At the beginning of the year of the tiger, “hard technology” has been busy in the front line of all walks of life. In Beijing, Beijing Hotgen Biotech Co.Ltd(688068) Spring Festival does not stop production, providing hard core guarantee for the fight against covid-19 epidemic outside China; In Shanghai, the workers of Shanghai Zj Bio-Tech Co.Ltd(688317) nucleic acid detection equipment production line returned to work on the fifth day of the lunar new year; In Fuzhou, the workers of Fujian Forecam Optics Co.Ltd(688010) security product line are full of energy and start work on schedule; In Chengdu, Chengdu Olymvax Biopharmaceuticals Inc(688319) tetanus vaccine stock solution workshop is still in normal operation during the Spring Festival, so as to prepare for market sales this year
According to the statistics of the reporter of Shanghai Securities News, as of February 7, 177 Sci-tech Innovation Board companies have released the performance forecast data of 2021. 126 companies have increased in advance, accounting for more than 70%, of which 60 have increased their net profit by more than 100%, involving hot industrial sectors such as medical devices, semiconductors and new energy. On February 17, Guangzhou Fangbang Electronics Co.Ltd(688020) will release the “report card” of 2021, officially opening the prelude to the 2021 annual report of the science and innovation board.
the performance of some companies has increased by more than 16 times
Under the “epidemic” of the hard core war, Beijing Hotgen Biotech Co.Ltd(688068) is in a position to take the lead with a performance increase of more than 16 times, ranking first in the performance pre increase list of the science and innovation board company in 2021 – it is estimated that the net profit attributable to the owner of the parent company will reach 2 billion yuan to 2.35 billion yuan in 2021, with a year-on-year increase of 1684.65% to 1996.97%.
Beijing Hotgen Biotech Co.Ltd(688068) said that the substantial growth of performance was mainly due to the explosive growth of foreign trade orders and the growth of overseas covid-19 testing reagent revenue. In the first half of 2021, Beijing Hotgen Biotech Co.Ltd(688068) ‘s New Coronavirus antigen detection kit was earlier approved by the German Federal Institute of drugs and medical devices (BfArM) for home free testing. It could be sold in Germany’s Shang Chao, drugstores, Internet stores, and so on, which led to the explosive growth of foreign trade orders in the first half of 2021. In the second half of this year, the New Coronavirus antigen detection kit developed by the company has obtained the self testing registration / record of EU CE and major economies such as the British MHRA and ANSM. Meanwhile, in the fourth quarter, affected by the Delta and Omicron variant strains of covid-19 virus, the covid-19 pneumonia epidemic in Europe, Southeast Asia and other countries and regions fluctuated, resulting in a significant increase in the demand for covid-19 antigen detection reagents, and the company realized a significant increase in the income of overseas covid-19 detection reagents.
Followed by a “core company” listed for less than two months. Dongxin shares is expected to realize a net profit attributable to the owners of the parent company of 245 million yuan to 275 million yuan in 2021, with a year-on-year increase of 1154.28% to 1307.87%.
Dongxin Co., Ltd. is a small and medium-sized general-purpose memory chip design company that can provide complete solutions and customized development services for NAND flash, nor flash, DRAM and other memory chips at the same time. The company said that the performance growth in 2021 was mainly due to the strong market demand for the company’s products. With the continuous enrichment of the company’s product line, the continuous optimization of product structure and the increase in the proportion of high value-added products, the sales scale of customers who completed the introduction period was gradually expanded and the scale effect was gradually shown, resulting in the continuous expansion of the sales scale of the company’s flash memory chips and the year-on-year increase in the company’s operating performance, The gross profit margin of sales increased compared with the same period of last year.
The performance growth of Shanghai Bright Power Semiconductor Co.Ltd(688368) , Amlogic (Shanghai) Co.Ltd(688099) , Shanghai Fudan Microelectronics Group Co.Ltd(688385) in the same semiconductor industry chain is also quite strong. Shanghai Bright Power Semiconductor Co.Ltd(688368) it is estimated that the net profit attributable to the owners of the parent company will be 660 million yuan to 680 million yuan in 2021, with a year-on-year increase of 858% to 887%. The company admitted that the performance growth was mainly due to the strong downstream demand of the industry in which the company’s LED lighting driver chip is located and the tight supply of upstream raw materials. The company took advantage of its own advantages to better solve the capacity constraints, improve the product unit price and optimize the product structure while ensuring product delivery.
busy start in the year of the tiger
The employees of the semiconductor industry are calling for an early return to their posts. “Today, the employees have basically arrived at their posts, and they have entered the 7-year-old stage from the upstream wafer factory to the packaging and testing factory × 24 working mode, not affected by the long holiday. At present, the overall supply of the company is stable, and relevant R & D projects are also advancing on schedule. ” On February 7, Jiang Yuzhou, the Board Secretary of Dongxin Co., Ltd., introduced the first commencement day of the Spring Festival in the year of the tiger to the reporter.
In Chengdu, Chengdu Olymvax Biopharmaceuticals Inc(688319) tetanus vaccine stock solution workshop did not shut down during the Spring Festival. Wu Wei, the company’s board secretary, told reporters that the stock solution workshop needs a 30 day detoxification process, and employees will stay on duty during the Spring Festival every year to ensure the normal production and supply of relevant vaccine products after the festival.
Before the Spring Festival this year, Chengdu Olymvax Biopharmaceuticals Inc(688319) also announced the “report card” in advance. It is estimated that the net profit in 2021 will be 100 million yuan to 115 million yuan, with a year-on-year increase of 176.78% to 218.29%. The company said that the performance growth was mainly due to the continuous increase of market development and the continuous growth of sales of adsorbed tetanus vaccine in 2021. At the same time, in 2021, the company’s group A and group C meningococcal polysaccharide conjugate vaccine was issued and sold for the first time, bringing sales revenue.
According to the reporter, in 2022, Chengdu Olymvax Biopharmaceuticals Inc(688319) will continue to cultivate the tetanus vaccine market, and do a good job in the market development of Hib combined vaccine and AC combined vaccine, so as to lay a good foundation for the subsequent marketing of AC Hib combined vaccine.
In Minhang District, Shanghai, Shanghai Zj Bio-Tech Co.Ltd(688317) nucleic acid detection equipment production line employees returned to work on the fifth day of the lunar new year. Before the Spring Festival in 2022, the detection volume of covid-19 reagent outside China will further increase, Shanghai Zj Bio-Tech Co.Ltd(688317) relying on the advantages of automatic nucleic acid extraction technology, the company will continue to send the company’s automatic nucleic acid extractor and other instruments and equipment, nucleic acid detection reagent to the front line of anti epidemic.
Shanghai Zj Bio-Tech Co.Ltd(688317) director general Ni Wei Qin pleased to tell reporters: “the company New Coronavirus antigen detection kit (colloidal gold method) and other products in recent four EU CE certification, can provide a more professional, high-quality, comprehensive COVID-19 disease detection solution for the global COVID-19 epidemic prevention and control, further enhancing the company’s international competitiveness.” In addition, the company’s POCT (instant detection) related products are also under active research and development, which is expected to provide hard core products with simpler operation and faster speed for epidemic protection outside China.
Fuzhou Mawei on the Bank of Minjiang River, Fujian Forecam Optics Co.Ltd(688010) security product workshop is also lively. “Optical lens and photoelectric system are high-precision products. We require employees to work in full spirit. Before the Spring Festival, the company has arranged the R & D and production work in various factories. At present, the company’s orders are basically normal, and some new projects are also in contact with customers.” He Wenbo, chairman of Fujian Forecam Optics Co.Ltd(688010) , told reporters.
