On the 16th, when A-Shares rebounded across the board, the hottest track that began fermentation at the weekend fell collectively, either by the limit or on the road of the limit.
On the 16th, Shandong Provincial Public Resources Trading Center announced the results of the special centralized purchase of covid-19 antigen detection reagent of Shandong Shanxi alliance. According to the centralized purchase price, the lowest price is 7.9 yuan / person, and the highest price is 9 yuan / person.
This result is surprising. When investors think they can copy the myth of Andon Health Co.Ltd(002432) again, the 200 billion market is gone?
refresh China speed
Shandong centralized purchase price as low as 7.9 yuan / person
On the 16th, Shandong Provincial Public Resources Trading Center announced the results of the special centralized purchase of covid-19 antigen detection reagent of Shandong Shanxi alliance.
The winning enterprises are: Huada Yinyuan (7.9 yuan / person), Beijing Wantai Biological Pharmacy Enterprise Co.Ltd(603392) (8 yuan / person), Wuhan Easy Diagnosis Biomedicine Co.Ltd(002932) (8.19 yuan / person), Zhejiang Orient Gene Biotech Co.Ltd(688298) (8.4 yuan / person) and Tianjin boosses (9 yuan / person). The promised daily supply of the above-mentioned companies is 4 million, 100000, 3 million, 5 million and 8 million respectively.
if estimated according to the price limit of 30 yuan / copy of antigen detection reagent of Guangdong Drug Trading Center in 2021, the average decline of antigen centralized collection of Lu Jin Alliance is about 72%
It is understood that this can be called the fastest “China speed” in the history of centralized mining. Because on the night of the first day, on March 15, the Shandong provincial public resources trading platform just released the notice on the special centralized procurement of covid-19 virus antigen detection reagents of Lu Jin Alliance, announcing that it would carry out the centralized procurement of covid-19 antigen detection reagents for a period of one year.
Market participants believe that this is regarded as “exploring the way ahead” for the country’s intensive mining with volume.
Guangzhou Wondfo Biotech Co.Ltd(300482) took the lead in reducing the price by more than 40%
In March 15th, the Guangdong provincial drug Exchange Center released the “New Coronavirus (2019-nCoV) testing reagent alliance regional group purchasing quantity” (which was launched in 2021), and selected the enterprise Guangzhou Wondfo Biotech Co.Ltd(300482) , and voluntarily applied for the selected products. The New Coronavirus (2019-nCoV) antigen test kit (colloidal gold method) was selected to adjust the price to 9.8 yuan / person.
On the same day, the Henan provincial public resources trading center issued the notice on New Coronavirus inspection reagents and related consumables hanging network procurement, indicating that Guangzhou Wondfo Biotech Co.Ltd(300482) also reduced the selected products to 9.8 yuan / person.
It is noteworthy that in April 2021, Guangdong pharmaceutical trading center carried out covid-19 testing reagent alliance regional centralized procurement, and the main bodies participating in the procurement of the alliance are Guangdong, Jiangxi, Henan, Hunan, Guangxi, Hainan, Chongqing, Guizhou, Yunnan, Gansu and Qinghai provinces (cities and autonomous regions).
At that time, Guangzhou Wondfo Biotech Co.Ltd(300482) as the only successful enterprise, won the election with 16.8 yuan / person. Compared with last year, the price of Guangzhou Wondfo Biotech Co.Ltd(300482) antigen detection kit decreased by about 41.7%.
Affected by the above news, Guangzhou Wondfo Biotech Co.Ltd(300482) 16 fell all the way to the opening, once fell by more than 12%, and finally fell by 8.19%.
This also brought down another major beneficiary of covid-19 antigen testing Nanjing Vazyme Biotech Co.Ltd(688105) . At one time, it fell by more than 14% and finally closed at 10.67%.
The performance of Guangzhou Wondfo Biotech Co.Ltd(300482) and Nanjing Vazyme Biotech Co.Ltd(688105) was particularly eye-catching in the market of full screen trading on the 16th.
“tasting price” once 30 yuan / person
According to fund Jun’s previous observation on meituan, the initial covid-19 antigen detection reagent is 32.8 yuan / person.
According to other media reports, the staff of the Shanghai store of Lbx Pharmacy Chain Joint Stock Company(603883) pharmacy said that they had only 100 boxes in the first batch, and the price was 596 yuan / 20 pieces. According to the above figures, the price of a single piece is about 30 yuan / piece.
Shenzhen Dashenlin Pharmaceutical Group Co.Ltd(603233) pharmacy staff said, New Coronavirus’s New Coronavirus antigen detection kit sold under the line price of 386 yuan / box, containing 20 reagents, that is, the price of a single test is 19.3 yuan.
Friends in Shenzhen saw that one person in Guoda pharmacy was 32 yuan and five people were 145 yuan.
new diagnosis and treatment plan or national centralized purchase
In March 15th, a year later, the National Health Council released the ninth version of the New Coronavirus pneumonia diagnosis and treatment plan. It revised the diagnosis and management measures based on the transmission characteristics and case characteristics of the variant strains such as delta and Amy.
The new “diagnosis and treatment plan” no longer requires covid-19 infected persons with mild symptoms to go directly to designated hospitals for treatment, but adopts the management mode of centralized isolation, and then refer them if their condition worsens. In addition, the isolation time requirement of discharged patients has also changed from 14 days of isolation management to 7 days of home monitoring.
In the view of professionals, home self inspection may become a trend, and the centralized collection of antigen detection reagents has naturally become a “certainty”.
This is not a good thing for the manufacturers of covid-19 antigen detection.
Previously, several securities companies estimated that with reference to the distribution policy of overseas covid-19 antigen self-test kit, the market space for covid-19 antigen detection in China is between 200300 billion yuan per year. For example, The Pacific Securities Co.Ltd(601099) securities estimates that Germany provides free antigen testing services at most once a day during the peak of the epidemic, while some other overseas countries distribute antigen self-test products about 2-10 times a month, and the ex factory unit price of Chinese manufacturers is US $0.7-2. According to the detection frequency of 1-2 times per capita per month in the peak period, the ex factory unit price is 8-12 yuan and the total population of 1.4 billion, the market scale of antigen self-test in China in a single month reaches 11.2-33.6 billion yuan.
Now, with the advent of centralized purchase, the retail price of covid-19 antigen detection has decreased significantly, and the final market scale may shrink significantly accordingly.
