Core Insights - The flu season this year is notably more severe and earlier than in previous years, with a significant increase in flu-like cases reported [1][3][4]. Group 1: Flu Activity and Statistics - Flu-like cases in outpatient settings have been rising, with an expected peak around mid-December [1]. - In the 48th week of 2025, there were 1,541 reported outbreaks of flu-like cases, a stark increase from just 31 outbreaks in the same week of 2024, representing nearly a 50-fold increase [5]. - The proportion of flu virus detected in respiratory samples has surged to 51.1% in the 48th week of 2025, compared to only 7% in the same week of 2024 [7]. Group 2: Virus Strains and Resistance - The H3N2 strain accounts for over 99% of the flu cases, with reports of drug-resistant strains emerging [5][12]. - There is a notable increase in the sales of antiviral medications, with a reported over 500% increase in purchases of flu antiviral drugs in mid-November [10]. Group 3: Vaccination and Prevention - Vaccination remains an effective method to reduce flu risk, with various flu vaccines being safe and effective [5][16]. - Current seasonal flu vaccines are based on egg-cultured antigens and are categorized into inactivated vaccines and live attenuated vaccines, both of which are deemed safe for different populations [20][22]. - Despite concerns about the effectiveness of vaccines against the K subclade, existing vaccines still provide significant protection against flu-related complications, especially in children [31][32]. Group 4: Public Health Recommendations - Good hygiene practices, such as handwashing and wearing masks, are essential in preventing the spread of the flu [33]. - Individuals are encouraged to seek timely medical attention if flu-like symptoms appear, and to adhere to prescribed antiviral treatments [35][36].

Industry Overview - Recent flu activity in China has significantly increased, with most provinces entering the flu epidemic period [1] - The latest data from the Chinese Center for Disease Control and Prevention indicates that flu viruses have surpassed other respiratory viruses, becoming the most prevalent this autumn and winter [1] - Experts suggest that this year's flu season may start earlier and involve a higher number of infections, with the dominant strain being H3N2, which has lower immunity in the population compared to last year's H1N1 strain [1] Company Insights - Borui Pharmaceutical is an integrated enterprise specializing in raw materials and formulations, primarily supplying the domestic market with oseltamivir [3] - The company has established a complete industrial chain from starting materials to high-difficulty intermediates, and has obtained approvals for oseltamivir capsules and dry suspensions [3] - Core antiviral products of Borui include entecavir and oseltamivir [3] - Puluo Pharmaceutical offers oseltamivir and amantadine, which are effective against flu viruses [4]

Core Viewpoint - The company has indicated that it offers medications that can treat viral infections such as influenza and bacterial infections, addressing concerns raised by investors regarding the current outbreak of diseases like chikungunya and influenza [2] Company Summary - The company, Prolo Pharmaceutical (000739.SZ), has stated that its products, including Oseltamivir and Amantadine, are effective against influenza viruses [2] - The company also provides a range of antibiotics such as Cefixime, Cefdinir, and Amoxicillin/Clavulanate Potassium for infection treatment [2]

Core Viewpoint - Chengyi Pharmaceutical has received approval for its Palivizumab injection, marking a significant milestone in its drug development efforts and expanding its product line in the influenza treatment market [1][2] Group 1: Drug Approval and Market Position - The Palivizumab injection has been approved as a Class 3 chemical drug for the treatment of influenza A or B [1] - In 2023, the total sales of the four main influenza treatment drugs in the domestic market reached 11.405 billion yuan, with Oseltamivir holding the majority market share [1] - Palivizumab is recognized as the first innovative Class 1 anti-influenza drug approved in China, recommended in various influenza treatment guidelines [1] Group 2: Product Line Expansion and Financial Performance - Over the past year, Chengyi Pharmaceutical has launched multiple products in the formulation sector, continuously expanding its product line [2] - The company expects a net profit attributable to shareholders of 107 million to 119 million yuan for the first half of 2025, representing a year-on-year growth of 40% to 55%, primarily driven by the sales growth of joint-related drugs [2] - The company is also advancing its "Two Strong One Big Project" initiative in marine biomedicine, with a large-scale EPA fish oil production project underway, which is expected to become a core revenue driver alongside joint-related drugs [2]