The global epidemic of "one wave after another" is worrying.
the Omicron strain is setting off a "tsunami of infection". The number of newly confirmed cases in a single day in the world has exceeded 1 million for the third consecutive day, and 1.717 million cases were added on December 29. Among them, Europe and the United States are still the "epicenter" of this global epidemic. The U.S. Centers for Disease Control and prevention issued an early warning that more than 44000 people in the United States may die of covid-19 pneumonia in the next four weeks.
Tan Desai, director general of the World Health Organization, warned that during the pandemic, new variants may appear. The new variants may produce complete resistance to the current vaccine or past infections, or make the existing vaccine completely ineffective. Therefore, it is necessary to adjust the vaccine.
Omicron virus spread wildly in European and American countries, even stimulated the anti epidemic plate of a shares, and detonated a "demon stock": Andon Health Co.Ltd(002432) (002432), which soared by more than 839% in just two months. On December 30, Andon Health Co.Ltd(002432) issued a risk warning announcement, saying that the demand for the company's antigen home self-test kit products is directly related to the epidemic situation in the United States. The development of the epidemic situation in the future has strong uncertainty, which may affect the demand for kit products.
the outbreak of "infected tsunami" in Europe and America
on December 29 local time, Tan Desai, director general of the World Health Organization, urgently said that at present, delta strain and Omicron strain pose a "double threat", which has set a record number of global covid-19 pneumonia cases, and once again led to a surge in the number of hospitalizations and deaths. The spread of Omicron strain is stronger, resulting in a "tsunami of infection" around the world.
Behind Tan Desai's warning is that the number of confirmed cases in the world has exploded again. The number of newly confirmed cases of covid-19 in the world has exceeded 1 million for the third consecutive day, and up to 1.717 million cases were added on December 29.
Among them, Europe and the United States are still the "epicenter" of this global epidemic, and the number of confirmed cases in a single day in many European countries has set a new record.
At present, the epidemic situation in France is the most severe. On December 29 local time, according to Olivier Veron, French Minister of health, the number of newly confirmed cases in France has reached 208000 in the past 24 hours, a new high since the outbreak of the epidemic in France, and the number of newly confirmed cases in France reached 179800 the day before.
Under the attack of two variant strains of delta and Omicron, France is no longer facing the fifth wave of epidemic, but an "epidemic tsunami".
Olivier Veron said that the risk of hospitalization caused by the Omicron strain was 50% to 70% lower than that of the previous mutant strain, but the infectivity of the Omicron strain was 300% higher than that of delta, and two French were diagnosed positive every second.
Britain, which has been plagued by the epidemic, is in urgent need again. According to the latest epidemic data, the number of newly confirmed cases of covid-19 in the UK exceeded 180000 on December 29, reaching 183037, more than 50000 more than the record set the previous day. According to the data of the health department, about 90% of the new cases were infected with the Omicron strain, and the cumulative number of cases infected with the Omicron strain in the UK exceeded 210000.
In this context, the number of hospitalized cases in Britain is increasing rapidly. There are more than 10000 covid-19 patients in England, reaching the highest level in nine months. In order to cope with the surge of hospitalized patients, the UK plans to build eight Nightingale medical emergency centers that can accommodate up to 100 patients throughout England.
At present, the United States is still the country with the highest number of confirmed cases in a single day in the world. According to the data of Johns Hopkins University, there were more than 265000 new covid-19 cases in the United States on Tuesday, breaking the one-day record since the outbreak. Omicron accounted for 59% of the confirmed cases and has replaced delta strain as the main epidemic strain in the United States.
On December 29 local time, the Centers for Disease Control and prevention issued an early warning that more than 44000 people in the United States may die of covid-19 pneumonia in the next four weeks. By January 22, 2022, the death toll in the United States will rise to 866000. In contrast, the number of deaths from influenza in the United States is usually between 12000 and 52000 per year.
In the face of the global spread of Omicron strain, who warned that during the pandemic, new variants may appear, new variants may escape the response measures of the global health system, may produce complete resistance to the current vaccine or past infection, or make the existing vaccine completely ineffective. Therefore, it is necessary to adjust the vaccine.
detonate the anti epidemic Bull Stock
Omicron virus spread wildly in European and American countries, even stimulated the covid-19 detection plate of a shares, and detonated a "demon stock": Andon Health Co.Ltd(002432) (002432).
on December 30, Andon Health Co.Ltd(002432) gained the limit again. The latest share price has soared to 55.06 yuan, while at the end of October this year, its share price was only 5.86 yuan, with a cumulative surge of more than 839% in just two months.
Andon Health Co.Ltd(002432) the soaring share price may be closely related to the covid-19 test kit. On December 29, Andon Health Co.Ltd(002432) said during the institutional research that the company currently fully supports the epidemic prevention work of the governments of various states in the United States. As of December 27, U.S. time, the company had received 47.43 million government orders from Massachusetts and other states. At present, 8.82 million people had been shipped, US $62.55 million (including advance payment) had been received, and the amount of outstanding orders was US $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.
In addition, Andon Health Co.Ltd(002432) said that the company's current monthly capacity is 100 million people. It is estimated that the capacity will increase to 200 million people per month by the beginning of 2022. The actual capacity expansion progress and production plan will be adjusted in real time according to the actual situation of the market, orders and raw material supply. The upstream supply chain capacity of covid-19 antigen kit in China is relatively stable.
faced with the soaring stock price, Andon Health Co.Ltd(002432) constantly issued risk warning announcements and refuted rumors that it had not received orders from a single customer totalling $240 million.
On December 30, Andon Health Co.Ltd(002432) announced again that the demand of the company's antigen home self-test kit products is directly related to the epidemic situation in the United States, and the development of the epidemic situation in the future has strong uncertainty, which may greatly affect the demand of kit products; At present, the home self-test kit products of 12 companies have been authorized by the U.S. FDA and EUA. The market competition situation may change at any time and the product price may be impacted. Investors are advised to pay attention to investment risks and invest rationally.
The main strain that triggered the current global epidemic is the drug, which is characterized by high infectious, high incidence rate, low hospitalization rate and low mortality. The preliminary research conclusions of various countries also show that the Omicron strain is easy to spread, but the toxicity is low. Therefore, the most direct impact is the further increase in the demand for testing and oral drugs, which may be the main motivation for the crazy speculation Andon Health Co.Ltd(002432) of market funds.
it is worth noting that in the face of soaring stock prices, short-term hot money is becoming more and more crazy. According to the data of the dragon and tiger list after hours on December 30, the seats bought are mainly hot money, East Money Information Co.Ltd(300059) Lhasa business department occupies the top four seats, and there are no institutions selling seats.
memory chip urgent again?
At the same time, the epidemic situation in Xi'an, Shaanxi has been worrying. On the afternoon of December 30, Xi'an reported that 1117 local confirmed cases were reported in the city from 0:00 on December 9 to 24:00 on December 29, 2021. At present, all cases have been transferred to designated hospitals for isolation treatment.
It is worth mentioning that Xi'an has gathered a large number of technology companies, including chip enterprises, and is an important semiconductor town in China. According to the data previously released by Shaanxi Semiconductor Industry Association, in 2020, the scale of manufacturing industry in Xi'an integrated circuit reached 76 billion yuan, ranking first in China.
affected by the epidemic prevention and control, on December 29, the global semiconductor giant Micron Technology issued a statement that the labor density of micron's factory in Xi'an decreased due to the blockade, which had some impact on the output level of DRAM chip product assembly and testing business in Xi'an factory, including delivery delay, etc.
On the same day, Samsung Electronics also said that it decided to temporarily adjust the operation of its manufacturing plant in Xi'an, China, enter a "state of emergency operation", and will take all necessary measures, including using the global manufacturing network, to ensure that customers are not affected.
As the only NAND chip production plant of Samsung Electronics overseas, Samsung's two memory chip factories in Xi'an provide Samsung with more than 40% of NAND products, accounting for about 15% of the global market supply. At present, Samsung Electronics has temporarily suspended the quotation of NAND products.
industry insiders said that the current inventory level of global memory chips is high, and the supply can still be met in the short term. If the Xi'an epidemic continues, the purchaser may increase orders to other suppliers, and the bargaining mentality may also be affected, and the price decline of relevant memory chip products is expected to converge.
Affected by this, the stock prices of the global memory chip giants have increased significantly. On Wednesday, the shares of Western Digital rose 5.24%, and micron technology rose more than 3%; On December 30, SK Hynix, a large memory chip manufacturer in South Korea, once soared by 5%, the largest intraday increase since April 28; A-share memory chip listed companies: Unigroup Guoxin Microelectronics Co.Ltd(002049) , Gigadevice Semiconductor (Beijing) Inc(603986) also rose 10% and 6.9% respectively.
(brokerage China)
