Report released this week
Comments on the annual report | Imeik Technology Development Co.Ltd(300896) : the performance slightly exceeded the expectation, the hi body continued to increase, and the volume increased steadily during the day
“Industry review – International turmoil, driving up the price of safe haven assets, and the upstream assets or income of gold and diamonds”
Comments on business data Proya Cosmetics Co.Ltd(603605) : revenue and profit increased by 30% and 35% respectively, and the data of each brand in the 38 section war report was bright
Business data review | Bloomage Biotechnology Corporation Limited(688363) : revenue increased by 55% with strong growth in functional skin care
Comments on the annual report | Bloomage Biotechnology Corporation Limited(688363) : revenue increased by 80% +, the “four in one” was promoted smoothly, and the growth rate of functional skin care continued to be strong this week (this week refers to March 7 to March 13, 2022, the same below)
Event: on March 10, 2022, the comprehensive group of covid-19 virus epidemic prevention and control mechanism of the State Council issued the application scheme for covid-19 virus antigen detection (Trial); On March 12, the State Drug Administration approved the listing of five covid-19 antigen self-test products. What is the impact on travel related industries?
Antigen detection is easier and faster. Compared with nucleic acid detection, antigen detection has the characteristics of significantly reducing the detection cost and greatly shortening the detection time. It is used in the acute infection period (within 7 days of symptoms), but the detection accuracy is slightly lower than that of nucleic acid detection. The World Health Organization recommended it as an auxiliary means for early diagnosis of covid-19 pneumonia. The screening program is mainly launched in the context of specific populations.
The core purpose is “early discovery”. It needs to be clear that nucleic acid detection is still the basis for the diagnosis of covid-19 virus infection, but the convenient and rapid antigen detection is conducive to improving the ability of “early detection” and the ability of early diversion and rapid management of suspected people in grass-roots medical and health institutions without nucleic acid detection ability.
Under the further refined management of prevention and control policies, the epidemic is expected to be gradually controllable. The proposal of antigen detection application scheme is the embodiment of the further refinement of the idea of epidemic control in China. We believe that with the higher vaccine injection rate and the further promotion of antigen testing, China’s sporadic multiple outbreaks are expected to gradually enter a controllable situation.
The application scheme of antigen detection lays a foundation for the flexible normalization of epidemic prevention mode in the future. Many European and American countries have taken nucleic acid detection or antigen detection as the requirement of entry certificate, rather than just recognizing nucleic acid detection. Considering the high accessibility of antigen detection, the promotion of home self-test products will greatly improve the convenience of national travel. At present, household antigen self-test products have been approved. We believe that the proposal and wide application of this application scheme have laid a foundation for the flexible normalization of epidemic prevention mode in the future.
Recommended target: it is suggested to pay attention to the tax-free leader China Tourism Group Duty Free Corporation Limited(601888) , the three hubs waiting for the continuous promotion of the recovery process of international routes Shanghai International Airport Co.Ltd(600009) , Beijing Capital Airport, Guangzhou Baiyun International Airport Company Limited(600004) , and the aviation leaders Air China Limited(601111) , China Eastern Airlines, China Southern Airlines Company Limited(600029) , etc.
Risk warning: repeated epidemic situation; The prosperity of terminal consumption decreased; Intensified market competition, etc
