Covid-19 detection plate continued to be hot, and the index rose sharply in recent four trading days.
On January 11, the covid-19 detection index rose 2.89%, ranking first in the index increase list. The plate set off a trading tide, Jiangsu Skyray Instrument Co.Ltd(300165) , an Xu biology, Shenzhen Yhlo Biotech Co.Ltd(688575) , Chemclin Diagnostics Co.Ltd(688468) 20cm trading ; Changzhou Qianhong Biopharma Co.Ltd(002550) , Andon Health Co.Ltd(002432) , Shanghai Kehua Bio-Engineering Co.Ltd(002022) limit; Hangzhou Alltest Biotech Co.Ltd(688606) rose 15.48%. The time line was lengthened, and the covid-19 detection index rose continuously for nearly four trading days, with a cumulative increase of 12.28%.
At present, there is no sign of slowing down the rapid spread of Omicron mutants in the world. Johns Hopkins University statistics show that from December 20 to 26, the number of newly diagnosed covid-19 pneumonia in the United States was 1.391 million, and from January 3 to 9, the number of newly diagnosed covid-19 pneumonia was as high as 4.967 million. On January 10, at least 1.13 million confirmed cases were added, once again breaking the record of new confirmed cases in a single day in a single country in the world. On the same day, the U.S. Centers for Disease Control and prevention also raised the travel warning level of neighboring Canada to “level 4”.
the export of covid-19 detection reagent is expected to bring performance flexibility to enterprises
So far, the cumulative number of confirmed cases of covid-19 pneumonia in the world has exceeded 300 million, and the daily average number of newly confirmed cases in the past week is close to 1.9 million, more than twice the peak of the previous wave of epidemic.
The National Health Commission stressed that it is necessary to continue to adhere to the general strategy of “external defense input and internal defense rebound” and the general policy of “dynamic zeroing”, and do everything possible to stop the social spread of the epidemic as soon as possible; Effectively solve the needs of residents for life security and medical treatment and medication; We should strictly prevent the input of overseas epidemic situations, and re investigate and reinforce the whole process and links of closed-loop management; As the Spring Festival approaches, we should improve the awareness of epidemic prevention and control, comply with epidemic prevention requirements, adhere to personal protection, actively report the itinerary, reduce personnel gathering, and actively vaccinate against covid-19 virus.
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.
According to the statistics of securities times · databao, the covid-19 detection index has continued to rise since mid November 2021. As of last Friday (January 7), the latest dynamic valuation was about 31.5 times. The stock market earnings ratio of 27 components is lower than this value, and the latest P / E ratio of four 10 billion market capitalization stocks such as Zhejiang Orient Gene Biotech Co.Ltd(688298) , Beijing Hotgen Biotech Co.Ltd(688068) , Jiangsu Huachang Chemical Co.Ltd(002274) , Daan Gene Co.Ltd(002030) is less than 10 times.
leveraged funds and northbound funds jointly increased 16 shares
Data treasure has counted the list of stocks recently rated by 5 or more institutions in the covid-19 detection concept, with a total of 21 stocks. Among them, Shenzhen Mindray Bio-Medical Electronics Co.Ltd(300760) , Autobio Diagnostics Co.Ltd(603658) , Guangzhou Kingmed Diagnostics Group Co.Ltd(603882) have attracted more attention, with 36, 22 and 21 rating agencies respectively. Covid-19 antibody detection reagent under Shenzhen Mindray Bio-Medical Electronics Co.Ltd(300760) has obtained CE and overseas Multi Country registration certificates, which is mainly sold overseas; Autobio Diagnostics Co.Ltd(603658) has also obtained the medical device registration certificate of covid-19 virus IgM antibody and IgG antibody detection kit; Guangzhou Kingmed Diagnostics Group Co.Ltd(603882) is the leader of third-party medical inspection, undertaking the important task of virus nucleic acid detection in key areas including leishenshan hospital, Wuhan and Hubei, and providing detection support for epidemic prevention and control.
Judging from the difference between the latest price and the target price of the institution, 23 shares have more than 15% room for rise: Berry Genomics Co.Ltd(000710) takes the lead, with 175.24% room for rise; Then Beijing Wantai Biological Pharmacy Enterprise Co.Ltd(603392) , Maccura Biotechnology Co.Ltd(300463) , Guangzhou Kingmed Diagnostics Group Co.Ltd(603882) , Bgi Genomics Co.Ltd(300676) broke through 60%, 76.72%, 66.39%, 65.17%, 63.06% ; The market value of Shanghai Fosun Pharmaceutical (Group) Co.Ltd(600196) and Shenzhen Mindray Bio-Medical Electronics Co.Ltd(300760) are also more than 50%.
In terms of capital, some concept stocks have been favored by leveraged funds or northward funds in recent 10 days. According to the statistics of databao, as of the closing on January 10, 27 leveraged funds had increased their positions, and the financing balance of Asahi biology, Hangzhou Alltest Biotech Co.Ltd(688606) , Shenzhen Bioeasy Biotechnology Co.Ltd(300942) , Chimin Health Management Co.Ltd(603222) with the highest range increased by 96.23%, 36.1%, 32.97% and 30.19% respectively; The increase in capital was 157.823% and 300.024 {882} respectively. Among them, 16 shares were leveraged and jointly increased by northbound funds, and the positions on both sides of Pony Testing International Group Co.Ltd(300887) , Sansure Biotech Inc(688289) , Shenzhen Bioeasy Biotechnology Co.Ltd(300942) were increased by more than 20%.
(source: Data treasure)
