, there have been individual cases of new coronary pneumonia in some areas of my country. Today, the National Health Commission issued a notice on strengthening the establishment of fever clinics in primary medical and health institutions. The notice stated that primary medical institutions need to conduct nucleic acid testing and blood routine examinations on all fever patients . This reflects the country's resolute attitude towards the prevention and control of the epidemic, and at the same time, it has also played a positive and stimulating role for the nucleic acid testing industry.
Pharmaceutical stocks rebounded across the board, how sustainable is it?
Affected by the epidemic this year, the pharmaceutical sector continued to rise from the beginning of the year until August began to gradually enter the adjustment period. Industrial Securities believes that the essential reason for the correction of pharmaceuticals is that valuations are high and positions are close to historical highs. In November, pharmaceuticals ushered in a The rapid decline in the wave is mainly due to the launch of the new crown vaccine effectiveness data, the strong economic recovery is expected, the previous comparative advantage of medicines that "just need not be affected by the epidemic" disappeared, the procyclical sector has rotated and the procyclical sector has increased. The lightening of positions caused a larger callback, and the subsequent implementation of the policy of centralized procurement of high-value consumables also promoted further downward fluctuations in the sector.
The pharmaceutical sector has gradually stabilized until the end of last week, and there has been a sharp rebound this week. This is mainly due to the sector’s valuation of next year gradually entering a reasonable range, and the income of some funds and insurance this year has been realized, and some funds and insurance will begin to deploy next year.
Industrial Securities believes that this round of rebound will be more of a structural market. On the one hand, as the comparative advantages of the sector disappear under the epidemic situation, the market will pay more attention to the fundamentals of the company itself. On the other hand, as the medical insurance policy design becomes more intelligent, subsequent high-quality companies can continue to maintain strong competitiveness.
Control the spread of the epidemic in time, and nucleic acid testing "cannot stop"
In the short term, on the one hand, the spread of foreign epidemics is still difficult to end in a short time, so the foreign business of nucleic acid testing is expected to continue; on the other hand, under the trend of normalization of domestic epidemic prevention and control , Z1z my country's high-quality diagnostic companies and downstream testing companies are expected to maintain a high performance level in 2021 and beyond.
Huachuang Securities pointed out that government departments at all levels have successively issued documents to promote the construction of medical laboratories in primary hospitals, which is expected to make the next one to two years a concentrated construction period. This will increase the performance of medical device manufacturers and laboratory construction service providers, and increase the demand for kits in the medium and long term.
related concept stocks
Huada Gene A variety of new coronavirus nucleic acid detection kits have been approved domestically and have obtained market access in the European Union, the United States, Japan, Australia, New Zealand, Canada and other countries, and have been included in the emergency use list by the WHO.
Daan Gene 's new crown detection kit was CE certified on February 5, and was included in the emergency use list by WHO on May 14. It has been sold in more than 140 countries and regions around the world. The company is the only company in the country. All the enterprises that have won the bid in the centralized procurement of various provinces in China.
Kaipu Bio- can produce automatic nucleic acid extraction instrument, medical nucleic acid molecule rapid hybridization instrument and other products.
Runda Medical is the leading in-vitro diagnostic product intensive service, responsible for the construction of the laboratory of Leishenshan Hospital during the epidemic.
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