Zheshang Securities Co.Ltd(601878) a phone call will trigger attention. At the meeting Hangzhou Biotest Biotech Co.Ltd(688767) experts "malicious rumor" Andon Health Co.Ltd(002432) ? What's the truth?

A rumor that " Hangzhou Biotest Biotech Co.Ltd(688767) fake experts maliciously slander their competitors Andon Health Co.Ltd(002432) " in Zheshang Securities Co.Ltd(601878) teleconference spread in the social circle on March 1. According to the meeting minutes and recordings posted on the Internet, an expert suspected of representing Hangzhou Biotest Biotech Co.Ltd(688767) said, "due to low sensitivity, the U.S. Food and drug administration is ready to cancel the emergency use authorization of Andon Health Co.Ltd(002432) ihealth products."

Andon Health Co.Ltd(002432) latest response: the reporter of the associated press of Finance said that he was taking legal channels and had no relevant information about the identity of the expert at present. It has sought verification from Zheshang Securities Co.Ltd(601878) but the other party said it was inconvenient to disclose.

Earlier, Andon Health Co.Ltd(002432) in response to the media interview on the morning of March 1, said, "the company has noticed the above situation. The rumor is a false statement without any factual basis. If the statement misleads and adversely affects the listed company and the capital market, the company will investigate its responsibility through legal means."

Hangzhou Biotest Biotech Co.Ltd(688767) in response to the interview with the financial Associated Press, he made three points clear: the experts participating in the Zhejiang Business teleconference are not the personnel of their company; The company has communicated with Zheshang Securities Co.Ltd(601878) and Zheshang Securities Co.Ltd(601878) is verifying the participants Hangzhou Biotest Biotech Co.Ltd(688767) has nothing to do with the rumor Andon Health Co.Ltd(002432) incident. The company did not participate in the conference call.

According to the current response, the two companies involved denied the authenticity of the expert's identity and his remarks Zheshang Securities Co.Ltd(601878) has not responded. Affected by rumors, on March 1, Andon Health Co.Ltd(002432) share price fell further. In the afternoon, it was close to the limit, closing down 9.48% to 58.18 yuan, while Hangzhou Biotest Biotech Co.Ltd(688767) rose significantly, closing at 95.19 yuan, up slightly by 1.91%.

has soared by 845% this year, and Andon Health Co.Ltd(002432) has repeatedly been concerned by regulators

Since covid-19 epidemic broke out in the world, epidemic prevention and control has become a new concept of a shares, and relevant companies have been frequently sought after in the market, Andon Health Co.Ltd(002432) is one of them. Since mid November 2021, the company's share price has advanced by leaps and bounds. As of February 28 this year, the cumulative increase has reached 845.17%. The financial Associated Press reporter noted that the company obtained large orders due to the emergency use authorization of ihealth products in the United States, which was sought after by the market, but at the same time, the stock price fluctuation also had a "demon nature". Since mid November 2021, Andon Health Co.Ltd(002432) has issued 12 announcements of abnormal fluctuations in stock trading and 5 announcements of stock trading risk warning. At present, the company's share price has fallen from a high level, down more than 30%.

During the rise of the company's share price, regulators paid attention to the company for many times. Similarly, since mid November 2021, Shenzhen Stock Exchange has issued three letters of concern and one supervision letter to Andon Health Co.Ltd(002432) the company. Due to the inaccuracy and incompleteness of the reply and the record form of investor relations activities published on the interactive trading platform for many times, Andon Health Co.Ltd(002432) received the supervision letter issued by the Shenzhen Stock Exchange on February 22.

In addition, Andon Health Co.Ltd(002432) announced on February 14 this year that the company recently received a decision on administrative supervision measures issued by Tianjin Securities Regulatory Bureau. According to the decision on taking regulatory interview measures against Liu Yi and Wu Tong, the company only disclosed some successful test results on January 7, 2022, but did not disclose all the test results, and the disclosure information was incomplete. Liu Yi, as the chairman and general manager of Andon Health Co.Ltd(002432) and Wu Tong, as the Secretary of Andon Health Co.Ltd(002432) board of directors, is mainly responsible for the integrity of information disclosure in the company's interim report.

Andon Health Co.Ltd(002432) was also sent a letter by the Shenzhen Stock Exchange to inquire about the company's phased disclosure of information in cooperation with stock price speculation Andon Health Co.Ltd(002432) disclosed the experimental report of its subsidiary covid-19 household self-test kit against Omicron mutant virus on January 7 this year, Andon Health Co.Ltd(002432) said that this kit detected 100% of Omicron active virus samples with a maximum CT value of 21.59 (n = 5). On January 12, Shenzhen Stock Exchange issued a supervision letter to the announcement of Andon Health Co.Ltd(002432) requiring Andon Health Co.Ltd(002432) to explain several matters, such as whether to confuse the positive detection rate of all samples with the positive detection rate of some samples to mislead investors.

However, in the reply to the attention letter of Shenzhen Stock Exchange, Andon Health Co.Ltd(002432) said that the company had no behavior and motivation to hype the stock price through information disclosure, and the company would strengthen the control over the integrity of the wording of the announcement in the future.

According to Andon Health Co.Ltd(002432) official website, the company was founded in 1995 and listed on Shenzhen small and medium-sized board in June 2010. It is an enterprise focusing on the R & D and production of health electronic products and intelligent hardware. It has successively launched personal health wearable devices covering the fields of blood pressure, blood glucose, blood oxygen, ECG, heart rate, weight, body fat, sleep, sports and so on, And obtained a strategic investment of US $25 million from Xiaomi technology to become a partner of Xiaomi ecological chain.

According to the latest announcement, Andon Health Co.Ltd(002432) subsidiary ihealtlabs Inc and US ACC (US Army contract management command) signed a procurement contract (hereinafter referred to as the "contract") on behalf of us HHS (US Department of health and human services) on January 13, 2022 local time for ihealth covid-19 antigen home self-test OTC kit products (hereinafter referred to as the "ihealth kit"), Sell 250 million copies of ihealth kit products to them, and the total contract price tax is US $1.275 billion (including freight), about RMB 8.1 billion (the central parity rate of US $to RMB on January 13, 2022 = US $6.3542).

According to the delivery arrangement in the main contents of the above contract, as of February 15, 2022 local time in the United States, Andon Health Co.Ltd(002432) subsidiary ihealth labs Inc has delivered a total of 177139080 copies of ihealth kit products to the counterparty. As of February 15, 2022 local time, ACC of the United States successively paid ihealth labs Inc, a Andon Health Co.Ltd(002432) subsidiary, a total of US $350 million for 69969420 kits, or about RMB 2.265 billion (on February 16, 2022, the central rate of US dollar to RMB exchange rate was US $1 = RMB 63463).

As of February 15, 2022 local time, ACC of the United States had paid a total of US $465 million for 91137420 kits to ihealtlabs Inc, a Andon Health Co.Ltd(002432) subsidiary. All the above payments had been received on February 16, us time, about RMB 2.95 billion (the central rate of US dollar to RMB exchange rate on February 16, 2022 = US $1 = RMB 6.3463).

Andon Health Co.Ltd(002432) said that the above contract is in the process of being performed, and the performance of the contract is expected to have a positive impact on the company's operating revenue and operating profit in 2022 Andon Health Co.Ltd(002432) previously disclosed the performance forecast. It is estimated that the net profit in 2021 will be RMB 900 million to RMB 1.2 billion, with a year-on-year increase of 271.4% ~ 395.19%. The company said that the 2021 year continued to be affected by the global COVID-19 epidemic, and the sales performance of New Coronavirus antigen self testing OTC kit product in the US market has increased significantly.

Hangzhou Biotest Biotech Co.Ltd(688767) revenue and net profit double increase

The market demand has driven the industry hot, and the performance of Companies in the industrial chain has benefited from it. Hangzhou Biotest Biotech Co.Ltd(688767) who has been involved in public opinion this time also has outstanding performance. According to the performance express disclosed by the company, in 2021, the company achieved a total operating income of 1818075900 yuan, an increase of 110.09% over the previous year, and a net profit attributable to the owner of the parent company of 832518400 yuan, an increase of 91.32% over the previous year.

Hangzhou Biotest Biotech Co.Ltd(688767) said that in 2021, affected by covid-19 virus Delta, Omicron and other mutated viruses, the global covid-19 epidemic continued to repeat. The company actively responded to the global demand for covid-19 testing products, continuously developed high-quality covid-19 testing products, opened up new markets and new customers, The covid-19 antigen family self-test kit produced by the company has successively obtained the EU CE certification and Australia TGA certification, which has promoted the surge in the number of foreign trade orders, resulting in a significant increase in the company's operating performance compared with the same period last year.

Hangzhou Biotest Biotech Co.Ltd(688767) was listed on the Shanghai Stock Exchange on September 8, 2021. Since its listing, the share price of the company has risen by 21.06%. Since its establishment, the company has been focusing on the field of POCT (instant test), mainly engaged in the R & D, production and sales of POCT diagnostic reagents. At present, the existing POCT products cover five detection fields, including reproductive health detection, drug abuse (drug) detection, infectious disease detection, tumor marker detection and myocardial marker detection. In 2020, under the impact of the epidemic, the sales scale of covid-19 testing reagent products of the company showed an "explosive" growth, its operating revenue increased by 314% year-on-year to 865 million yuan, and the net profit attributable to the parent company increased to 435 million yuan from 282284 million yuan in 2019.

Some pharmaceutical investors said that Hangzhou Biotest Biotech Co.Ltd(688767) performance benefited from market demand, but the growth rate of the company may slow down after the epidemic fades.

Zheshang Securities Co.Ltd(601878) : to make securities companies stronger and bigger, research institutes must be strong

As the intermediary of the conference call, Zheshang Securities Co.Ltd(601878) did not respond publicly. At present, Qiu Guanhua is Zheshang Securities Co.Ltd(601878) chief strategy officer and director of the Institute. In 2021, Qiu Guanhua said publicly that the competition in the securities industry will intensify in the future, and the transformation of securities companies is imperative. There are only two ways out, either becoming the head or making characteristics. This trend will be established through the way of "big fish eat small fish, fast fish eat slow fish".

He pointed out that if securities companies want to be stronger and bigger, research institutes must be strong. For securities companies that seem to have become powerful on the surface, the Institute will have to make up this lesson sooner or later to ensure sustainable development. There is no shortcut for securities companies that are transforming or want to become stronger in the future. They must strengthen the Research Institute.

According to him, Zheshang Securities Co.Ltd(601878) has the basic conditions to run a head brokerage Research Institute well Zheshang Securities Co.Ltd(601878) as a national comprehensive securities firm with class a rating for four consecutive years, Zhejiang communications investment group, the controlling shareholder, has great foresight and fully supports Zheshang Securities Co.Ltd(601878) Research Institute to become stronger and bigger.

He said that Zheshang Securities Co.Ltd(601878) positioned the Research Institute as the number one project of the company, committed to building a national first-class platinum Research Institute, focusing on nine fields of "six major and three new" (six major: big assets, big finance, big consumption, big health, big manufacturing and big cycle; three new: new technology, new energy and new materials), Firmly Polish three golden business cards (deeply cultivate Zhejiang, embrace banking and take root in the industry), strive to realize the combination of three (seller research and wealth management + production and Finance + employee career and career), and strive to become a respected Research Institute of top five securities companies in the market

related reports

Hangzhou Biotest Biotech Co.Ltd(688767) responded to "malicious rumor Andon Health Co.Ltd(002432) ": the expert is not an employee of the company and did not participate in the rumor

Andon Health Co.Ltd(002432) responded to the rumor that covid-19 antigen self-test product was revoked by the United States: there is no factual basis

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