Today (December 29), the old popular stock Andon Health Co.Ltd(002432) rose again, reaching 10 boards in 13 days. As of the closing, the share price rose to 50.05 yuan, a record high. Under the leadership of leading stocks, the covid-19 detection sector strengthened significantly. In addition to Andon Health Co.Ltd(002432) , Chimin Health Management Co.Ltd(603222) and Xilong Scientific Co.Ltd(002584) rose by the limit, of which Xilong Scientific Co.Ltd(002584) won two boards, Motic (Xiamen) Electric Group Co.Ltd(300341) rose by more than 9%, and Jiangsu Skyray Instrument Co.Ltd(300165) , Wuhan Hiteck Biological Pharma Co.Ltd(300683) , Guangzhou Improve Medical Instruments Co.Ltd(300030) and other stocks led the rise.
Andon Health Co.Ltd(002432) disclosed sales data, and the share price soared more than seven times in recent two months
On the news front, yesterday (December 28), Andon Health Co.Ltd(002432) issued an announcement to disclose the sales data. As of December 27, us time, it had received 47.43 million government orders from Massachusetts, California, New York, Washington, D.C., Washington, Louisiana, Maryland and Oregon, and 8.82 million have been shipped, USD 62.55 million has been received (including advance payment), and the amount of orders not received is USD 174.6 million. The sales collection amount of commercial customers is USD 36.19 million, and the sales amount of the company’s website and Amazon in the United States is USD 68.35 million.
Earlier on November 15, Andon Health Co.Ltd(002432) said on the interactive platform that the company’s covid-19 antigen home self-test OTC kit products have begun mass production and are hot sold locally by its subsidiary ihealth in the United States. At the same time, the company is also actively negotiating orders with b-end customers and demand parties. The company’s current monthly production capacity is 100 million people. It is estimated that by the beginning of 2022, The production capacity will be increased to 200 million people per month, and the actual production capacity expansion progress and production plan will be adjusted in real time according to the actual situation of the market, orders, raw material supply and so on.
Boosted by the data fundamentals, Andon Health Co.Ltd(002432) closed the daily limit again today, recording 10 boards in 13 days and 22 boards in 33 days. As of the close today (December 29), the share price has increased by 754% in the past two months. However, Andon Health Co.Ltd(002432) also gave a risk warning in its recent announcement that the single month performance of the kit product does not represent the annual performance, and the historical performance of the product does not represent the future performance. In addition, the production capacity is the production capacity, so it is impossible to infer the actual output, let alone the actual sales volume. Investors are kindly requested not to make wrong inferences due to conceptual confusion.
the global demand for covid-19 detection continues, and the agency gives four main epidemic lines
At present, the overseas epidemic continues, and the demand for covid-19 detection is expected to fluctuate at a high level. Anxin Securities pointed out that with the discovery of Omicron with a large number of mutations and possibly more infectious and harmful in South Africa, the further promotion of home self inspection products in the United States and the upcoming spring semester in January next year, it will continue to stimulate the demand for covid-19 detection. Based on the judgment of future industry trends, it is estimated that the total market scale of covid-19 detection in Europe and the United States is expected to reach US $3.391 billion in 2022, equivalent to about 22 billion yuan.
In addition to the detection field of covid-19, the concepts of covid-19 oral drugs and domestic covid-19 specific drugs have also been active recently. Sinolink Securities Co.Ltd(600109) pointed out that based on the therapeutic mechanism, the accessibility and economy of oral drugs, we continue to be optimistic about the application prospect of oral small molecule covid-19 drugs. It is suggested to pay attention to four main epidemic lines: ① small molecule cdmo industrial chain and its upstream of fine chemicals; ② Other upstream supply chains related to covid-19, including suppliers of antigens, antibodies, enzymes, plasmids, etc; ③ Epidemic related innovative drug R & D enterprises; ④ Other epidemic related, such as vaccine R & D enterprises, covid-19 test kit suppliers and other anti epidemic equipment / consumables suppliers. It is suggested to focus on: Asymchem Laboratories (Tianjin) Co.Ltd(002821) , Wuxi Apptec Co.Ltd(603259) , Zhejiang Jiuzhou Pharmaceutical Co.Ltd(603456) , Zhejiang Ausun Pharmaceutical Co.Ltd(603229) , Kingsley biotechnology , etc.
(Financial Associated Press)
