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covid-19 detection concept is active again Zhejiang Orient Gene Biotech Co.Ltd(688298) share price hit a new high Andon Health Co.Ltd(002432) limit again
Covid-19 detection concept was active again on the 14th. As of press time, Hangzhou Alltest Biotech Co.Ltd(688606) "20cm" limit rose and Zhejiang Orient Gene Biotech Co.Ltd(688298) share price hit a record high; Asahi biology rose more than 12% and Andon Health Co.Ltd(002432) set a new high. So far, the stock has risen more than 11 times since the low point in early November.
Citic Securities Company Limited(600030) said that the spread of Omicron mutant strains overseas is becoming more and more intense, and the epidemic prevention upgrading measures of Britain, the United States and other countries are expected to continue to stimulate the demand for antigen detection. Zhejiang Orient Gene Biotech Co.Ltd(688298) as the main supplier of antigen detection reagents in Britain, Germany and other European countries, it has also jointly won the fda-eua authorization of American antigen reagent (home self-test version) with Siemens to open a new blue ocean in the American antigen detection market. In the medium and long term, the company's non epidemic related products such as molecular diagnosis and liquid biochip are accelerating industrialization, and China's layout continues to be implemented. At the same time, it is expected to further deepen cooperation with global giants in the long term to build a "global POCT reagent cdmo leader".
In view of the company's new expansion of the U.S. antigen testing market, considering the population base and the number of recently confirmed cases in a single day, it is expected that the demand space of the overall antigen testing market in the United States is more than twice that of the European market, with a better supply pattern and significant characteristics of the blue ocean market. Meanwhile, the company's in-depth cooperation model with Siemens has been verified in the European market, and it is expected that the subsequent sustained profitability in the U.S. market will exceed market expectations.
In addition, it was announced on the morning of Andon Health Co.Ltd(002432) 14 that the U.S. subsidiary and American ACC signed the purchase contract on January 13, 2022 local time to sell ihealth kit products. The total amount of contract price tax is US $1.275 billion, about RMB 8.1 billion, which has exceeded 50% of the company's audited main business income in 2020.
Recently, the company also disclosed that as of January 12, the total amount of orders and contracts between its U.S. subsidiary and the Department of health of New York amounted to RMB 1.18 billion, and the contract amount signed with the Executive Office of the federal and Department of health and human services of Massachusetts was about RMB 940 million. The above orders amounted to RMB 2.1 billion, exceeding the total operating revenue of the company in 2020.
the concept of prefabricated dishes continues to be popular Zhanjiang Guolian Aquatic Products Co.Ltd(300094) and many companies have won the triple board
Recently, the concept of "tuyere" prefabricated dishes was active again on the 14th. As of press time, Fortune Ng Fung Food (Hebei) Co.Ltd(600965) , Shandong Delisi Food Co.Ltd(002330) , Haixin Foods Co.Ltd(002702) , Jinling Hotel Corporation Ltd(601007) , Xi'An Catering Co.Ltd(000721) and other "10cm" limit. It is worth noting that Zhanjiang Guolian Aquatic Products Co.Ltd(300094) has "20cm" trading limit for three consecutive trading days, and Fortune Ng Fung Food (Hebei) Co.Ltd(600965) , Shandong Delisi Food Co.Ltd(002330) , Haixin Foods Co.Ltd(002702) , Jinling Hotel Corporation Ltd(601007) , Xi'An Catering Co.Ltd(000721) are all triple boards.
In view of the continuous sharp rise in share prices, a number of companies issued risk tips yesterday to remind investors to pay attention to investment risks. It was announced on January 13 that on January 11, 2022, the company signed the cooperation framework agreement. The cooperation framework agreement signed this time does not involve a specific amount and does not constitute a related party transaction. The impact on the company's performance and operating results in this year and subsequent years is still uncertain. Please pay attention to investment risks.
Shandong Delisi Food Co.Ltd(002330) in the announcement, it is pointed out that in recent years, in line with the trend of chain operation, cost reduction and efficiency increase in the catering industry, in order to bring more convenient and convenient cooking and dining solutions to consumers, the prefabricated vegetable industry has ushered in new opportunities for development. Taking advantage of its own R & D, production and logistics advantages, the company continues to make efforts in the b-end supply chain. In recent years, the main service objects are large catering chain enterprises, enterprises and institutions. In the future, the company will continue to focus on the promotion of b-end + key customers, focus on market network construction and brand construction, constantly strengthen the brand influence of advantageous regions, expand product coverage, improve market share, and quickly occupy the Chinese market through multi-channel, extensive and deep cultivation. In 2020 and the first three quarters of 2021, the operating revenue of the company's Prefabricated dishes related products accounted for about 11.22% and 9.79% of the company's overall operating revenue respectively. In the first three quarters of 2021, the gross profit margin and net profit margin of prefabricated vegetable related products were about 20% and 2.78% respectively.
Fortune Ng Fung Food (Hebei) Co.Ltd(600965) announced that after self inspection, the company's current production and operation is normal, and there is no significant change in its daily operation. Market environment and industrial policies have not been significantly adjusted, and production costs and sales have not fluctuated significantly. The company's internal production and operation and relevant orders and contracts are normally performed. After verification, the company did not find any media reports or market rumors that had an impact on the company's stock trading price, nor did it involve hot concept matters.
the development of virtual digital people has accelerated, and many banks have announced "creating people"
At present, virtual digital people are in the limelight. Recently, "Cui Xiaopan", Vanke's first digital employee, won the "best newcomer" award, which has become a topic of concern in the industry. Subsequently, the news of virtual human, holography, AR and other technologies or their extensive use at the opening ceremony of the Beijing Winter Olympic Games aroused extensive discussion in the industry.
Thanks to the iterative advancement of technology and the support of Internet giants, virtual human has emerged in the business stage and is expected to become the first industry in the meta universe industrial chain to develop rapidly and generate income on a large scale. According to the in-depth industry report of virtual digital human, it is estimated that the overall market scale of Chinese virtual human will reach 270 billion yuan by 2030.
Yu Baicheng, President of zero one research institute, told reporters that the first thing for virtual digital employees is to automate business processes, reduce costs and increase efficiency, and many repetitive human work will be replaced. The virtual digital human is a more intelligent and visualized digital employee, which plays a role in brand communication, marketing and user stickiness. At present, the virtual digital human industry has entered an accelerated period.
Yu Jianing, executive director of yuancosmos Industry Committee of China Mobile Communications Federation, told reporters that digital people and digital employees will have broader development space in the direction of "intelligence" in the future. However, at present, there are still some technologies to be broken through, and there is no obvious gap in the technological leadership of artificial intelligence enterprises among enterprises. Therefore, with the accelerated application of 5g and the gradual arrival of 6G, the application and coverage of virtual digital human will enter the stage of magnitude development.
Aojie technology landed on the science and innovation board today, with an intraday drop of more than 30% or a loss of 28000 yuan
Aojie Technology (688220) was listed and traded today. At the opening, the stock fell below the issue price of 164.54/share, and the lowest intraday fell to 108.33 yuan.
As of press time, the stock had fallen by more than 30%, with a turnover of about 1.1 billion yuan. Based on the current lowest price of 108.33 yuan, the single contract loss is 28000 yuan.
Statistics show that Jieke Technology is a platform chip enterprise providing wireless communication and super large-scale chips. Since its establishment, the company has been focusing on the R & D and technological innovation of wireless communication chips. At the same time, it has the design and supply capacity of full-standard cellular baseband chips and multi protocol non cellular Internet of things chips, and has the ability to provide large-scale and high-speed SOC chip customization and semiconductor IP authorization services. At present, the company has become one of the few enterprises in China that have made technological and product breakthroughs in the "5g + AI" field at the same time. The company's various chip products have broad downstream application scenarios and can be applied to the consumer electronics market represented by mobile phones and smart wearable devices and the smart Internet of things market represented by smart security, smart home and automatic driving.
China Merchants Securities Co.Ltd(600999) the research report points out that the company is a rare platform chip design company with full-standard cellular baseband communication technology in China. It has made a solid basic disk in the fields of Internet of things cellular baseband chip and Internet of things WiFi chip. It will benefit from the high prosperity of downstream in the future. At the same time, it is expected to cut into the field of smartphone baseband chip from the field of Internet of things chip, with broad long-term growth space.
folding screen mobile phones are in short supply. Institutions suggest paying attention to the incremental links of the supply chain
It is reported that through interviews and investigations, it is found that although the current folding screen mobile phone technology and mass production capacity have developed by leaps and bounds compared with the previous ones, due to the market demand far higher than the manufacturers\' expectations, the current market folding screen mobile phones are still in short supply. On Jingdong and other e-commerce platforms, several folding screen mobile phones just launched recently are out of stock. From the perspective of the development of the whole mobile phone industry, the industry competition is still very fierce, and has fully entered the era of stock competition, but the industry barriers are deep, and it is difficult for cross-border entrants to succeed. In the future, the industry will show the development trend of "high-end + cost performance". In addition, the mobile phone industry chip is still in short supply, However, at present, it is mainly the shortage of medium and low-end chips and the first wave of capacity shortage of high-end chips, which is expected to be alleviated by the end of 2022 or 2023.
According to DSCC, it is estimated that the shipments of folding screen mobile phones will reach 7.5 million and 17.5 million in 2021 and 2022, and the industry will grow rapidly. Sinolink Securities Co.Ltd(600109) said that considering that the selling prices of existing folding screen mobile phones are higher than US $1000, from the perspective of consumer purchasing power, the global shipment of mobile phones above US $1000 will reach 70 million in 2020, corresponding to the penetration rate of folding screen mobile phones in high-priced mobile phones of 10% in 2021. Considering that folding screen mobile phones have the advantages of large screen and portability, In addition, the user experience is better in specific scenarios (split screen, hovering and folding), and the price of superimposed folding screen mobile phones is gradually sinking. It is expected that the sales volume of folding screen mobile phones is expected to exceed 50 million in 2025.
Deppon Securities believes that from the perspective of terminal purchasing power, mobile phones with a global price of more than US $800 accounted for 11% in 2021, while the current folding screen penetration rate is less than 1%. It is optimistic about the trend of accelerating the penetration of folding screen mobile phones. With the accelerated development of the folding screen industry, the parts supply link with close terminal cooperation and good industrial chain location will take the lead in benefiting. It is recommended to pay attention to the incremental links of the folding screen supply chain: 1) flexible display panel: Boe Technology Group Co.Ltd(000725) , Tcl Technology Group Corporation(000100) , Visionox Technology Inc(002387) ; 2) Protective cover plate: Wuhu Token Sciences Co.Ltd(300088) , Triumph Science & Technology Co.Ltd(600552) etc; 3) Hinges: Jiangsu Gian Technology Co.Ltd(300709) , Shenzhen Everwin Precision Technology Co.Ltd(300115) , Kunshan Kersen Science & Technology Co.Ltd(603626) etc.
smart home standard unveiled at CES this year, China's smart home industry is in a period of rapid growth (with shares)
At the recently held 2022 International Consumer Electronics Exhibition (CES 2022), many smart home devices using smart home standard matter appeared. The standard was created by technology companies such as apple, Amazon and Google, which allows all smart home devices of users to communicate with each other locally without downloading multiple applications and voice assistants. It has faster response time and can continue to use smart home devices even when the Internet is interrupted. Almost all smart home enterprises participating in CES this year announced their support for matter.
Haitong international pointed out that according to cshia's 2020 white paper on China's smart home ecological development, China has become the world's largest Internet of things market by the end of 2019. 960 million of the world's 1.5 billion cellular network connection devices come from China, accounting for 64%. China will become the world's largest consumer of smart home market, accounting for 50% - 60% of the global smart home market consumption share, and the profit will account for 20% - 30% of the global market share. China is the world's largest market for Internet of things spending. In 2020, the scale of China's smart home market has exceeded 500 billion yuan.
In addition, according to the IDC report, the shipment of China's smart home equipment market will continue to grow at a compound growth rate of 21.4% in the next five years, and the market shipment will be close to 540 million units in 2025. The promotion of whole house intelligent solutions in the consumer market will become one of the important driving forces of market growth. According to the security industry network, zhijia.com is quoted. The 5g era has continuously raised people's requirements for a better life. The in-depth development of new industrialization, informatization and agricultural modernization has laid a good social foundation for the rapid development of the smart home industry. China's middle class of more than 300 million people and the rich class of 5.6 million households have the ability to support the middle and high-end smart home consumption level.
China's smart home market is booming. The IOT industry represented by smart home has great development potential. At present, China's edge intelligence level still needs to be improved, and the edge operating system, communication module, central control screen and other related segments are in a high-speed growth stage. Attention: Thunder Software Technology Co.Ltd(300496) , China National Software And Service Company Limited(600536) international, Guangzhou Shiyuan Electronic Technology Company Limited(002841) .
