Free Porn

Covid-19 detection concept continued to break out, and the “strongest king” Andon Health Co.Ltd(002432) won 2 billion overseas orders

In the past two months, the share price has risen nearly 10 times Andon Health Co.Ltd(002432) (002432), and closed again on January 12.

That night, the company disclosed the news that its subsidiary obtained large overseas orders, involving a contract amount of more than 2 billion yuan.

Andon Health Co.Ltd(002432) announced that it won a large overseas order

On January 12 Andon Health Co.Ltd(002432) , the subsidiary ihealth labs Inc (hereinafter referred to as “U.S. subsidiary”) received two purchase orders for ihealth covid-19 antigen home self-test OTC Kit (hereinafter referred to as “ihealth kit”) from the New York State Department of health on December 21, 2021 local time “New York state order”), with order amounts of US $25.08 million (including freight) and US $40.23 million (including freight), respectively. The total order amount is US $65.31 million (including freight), about RMB 416 million.

In addition, the U.S. subsidiary and the Department of health of New York state signed the sales contract (hereinafter referred to as the “New York state contract”) on January 10, 2022 local time to sell ihealth kit products to the Department of health of New York State, with a total contract price tax of US $120 million (including freight), about 764 million yuan.

As of the announcement date, the total amount of orders and contracts between the U.S. subsidiary and the Department of health of New York State has reached 1.18 billion yuan (including freight and tax), which has exceeded 50% of the company’s audited main business income of 1.004 billion yuan in 2020. New York state orders and New York state contracts belong to the daily business scope of the company. New York state orders will come into force on December 21, 2021 local time; The New York state contract is effective from the local signing time and the contract period is 8 weeks from the effective date.

In addition, the U.S. subsidiary obtained the purchase order of the Commonwealth of Massachusetts and Executive Office of health and human services (hereinafter referred to as “Massachusetts order”) from December 3, 2021 to January 5, 2022 local time, The company’s U.S. subsidiary sells ihealth kits to the Executive Office of the Federal Department of health and human services in Massachusetts, with a total contract price tax of US $148 million (including freight), about RMB 944 million.

Andon Health Co.Ltd(002432) said that the performance of orders and contracts will have a positive impact on the company’s operating revenue and operating profit in 2021 and 2022.

covid-19 detects that the concept stock heat continues

Affected by the mutant strains such as Omicron, a new round of covid-19 epidemic affects the world. At the same time, since this year, covid-19 pneumonia has reappeared in many cities in China, promoting the demand for large-scale nucleic acid testing. Stimulated by multiple news, covid-19 detection concept stocks in the A-share market continued to break out recently. Household antigen kits that can realize rapid detection have attracted market attention recently. A number of stocks, including Hangzhou Biotest Biotech Co.Ltd(688767) (688767), Zhejiang Orient Gene Biotech Co.Ltd(688298) (688298), Jiangsu Bioperfectus Technologies Co.Ltd(688399) (688399), Beijing Hotgen Biotech Co.Ltd(688068) (688068), Shenzhen Yhlo Biotech Co.Ltd(688575) (688575), Jinan High-Tech Development Co.Ltd(600807) (600807), Realcan Pharmaceutical Group Co.Ltd(002589) (002589), have gone out of the sharp rise one after another.

In addition to Andon Health Co.Ltd(002432) , it was also mentioned in the announcement on Wuhan Easy Diagnosis Biomedicine Co.Ltd(002932) (002932) on the 12th that the company’s overseas sales are mainly antigen detection reagents, supplemented by covid-19 nucleic acid detection reagents, as well as chemiluminescence, blood gas diagnosis and other relevant instruments and reagents. In the fourth quarter of 2021, the outbreak of Omicron epidemic, the surge of covid-19 cases in most overseas countries, led to the outbreak of demand for antigen detection reagents. The transformation of epidemic prevention and control from nucleic acid detection to antigen detection in some developed countries such as the United States and France also brought new demand. As China’s epidemic prevention and control is good and the relevant industrial chain is complete, it has provided a large number of covid-19 antigen detection reagents for the world. At present, the relevant foreign trade orders are basically in short supply.

Wuhan Easy Diagnosis Biomedicine Co.Ltd(002932) said that since the outbreak of the epidemic in 2020, the company has first focused on China’s epidemic prevention and control and the approval and promotion of covid-19 nucleic acid detection reagent. At present, the market share has risen to the forefront of the industry. In the second half of 2021, on the premise of maintaining stable business in China, the company continued to make breakthroughs in overseas business. The company’s covid-19 antigen detection reagent obtained CE certification and successively obtained white list access in most countries in Europe and Southeast Asia. The company’s antigen detection reagents are mainly sold in Germany, France, Austria and other countries in Europe and Vietnam, Malaysia and other countries in Southeast Asia. Covid-19 nucleic acid detection reagent is mainly sold in South Africa, Germany and other countries. With the explosion of overseas demand, the company continued to obtain certificates for its products and new overseas teams to explore the market, and the sales revenue of overseas covid-19 testing reagents of the company also increased significantly in 2021. The company will continue to strengthen overseas market development and strive to win the bid in the UK market through cooperation with more powerful agents. At the same time, actively consider continuing to apply for covid-19 antigen detection reagent product registration approval in the United States, Australia, central and North America, South America, Africa and other countries, so as to expand the sales area and improve the business performance.

prompt the risk of stock price falling

After the stock price soared in a short time, Andon Health Co.Ltd(002432) also reminded the risk again on January 12.

The company said that from the technical indicators of the secondary market, as of January 12, the company’s dynamic P / E ratio was 445.54; In terms of price to book ratio, as of the closing on January 12, the closing price of the company’s shares in the secondary market was 62.22 yuan / share, and the price to book ratio of the company was 14.84. At present, the above data of the company is at a high level compared with the historical stock price and P / E ratio of the company, which does not rule out the risk of falling of the company’s future stock price and the above indicators.

Andon Health Co.Ltd(002432) said that investors should note that the single month performance of the kit product does not represent the annual performance, and the historical performance of the product does not represent the future performance. The company believes that it is necessary to give risk warning again.

On the one hand, the risk of uncertainty in the development of the epidemic situation in the United States: the demand for the company’s antigen home self-test kit products is directly related to the development of the epidemic situation in the United States. Virus variation, vaccination and the introduction of covid-19 drugs all have an impact on the development of the epidemic situation. Therefore, the development of the epidemic situation in the future has strong uncertainty, This uncertainty may greatly affect the demand of kit products.

At the same time, the company has the risk of uncertainty in market competition: at present, a total of 12 companies’ home self-test kit products have been authorized by the U.S. FDA EUA. It can not be ruled out that more companies will obtain the authorization and enter the market to sell kit products in the future. With the change of market competition, the existing market share and product price of a single enterprise may be impacted.

In addition, Andon Health Co.Ltd(002432) also mentioned that in terms of trade with the United States, some of the company’s products are affected by the additional tariffs imposed by the United States. Although the proportion of such products is relatively small, if the tariff policy of the United States is further tightened, it may lead to the reduction of the company’s total sales and profits to the United States. In order to cope with the above risks, the company will continue to pay attention to the changes in the international trade situation and adjust its sales and pricing strategies in a timely manner; Due to the epidemic situation in the United States, at present, the shortage of transport capacity in air and sea channels continues, the port is congested and the backlog of goods is serious. If the shipped goods cannot be picked up in time, it will have an adverse impact on product sales.

The announcement also said that Andon Health Co.Ltd(002432) previously submitted the proposal on using family self-test box to realize Omicron covid-19 epidemic prevention 1 + 1 to Tianjin epidemic prevention and control headquarters. At present, relevant departments are studying the proposal, and it is uncertain whether the proposal will be adopted.

The sales information disclosed in the previous announcement of the company cannot represent the profit. Because the profit is related to many factors such as raw material cost, product transportation cost, production and manufacturing cost, sales cost, management cost and R & D cost, it is impossible to calculate the profit from the sales amount. Please pay attention to the subsequent announcement of the company for the relevant information of the company’s performance.

- Advertisment -