东阳光长江药业盘中大涨6.32%,引起投资者广泛关注。股价表现亮眼的主要原因与流感病毒疫情有关。
近期,中国疾控中心数据显示,当前流感病毒阳性率持续走高,其中99%以上为甲型流感病毒。从叮当快药销售数据来看,一个月内针对流感的抗病毒药物奥司他韦及速福达的销售增长率高达164%,较过去同期有显著增长。
东阳光长江药业是国内主要的奥司他韦生产商,截至2023年在国内样本终端市场中占据65.01%的最高销售额占比。随着流感疫情加重,对奥司他韦类药物的临床需求大增,因此公司盘中股价获得较大提振。
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