In the past two months, the stock price of Andon Health Co.Ltd(002432) (002432), which integrates the multiple concepts of “covid-19 detection, medical devices and covid-19 virus prevention and control”, has increased surprisingly, which made investors exclaim that “there is a big demon stock in the market”. Statistics show that from November 1, 2021, Andon Health Co.Ltd(002432) rose from 6.08 yuan / share to 75.28 yuan / share, and the share price rose by 1148.42%.
popular concept “close to the body” stock price soared
“It was good to earn 20% originally. I chose to sell more than 20 yuan / share, but now Andon Health Co.Ltd(002432) the share price has soared to more than 70 yuan / share in a short time. This wave of rise is too fierce to hold such a stock.” On the 14th, an investor in Nanjing told the reporter of Dazhong securities news.
On the 14th, the concept of covid-19 detection increased by 5.7%, the concept of medical devices increased by 4.73%, and the concept of covid-19 virus prevention and control increased by 2.62%, and Andon Health Co.Ltd(002432) is a hot stock integrating covid-19 detection, medical devices and covid-19 virus prevention and control. On the 14th, Andon Health Co.Ltd(002432) shares closed at the limit price again, with a closing price of 75.28 yuan / share. Disk display, the company’s stock trading at 9:25, during which the trading limit was once opened. As of the close, the sealing fund was 909 million yuan, accounting for 2.59% of its current market value. In terms of capital flow data, on that day, the net inflow of main funds was 42.1351 million yuan, the net inflow of hot money was 71.5076 million yuan, and the net outflow of retail funds was 7.078 million yuan.
On January 13, Andon Health Co.Ltd(002432) issued an announcement about the signing of major daily operation contracts and orders by the U.S. subsidiary. The U.S. subsidiary has successively received purchase orders and contracts for ihealth kits from New York and Massachusetts, with a cumulative amount of more than 2.1 billion yuan.
It is reported that the total amount of orders in New York state is 65.31 million US dollars (including freight), about 416 million yuan; The total amount of Massachusetts order contract price tax is 148 million US dollars (including freight), about 944 million yuan.
company: don’t believe the rumors
As of January 12, 2022, the cumulative amount of orders and contracts between the U.S. subsidiary and the Department of health of New York state was $185 million (about RMB 1.18 billion), and the cumulative amount of orders with the Executive Office of the Federal Department of health and human services of Massachusetts was $148 million (about RMB 944 million). In response, Andon Health Co.Ltd(002432) said: “the total amount of the above orders and contracts exceeds RMB 2.1 billion, and its performance will have a positive impact on the company’s operating revenue and operating profit in 2021 and 2022.”
At present, a total of 12 companies’ home self-test kit products have been authorized by FDA and EUA. It can not be ruled out that more companies will obtain such authorization and enter the market to sell kit products in the future. With the change of market competition situation, the existing market share and product price of a single enterprise may be impacted.
It should be mentioned that on January 12, the Shenzhen Stock Exchange issued a concern letter to Andon Health Co.Ltd(002432) asking whether the company’s disclosure of the test results of the experimental report is complete and whether there is a situation of selectively disclosing some information to hype the stock price. In addition, the market also raised the suspicion that the company has rubbed hot spots.
“Don\’t believe the rumors in the market. Don\’t presume the sales data and profits of the company’s kit products, resulting in miscalculation and investment loss.” In the face of doubt, Andon Health Co.Ltd(002432) explained, “The answers on the interactive platform are based on the information disclosed by the company, Amazon America and public information. There is no compilation without objective basis, and the information required to be disclosed in the information disclosure regulations of listed companies and not yet disclosed has not been disclosed in any form, especially the information related to production, sales, sales and so on.”
For the stock price performance of the secondary market, A private placement person in Guangdong told reporters: “The company’s share price is in the main upward trend. Recently, the company’s share price has risen again, and under the form of reduction, the shareholders are \’reluctant to sell chips\’. From the perspective of market sentiment, the company has a short-term rapid continuous doubling market, which is caused by hot money and institutions, and the company’s orders have a large imagination space. Strategically, it is not recommended to catch up too high.”
