生物2024年抗流感药物行业概览：流感高发下，奥司他韦需求放量

Industry Overview * Industry Focus: Anti-influenza drug industry in China * Key Points: * Flu Outbreak: China experienced a severe flu outbreak in 2023, with the number of respiratory infections reaching a ten-year high. This surge in demand for anti-flu drugs created significant opportunities for manufacturers. * Phosphate Oseltamivir: As the most popular anti-flu drug, phosphate oseltamivir accounted for 97.5% of the market share in terms of sales and 98.0% in terms of volume. The product held a dominant position in the top 10 best-selling anti-flu drug brands, with Yidong Yangguang's granules and capsules accounting for 84.6% of the market share. * Maraviroc: Maraviroc, an RNA polymerase inhibitor, demonstrated significant clinical advantages and is poised to become a new star in the anti-flu drug market. It is the first and only single-dose oral medication approved for the treatment of influenza A and B in individuals aged 12 years and older. Its sales grew rapidly from 30 million yuan in 2021 to 187.5 million yuan in the first three quarters of 2023. * Market Size: The anti-flu drug market in China has been growing rapidly in recent years. From 102.2 billion yuan in 2019 to 107.4 billion yuan in 2023, the market size is expected to reach 269.1 billion yuan by 2028. * Market Drivers: The high incidence of flu, the launch of new drug formulations, and the approval of new drugs are driving the expansion of the anti-flu drug market. * Flu Vaccination: The flu vaccination rate in China remains low, with less than 4% of the population vaccinated. This weakens the immune barrier against the flu and contributes to the high demand for anti-flu drugs. Industry Chain Analysis * Upstream: Suppliers of raw materials for anti-flu drugs, mainly active pharmaceutical ingredients (APIs). * Midstream: Manufacturers of anti-flu drugs, responsible for research, development, production, and sales. * Downstream: Terminal institutions, including hospitals and retail pharmacies. Market Competition Analysis * Market Structure: The anti-flu drug market in China is highly concentrated, with oseltamivir accounting for 97.5% of the market share. Dongyang Yangguang's "Ke Wei" holds the largest market share, exceeding 90%. * Competitive Landscape: Dongyang Yangguang, Borey Pharmaceutical, and Huarensan are the leading players in the market. Other companies, such as Beite Pharmaceutical and Huaqiao Pharmaceutical, are also active participants. * Innovation: Many domestic companies are actively involved in the research and development of new anti-flu drugs, aiming to expand the market and increase competition. Key Companies * Dongyang Yangguang: A leading Chinese pharmaceutical company specializing in the development, production, and sales of anti-viral, endocrine, and metabolic diseases, and cardiovascular diseases. Its core product, Ke Wei (phosphate oseltamivir), is the dominant product in the Chinese phosphate oseltamivir market. * Shanghai Pharmaceutical: A comprehensive pharmaceutical company covering chemical and biological drugs, modern Chinese medicine, health products, and medical devices. It focuses on seven major treatment areas, including anti-tumor, cardiovascular, central nervous system, anti-infection, autoimmune, digestive metabolism, and respiratory diseases. * Shuanglu Pharmaceutical: A high-tech enterprise listed on the Shenzhen Stock Exchange. It focuses on the research and development of products for diseases such as blood, tumor, cardiovascular, liver, diabetes, and kidney. * Borey Pharmaceutical: An innovative pharmaceutical company participating in international competition. It focuses on first generics, difficult generics, characteristic APIs, complex preparations, and original new drugs. * Beite Pharmaceutical: A company committed to the research and development of characteristic APIs, high-end generics, innovative drugs, and new drug delivery systems. It has research and development institutions in various fields, including generic drugs and improved drugs, small molecule innovative drugs, biologic large molecule new drugs, cell therapy, and radiopharmaceuticals. * Xiansheng Pharmaceutical: A company focusing on tumor, central nervous system, autoimmune, and anti-infection fields. It actively prospects for future diseases with significant clinical needs and is committed to "enabling patients to use more effective drugs earlier." * Yipinhong: An innovative biopharmaceutical company focusing on children's drugs and chronic diseases. It has 28 registered batches and 31 in-process children's drug projects, making it the largest and most powerful enterprise in the children's drug field in China. * Huaqiao Pharmaceutical: The first Chinese pharmaceutical company to achieve large-scale sales of preparations in the United States. It is also the first Chinese pharmaceutical company to pass the FDA's preparation quality certification and independently own an ANDA number. * Huarensan: A large state-owned控股 pharmaceutical company engaged in the research, development, production, and sales of pharmaceutical products and related health services. Its core business is focused on CHC health consumer products and prescription drugs, covering nearly 10 categories, including colds, skin, gastrointestinal, cough, orthopedics, pediatrics, and dietary nutritional supplements. * Kelan Pharmaceutical: A highly specialized and innovative pharmaceutical group. In the intravenous drug field, Kelan has achieved comprehensive industrial upgrading and has won the strategic high ground of technological innovation and quality standards. In the antibiotic field, the company has established Yili Chuanning Biological Technology Co., Ltd., which produces erythromycin and cefalosporin intermediates. Chuanning has been approved to build a national engineering center for the harmless treatment and resource utilization of antibiotic sludge, solving the source problem of the antibiotic industry.