Citic Securities Company Limited(600030) research report pointed out that the overseas epidemic is still in the repeated stage, the continuity of follow-up demand for antigen detection is large, and the market expectation is poor. The European market is expected to gradually deduce the logic of “simultaneous rise of volume and price”; It is expected that orders in the U.S. market will continue to be placed in an orderly manner, and the advantage of head suppliers in taking orders has been gradually verified; In addition, the formal opening of antigen self-test in the Chinese market will also bring a new incremental market. In particular, in the short term, it is expected that there will be a demand for replenishing inventory in batches. In this context, priority will be given to mainstream suppliers of antigen self-test products with guaranteed production capacity, technological advantages, experienced sales and verified products. In the future, it is also expected to gradually enter China’s new incremental market by virtue of its inherent advantages. Secondly, we are optimistic about the suppliers who take the lead in obtaining the certification of Chinese antigen testing products and other suppliers of epidemic prevention materials. It is recommended to focus on Zhejiang Orient Gene Biotech Co.Ltd(688298) , and it is recommended to pay attention to Asahi biology, Guangzhou Wondfo Biotech Co.Ltd(300482) , Intco Medical Technology Co.Ltd(300677) .
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