p align = “center” Shanghai announced its support for covid-19 testing, R & D and industrialization
On March 29, the general office of the Shanghai Municipal People’s government issued several policies and measures for Shanghai to fight the epidemic and help enterprises promote development, indicating that it will support the R & D and industrialization of covid-19 virus vaccines, drugs and diagnostic products through special funds. At the same time, it will give post subsidy support to relevant products according to different clinical trial stages, speed up the approval progress, and promote the rapid formation of effective production capacity, registration, listing and application.
Affected by the recent severe epidemic situation and policies, today’s covid-19 detection index rose 1.82% against the market trend. In concept stocks, Wuhan Easy Diagnosis Biomedicine Co.Ltd(002932) harvest two boards Hangzhou Alltest Biotech Co.Ltd(688606) , Xilong Scientific Co.Ltd(002584) , st Toyo limit Hangzhou Biotest Biotech Co.Ltd(688767) soared by 12.52%; Since then, Jiangsu Bioperfectus Technologies Co.Ltd(688399) , Anxi biology has increased by more than 8%P align = “center” anti epidemic detection has entered a new stage of “antigen screening and nucleic acid diagnosis”
Recently, the national Wei Jian Committee and the National Health Insurance Bureau have issued the third edition of the guidelines for screening of New Coronavirus nucleic acid detection organizations in the region, strengthening the price management of New Coronavirus antigen detection, and temporarily incorporating COVID-19 virus detection reagents into medical insurance and other related notifications.
Previously, the FDA has approved 19 covid-19 virus antigen detection reagent products. Wu Qianyu, a first-class inspector of Shanghai Municipal Health Commission, said on the 27th that at present, more than 14 million people have been tested for antigen in Shanghai, and those who are positive for antigen test immediately carry out nucleic acid detection and control. The advantages of fast antigen detection and simple operation have been reflected.
Founder Securities Co.Ltd(601901) believes that with the enhancement of virus transmission, covid-19 prevention and control becomes more difficult, and the protracted war will increase the demand for covid-19 prevention and control. Covid-19 testing service leading enterprises or due to the brand and scale effect, the performance is expected to greatly exceed expectations, and nucleic acid testing reagent products are expected to benefit from the large-scale cost advantage and gradually stabilize the channel.
Under the background of the State Council’s “open” nucleic acid screening, the rapid application of the new anti epidemic antigen in aorong village marks the rapid spread of the virus in the world.
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 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 wholeP align = “center” the annual net profit of 20 concept shares doubled
According to the statistics of securities times · databao, due to the repeated impact of the epidemic, the performance of covid-19 detection sector was generally excellent in 2021. Based on the annual report data or the median value of the forecast interval, the annual net profit of 20 shares doubled. In terms of market conditions, 20 shares have risen by an average of 3.65% since March, significantly outperforming the market in the same period Wuhan Easy Diagnosis Biomedicine Co.Ltd(002932) with the highest increase of 34.28% Andon Health Co.Ltd(002432) , Zhejiang Orient Gene Biotech Co.Ltd(688298) , Xilong Scientific Co.Ltd(002584) , Beijing Science Sun Pharmaceutical Co.Ltd(300485) increased by more than 10% Hybio Pharmaceutical Co.Ltd(300199) , Boai Nky Medical Holdings Ltd(300109) , Novogene Co.Ltd(688315) pullback more than 11%.
In terms of 2021 annual performance, Chimin Health Management Co.Ltd(603222) , Beijing Hotgen Biotech Co.Ltd(688068) net profit increased by more than 18 times; After that, the following 6 has been followed by the \morethan 5 times. Most of the 20 performance doubled stocks are small and medium-sized stocks, and only Beijing Wantai Biological Pharmacy Enterprise Co.Ltd(603392) one hundred billion market shares. In terms of the valuation, 6 Jiangsu Huachang Chemical Co.Ltd(002274) and Beijing Hotgen Biotech Co.Ltd(688068) rolling P / E ratios are low, both less than 12 times.
In the past 10 days, many concept stocks have been favored by various funds. As of March 28, the leveraged capital has increased by 20 shares, and the financing balance of youningwei , Hangzhou Alltest Biotech Co.Ltd(688606) , Shanghai Labway Clinical Laboratory Co.Ltd(301060) has increased by more than 16%; 18 shares, 18 shares, 18 shares, 18 shares, 18 shares, 18 shares, 18 18 shares, and a fund with a north to the north to the funds to add 18, 123 6north to the north to the north to the funds to add 18 shares, 123 northto the north to the north to the funds to add 18 shares of 18 shares, 123 of the north to the north to the north to the funds to add 18 18 Zhejiang Orient Gene Biotech Co.Ltd(688298) increasethe position by more than 25%. Four shares have been acquired, and four shares have gained the capital leverage and four shares have gained the capital leverage and four shares have been gained. Four shares have gained the leverage and four shares have gained the leverage and north facing funds. The leverage and four shares have gained the leverage and four shares, and four shares have been added at the same time. The leverage and four shares have gained the capital leverage and four shares of the capital, and four shares have gained the leverage and four shares of the four share. The leverage and north facing funds have been added at the same time. Four shares have gained the leverage and four shares of the four share of the four share of the four, which are 123 456456456456456 and Sansure Biotech Inc(688289) .
Statement: all information contents of databao do not constitute investment suggestions. The stock market is risky and investment should be cautious.
