Its products can effectively detect 18 listed companies of Omicron.
case of Omicron infection found in Tianjin
At the beginning of the new year, the covid-19 epidemic hit Tianjin. On January 9, Tianjin epidemic prevention and control headquarters revealed that from 21:00 on January 8 to 21:00 on January 9, 2022, Tianjin Jinnan District Center for Disease Control and prevention reported that the nucleic acid test results of throat swabs of 20 covid-19 virus nucleic acid testers were positive , which had been transferred to the designated municipal hospital for further diagnosis and treatment.
On Saturday, Tianjin announced that 20 infected people had been detected within 24 hours and had spread for three generations. The first two local cases were infected with Omicron virus.
The overseas epidemic situation is more severe. According to the who’s weekly epidemiological report, as of the week of January 2, the number of newly confirmed cases of covid-19 pneumonia in the world increased significantly by 71% compared with the previous week, reaching about 9.5 million cases. 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 there is a shortage of goods, and some market prices have doubled to $75 or even $80.
Some experts said that for young people and vaccinated people, Omicron mainly causes asymptomatic or mild infection, with a small proportion of pneumonia and strong concealment. It mainly causes upper respiratory tract infection, and the symptoms may only be nasal congestion, runny nose, cough, sore throat, etc. the demand for taking the initiative to see a doctor due to symptoms may be reduced, and screening can only be done by large-scale nucleic acid testing.
Ping An Securities 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.
several A-share companies claim to be able to detect Omicron virus
According to the statistics of securities times · databao, there are 18 listed companies that clearly indicate that their products can effectively detect Omicron. From the perspective of institutional attention, 7 shares were rated by 5 or more institutions, Autobio Diagnostics Co.Ltd(603658) , Guangzhou Wondfo Biotech Co.Ltd(300482) , Shanghai Fosun Pharmaceutical (Group) Co.Ltd(600196) ranked first, with 22, 15 and 13 respectively. In terms of the difference between the latest price and the target price of the institution, Maccura Biotechnology Co.Ltd(300463) , Bgi Genomics Co.Ltd(300676) , Guangdong Hybribio Biotech Co.Ltd(300639) , Shanghai Fosun Pharmaceutical (Group) Co.Ltd(600196) has the highest rising space.
So far, only Beijing Hotgen Biotech Co.Ltd(688068) , Wuhan Easy Diagnosis Biomedicine Co.Ltd(002932) , Guangdong Hybribio Biotech Co.Ltd(300639) 3 shares have predicted the performance of 2021, and the median increase of net profit is 1840%, 198% and 128% respectively. In the performance forecast, the three companies mentioned the impact of covid-19 virus detection business on the company’s annual performance, Beijing Hotgen Biotech Co.Ltd(688068) and Wuhan Easy Diagnosis Biomedicine Co.Ltd(002932) said that the demand for its antigen detection kit products broke out in the overseas market, driving the significant growth of relevant revenue.
According to the agency’s forecast annual net profit growth rate, Zhejiang Orient Gene Biotech Co.Ltd(688298) , Dian Diagnostics Group Co.Ltd(300244) , Autobio Diagnostics Co.Ltd(603658) is expected to achieve high growth, with an expected growth rate of 195%, 70% and 39% respectively.
52 shares increased by more than 100% in the annual report
After new year’s day, the pace of performance disclosure of listed companies has accelerated significantly. According to data treasure statistics, 71 shares successively predicted the annual performance of 2021 from January 1 to 9. As of the latest, 198 listed companies have disclosed their annual results. 166 companies (including pre increase, slight increase, profit continuation and loss recovery) had expected performance, accounting for 83.84%.
According to the median year-on-year growth of predicted net profit, 52 listed companies increased by more than 100%. In terms of individual stocks, Inner Mongoliayuan Xing Energy Company Limited(000683) temporarily won the title of “advance increase king”, and the annual net profit of the company is expected to increase by more than 70 times. The annual net profit of Jiangsu Yida Chemical Co.Ltd(300721) , Tibet Summit Resources Co.Ltd(600338) , Beijing Hotgen Biotech Co.Ltd(688068) and 4 shares of Dongxin shares increased by more than 10 times.
Among the top 20 performance pre increase, up to 8 shares belong to the chemical sector. In addition to Inner Mongoliayuan Xing Energy Company Limited(000683) and Jiangsu Yida Chemical Co.Ltd(300721) mentioned above, Hubei Xingfa Chemicals Group Co.Ltd(600141) , Jiangsu Eastern Shenghong Co.Ltd(000301) , Shandong Shida Shenghua Chemical Group Company Limite(603026) , Ningbo Ronbay New Energy Technology Co.Ltd(688005) and other chemical stocks increased by more than 300% . The reason is that the loose fiscal and monetary policies of various countries, the enhanced competitive advantage of China’s manufacturing industry and the mismatch of supply and demand under the dual control of superimposed energy consumption have led to the continuous high prices of some chemical products, which has led to a significant increase in the performance of relevant companies. The agency reminded that the marginal change of chemical demand in 2022 is relatively limited, and the prices of some cyclical products are under downward pressure.
Thermal power stocks such as Shenyang Jinshan Energy Co.Ltd(600396) , Shanghai Electric Power Co.Ltd(600021) , Zhejiang Zheneng Electric Power Co.Ltd(600023) suffered serious losses in advance. Shenyang Jinshan Energy Co.Ltd(600396) said that due to external factors, the company’s coal price increased significantly year-on-year during the reporting period, and the cost of power generation and heating hung upside down. In addition, Shanghai Electric Power Co.Ltd(600021) and Zhejiang Zheneng Electric Power Co.Ltd(600023) also give similar reasons for pre loss.
(source: Data treasure)
