In the morning of April 12, Andon Health Co.Ltd(002432) ( Andon Health Co.Ltd(002432) ) released the 2021 performance express and the performance forecast for the first quarter of this year, and the share price rose again.
how good is performance
In 2021, Andon Health Co.Ltd(002432) achieved a total operating revenue of 2.5 billion yuan, with a year-on-year increase of 25%; The net profit was 900 million yuan, a year-on-year increase of 277%. In the first quarter of this year, the net profit is expected to reach 14-16 billion yuan, a year-on-year increase of more than 73.8 times.
According to statistics, Andon Health Co.Ltd(002432) over the past ten years (20122021), the total profit was 940 million yuan. This is equivalent to Andon Health Co.Ltd(002432) making 15 times more money in a quarter than it has made in the past decade. If calculated by 90 days in the first quarter, it is equivalent to a net profit of more than 150 million yuan per day, and the speed of “printing money” is comparable to that of Maotai.
antigen detection reagent order explosion table
Andon Health Co.Ltd(002432) the strong increase in performance in the first quarter was mainly due to the significant increase in local demand for covid-19 antigen detection kit products due to the development of the epidemic in the United States.
Andon Health Co.Ltd(002432) US subsidiary sells ihealth covid-19 antigen detection kit products through its own channels and Amazon platform, and signs major contracts and orders with customers. The growth of sales revenue of the product has made an important contribution to its performance.
Since the outbreak of covid-19 epidemic, the sales of test kits have given wings to the performance of Andon Health Co.Ltd(002432) the company. In 2020 and 2021, the company earned more than 1.1 billion yuan, and the performance in the first quarter of this year was even brighter.
Looking back, before 2020, Andon Health Co.Ltd(002432) performance was mediocre, and even there were losses in 2015 and 2017. In the ten years from 2010 to 2019, Andon Health Co.Ltd(002432) overall, it still lost more than 100 million yuan.
However, the first quarter results “burst table” is not unexpected.
In the three months from November last year to the end of January this year, Andon Health Co.Ltd(002432) share price rose all the way from the lowest 6 yuan per share to the highest more than 80 yuan, with a cumulative increase of more than 12 times, becoming the biggest Bull Stock in the A-share market.
The reason is that Andon Health Co.Ltd(002432) successively claimed to win large orders for American antigen detection reagents, and the subsidiary signed a purchase contract with HHS (US Department of health and human services) represented by ACC (US Army contract management command) on ihealth covid-19 antigen home self-test OTC kit products.
On April 1, Andon Health Co.Ltd(002432) announced in the morning that ACC had paid a total of US $1.1 billion (about 7 billion yuan) to its US subsidiary, and all the above payments had been received.
A-Shares and these concept shares
Covid-19 antigen detection and nucleic acid detection reagent concept stocks are sought after in the market in recent two years. With the intensive disclosure of recent performance, a number of companies have successively handed over their transcripts Andon Health Co.Ltd(002432) ‘s performance is better than expected, or it may drive the sector enterprises into the spotlight again.
In addition to Andon Health Co.Ltd(002432) , the performance of Beijing Hotgen Biotech Co.Ltd(688068) , Zhejiang Orient Gene Biotech Co.Ltd(688298) , Hangzhou Biotest Biotech Co.Ltd(688767) and other companies also increased sharply last year due to the influence of covid-19 nucleic acid / antigen detection reagent.
Since April, many enterprises have announced that they have won relevant qualifications.
Zhejiang Orient Gene Biotech Co.Ltd(688298) 45 announcement, the SIEMENS New Coronavirus’s self testing reagent of SIEMENS medical, a wholly owned subsidiary of the US health company, has recently obtained the provisional authorization from Canada’s Ministry of health. The company has become the authorized supplier of SIEMENS’s medical self testing product.
Beijing Strong Biotechnologies Inc(300406) New Coronavirus self testing kit was approved by EU CE in April 5th. This means that the self-test kit can be sold in EU countries and countries that recognize EU CE certification.
Beijing Hotgen Biotech Co.Ltd(688068) 4 announcement on 7 may has been approved by the Hongkong Medical Department of the government health department recently. The product is named Beijing Beijing Hotgen Biotech Co.Ltd(688068) technology New Coronavirus 2019n-CoV antigen detection kit (anterior nasal cavity), which is called the COVID-19 technology.
On April 7, Shanghai Zj Bio-Tech Co.Ltd(688317) announced that the company and its wholly-owned subsidiary Shanghai Shanghai Zj Bio-Tech Co.Ltd(688317) Pharmaceutical Technology Co., Ltd. have recently obtained six relevant certifications or registrations, all related to nucleic acid detection and analysis.
Hangzhou Biotest Biotech Co.Ltd(688767) in the institutional investigation, the company said that it had submitted relevant materials of antigen self-test products to the State Food and drug administration. If we get the China antigen self-test certificate, the company will further expand production in a rhythmic and planned manner according to the order situation.
According to the official website of the State Food and drug administration, more than 20 enterprises have obtained the relevant qualifications of Chinese covid-19 antigen detection reagents.
China tries antigen detection in many places
Since the national promotion of the detection mode of “antigen screening and nucleic acid diagnosis”, many places in China have tried to carry out antigen detection.
On the afternoon of April 8, Wen Daxiang, Secretary of the party leading group and director of Shanghai Drug Administration, led a team to Shanghai Zj Bio-Tech Co.Ltd(688317) investigate the R & D and production of “qinggeng-1”, a high-throughput automatic nucleic acid detection platform Shao Junbin, chairman of Shanghai Zj Bio-Tech Co.Ltd(688317) introduced to Wen Daxiang and his delegation the high-throughput automatic nucleic acid detection platform “Qinggeng No. 1”, which has Shanghai Zj Bio-Tech Co.Ltd(688317) newly approved the registration certificate of three types of medical devices.
On April 9, Shanghai announced that an antigen test would be carried out in residential areas (natural villages, units and places) throughout the city. Before that, a round of antigen test had been carried out in the city on April 3. Changchun has also carried out national antigen testing.
According to the information of Shanghai Municipal Commission of economy and information technology, as of 7 a.m. on April 9, the total number of antigen detection records was 23 million. As of April 9, the “epidemic detection” platform developed by the Chinese Academy of information and communications has served more than 9.6 million people across the country, including more than 8.1 million in Shanghai.
On April 12, the press conference on epidemic prevention and control held in Shanghai said that the personnel in the prevention area implement antigen testing twice a week, and promote the nucleic acid testing of residents and friends, who are willing to do all the testing.
