More than 14 million people in Shanghai have carried out antigen detection. Its advantages of fast speed and simple operation form an important supplement to nucleic acid detection.
Shanghai launches a new round of nucleic acid screening
antigen has been detected by more than 14 million people
In March 27th, according to the official account of "WeChat issue" issued by Shanghai, in order to contain the spread and spread of the epidemic, protect the safety and health of the people and achieve the dynamic zero clearing as soon as possible, the comprehensive screening of the first rounds of nucleic acid screening and assessment by experts has led to the decision of the leading group of the COVID-19 epidemic prevention and control work in the city of to carry out a new round of mesh type and grid based nucleic acid screening in the city.
At the press conference on epidemic prevention and control on the same day, Wu Qianyu, a first-class inspector of Shanghai Municipal Health Commission, introduced the progress of antigen testing in non key areas of the city. She said that at present, more than 14 million people have been tested for antigen in the city and will continue to be carried out. Some people who were positive for antigen detection were found, and their nucleic acid detection and control were carried out immediately. The advantages of fast antigen detection and simple operation were reflected.
On March 11, covid-19 antigen detection reagent was officially approved in China with the issuance of covid-19 virus antigen detection application scheme (Trial) by the National Health Commission. As of March 23, the State Food and drug administration has successively approved 19 covid-19 virus antigen detection reagent products.
Zheshang Securities Co.Ltd(601878) believes that the current global dominant strain Omicron has the characteristics of strong infectivity and short incubation period. Therefore, antigen detection will be popularized as an important supplement to nucleic acid detection. The core purpose of the government guided price of reagents is to promote large-scale application as soon as possible and combat the epidemic, focusing on "large-scale" rather than "price limit". At the same time, the large-scale use of relevant policies and regions, especially in areas with serious epidemic situation, marks that the application scenario is accelerating, and the market still has great potential on the whole.
Zhongtai Securities Co.Ltd(600918) said that referring to the overseas distribution policy, it is predicted that China's monthly market scale may reach 17.7-26.6 billion yuan. Taking into account the purchase by residents and enterprises at their own expense, it is expected that the purchase demand of covid-19 antigen detection products is expected to further increase.
Securities Times · databao combed the list of stocks in covid-19 antigen detection product industry chain, and 21 stocks were listed. Among them, the stocks whose related business is "antigen detection" are listed companies whose antigen detection reagents have been approved by the State Food and drug administration, with a total of 10. Since March, Wuhan Easy Diagnosis Biomedicine Co.Ltd(002932) , Zhejiang Orient Gene Biotech Co.Ltd(688298) , Beijing Wantai Biological Pharmacy Enterprise Co.Ltd(603392) three antigen detection stocks have risen by more than 7%; Four Pharmacy Stocks collectively corrected, with a decline of more than 12%.
Based on the median value of the annual report / forecast interval, the performance of most testing stocks increased significantly throughout the year At the end of the and Zhejiang Orient Gene Biotech Co.Ltd(688298) 6 shares doubled the annual net profit. Institutions pay high attention to Yifeng Pharmacy Chain Co.Ltd(603939) , Yixintang Pharmaceutical Group Co.Ltd(002727) , Nanjing Vazyme Biotech Co.Ltd(688105) and other stocks, and there are more than 15 rating agencies.
the annual report and quarterly net profit of 6 shares doubled
March is coming to an end, and the pre increase market of the first quarterly report has quietly kicked off. According to the statistics of data treasure, since last Friday, 18 shares have successively released the performance forecast for the first quarter of 2022. From the type of notice, only Huizhou Speed Wireless Technology Co.Ltd(300322) one share is pre reduced, and the rest are pre increased or slightly increased. Based on the median value of the forecast interval, the net profit of 8 shares is expected to double year-on-year At the same time, the morethan 370%; Since then, the net profits of Porton Pharma Solutions Ltd(300363) and Anhui Wanwei Updated High-Tech Material Industry Co.Ltd(600063) have increased by more than 190%.
Tibet Mineral Development Co.Ltd(000762) said that during the reporting period, the sales volume of lithium salt products of the company increased, and the performance increased significantly driven by the substantial increase of lithium profit Tongwei Co.Ltd(600438) said that due to the higher than expected photovoltaic installation and strong demand for polysilicon, the company's product volume and price increased at the same time, so as to realize the double increase of volume and profit in the first quarter As well as the boom, the net profit of the industry continued to increase year-on-year.
In terms of market situation, the latest price of 7 shares has retreated by more than 20% compared with the high point of the year, and Huizhou Speed Wireless Technology Co.Ltd(300322) , Tibet Mineral Development Co.Ltd(000762) , Shenzhen Xinyichang Technology Co.Ltd(688383) has retreated by more than 25%; In terms of valuation, Shandong Nanshan Aluminium Co.Ltd(600219) , Eurocrane (China) Co.Ltd(603966) , Shandong Fiberglass Group Co.Ltd(605006) , Anhui Wanwei Updated High-Tech Material Industry Co.Ltd(600063) , Hubei Xingfa Chemicals Group Co.Ltd(600141) the latest rolling P / E ratio is low, all of which are less than 15 times; In terms of institutional attention, Proya Cosmetics Co.Ltd(603605) rating agencies rank first with 43 Tongwei Co.Ltd(600438) , Henan Liliang Diamond Co.Ltd(301071) and Beijing United Information Technology Co.Ltd(603613) have been rated by more than 20 institutions.
It is worth noting that the ' 6 shares showed high growth in 2021 and the first quarter of this year, and the year-on-year increase of net profit was more than 100%. Among them, Hubei Xingfa Chemicals Group Co.Ltd(600141) and Tibet Mineral Development Co.Ltd(000762) performed best, and the net profit in the annual report and the first quarter both exceeded 370% year-on-year
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