The central government has decided to carry out nucleic acid and antibody testing on a large scale. Recently, the related concept stocks that have changed have experienced another round of skyrocketing?
On April 22, the Central Leading Group for Response to the New Coronary Pneumonia Epidemic Convened a meeting and pointed out that in response to the recurrence of clustered epidemics in individual places in the country, the normalization of prevention and control must accelerate the improvement of detection capabilities and carry out large-scale nucleic acid and antibody testing. Recently, many places have expressed their intention to expand the scope of nucleic acid detection.
In this context, a number of accounting and testing concept stocks have risen sharply recently. In the early trading of April 20, Bohui Innovation, Daan Gene and other stocks had their daily limit, and the share price of Tojing Life soared by more than 8%; on April 21, Mingde Bio , Xilong Science, and Bohui Innovation had their daily limit; 4 On 22nd, Mingde Biotech still increased by more than 7%.
Since the opening of the Year of the Rat, many companies capable of producing accounting test kits have started to skyrocket in the capital market under the strong demand for nucleic acid testing. According to a reporter from the brokerage China, since the opening of the year of the rat on February 3, at least 7 related concept stocks have risen more than 20% overall, and the Shanghai and Shenzhen Component Index both fell within the same range. But shortening the time to nearly a month, the Mingde biological , Daan gene , Huada gene have increased by more than 50%.
The central government decided to carry out large-scale nucleic acid and antibody testing.
Recently, when my country’s epidemic prevention and control work stabilized, due to the pressure of imported cases from abroad, a cluster of epidemics occurred again in individual areas of my country, and hospital cross-infections occurred in individual places, including The risks of epidemic prevention and control in urban areas such as Chaoyang District in Beijing, Guangzhou in Guangdong Province, and Harbin in Heilongjiang have suddenly increased.
On April 22, the Central Leading Group for Response to the New Coronary Pneumonia Epidemic held a meeting. The meeting pointed out that in accordance with the deployment of the Central Leading Group for Response to the Epidemic, according to the new situation of the epidemic at home and abroad, we will focus on precise prevention and control, strengthen the weak links of prevention and control, and resolutely prevent the epidemic from rebounding.
In response to the recurrence of clustered epidemics in individual places in the country, normalizing prevention and control requires speeding up the improvement of testing capabilities, and large-scale nucleic acid and antibody testing. It is necessary to accelerate the improvement of testing technology, increase the production of simpler, more efficient and accurate testing equipment, widely deploy them to hospitals, ports and other urgent needs, expand commercial applications, and ensure that key populations should be inspected and inspected, and those who are resuming work and production The gathering units and places give priority to the willingness to check. The
meeting also pointed out that it is necessary to strengthen the prevention and control of the epidemic at border ports and increase the overall deployment of prevention and control personnel and materials. Intensify international cooperation, strengthen the supervision of the quality of epidemic prevention materials, and provide customs clearance convenience for the export of epidemic prevention materials.
has recently expanded the scope of nucleic acid detection. A few days ago, Xu Hejian, director of the Information Office of the Beijing Municipal Government and spokesperson for the municipal government, stated at a press conference on the prevention and control of the new coronavirus pneumonia epidemic in Beijing that Beijing will expand the scope of nucleic acid testing, implement due diligence for key populations, and conduct due diligence on other people. The crowd implements voluntary inspections.
On the 21st, Alibaba's Alibaba Health announced that, in conjunction with Meinian Health and Dean Health Check Tmall flagship store, the first phase of online booking of new crown nucleic acid testing services in 10 cities will be launched in 38 cities this week.
A number of accounting and testing concept stocks have recently "surged"
Beginning in January 2020, the sudden COVID-19 (2019 new type of coronavirus pneumonia) has gradually raged around the world. Nucleic acid testing is one of the main testing methods in the field of IVD (in vitro diagnostics). First, it has been widely mentioned and has occupied the hot search list in the medical industry for a long time.
Compared with laboratory testing, nucleic acid testing has many advantages. Among them, the detection time is relatively fast, and the professional requirements of operators are average, and no professional testing is required. The approval is simple and infrequent. The most important thing is nucleic acid testing. It can be tested in hospital, home, mobile medical and other environments.
Under the strong demand for nucleic acid testing, nucleic acid testing concept stocks turned out, and a number of companies that can produce accounting testing kits started to skyrocket in the capital market. According to a reporter from the brokerage China, since the opening of the year of the rat on February 3, at least 7 related concept stocks have risen more than 20% overall, and the Shanghai and Shenzhen Component Index both fell within the same range.
For example, Daan gene has risen 74% since February 3, Mingde Biological and Wanfu Biotech rose more than 50%, and Bohui Innovation, Xilong Science, Huada Gene and other stocks rose more than 30%.
shortened the time frame to nearly one month, that is, the global epidemic is spreading, and the demand for nucleic acid testing kits has skyrocketed, and 11 nucleic acid testing-related stocks have gained range (from March 24 to April 22) More than 20%, Mingde biological , Daan gene , Huada gene have increased by more than 50% in the past month.
In recent days, with the increase in nucleic acid testing efforts in many places, individual stocks have experienced strong changes. In the early trading on April 20, Bohui Innovation (300318), Daan Gene (002030) and other stocks rose by the daily limit, and the stock price of Toujing Life (300642) soared by more than 8%; on April 21, Mingde Bio-, West Long science and Bohui innovation daily limit; on April 22, Mingde biological still rose by more than 7%. According to a research report recently released by Dongxing Securities, virus detection is an important means of epidemic prevention, and nucleic acid diagnosis has always been the "gold standard." At present, the domestic supply of testing capacity has met the needs of epidemic prevention, and the capacity of various testing reagents can meet overseas exports. As of April 5, China's National Food and Drug Administration has urgently approved 25 test reagents, with a total production capacity of 4.26 million copies/day, including 17 nucleic acid test reagents and 8 antibody test reagents. The production capacity of nucleic acid detection reagents reached 3.06 million copies/day, and the production capacity of antibody detection reagents reached 1.2 million copies/day. Among them, BGI has obtained CFDA, FDA (EUA) and CE certification, and 11 other companies have obtained CFDA and CE dual certification. Under the premise of meeting domestic testing needs, dual-certificate companies can realize overseas export supply.
At the same time, the cumulative demand for overseas test kits is about 65 million or more, while the actual cumulative number of testers is about 8.027 million, and there is a huge gap in the supply of testing capabilities. As of April 11, the cumulative number of people infected with the new crown pneumonia virus overseas reached 1.643 million. Assuming that the epidemic is relatively effectively controlled, the test coverage rate needs to be about 20 times. The cumulative number of test kits required is about 32.86 million. Assuming that the epidemic is fully and effectively controlled, the detection coverage rate needs to be approximately 40 times, and the cumulative number of detection kits required is approximately 65.72 million.
At present, China has ample production capacity for new crown pneumonia virus detection kits. With the upgrade of overseas epidemic prevention and control measures, the overseas export of detection kits is expected to drive the growth of related companies. Related companies for detection kits include: 华大gene , Wanfu Biology, Daan Gene , Hotview Biology, etc. Z7z
combed and found that Wanfu Biotechnology has recently been the "sweet pastry" of various brokerage research institutions. On April 21, Dongxing Securities issued a research report on Wanfu Biotechnology and maintained a strong recommendation rating. The three new coronavirus detection products developed by the company have obtained CE certification issued by the European Union and have obtained the qualification to enter the European Union market. With the full outbreak of the overseas epidemic, the company has strong demand for overseas orders. As of the end of the first quarter, it has realized advance receipts of RMB 414 million, which has brought sufficient cash flow to the company. The new crown antibody products have covered more than 20 countries and regions such as South Korea, Germany, Italy, Brazil, Venezuela, etc. With the continuation of orders at home and abroad, it is estimated that the company's second quarter performance growth will still be considerable.
Tianfeng Securities maintains a buy rating on this stock, believing that the company is a target with long-term logic and short-term catalysts. Affected by the global epidemic, the Q2 COVID-19 kit is expected to increase the company's performance. At the same time, the domestic epidemic eases and the number of outpatients gradually recovers. The company's original business is expected to achieve positive growth. We still maintain a high growth forecast throughout the year. , Continue to recommend.
Shenzhen Stock Exchange issued a letter of concern to Huada Gene .
even has a nucleic acid detection concept stock "successfully attracts the wind" and has recently received a letter of concern from the Shenzhen Stock Exchange. On the evening of the 22nd, the Shenzhen Stock Exchange issued a letter of concern to Huada Gene , requesting it to supplement the relevant matters concerning the recent acquisition of relevant qualification certificates or sales permits for the new coronavirus nucleic acid detection kit produced in many countries.
Huada Gene recently disclosed that the company’s new coronavirus nucleic acid detection kits have obtained relevant qualification certificates or sales permits in the European Union, the United States, Japan, Australia and other countries or regions. For example, it was disclosed on March 2 that the detection kits were obtainedEU Free Sale Certificate; On March 27, the disclosure test kit was authorized by the US FDA for emergency use; April 1, the disclosure test kit was certified by Japan’s PMDA; April 14, the disclosure test kit was registered with the Australian TGA. In terms of the secondary market of
, as mentioned above, the stock price of Huada Gene has changed in the past month, with a cumulative increase of more than 50%.
Shenzhen Stock Exchange requires Huada Gene to state the validity period of the aforementioned qualification certificate or sales license, and whether there is a risk of non-renewal after expiration. The Shenzhen Stock Exchange pointed out that combining Huada Gene 's existing orders, production capacity, and the acquisition of relevant qualifications for similar products at home and abroad, it explains the sales, share, and market competition of the test kit in the aforementioned market, as well as its The possible impact of future production and operation, combined with the sustainability of demand, reminds investors of risks.
On April 9, Huada Gene announced that in the first quarter of 2020, it is expected to realize a net profit of 133 million yuan to 142 million yuan, a year-on-year increase of 35.00% -45.00%. He said that in the first quarter, due to the impact of the new coronavirus pneumonia epidemic, the market demand for new coronavirus detection kits increased significantly. Therefore, the infection prevention and control business and the precision medical detection integrated solution business achieved rapid growth during the reporting period, and the company's overall operating income is expected to increase by approximately 30%-40% over the same period last year. The
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