"Isn't it just a tin house or a plank house with an air conditioner? There's no technical content." Recently, when interviewing and investigating the manufacturers of nucleic acid sampling kiosks, a reporter from the financial Associated Press found that there are many manufacturers that can produce nucleic acid sampling kiosks in China. Due to different standards, each company's quotation ranges from thousands to tens of thousands of yuan.
Recently, thanks to the broad market scale and imagination, nucleic acid detection kiosks have become a hot spot in the A-share market. According to the calculation of Soochow Securities Co.Ltd(601555) latest research report, if all the first and second tier cities in China implement normalized nucleic acid testing in the future, the annual expenditure of national nucleic acid testing will reach 1.45 trillion yuan. However, the reporter calculated according to the manufacturer's quotation and the publicly available government bidding price, the low value of the construction scale of the national nucleic acid sampling kiosk is only about 5 billion yuan, and the high value may be less than 30 billion yuan
"we OEM the sampling kiosks of many large companies"
The financial Associated Press reporter interviewed a number of nucleic acid sampling kiosk manufacturers and found that since the nucleic acid sampling kiosk is a "new thing" since the outbreak, there was no real professional sampling kiosk manufacturer before. Most of the current manufacturers are "cross-border" formed by enterprises producing mobile houses, environmental testing, medical equipment and so on.
The person in charge of a manufacturer of testing kiosks in Yangzhou, Jiangsu, told the financial associated press that he had just received an order for 3000 sets of sampling kiosks from Zhejiang the day before yesterday. At present, there is no stock in the factory, and the new order can be delivered as soon as next month.
Another salesman from a manufacturer in Qingdao, Shandong, told reporters that the company has started to develop and design nucleic acid sampling kiosks since the beginning of 2020. At present, the company has stopped the original production line of environmental testing equipment, hired more workers and worked overtime to produce nucleic acid sampling kiosks. The shipment volume reached 80 sets / day, but it still can not meet the average order volume of more than 100 sets per day.
"To put it bluntly, it is the place where the medical staff protect themselves from the wind and rain when sampling nucleic acid on the street. There is no technical content in manufacturing." The person in charge of a sampling booth production enterprise in Zhejiang told the financial associated press that the nucleic acid sampling booth products announced by some well-known large companies "are actually OEM and OEM from manufacturers like us".
The person in charge said, nucleic acid sampling kiosks are inconvenient to transport and have low production difficulty, which leads to a certain regional market. It is unlikely to find Zhejiang manufacturers for nucleic acid sampling kiosks in Heilongjiang. In addition, many provinces and cities are not unified bidding procurement, and they can purchase by themselves when they sink to the town. "The purchase orders are often several or dozens of scattered units. Therefore, it is unrealistic to say that the production and sales sampling kiosks can increase the revenue of some listed companies that announce their products."
there is no unified configuration standard and the price varies
At present, more than 15 cities across the country have announced the normalization of nucleic acid testing. Under the background of establishing a nucleic acid "sampling circle" with a 15 minute walk, A-share nucleic acid sampling kiosk has become a hot spot in the market.
A number of listed companies recently announced the layout of nucleic acid detection kiosks Xiamen Meiya Pico Information Co.Ltd(300188) said on the investor interaction platform that its holding subsidiary Meiya Zhongmin recently released a series of electronic sentinels for epidemic prevention verification, nucleic acid sampling kiosks, various epidemic prevention Siasun Robot&Automation Co.Ltd(300024) and other intelligent epidemic prevention products Jiangsu Jingxue Insulation Technology Co.Ltd(301010) recently revealed that its nucleic acid sampling workstation has an intention to order Guangzhou Tongda Auto Electric Co.Ltd(603390) said the company launched a nucleic acid sampling vehicle in 2020 Shanghai Kehua Bio-Engineering Co.Ltd(002022) also launched KHB nucleic acid sampling booth promotion advertisement on its official video number.
In terms of the manufacturing cost and selling price of the sampling booth, the financial Associated Press reporter found that at present, the quotation range of various manufacturers is large, mainly because the nucleic acid normalization detection is in the initial stage, the market is not particularly mature, and the price is still relatively chaotic.
A manufacturer in Shanghai said, the company's single nucleic acid detection and sampling booth, if it is a single person operation specification, the price is basically more than 20000. From another Beijing manufacturer's centralized purchase quotation page, we can see that the sales price of the sampling booth with single operation specification is 18800 yuan, and the single enhancement is 23000 yuan
Although nucleic acid sampling kiosks have been laid in many places, there are still few relevant configuration specifications and standards. Only a few cities, such as Wuxi, have issued relevant management specifications to make clear provisions on the site selection, facilities and staffing of sampling kiosks. Some manufacturers also "roast" to reporters that the nucleic acid kiosks on the market are similar, but many follow the trend players have good and bad qualities, which is easy to produce security risks.
When the first-line anti epidemic report team of financial Associated Press interviewed on the street of Xuhui, Shanghai, it happened to encounter the inspection agency's acceptance of an installed sampling booth. Relevant acceptance personnel told reporters that the acceptance of sampling kiosk is mainly negative pressure equipment and ultraviolet equipment to ensure that the detection kiosk is a sterile environment. After people leave, ultraviolet light will be turned on regularly for disinfection
Another industry insider told reporters, "the configuration specification of nucleic acid detection sampling kiosks needs to be formulated according to industry standards, such as negative pressure requirements, air conditioning equipment requirements, sampling isolation requirements, etc. Hangzhou, Guangzhou, Wuxi and other places began layout and construction earlier than Shanghai, and the relevant standards of (Shanghai) are also referring to previous experience".
It is precisely because the standards are not unified that the quotation on production is also different from the unit price of the sampling booth, referring to the popularity ranking provided by the manufacturers with the number of transactions on Taobao, the powerful suppliers on the procurement website and the verified enterprises, the low quotation is 9800 yuan, the high quotation is 70000 yuan, the average price is 33.68 million yuan, and the median is 26500 yuan
the estimated construction scale of nucleic acid sampling kiosk is less than 30 billion
How large is the market scale of nucleic acid detection and sampling kiosks after becoming a hot spot in the market? Many institutions and insiders believe that the real market cake after the normalization of nucleic acid detection lies in the nucleic acid detection itself, not in the sampling booth
According to Soochow Securities Co.Ltd(601555) Research Report, if all first and second tier cities in China (with a population of 505 million in 2021) implement normalized nucleic acid detection in the future, the maximum cost of normalized nucleic acid per month is 121.2 billion yuan, about 1.45 trillion yuan / year.
"The sampling booth is a one-time fixed investment, and the government bidding purchase price will not allow huge profits.
Moreover, the distribution scale of sampling booths across the country is also affected by the epidemic control. If the subsequent epidemic situation improves, the distribution scale of sampling booths will be reduced accordingly. " A large private placement insider said, nucleic acid detection is equivalent to FMCG, with a wide population coverage. The real investment opportunity still lies in nucleic acid preparation enterprises and testing institutions
According to the latest special research report of a business school in China, if the normalized nucleic acid detection is implemented nationwide, under the benchmark situation, that is, every 2500 people "share" a sampling booth, the unit price of the sampling booth is 26000 yuan, and the construction of the normalized nucleic acid detection sampling booth needs 17.629 billion yuan. Based on China's total population of 1.412.6 billion in 2021, a total of 565000 sampling booths need to be built in China.
According to this calculation, the lowest construction cost of national sampling kiosks is: if every 3000 people "share" a sampling kiosk, and the unit price of sampling kiosks is calculated at 9800 yuan / set, the construction of national normalized nucleic acid detection sampling kiosks needs 5.537 billion yuan; The situation with the highest cost is that every 2000 people "share" a sampling kiosk, and the unit price of the sampling kiosk is 33100 / set. The construction of the national normalized nucleic acid detection sampling kiosk needs 28.071 billion yuan
Jia Jinsheng, the relevant person in charge of youyizeng investment, believes that compared with the traditional sampling method, the nucleic acid sampling booth can allow medical staff to operate without wearing protective clothing, with good safety and more comfortable working environment. In the short term, the performance contribution of relevant listed companies mainly depends on the release of production capacity. In the medium and long term, we need to pay attention to the price fluctuation caused by the intensification of market competition and the industry reshuffle caused by quality standards.
