The United States has a national blood supply crisis for the first time, and China's blood products will enter a price increase cycle
[Securities Times] according to foreign media reports on the 11th, the American Red Cross said that due to the decline in the number of blood donors, the cancellation of blood donation activities and the shortage of manpower during the covid-19 epidemic, the United States is experiencing the most serious blood supply crisis in more than 10 years. Last year, the number of new blood donors to the American Red Cross decreased by 34%. The United States is the world's largest consumer of blood products and the only country in the world that can be self-sufficient in blood products.
Comments: China's blood products industry is in a serious state of short supply all year round, and more than 60% of China's market share has been occupied by imported products for a long time. In 2020, therapeutic blood products represented by albumin and intravenous propyl became important drugs for the treatment of severe patients with covid-19 pneumonia, and the demand increased significantly. The demand in China increased by 75% in the first quarter, of which 66% were imported products. Covid-19 diagnosis and treatment catalogue specifies the use of intravenous human immunoglobulin, highlights the clinical value of intravenous propylene, and the demand for intravenous propylene is expected to be released in the future. Industry insiders believe that due to the greater impact and longer duration of the overseas epidemic than China, and the longer cycle of imported blood products, especially the national blood supply crisis in the United States, the world's largest consumer, the supply of imported albumin in China will continue to decline this year. At that time, domestic albumin is expected to dominate and enter the price increase cycle of low supply, The market ushers in the opportunity of reshuffle.
Boya Bio-Pharmaceutical Group Co.Ltd(300294) (300294): the quantity of blood products approved by the company has increased steadily, and the quantity of static C and crazy free is obvious. After the central enterprise China Resources takes over, the resource endowment of plasma collection will be greatly improved.
Beijing Bohui Innovation Biotechnology Group Co.Ltd(300318) (300318): the company's Hebei Da'an and Guangdong Wei Lun have become manufacturers of blood products of 7 varieties in 3 categories: albumin, human immunoglobulin and human coagulation factor, basically covering important varieties of blood products.
