Peking University Healthcare (000788) Limit-Up Analysis: Surge in Flu Drug Demand and Sector Hotspots Drive

Peking University Healthcare (000788) hit the limit-up on November 26, 2025, with a closing price of 6.64 yuan, an increase of 9.93%, and the sealing capital reached 400 million yuan [4]. This limit-up is mainly driven by three factors:

1. Flu Epidemic Outbreak Drives Drug Demand
   : Sales of antiviral drugs such as oseltamivir surged by 237% [6]. The company’s core product oseltamivir phosphate for oral suspension was approved, and the pilot sales of dexketoprofen capsules exceeded expectations [0], benefiting from the industry trend of “the first year of domestic flu new drugs” [0].
2. Overall Hotspots in Pharmaceutical Sector
   : Flu concept stocks rose collectively [8], and the high sector sentiment drove the performance of individual stocks.
3. Capital Inflow Support
   : On the day, net buying by main funds reached 39.6579 million yuan [2], showing market funds’ favor for this stock.

Despite the company facing the negative event of Chairman Xu Xiren being placed under criminal detention [7], the short-term market is more focused on the performance expectations brought by the flu epidemic, and the negative factors did not significantly suppress the stock price [0].

• Thematic Investment Dominates Short-Term Trend
  : The strong thematic nature of the flu concept covers the negative aspects of the company’s governance, reflecting the current market’s preference for event-driven opportunities [5].
• Product Pipeline Value Highlighted
  : The approval of core products and the exceeding expectations in sales verify the company’s R&D capabilities and lay the foundation for long-term development [0].

• Risk Points
  :
  a. The chairman’s criminal detention incident may trigger long-term governance risks, and subsequent developments need to be watched [7];
  b. The sustainability of the flu epidemic is uncertain; if the epidemic eases, the demand for related drugs may decline [0];
• Opportunity Points
  :
  a. During the continuation of the flu season, the company’s product sales are expected to remain high [6];
  b. The hotspots in the pharmaceutical sector continue, which may drive the stock price to further performance [8].

The limit-up of Peking University Healthcare (000788) is the result of the resonance between short-term thematic investment and fundamental positive factors. Investors need to balance short-term thematic opportunities and long-term governance risks, and pay attention to the progress of the flu epidemic and the subsequent product launch of the company [0][5].