%，磷酸奥司他韦颗粒较上月增长超85%。检测端也呈现出 显著增长趋势，甲乙流呼吸道检测试剂销量月环比增长超9倍。 记者｜陆涵之 编辑 ｜ 钉钉 ...

Core Insights - The demand for flu-related medications, testing, and online consultations has significantly increased recently, particularly in Northeast, North China, and Northwest regions, with Southern cities like Southwest and South China also experiencing rapid growth [1] Group 1: Demand Trends - Orders for specific flu antiviral medications have more than doubled since November, with Mabalosavir tablets increasing over 110% compared to the previous month and Oseltamivir phosphate granules rising over 85% [1] - The sales of respiratory test kits for flu have shown a remarkable increase, with a month-on-month growth exceeding 9 times [1]

11月25日，A股市场震荡拉升，创业板指涨近2%。从板块来看，抗流感概念股大幅拉升，金迪克20CM 涨停，新华制药，特一药业，广济药业，海南海药，北大医药涨停，康芝药业，华兰疫苗，亨迪药业， 南新制药涨超10%，一品红，拓新药业，众生药业，粤万年青等个股跟涨。 （原标题：北京奥司他韦近7天销量暴涨237%！抗流感概念股批量涨停） （声明：文章内容仅供参考，不构成投资建议。投资者据此操作，风险自担。） 光大证券表示，近期流感疫情上升态势明显，可能引发社会公众和市场关注度的提升，从而带动防治和 检测流感产品的需求增长。建议关注流感疫苗、病毒检测、感冒药与特效药等方面的投资机会，此外也 建议关注血制品等应对复杂态势的防疫手段。 据央广网报道，11月以来，全国流感活动快速上升，北京已迈入呼吸道传染病高发期。有数据显示，奥 司他韦近7天销量暴涨237%，速福达（玛巴洛沙韦）涨幅达180%，美团买药平台数据更显示，11月以 来北京甲乙流特效药环比增长超130%，其中速福达增长超110%，磷酸奥司他韦颗粒增长超85%。 ...

A 天天基金 链接您与财富 美版材梳理 7 3 = 近期,随着各省份逐渐入冬,全国多地流感活动进入上升期。 机构表示,秋冬季流感高峰到来,有望带动流感疫苗、呼吸 道检测、流感用药、用药终端等细分方向的需求增长。 | 流感疫苗 | 检测服务 | | | --- | --- | --- | | 华兰疫苗 | 仁度生物 九安医疗 | | | 华兰生物 | 达安基因 | 万孚生物 | | 百克生物 | 圣湘生物 | 之江生物 | | 金迪克 | 东方生物 | 英诺特 | | 零售药店 | 流感用药 | | | 益丰药房 | 众生药业 | 华润三九 | | 漱玉平民 | 济川药业 | 特一药业 | | ##十 | NING W | 左阳斗左 | | 八学师 | NAREN THE SEY | | | --- | --- | --- | | -心草 | 方盛制药 | 金石亚药 | | 老百姓 | 健康元 | 自玄山 | | 健之佳 | 康恩贝 | HE | | 基金名称 | 近1年收益 | 成立来收益 | | --- | --- | --- | | 安信医药健康股票A | 51.37% | 49.70% | | 前海开源 ...

A 天天基金 链接您与财富 美版材梳理 7 3 = 近期,随着各省份逐渐入冬,全国多地流感活动进入上升期。 机构表示,秋冬季流感高峰到来,有望带动流感疫苗、呼吸 道检测、流感用药、用药终端等细分方向的需求增长。 | 流感疫苗 | 检测服务 | | | --- | --- | --- | | 华兰疫苗 | 仁度生物 九安医疗 | | | 华兰生物 | 达安基因 | 万孚生物 | | 百克生物 | 圣湘生物 | 之江生物 | | 金迪克 | 东方生物 | 英诺特 | | 零售药店 | 流感用药 | | | 益丰药房 | 众生药业 | 华润三九 | | 漱玉平民 | 济川药业 | 特一药业 | | ##十 | NING W | 左阳斗左 | | 八学师 | NAREN THE SEY | | | --- | --- | --- | | -心草 | 方盛制药 | 金石亚药 | | 老百姓 | 健康元 | 自玄山 | | 健之佳 | 康恩贝 | HE | | 基金名称 | 近1年收益 | 成立来收益 | | --- | --- | --- | | 安信医药健康股票A | 51.37% | 49.70% | | 前海开源 ...