made 15 times the sum of the past ten years in the first quarter, with a daily net profit of more than 150 million yuan, which is comparable to the "first share of sphygmomanometer" Andon Health Co.Ltd(002432) "turning over".
Andon Health Co.Ltd(002432) announced that benefited from the increase of overseas sales revenue of covid-19 antigen detection kit products , and the net profit in the first quarter of 2022 is expected to reach 14-16 billion yuan .
Whether the share price of the former demon king Andon Health Co.Ltd(002432) will soar with the surge in performance has aroused widespread debate among investors.
first quarter pre profit of 16 billion
antigen detection box is the main reason
The forecast shows that the net profit of Andon Health Co.Ltd(002432) 2022 in the first quarter is expected to reach 14-16 billion yuan, with a year-on-year increase of 3670743% - 4196563%
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 the money made by Andon Health Co.Ltd(002432) in one quarter, is 15 times its total in the past decade . If calculated by 90 days in the first quarter, it is equivalent to making a net profit of more than 150 million yuan per day, and the speed of "printing money" is comparable to that of Maotai
covid-19 antigen detection kit is the main reason for the great increase of Andon Health Co.Ltd(002432) Andon Health Co.Ltd(002432) said in the announcement that the local demand for covid-19 antigen detection kit products has increased significantly due to the development of the epidemic in the United States. During the reporting period, ihealth US subsidiary of the company sold ihealth covid-19 antigen detection kit products through its own channels and Amazon platform, and signed major contracts and orders with customers. The increase in sales revenue of this product has made an important contribution to the company's performance during the reporting period.
According to incomplete statistics, Andon Health Co.Ltd(002432) has won orders of US $2.108 billion . In November 2021, Andon Health Co.Ltd(002432) covid-19 antigen detection kit won the emergency use authorization of the U.S. Food and drug administration. According to an announcement in January 2022, Andon Health Co.Ltd(002432) has signed orders of US $1.609 billion (about RMB 10.226 billion) with the New York State Department of health, the New York State non-profit organization, the Executive Office of the Massachusetts Federal Department of health and human services, etc.
However, Andon Health Co.Ltd(002432) covid-19 antigen detection kit has not been approved in the Chinese market . As of April 2, the State Food and drug administration has approved 24 covid-19 virus antigen detection reagent products, of which Andon Health Co.Ltd(002432) .
With regard to the progress of product listing application in China and other issues, the reporter of Beijing business daily contacted Andon Health Co.Ltd(002432) aspects, and no more reply has been received as of press time.
The proud "report card" has also been recognized by the secondary market. On April 12, Andon Health Co.Ltd(002432) rose the limit, closed at 74.47 yuan / share , a step closer to the record high of 88.88 yuan / share.
It is worth mentioning that Andon Health Co.Ltd(002432) once soared more than 11 times in two months, which is the true demon king . According to the trading market, from November 15, 2021 to January 17, 2022, Andon Health Co.Ltd(002432) range increased by 111779% in total
In 2022, Andon Health Co.Ltd(002432) will it reproduce the wonderful performance of last year? According to the Securities Daily, Deng Zhidong, general manager of Hainan Boao Medical Technology Co., Ltd., said in an interview that " personally thought it might not happen again. last year, the share prices of many companies in the same field soared, not only due to the outbreak of the epidemic and the improvement of the company's performance, but also due to the combined effect of multiple factors such as the rotation of the market sector, capital speculation and the follow-up of the stock market."
"the first share of sphygmomanometer"
has suffered losses for seven years
The performance of Andon Health Co.Ltd(002432) which has been hovering on the edge of ST has not received much attention before. In 2010, Andon Health Co.Ltd(002432) landed on the Shenzhen Stock Exchange and became the first listed enterprise in China's sphygmomanometer industry . On the basis of traditional hardware such as sphygmomanometer and blood glucose meter, Andon Health Co.Ltd(002432) promotes the "O+O" (Offline+Online, offline + online) mode of diabetes diagnosis and treatment, and the two core strategies to launch the ultimate cost performance product in the new retail platform.
Excessive investment in internet medical treatment is the reason for the loss given by Andon Health Co.Ltd(002432) in an interview with the media.
In the ten years of exploration, the Andon Health Co.Ltd(002432) diabetes care and care O+O model has expanded to nearly 120 hospitals in more than 40 city. However, the competition of traditional family medical products is fierce. The long term payoff period of the O+O care mode in the Internet healthcare industry is long. The net profit of Andon Health Co.Ltd(002432) in the past 7 years (2013 -2019) has been negative , and its performance has been under long-term pressure.
Covid-19 antigen detection reagent product has brought strong cash flow to Andon Health Co.Ltd(002432) company.
Andon Health Co.Ltd(002432) said publicly that with the revenue of the kit, the company has more funds and resources to accelerate the development of the two core strategies.
several companies' performance pre increase
how much does covid-19 test reagent earn
In addition to Andon Health Co.Ltd(002432) , the performance of Hangzhou Alltest Biotech Co.Ltd(688606) , Zhejiang Orient Gene Biotech Co.Ltd(688298) , Hangzhou Biotest Biotech Co.Ltd(688767) and other companies has increased significantly due to the influence of covid-19 nucleic acid / antigen detection reagent
Hangzhou Alltest Biotech Co.Ltd(688606) covid-19 antigen (saliva) rapid detection reagent obtained the European ce1434 self-test Certificate in May 2021 Hangzhou Alltest Biotech Co.Ltd(688606) it is estimated that benefiting from the steady growth of covid-19 testing business orders, the company will realize a net profit of 103 billion-1.19 billion yuan in the first quarter of 2022, with a year-on-year increase of 585.4% - 691.9%
According to the Zhejiang Orient Gene Biotech Co.Ltd(688298) 2021 performance bulletin, New Coronavirus's rapid detection reagent (including family self testing) continues to be put into the epidemic prevention business, and its sales performance in Europe continues to increase substantially. The company expects to achieve net profit of 4 billion 777 million yuan, an increase of 184.8% over the previous year.
However, some independent economists pointed out that the performance of relevant enterprises has increased greatly, which is affected by the demand, and the covid-19 epidemic prevention demand has derived the testing market with the gradual popularization of covid-19 vaccine, the epidemic situation has been effectively controlled, and the derived demand market will shrink greatly
