The global "war epidemic" seems to have no end. Recently, the spread of delta and Omicron mutants has intensified, and a large number of covid-19 confirmed cases have been added in many overseas countries in a single day. At the same time, imported cases of Omicron have also appeared in many places in China, and the anti epidemic situation is grim.
With the spread and warming of the epidemic, the war epidemic enterprises that were once "forgotten" by the capital market have once again attracted the attention of institutional investors. As the "first line of defense" for epidemic prevention and control, what is the status of covid-19 virus detection reagent enterprises? Recently, securities times · e company went to Zhejiang, the largest province in China's export of testing reagents, and paid a field visit to the three major enterprises.
Asahi biology: add a large number of interns and temporary workers
After the "20cm" limit for two consecutive days, an Xu biology announced on the evening of January 7. Through the company's self inspection, the company's current production and operation activities are normal. The market environment and industrial policies have not been significantly adjusted, production costs and sales have not fluctuated significantly, and the internal production and operation order is normal.
Asahi bio focuses on the R & D, production and sales of real-time detection (POCT) reagents and instruments. It has a biological raw material technology platform independently developed and produced by antigen and antibody, as well as a mature immunochromatography and dry biochemical diagnosis technology platform, covering POCT reagents in eight fields such as drug detection, infectious disease detection and chronic disease detection.
At about 6:00 on the 7th, securities times · e company came to Hangzhou Shangcheng science and technology industrial base, where Anxi biology is located. The industrial base is close to the commercial center and residential area in the north of Hangzhou. In the park, the high-rise commercial and residential buildings nearby are clearly visible.
walking into the location of an Xu biology, a truck is parked outside a building in the park. Next to it are piles of packed cargo cartons. Several loading and unloading workers in ordinary clothes are loading goods into a small truck.
"An Xu biology is upstairs. These are the goods of an Xu biology." The stevedore told me. When the reporter approached, the appearance of each carton was printed with Hangzhou Bojin Medical Products Co., Ltd., a wholly-owned subsidiary of Anxi biology, engaged in the R & D and production of medical plastic parts.
An Xu biology was listed in November 2021 and raised 1.2 billion yuan. The 10 billion company with a market value of does not have an independent office building. The enterprises that share the same building with Asahi biology also include electronic companies, communication enterprises and design enterprises. When the reporter was waiting for the elevator to go upstairs, a cart of goods of an Xu biology were being transported from the elevator to the outside through a semi-automatic Trailer.
The sign shows that the office space of Asahi biology is only 5 floors in the 12 storey building. But in fact, the exhibition hall of nearly 100 square meters on the first floor has also become the storage point for the goods of an Xu biology. Moreover, the floor where the production workshop of Asahi biology is located is mostly filled with packaged goods to be transported.
Although each floor of the building is separated from the outside world by a gate, through the glass, the reporter can still "close" watch some of the production workshops of Asahi biology. In a reagent assembly workshop, dozens of staff dressed in white coats are particularly conspicuous. They sit in their own stations in rows and assemble rapidly.
When exploring an Xu biology, the reporter also happened to meet several prospective graduates from a vocational school in Jiangxi. According to these students, the school recently organized students from six classes to practice biology in anxiu. The entry time is the end of December 2021, and you need to work until June next year. One of the students said that the monthly fixed salary is more than 2000 yuan. With all kinds of awards and subsidies, he can get about 5000-6000 yuan. The work is not complicated, but the time is too long, so "some students pack up and leave by themselves".
When returning to the first floor, the security personnel on duty told the securities times that recently, an Xu biology has come to many temporary workers, so his workload has also increased a lot. At the same time, the register of strangers entering and leaving the building shows that at least 30 ~ 40 strangers entered the building on January 7 alone, and at least 90% of the corresponding destination column was filled in by Anxi biology.
in fact, in addition to recruiting students from vocational schools, an Xu biology recently recruited some temporary workers through intermediary companies. Moreover, the recruitment of such temporary workers is still going on. On the night of the reporter's visit to the company, he met 7 ~ 8 foreigners with Henan accent. Their luggage and parcels were stacked on the ground of the hall. After inquiring, we knew that they were temporary workers recruited by the labor company for an Xu biology. They had not gone through the entry formalities because they arrived in Hangzhou too late.
It is understood that the covid-19 virus detection reagent (immunochromatography) developed by an Xu biology has been sold to overseas markets since March 2020. By the end of 2020, the cumulative sales revenue was 986 million yuan, driving the company's operating revenue to reach 1.199 billion yuan and net profit to 649 million yuan in 2020, with a year-on-year increase of 471.86% and 1091.96% respectively.
In the first three quarters of 2021, an Xu biology achieved an operating revenue of 682 million yuan, a year-on-year increase of 45.08%; The net profit was RMB 284 million, a year-on-year increase of 12.3%.
In December 2021, An Xusheng COVID-19 New Coronavirus Nasal Test Kit (self testing) (Antigen) was certified by the EU CE. After obtaining the EU CE certification, the above products can be sold in the EU market, enriching the company's product types and enhancing the company's comprehensive strength. The above products can meet the needs of consumers for independent testing, and also play a positive role in the company's sales and international business development.
Hangzhou Alltest Biotech Co.Ltd(688606) : a small night market appeared at the gate of the factory
Hangzhou Alltest Biotech Co.Ltd(688606) is located in Hangzhou Economic and Technological Development Zone, which Hangzhou people used to call Xiasha Industrial Park. More than 10 years ago, Xiasha Industrial Park was a desolate beach. In recent years, with the large-scale development of the east area of Hangzhou, a large number of enterprises have settled in the industrial park. But even so, most of the industrial parks at night are difficult to find.
Hangzhou Alltest Biotech Co.Ltd(688606) the main products are POCT rapid diagnostic reagents, including five series: drug and drug abuse detection, infectious disease detection, women's health detection, tumor detection and heart marker detection. Nearly 800 kinds of products have been listed.
In the third quarter of 2021, Hangzhou Alltest Biotech Co.Ltd(688606) achieved an operating revenue of 361 million yuan, a year-on-year increase of 193.53%, mainly due to the significant increase in the revenue of covid-19 testing products over the same period last year. In 2020, the sales volume of covid-19 virus antibody detection products of Hangzhou Alltest Biotech Co.Ltd(688606) was 61.6663 million people, the sales volume reached 909 million yuan, and the contribution rate to the main business income reached 80.04%, becoming the leading product of the company in the current period.
The reporter arrived at 550 Yinhai street, Hangzhou, the location of Hangzhou Alltest Biotech Co.Ltd(688606) . It was already 9:20 p.m. At this time, it coincides with the handover time of day shift and night shift. The workers in and out broke the silence of Xiasha Industrial Park at night.
When asked by the reporter of securities times · e company, the staff in and out learned that Hangzhou Alltest Biotech Co.Ltd(688606) is similar to the situation of Asahi biology. Recently, Hangzhou Alltest Biotech Co.Ltd(688606) also has a labor shortage, and has recruited a large number of temporary workers from vocational schools and the labor market.
Unlike Asahi bio, Hangzhou Alltest Biotech Co.Ltd(688606) has its own independent and relatively closed production plant. Under the epidemic situation, the reporter can only stand on the road outside the fence to inquire, but even so, he can feel the busy production of Hangzhou Alltest Biotech Co.Ltd(688606) .
Among them, a vocational school student in Xi'an who practiced in Hangzhou Alltest Biotech Co.Ltd(688606) told reporters that recently, Hangzhou Alltest Biotech Co.Ltd(688606) has been busier than before because of the overseas epidemic. In order to catch up with the work, the factory has also issued more attractive reward and subsidy policies. Originally, they wanted to go home for the Chinese new year, but recently there was an epidemic in Shaanxi, and they didn't want to go back for the Chinese New Year.
An elder sister from Shandong entered Hangzhou Alltest Biotech Co.Ltd(688606) as a temporary worker through a labor service company in Hangzhou. She told reporters that the temporary workers who came into the factory with her were paid daily, about 20 yuan per hour. Many workers volunteered to work overtime in order to earn more money. Sometimes the working hours would exceed 10 hours..
At the Hangzhou Alltest Biotech Co.Ltd(688606) gate, two lift forklifts are loading a large container truck. The Hangzhou Alltest Biotech Co.Ltd(688606) employee driving a forklift told reporters that in the past month, he has worked overtime significantly more than before. He feels that there are always endless goods. At the same time, he also told reporters that these cartons are only semi-finished products of nucleic acid detection reagents, which need to be pulled to other places for final assembly. In addition, the driver of the container truck told reporters that he was the driver of a logistics company in Hangzhou. Previously, their logistics company had no business relationship with Hangzhou Alltest Biotech Co.Ltd(688606) , which was a new cooperation from December 2021.
In fact, in addition to production posts, Hangzhou Alltest Biotech Co.Ltd(688606) administrators have not been easy recently. Until 11 pm, there were still administrative personnel walking out of the office building. They often rush out of the gate, get into a car parked on the side of the road, and then disappear quickly in the boundless night.
Hangzhou Alltest Biotech Co.Ltd(688606) is separated from Master Kang (Xiasha) food factory. Although its popularity and scale are far less than that of Master Kang, the road on one side of Hangzhou Alltest Biotech Co.Ltd(688606) is far more lively than that at the gate of Master Kang on the other side in the late night of Xiasha under the epidemic.
because Xiasha is remote, there are few businesses engaged in catering. However, with the increase of Hangzhou Alltest Biotech Co.Ltd(688606) employment and two shifts, the surrounding vendors engaged in fried rice, fried flour and fruit also smell the business opportunities. On the side of Hangzhou Alltest Biotech Co.Ltd(688606) Road, a snack night market with nearly 10 mobile stalls has been formed.
"Business is OK. I sold more than 100 pancakes in one night." A couple selling baked cakes told reporters that in the past, they rarely set up stalls in this area. They also heard that there was a large flow of people here at night recently, so they came to have a look. They did encounter many new temporary workers.
According to the data, in 2020, Hangzhou Alltest Biotech Co.Ltd(688606) employees will be 616. The above-mentioned interns of a vocational school in Xi'an who work as temporary workers in Hangzhou Alltest Biotech Co.Ltd(688606) said that although it is not clear how many people there are in Hangzhou Alltest Biotech Co.Ltd(688606) , it is certain that the current number is much higher than last year.
Zhejiang Orient Gene Biotech Co.Ltd(688298) : the number of employees may have exceeded 10000
Zhejiang Orient Gene Biotech Co.Ltd(688298) ranked in Anji, Zhejiang, more than 100 miles away from Hangzhou. On January 8, securities times · e company drove to Anji County, the location of Zhejiang Orient Gene Biotech Co.Ltd(688298) .
Anji is rich in Moso bamboo. It is the birthplace of the concept of "green water and green mountains are golden mountains and silver mountains". It is also a national global tourism demonstration area. The car drove into Anji. The mountains on both sides of the highway are covered with green moso bamboo.
Before the covid-19 epidemic, Anji people were often proud of the chair industry. Anji, known as the hometown of the chair industry, was the largest manufacturing base of office chairs in the world. For every 3 chairs produced in the world, 2 came from Anji. At present, there are more than 700 chair manufacturing enterprises in the county, more than 200 enterprises above Designated Size, and there are Henglin Home Furnishings Co.Ltd(603661) , Ue Furniture Co.Ltd(603600) and Zoy Home Furnishing Co.Ltd(603709) listed enterprises. After the outbreak, Zhejiang Orient Gene Biotech Co.Ltd(688298) quickly became popular and became a local star enterprise.
Before the covid-19 epidemic, nearly half of the operating revenue of Zhejiang Orient Gene Biotech Co.Ltd(688298) was contributed by drug testing products. However, after the outbreak, covid-19 detection products became the absolute main force of income increase.
According to the data, in the first half of 2021, the sales revenue of covid-19 testing reagent of the company was 6.188 billion yuan, an increase of 820.83% over the same period of last year. In the current period, the company's revenue from covid-19 testing reagent products accounted for 96.96% of the total operating revenue, which was 2.09 times of the annual covid-19 testing reagent revenue of 2.96 billion yuan in 2020.
At about 10 a.m., the reporter arrived at No. 3787, east section of sunshine Avenue, Anji County, where Zhejiang Orient Gene Biotech Co.Ltd(688298) is located. He was immediately attracted by the lively scene in front of him. If Hangzhou Alltest Biotech Co.Ltd(688606) achieved a small night market, then Zhejiang Orient Gene Biotech Co.Ltd(688298) can be characterized as a large supermarket, and the scene is comparable to the Spring Festival transportation station.
In terms of the land occupation scale of the production base, Zhejiang Orient Gene Biotech Co.Ltd(688298) is significantly larger than Hangzhou Alltest Biotech Co.Ltd(688606) and Anxi biology. The Anji production base of Zhejiang Orient Gene Biotech Co.Ltd(688298) can be divided into two factories in the East and the West. The two factories are separated by the way and the gate is opposite. On both sides of the road around the factory, there are all kinds of cars and buses.
Standing at the door of Zhejiang Orient Gene Biotech Co.Ltd(688298) , the lack of people has become the reporter's biggest intuitive feeling.
Zhejiang Orient Gene Biotech Co.Ltd(688298) the recruitment notice is pasted on the wall of the company's gate. The types of work recruited include production operators, quality inspection, etc., with a total of 260 people. In the name of job seekers, the reporter dialed the phone left on the recruitment notice. After consultation, we learned that the above recruitment information belongs to the direct recruitment of Zhejiang Orient Gene Biotech Co.Ltd(688298) human resources department and belongs to the regular employees of the company after employment. In addition, Zhejiang Orient Gene Biotech Co.Ltd(688298) cooperates with several labor companies and is recruiting a large number of temporary workers through intermediary companies.
Zhejiang Orient Gene Biotech Co.Ltd(688298) near the gate, the recruitment information of shengfuyuan labor and Haina human resources companies are pasted on the bodies of two vans parked. Meanwhile, the two labor companies, shengfuyuan and Haina, have also set up temporary offices in the open space within the Zhejiang Orient Gene Biotech Co.Ltd(688298) fence. Other intermediary companies have also sent special personnel to squat and rob people at the gate of Zhejiang Orient Gene Biotech Co.Ltd(688298) . When they see pedestrians passing through the factory, they often take the initiative to chat up and say "do you want to enter the factory".
During the conversation with the intermediary, several buses of shengfuyuan, full of recruited temporary workers, stopped at the Zhejiang Orient Gene Biotech Co.Ltd(688298) gate. When they lined up to go through the entry formalities, the reporter learned from several job seekers that at present, the hourly wages of temporary workers entering the factory vary from more than ten yuan to dozens of yuan, as well as various subsidies and bonuses.
" if you are willing to stay for work during the Spring Festival holiday, you will get the highest salary. From now on, you can get about 20000 yuan during the Lantern Festival. The current plan is not to go home during the Spring Festival. First, do the Lantern Festival, and then do it or not, depending on the situation.
"the elder sister from Harbin told reporters.
perhaps the treatment offered by the intermediary is more attractive. Some of these foreigners who come to work as temporary workers are from Northeast China; Some had been working in other factories in Zhejiang, but they also left their jobs and came; Another couple from other places said that they were originally traveling in Shanghai. Recently, they heard that there was an epidemic in their hometown. Outsiders went back to ask for isolation and simply didn't go back to work.
Among the labor agencies cooperating with Zhejiang Orient Gene Biotech Co.Ltd(688298) , shengfuyuan has a large number of temporary workers. in the name of job seekers, the reporter learned from the staff of shengfuyuan that on January 4 alone, shengfuyuan recruited 2500 temporary workers for Zhejiang Orient Gene Biotech Co.Ltd(688298) and is still in a large number of recruitment. According to the security personnel on duty at the gate of , the number of temporary workers recruited by shengfuyuan for Zhejiang Orient Gene Biotech Co.Ltd(688298) is said to be 5000-6000. They rented a large number of hotels, apartments and farmers' houses near the factory of Zhejiang Orient Gene Biotech Co.Ltd(688298) to provide shelter for these temporary workers.
Buses parked around the plant area are special vehicles for temporary transportation. In the front of some buses, there is a destination plate, such as home, Vienna, etc. After calling, the reporter learned that except for several special rooms reserved, the other 60 guest rooms in Anji hotel have been contracted by Zhejiang Orient Gene Biotech Co.Ltd(688298) ; Anjiaviana hotel is not a Zhejiang Orient Gene Biotech Co.Ltd(688298) temporary worker's accommodation, but a farmer's room opposite Vienna Hotel, which has placed a large number of temporary workers.
19:30 p.m. is the main handover time of Zhejiang Orient Gene Biotech Co.Ltd(688298) day shift and night shift. This time point is not only the busiest time in Zhejiang Orient Gene Biotech Co.Ltd(688298) , but also the area with the largest flow of people in Anji County.
The bus transporting Zhejiang Orient Gene Biotech Co.Ltd(688298) temporary workers mainly stops at the road on the west side of the factory. Therefore, a 2-3m small door on the west side of the factory has also become an important channel for temporary workers to get off work. From 19:00 p.m., the small gate began to be lively. At 19:30, the scene in front of us can't help but remind people of the Spring Festival transportation.
After a large number of temporary workers left the small door, they began to look for buses leading to their accommodation. Although several security personnel kept shouting and commanding with loudspeakers, there were still traffic jams for several times due to too many people and too many vehicles. This noisy scene will remain quiet until after 8:30 p.m.
According to the reporter's visual inspection at the scene, there are at least 40 special vehicles for transporting temporary workers, and most of them are buses. The number of passengers on these buses is 55. The drivers of several buses told reporters that the number of transportation depends on the situation. Some run twice and some need to run three times.
In other words, if 40 buses are fully loaded and each bus runs twice, the number of temporary workers on Zhejiang Orient Gene Biotech Co.Ltd(688298) day shift is nearly 5000. If the same number of night shifts is included, the current number of temporary workers in Zhejiang Orient Gene Biotech Co.Ltd(688298) may have reached tens of thousands.
At the same time, during the reporter's actual exploration of Zhejiang Orient Gene Biotech Co.Ltd(688298) , some workers from labor companies told reporters that at present, the number of temporary workers in Zhejiang Orient Gene Biotech Co.Ltd(688298) is estimated to have reached 15000.
According to the data available for query, in 2020, Zhejiang Orient Gene Biotech Co.Ltd(688298) had 1392 active employees in total, including 1270 active employees of the parent company.
In fact, in order to attract and retain temporary workers, not only labor companies have offered various incentives and subsidies. As the owner Zhejiang Orient Gene Biotech Co.Ltd(688298) is also very generous. The reporter learned that recently, Zhejiang Orient Gene Biotech Co.Ltd(688298) has issued an initiative to all employees and set up policies such as 10000 yuan red envelopes and post retention subsidies to reward employees to stay on post for the new year.
At about 10 p.m., on the road at the gate of Zhejiang Orient Gene Biotech Co.Ltd(688298) , two older sisters from Jilin bought a bowl of hot and sour powder at the night stand beside the road, and then ate it while walking. Because they wear protective headgear for a long time, there is a deep trace on their foreheads. They told the reporter of the securities times · e company that " in the Northeast in winter, it was snow and couldn\'t work, so they came to work. Everyone came out to make money, so many workers worked overtime. The income was good, which was more than the salary of ordinary factories. "
At about 20:00 p.m. on January 9, the labor agency was still recruiting at the gate of Zhejiang Orient Gene Biotech Co.Ltd(688298)
On December 30, 2021, Zhejiang Orient Gene Biotech Co.Ltd(688298) antigen self-test reagent was certified by the United States EUA. So far, there are three antigen self-test reagent companies in China, including Andon Health Co.Ltd(002432) , Zhejiang Orient Gene Biotech Co.Ltd(688298) and Aikang biology, which have been authorized by the US FDA.
It is worth noting that Zhejiang Orient Gene Biotech Co.Ltd(688298) on the second day after indirectly obtaining FDA authorization, its antigen self-test reagent entered the export white list of the Ministry of Commerce. Because Zhejiang Orient Gene Biotech Co.Ltd(688298) has many competitive advantages in production capacity and products, the market is looking forward to the sales of Zhejiang Orient Gene Biotech Co.Ltd(688298) antigen self-test reagent in the U.S. market.
the overseas epidemic is severe again, and the export demand of self inspection reagents has increased greatly
Due to the severe overseas epidemic, the global demand for covid-19 virus detection kit has surged. In the United States, the price of two dose quick screening kits is usually $14 ~ 24. Now, due to the shortage of supply, the price has doubled to $75 (about 478.2 yuan) in some markets, and even $80 (about 510.1 yuan).
With the continuous warming of overseas epidemic, war epidemic enterprises forgotten and even abandoned by the capital market have once again attracted the attention of investors.
Citic Securities Company Limited(600030) pointed out that the procurement demand for epidemic prevention materials, including antigen detection reagents, may be stimulated in the short term. Ping An Securities also believes that when the epidemic caused by Omicron virus is spreading in many places, the export of covid-19 detection reagent is expected to bring performance flexibility to relevant Chinese enterprises.
In the past two years of global anti epidemic, Chinese enterprises have continuously provided various war epidemic materials, including masks, detection reagents, infrared detectors, medical equipment and so on, and made important contributions to the global anti epidemic.
Taking covid-19 test reagent as an example, according to the statistics of China Medical Insurance chamber of Commerce, by the end of 2020, more than 500 enterprises had included covid-19 test reagent in the export white list. According to the data of China Customs, in 2020, 1.08 billion covid-19 testing reagents will be exported, and the sales revenue of covid-19 reagents is expected to be about US $5 billion. According to the Research Report of BCC research, the global covid-19 testing market is expected to reach US $60.3 billion in 2020, US $84.4 billion in 2021 and US $195.1 billion in 2027, with an average annual compound growth rate of 15%.
Although there are hundreds of enterprises with export white list, in fact, after nearly two years of fierce market competition, the export of China's covid-19 testing reagent shows a trend of focusing on advantageous enterprises.
According to the customs data, in the first 11 months of 2021, the export of covid-19 reagent peaked from April to 5, and decreased significantly from July to September. However, in October and November, the export volume of covid-19 reagent in China gradually picked up as the overseas epidemic rekindled.
The data also shows that during the export peak period from April to may 2021, the export volume of Zhejiang, Fujian and Beijing occupies the top three, and the export volume of the three places is basically the same, with little difference. In the second half of 2021, the export of testing reagents will quickly concentrate on Zhejiang enterprises. For example, in November 2021, the export volume of Zhejiang is almost four times that of Beijing and Fujian.
Behind the changes in the export data of the above three provinces are mainly the significant increase in exports of Zhejiang Orient Gene Biotech Co.Ltd(688298) , Hangzhou Alltest Biotech Co.Ltd(688606) and Asahi biology, of which Zhejiang Orient Gene Biotech Co.Ltd(688298) contributed the most. The company received a large number of orders from the United States and the European Union last year. On the other hand, the orders of testing reagent enterprises in other provinces and cities were crowded out and even eliminated.
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(source: Securities Times)
