Several covid-19 detection concept stocks were the main force in early trading, with a net inflow of more than 100 million yuan.
The maximum loss of in the first signing is 28100 yuan
Only in the past nine trading days in 2022, Aojie technology-u has become the fifth new share to break at the opening. It opened 20.99% lower in the morning and then continued to decline, with a minimum decline of 34.16%. Based on this calculation, among the successful investors sold today, the minimum loss is 15200 yuan and the maximum loss is 28100 yuan.
Data treasure statistics show that in the past decade, based on the lowest price on the first day of listing, among the previously listed new shares, Baiji Shenzhou lost the most on the first day, won the first lot, lost 18800 yuan at most, Aojie technology-u lost 28100 yuan at most, or has become the worst winner of A-Shares in recent ten years.
Net profit loss or break is the main reason. According to the prospectus, Aojie technology-u is a platform chip enterprise providing wireless communication and super large-scale chips. At present, the company has not achieved profit. It is expected to continue to lose in 2021, with a loss of 549-607 million yuan. From 2018 to 2020, the company’s operating revenue increased from RMB 115 million to RMB 1081 million, with a compound annual growth rate of 206.07%.
Andon Health Co.Ltd(002432) signed an order of 8.1 billion yuan
On January 13, Andon Health Co.Ltd(002432) issued a major contract announcement. The U.S. subsidiary and ACC signed a purchase contract on January 13, 2022 local time to sell ihealth kit products to 250 million people. The total contract price and tax is USD 1.275 billion (including freight), about RMB 8.102 billion, It has exceeded 50% of the company’s audited main business income in 2020 (about 1.004 billion yuan).
Affected by this news, Andon Health Co.Ltd(002432) opened the trading limit again this morning, followed by a short opening, sealed the trading limit again within one minute, and has achieved four consecutive boards this week. calculated from the first daily limit on November 15 last year, Andon Health Co.Ltd(002432) has increased by 1007.06% in two months, and 26 daily limit have been harvested in total.
Together with the announcement of major contracts, there is also the announcement of stock trading risk. The company said that there is a strong uncertainty about the future epidemic, and it can not be ruled out that more companies will obtain the authorization and enter the market to sell kit products in the future, and some products will be subject to the risk of tariffs imposed by the United States. In addition, the company said that the company 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.
covid-19 detects the collective popularity of concept stocks
Affected by the repeated epidemic situation outside China, the covid-19 detection plate rose collectively in the morning, Zhejiang Orient Gene Biotech Co.Ltd(688298) rose by 19.64%, Beijing Hotgen Biotech Co.Ltd(688068) , Medicalsystem Biotechnology Co.Ltd(300439) rose by more than 11%, and Wuhan Easy Diagnosis Biomedicine Co.Ltd(002932) , Guangzhou Wondfo Biotech Co.Ltd(300482) , Xilong Scientific Co.Ltd(002584) , Jiangsu Bioperfectus Technologies Co.Ltd(688399) rose by more than 6% in the morning.
In terms of news, according to the website of the National Medical Insurance Bureau, in mid November 2021, the National Medical Insurance Bureau launched the third round of national joint commissioning to guide all localities to further reduce the price and cost of covid-19 virus nucleic acid detection in public hospitals. The cost of single nucleic acid detection is reduced to less than 40 yuan. From the perspective of implementation, Beijing has begun to implement the price of 35 yuan (mixed inspection of 8 yuan / time).
Recently, there have been outbreaks in many places in China. Superimposed on the outbreak of Omicron in the fourth quarter of 2021, there has been a surge in covid-19 cases in most overseas countries, and the demand for covid-19 detection has increased again. According to the Research Report of Anxin securities, in December 2021, the detection volume of covid-19 in major European countries has reached 140 million, a record high, with a month on month growth rate of about 40%; The detection volume of covid-19 in the United States reached 52.38 million people, close to a record high, Chinese manufacturers are expected to benefit from the increase of foreign trade orders.
Covid-19 detects that the performance of concept stocks has differentiated while the concept stocks continue to be hot. According to the statistics of securities times and databao, among the 25 covid-19 detection concept stocks, 19 stocks achieved year-on-year growth in the third quarterly report of 2021, and the profit of 6 stocks declined. The net profit attributable to the parent company in the third quarterly report of Andon Health Co.Ltd(002432) decreased by 86.19% year-on-year, with the largest decline; The performance of Bgi Genomics Co.Ltd(300676) , Medicalsystem Biotechnology Co.Ltd(300439) , Sinocare Inc(300298) decreased the most.
According to the statistics of data treasure, among the covid-19 detection concept stocks, Beijing Hotgen Biotech Co.Ltd(688068) , Wuhan Easy Diagnosis Biomedicine Co.Ltd(002932) , Guangdong Hybribio Biotech Co.Ltd(300639) have issued the performance forecast for 2021, which are all pre increases. From the lower limit of the expected increase in net profit, Beijing Hotgen Biotech Co.Ltd(688068) has the highest increase, and it is expected to realize the net profit attributable to the parent company of RMB 2-2.35 billion, a year-on-year increase of 1684.65% to 1996.97%, the company said, In the fourth quarter, affected by the Delta and Omicron variants of covid-19 virus, the covid-19 epidemic situation in Europe, Southeast Asia and other countries and regions remained high, resulting in a significant increase in the demand for covid-19 antigen detection reagents, which realized a significant increase in the income of overseas covid-19 detection reagents.
In terms of capital flow, in early trading, Zhejiang Orient Gene Biotech Co.Ltd(688298) received a net inflow of 401 million yuan, ranking first, Andon Health Co.Ltd(002432) , Daan Gene Co.Ltd(002030) received a net inflow of 332 million yuan and 327 million yuan respectively, and others had a net inflow of more than 100 million yuan of Medicalsystem Biotechnology Co.Ltd(300439) , Guangzhou Wondfo Biotech Co.Ltd(300482) , Xilong Scientific Co.Ltd(002584) , Beijing Hotgen Biotech Co.Ltd(688068) .
