Last Friday, the concepts of covid-19 drug, covid-19 detection and assisted reproduction broke out again. Among them, the concepts of covid-19 drug and covid-19 detection set off a rising tide, and the concept of covid-19 antigen detection was also born.
On the weekend news, the news of antigen self-test products was the most concerned by the market. First, the National Health Commission issued the "covid-19 disease D antigen detection application scheme (Trial)" last Friday; Then, the State Food and Drug Administration issued a notice on Saturday approving the change of covid-19 antigen product self-test application of Nanjing Nanjing Vazyme Biotech Co.Ltd(688105) , Beijing jinwofu, Shenzhen Huada Yinyuan, Guangzhou Guangzhou Wondfo Biotech Co.Ltd(300482) , Beijing huaketai biology. Since then, five covid-19 antigen self-test products have been officially launched.
Southwest Securities Co.Ltd(600369) said that covid-19 antigen products have many advantages, such as easy to use, reducing crowd aggregation, low cost and fast time. At present, the epidemic situation in China is spreading in many places. The state has decided to add antigen detection as a supplement on the basis of nucleic acid detection, and the market space can be expected in the future Zhongtai Securities Co.Ltd(600918) referring to the distribution policy of overseas covid-19 antigen self-test kit, it is estimated that the market scale of covid-19 antigen self-test kit in China is expected to reach 17.7-26.6 billion yuan per month and 2124319.2 billion yuan per year.
From the perspective of industrial chain, the upstream is mainly reagent and packaging manufacturers, which benefit from protein reagent manufacturers such as Sino Biological Inc(301047) , Acrobiosystems Co.Ltd(301080) and packaging material manufacturers such as Shanghai Haishun New Pharmaceutical Packaging Co.Ltd(300501) , Xi'An Global Printing Co.Ltd(002799) ; Midstream is a manufacturer of antigen detection kits. At present, only Guangzhou Wondfo Biotech Co.Ltd(300482) , Bgi Genomics Co.Ltd(300676) , and vinozan are approved. The downstream is the sales channel, and Lbx Pharmacy Chain Joint Stock Company(603883) , Dashenlin Pharmaceutical Group Co.Ltd(603233) , Yifeng Pharmacy Chain Co.Ltd(603939) , Yixintang Pharmaceutical Group Co.Ltd(002727) and other sales pharmacies benefit.
From the perspective of individual stocks, Guangzhou Wondfo Biotech Co.Ltd(300482) probability is a clear leader in fundamentals. Today, we must raise the limit by a single word to meet the expectation. The Shanghai Labway Clinical Laboratory Co.Ltd(301060) probability, which took the lead in trading last Friday, is a clear emotional leader. Although this stock is not an authentic antigen detection concept stock, it is also a big single word trading today. Generally speaking, in the first wave of main rising market of the main line, the emotional premium of the leader is very high, and the short-term strength of individual stocks is better than the fundamentals.
From the timing point of view, the covid-19 antigen detection concept is fermented in a large area at the weekend, and the subject expectation may be too consistent, which may easily lead to the opening of the trading limit of many relevant stocks today, resulting in insufficient participation opportunities. Therefore, the poor expectation may be put on covid-19 drugs and other sectors.
From the perspective of shareholding, covid-19 antigen detection concept is also a branch of the anti epidemic market, which coincides with covid-19 detection concept. Similar to the East West calculation fermented last weekend, it also overlaps with the data center sector. Although it is suspected of "old wine in new bottles", the market funds still recognize it. Therefore, it is very likely that the covid-19 antigen detection concept will break out sharply in the short term, but it remains to be seen whether it can be held in the medium and long term. After all, the antigen self-test results can not replace the nucleic acid report, Performance expectations are also difficult to implement in a short time.
