Repeated outbreaks, strong demand for covid-19 testing, and the performance of many companies increased significantly in the first quarter.
Today, the Shanghai Composite Index rose in shock, closing up 1.22%, the Shenzhen Component Index and the science and innovation board index rose more than 1%, and the gem index fell slightly. On the surface of the disk, the detection sector of covid-19 breaks out again again, the detection sector of covid-19 breaks out again, the concept index is closing up 4.31% up 4.31%, the concept index is closing up 4.31%, the 6 \ \ Beijing Hotgen Biotech Co.Ltd(688068) up 11%. After the release of the performance forecast of Andon Health Co.Ltd(002432) with a daily profit of more than 150 million yuan in the first quarter, the three connected boards were harvested. The Wuhan Easy Diagnosis Biomedicine Co.Ltd(002932) with the announcement of performance increase today rose rapidly after the high opening.
covid-19 has a strong demand for testing
companies' first quarter performance increased significantly
The epidemic situation outside China has been repeated, and Chinese covid-19 testing related companies play an important role in the process of anti epidemic.
Founder Securities Co.Ltd(601901) 3 on March 20, the research report said that with the enhancement of virus transmission, the demand for covid-19 prevention and control increased, and the performance of leading testing service enterprises is expected to greatly exceed expectations due to brand and scale effects; The scale of China's demand for nucleic acid screening reagents and the bottleneck of overseas nucleic acid screening policies tend to be stable, and the demand for nucleic acid products tends to be stabilized.
The increased demand for covid-19 prevention and control has significantly promoted the performance of many companies in the sector. According to the statistics of securities times · databao, as of April 14, many covid-19 testing concept companies released the performance forecast of the first quarter, and the most profitable company is Andon Health Co.Ltd(002432) . The company expects to make a profit of 14 billion yuan to 16 billion yuan in the first quarter, a year-on-year increase of 367 times to 420 times. Affected by the development of the epidemic in the United States, the local demand for covid-19 antigen detection kit products has increased significantly, and the growth of sales revenue of this product has made an important contribution to the company's performance during the reporting period. After the release of the performance forecast, the share price rose for three consecutive days. For the abnormal fluctuation of the share price, the company also gave risk tips: the uncertainty of the development of the epidemic in the United States and the change of the market competition situation in the future will have an impact on the demand, market share and product price of the company's products.
Wuhan Easy Diagnosis Biomedicine Co.Ltd(002932) , which released the performance forecast today, is expected to make a profit of 1.35 billion yuan to 1.45 billion yuan in the first quarter, with a year-on-year increase of 296% ~ 325%. The main reason is that in order to prevent and control the epidemic, all localities have increased the frequency of nucleic acid testing and increased the demand for covid-19 nucleic acid testing reagents. The company's revenue related to covid-19 nucleic acid testing reagents and services has increased significantly. The repeated epidemic in many places has prompted the company's export orders of covid-19 antigen testing kits to increase significantly year-on-year.
Hangzhou Alltest Biotech Co.Ltd(688606) covid-19 testing business orders continued to grow steadily, and the profit in the first quarter is expected to be 1.03 billion yuan to 1.19 billion yuan, an increase of 585% ~ 692% year-on-year. From the lower limit of year-on-year increase in net profit, except for the above companies, Guangdong Hybribio Biotech Co.Ltd(300639) , Beijing Science Sun Pharmaceutical Co.Ltd(300485) and other first quarter net profit doubled year-on-year.
6 shares raised more than 100 million yuan
Covid-19 detection sector is active, and some stocks are favored by the main funds. According to the statistics of databao, six stocks including Berry Genomics Co.Ltd(000710) , Guangzhou Wondfo Biotech Co.Ltd(300482) , Xilong Scientific Co.Ltd(002584) , Daan Gene Co.Ltd(002030) , etc. are favored by the main funds, with a net inflow of more than 100 million yuan.
In terms of margin trading and securities lending, as of April 13, 8 shares had been increased by more than 5% of leveraged funds in the past 10 days. During the period, Huakang medical, anxiu biology, Hangzhou Alltest Biotech Co.Ltd(688606) etc., with an increase of 61.36%, 19.09% and 17.69% respectively. During this period, 16 funds increased their positions in the north, with a large increase of Realcan Pharmaceutical Group Co.Ltd(002589) , Guangdong Hybribio Biotech Co.Ltd(300639) , Valiant Co.Ltd(002643) , with an increase of 82.15%, 59.51% and 34.80%.
