Cailianshe (Shanghai, intern editor Liu Yue) reported that after two consecutive 20cm daily limit gains, Tailin Bio (75.610, -10.89, -12.59%) staged a super roller coaster trend today. It rose 10% at the beginning of the market, but then it plunged sharply. fell by more than 11% at the end of the trading session, with the highest drop of in the late trading session, with the intraday amplitude close to the "rare" 24%, and the transaction volume increased significantly, with a turnover rate of nearly 40%.
What funds are behind it that are "making troubles"? The data released by Tailin Bio after the market showed that the Dragon Tiger List funds sold for a net sale of 65.15 million yuan, and the institutional-specific rankings were ranked second, third, fourth and fifth seats, with a total net sale of 94.73 million yuan.
This morning, Tailin Bio replied on Interactive Yi that NC membrane "started small-scale production, and the current production capacity is still very small."
The company issued an abnormal movement announcement after the market last Friday, completing the development and production line construction of NC films in March this year, and officially putting in small-scale production. The sales of NC films have just begun, accounting for a very low proportion of the company's overall sales.
Huan Securities (4.970, -0.07, -1.39%) Tan Guochao and others stated in a research report released on March 13 that the antigen detection kit is generally colloidal gold immunochromatography. The reagent contains antigen /antibody pre-fixed in the detection area on the NC membrane and antigen/antibody color markers coated on the labeling pad. Upstream raw materials are mainly divided into main materials, auxiliary materials and packaging materials. The main materials are antigen antibodies, nitrocellulose membrane (abbreviated as NC membrane), PVC plyboard, etc.
The other NC membrane-oriented new crown prevention and control concept stock Beihua Co., Ltd. (10.820, -0.49, -4.33%) achieved five consecutive boards in March, with a cumulative share price increase of up to 88% since February 18. The company is the largest production company in the world.
Coincidentally, after the market today, when asked whether the company's NC membrane raw material nitrocellulose is made of the raw material of Beihua Co., Ltd., Tailin Bio replied on Interactive, "The company's membrane raw materials are purchased through the company's qualified suppliers or traders."
Tailin Bio's main business is a series of microbial detection technology products, accounting for 40% of the revenue. Its main products include various consumables, instruments and equipment, which can be used separately or in combination for the production and quality testing of sterile drugs. At the same time, it can expand the application areas including medical and health care, food safety, disease prevention and control, biosafety , inspection and quarantine, bioengineering , experimental animals and environmental protection and other big health industries.
In the news, on March 30, Ma Xiaowei, Secretary of the Party Group and Director of the National Health Commission, wrote an article on the official website of National Health Commission , pointing out that the monitoring line will be moved one step further, and the monitoring mode of "antigen screening + nucleic acid diagnosis" will be promoted, and antigen detection will be added as a supplementary means for nucleic acid detection .
According to the news released by National Medical Products Administration , as of April 5, my country has approved 24 new coronavirus antigen detection reagent products, involving 24 companies.
In terms of performance, Tailin Bio announced on January 12 that the company expects to achieve a net profit of RMB 58.07 million to RMB 72.58 million in 2021, a year-on-year increase of 20.02% to 50%. During the reporting period, with the further expansion of the market, the company's operating income continued to grow, and gross profit also increased compared with the same period last year.
Zhejiang Securities (10.490, -0.14, -1.32%) Sun Jian and others on December 24, 2021 pointed out that cell and gene therapy (CGT)-related equipment drives the growth of medium- and short-term revenue of Tailin Bio, and product upgrades may be its biggest change from 2022 to 2024. Benefiting from the downstream CGT capital expenditure boom, it is believed that the compound growth rate of the company's cell preparation/packaging workstation business revenue from 2022 to 2024 is expected to reach 100%+, driving the overall revenue growth rate to be around 35%.
Original title: The super roller coaster is here! The intraday amplitude of the new crown antigen detection concept stocks is 24%, and institutions collectively smash the market
Source: Cailianshe
