It is reported that in order to safely store the new coronavirus vaccine developed by Pfizer , states, cities and hospitals in the United States have begun to rush to buy ultra-low-temperature refrigeration equipment. While the
device was snatched up, the cold chain-related sectors in the stock market also responded. As November begins, the cold chain logistics sector has begun to continue to rise. The sector has risen by 12.78% this month, far exceeding the 3.8% increase of the Shanghai Composite Index during the same period.
Industry insiders believe that in recent years, thanks to the national policy-driven and stimulus of fresh food e-commerce, cross-border logistics and other industries, cold chain logistics have ushered in a boom period, especially since the epidemic, the market size of cold chain logistics, especially vaccine cold chain, has grown significantly. However, due to problems such as hardware facilities development, return on investment, transportation costs, etc., my country's cold chain logistics construction still has a long way to go. Relevant companies need to examine their own qualifications and do not blindly follow the trend.
The refrigeration equipment is being purchased in various parts of the United States
US Pfizer Pharmaceuticals and German biotechnology company BioNTech recently announced that the new crown vaccine it developed can prevent 90% of the new crown infection in large-scale trials.
Although the new crown vaccine has made significant progress, after the market ushered in a carnival, some experts said that the Pfizer vaccine also faces many difficulties such as cold chain storage and transportation. 's requirements for cold chain storage must reach at least -70℃. When the Pfizer vaccine is actually distributed, another scenario is likely to occur.
WHO has reminded that excessive demands on cold chain storage will be detrimental to the supply of vaccines in remote areas and developing countries that are scarce.
Domestic listed companies are also actively responding. In order to solve the problem of vaccine cold chain transportation, in September this year, Fosun Pharmaceutical and Sinopharm Holdings signed a strategic cooperation agreement on the logistics of BioNTech's new coronavirus mRNA ( messenger ribonucleic acid ) vaccine. The two parties will jointly establish a vaccine cold chain system, including the storage, transportation and distribution of vaccines, to improve the vaccine supply chain services as a whole; jointly promote and improve the emergency guarantee mechanism for vaccine use; and jointly enhance the strategic reserve and distribution capabilities of emergency materials such as vaccines.
Cold chain sector is ready to move
US ultra-low temperature refrigeration equipment is being snapped up, cold chain-related sectors have already responded in the stock market with a sensitive sense of smell.
According to Wind data, in the A-share market, the cold chain logistics sector opened high on November 16, and then fluctuated at a high level. As of the close, the cold chain logistics sector rose by 2.06%. It is worth noting that in November, the cold chain logistics sector has begun to continue to rise.
Source: Wind
Among the stocks, Qingdao freezer manufacturer Aucma html rose to the daily limit at the end of the trading day on the 216th, and has achieved three daily limits in the past 4 trading days, with a cumulative increase of 29.86%.
Market insiders said that the recent stock price changes of Aucma may be related to its related businesses involving ultra-low temperature transportation and storage. Aucma issued an announcement last Thursday night stating that there are no major matters related to the company that should be disclosed but not disclosed.
Source: Wind
Ice Wheel Environment said on the interactive platform last Friday that in extreme cases, some medical supplies, such as the new coronavirus mRNA (messenger ribonucleic acid) vaccine, require a -70℃ environment for long-term storage. It is understood that a business unit of the company is currently undertaking the -70℃ ultra-low temperature biological cold storage of a company under Fosun Pharmaceutical .
was boosted by this news, and Binglun Environment's stock price hit the daily limit on the day. On the 16th, Binglun Environment's stock price opened at the daily limit, but the stock price opened in the afternoon. As of the closing, the company's stock price rose by 4.89%.
In the US stock market, some related concept stocks have also continued to rise recently. Reynolds International, a global supplier of heating, air conditioning and refrigeration equipment, rose more than 10% this month.
Source: Wind
Cold chain logistics air outlet is here?
Market participants predict that under the catalysis of the new crown vaccine, the development of the cold chain storage and transportation industry is expected to accelerate.
Northeast Securities believes that my country's medical and health expenditure and biomedical low-temperature storage market still have a lot of room for improvement.The scale of the biomedical cryogenic storage market in my country in 2018 was US$145 million, accounting for 5.3% of the global market size. It is expected to reach US$210 million in 2025, with an average annual compound growth rate of 5.2%, higher than the global growth rate.
Guoyuan Securities said that the current demand for commercial refrigerator in China is gradually increasing. According to Industry Online, by 2022, the annual compound growth rate of the domestic light commercial equipment market will be 11.30%.
Taobao Research Institute predicts that in the future, with the continuous strengthening of national supervision in cold chain policies and the reverse driving of enterprise large-scale operations on cold chain technology and equipment technology, it is expected that the annual compound growth rate will reach 24.49% in the next five years, and the market size will grow to 661.31 billion yuan in 2022.
For investors, how to find high-quality layout targets in the context of broad prospects in the cold chain transportation industry?
Guosen Securities senior researcher Zhang Lichao told China Securities Journal reporters that vaccine cold chain concept stocks are being sought after by the market. However, vaccine cold chain transportation is a complex and dynamic process that requires timely identification, measurement and control of the temperature and humidity environment during vaccine cold chain transportation. Once a "cold chain break" occurs in one of the links, it will threaten the quality of the vaccine and the safety of the vaccinator. In recent years, the country has been more strict in the supervision of vaccine research and development, marketing, production, circulation and other links. Therefore, the complete temperature control facilities and equipment of are the basis for carrying out vaccine transportation.
He also pointed out that investors need to keep their eyes open. focuses on enterprises with high standards of vaccine cold chain logistics system, mature solutions for pharmaceutical cold chain products, and comply with the national drug cold chain logistics qualification standards. must not blindly ride or ride on hot topics. Beware of some short-term fund speculators using the concept of vaccine cold chain to "take fish in troubled waters", especially short-term arbitrage and speculative risks.
Edited by: Zhang Nan Zheng Yashuo
