Hong Kong stocks concept tracking | National influenza virus positivity rate continues to rise, and sales of anti-influenza virus drugs have increased (with concept stocks)

According to the latest data from the Chinese Center for Disease Control and Prevention, the positivity rate for flu viruses is continuing to rise, with over 99% of them being H1N1 flu. Multiple regions across the country have issued urgent warnings to take personal protective measures and prevent respiratory and intestinal infectious diseases. According to the latest data from the Chinese Center for Disease Control and Prevention, the positivity rate for flu viruses is continuing to rise, with over 99% of flu viruses in both southern and northern regions being the H1N1 subtype. On December 30, 2024, the Beijing Center for Disease Control and Prevention issued a reminder that the city is currently experiencing a high prevalence of flu, primarily of the H1N1 subtype. The circulating virus strains are well matched with the vaccine strains, and as the Spring Festival approaches, residents should get vaccinated against the flu in a timely manner and take protective measures when traveling. On December 31, 2024, the Shanghai Center for Disease Control and Prevention issued a reminder that the flu activity intensity in the city has significantly increased, entering a high prevalence period, but the level of prevalence is at a normal level compared to previous years. In addition, multiple regions such as Henan, Liaoning, and Jiangsu have seen a rapid increase in the number of flu cases, prompting residents to take personal protective measures and pay attention to preventing respiratory and intestinal infectious diseases. With an increasing number of flu infections, the sales of anti-flu drugs have also been continuously growing. Currently, the available anti-flu antiviral drugs in China mainly include Oseltamivir, Abidol, Baloxavir, Zanamivir, and Peramivir, among others. However, Baloxavir has been more popular recently compared to other drugs. Online data from Meituan Buy Drugs show that in the past week, the index for H1N1 flu has increased by 130%, and the search demand for the related drug Baloxavir has also been on the rise. On e-commerce platforms like ALI HEALTH Pharmacy and JD HEALTH, a single box of Baloxavir in a 20mg*2 tablet specification is priced at 230 yuan. However, the prices in offline pharmacies are generally higher, ranging from 230 to 260 yuan, with some pharmacies even pricing it as high as 300 yuan. Stocks of anti-flu antiviral drugs include: HEC CJ PHARM (01558): Kawsay is the company's core product, with sales in hospitals accounting for around 60%. The coverage rates in secondary and tertiary hospitals are 70% and 76% respectively, and the Oseltamivir product has taken a leading position in the domestic flu treatment field.