Weekly gathering of scientific and technological views (Communication)
1) all localities actively build a 15 minute nucleic acid sampling circle and implement normalized nucleic acid detection. Building a “15 minute” walking nucleic acid sampling circle, taking into account epidemic prevention and control and economic development, may become a way of epidemic prevention with the lowest comprehensive cost. At present, 23 cities including Shenzhen, Hangzhou and Hefei have carried out normalized nucleic acid detection. After more than two years of active construction, China’s nucleic acid detection capacity has made considerable progress. The National Health Commission released on May 13 that at present, 13000 medical and health institutions and 153000 technicians in China are engaged in nucleic acid detection services, with a detection capacity of 57 million tubes per day.
2) normalized nucleic acid detection will generate 760 billion yuan of market space every year, and labor is the most difficult part in terms of cost. China has a population of 1.4 billion, of which 900 million are urban. Assuming that 20% of them are tested every two days, 30% are tested every five days, and 50% and rural areas are tested every 10 days, the number of people tested in China will reach 240 million per day. Assuming that 30% are single tube, China’s comprehensive nucleic acid testing volume may be expanded to 90 million tubes per day in the future. According to the latest guidance price published by Jiangsu Province, The national market space for normalized nucleic acid detection reaches 63.4 billion yuan per month, 760.3 billion yuan per year. The costs related to nucleic acid detection are mainly fixed expenses and floating expenses. Taking the scenario of 10000 tubes per day as an example, we try to build a calculation model. The total cost of single tube is 10.3 yuan and the total cost of mixed detection of 10 people is 3.4 yuan. The front-end sampling manpower has become the most difficult part in nucleic acid detection, and there are problems of difficult recruitment and waste of medical resources. At present, the number of new normalized nucleic acid detection kiosks (points) in China is expected to reach 280000, with an investment scale of 5.9 billion, which is relatively limited, but the cost of newly equipped maintenance personnel and consumables is considerable.
3) artificial intelligence helps fight the epidemic, and nucleic acid detection machines have great prospects. At present, there are at least five nucleic acid detection Siasun Robot&Automation Co.Ltd(300024) , and the R & D team includes local artificial intelligence research institutes, hospital groups, medical enterprises, artificial intelligence enterprises, etc. Nucleic acid sampling Siasun Robot&Automation Co.Ltd(300024) is a system engineering, which needs the comprehensive strength of industrial control, machine vision, mobile communication and so on. At present, the cost of sampling machine is still high, and it is expected to be reduced to less than 1 million yuan in the future. We calculate that the cost of nucleic acid sampling Siasun Robot&Automation Co.Ltd(300024) per person is only 0.9 yuan (excluding consumables), which greatly reduces the labor cost. Assuming that the later equipment is mature, the market space is expected to reach 28 billion yuan. At present, there are many outbreaks in China. In addition to nucleic acid sampling Siasun Robot&Automation Co.Ltd(300024) , treatment, nursing, examination and life management Siasun Robot&Automation Co.Ltd(300024) are under research and development or have been put into use, which will bring good opportunities for the development and employment of relevant industries.
Investment advice
Special topic of this week: under the normalization of epidemic prevention, new infrastructure equipment for nucleic acid detection is expected to continue to benefit. Nucleic acid collection Siasun Robot&Automation Co.Ltd(300024) can significantly reduce the labor part with the highest cost. Under the visible normalized “dynamic clearing” nucleic acid detection mechanism, it can save medical resources and drive the development and employment of relevant science and technology enterprises. In addition to nucleic acid detection, Siasun Robot&Automation Co.Ltd(300024) has been applied in medical links such as inspection, treatment and nursing, life management links such as disinfection and cleaning, handling of goods, epidemic publicity, education and prevention and control guidance. We are optimistic about the investment opportunities of medical Siasun Robot&Automation Co.Ltd(300024) on the premise of the continuous increase of human cost. In terms of industrial chain, nucleic acid sampling Siasun Robot&Automation Co.Ltd(300024) requires comprehensive capabilities such as industrial control, machine vision and mobile communication, and listed companies with relevant capabilities are expected to participate. In terms of beneficial targets, industrial Siasun Robot&Automation Co.Ltd(300024) layout companies include Estun Automation Co.Ltd(002747) , Shanghai Step Electric Corporation(002527) , Midea, etc; Industrial computer, reducer and chip companies related to industrial control suggest paying attention to Shenzhen Inovance Technology Co.Ltd(300124) , Leader Harmonious Drive Systems Co.Ltd(688017) , Shanghai Anlogic Infotech Co.Ltd(688107) , Gigadevice Semiconductor (Beijing) Inc(603986) , etc; Companies related to machine vision solutions and algorithms suggest paying attention to Opt Machine Vision Tech Co.Ltd(688686) , Suzhou Tztek Technology Co.Ltd(688003) , lingyunguang (application for scientific innovation board), Yuncong technology, Kuangshi Technology (application for scientific innovation board), etc; Camera modules and sensors are recommended to pay attention to sunny optics (H shares), Qiuti Technology (H shares), Will Semiconductor Co.Ltd.Shanghai(603501) , sitway, etc. In addition, 5g communication modules and gateways are expected to explore new scenarios. It is recommended to pay attention to Beijing Inhand Networks Technology Co.Ltd(688080) , Quectel Wireless Solutions Co.Ltd(603236) , Fibocom Wireless Inc(300638) , Meig Smart Technology Co.Ltd(002881) .
Risk tips
Changes in epidemic prevention and control policies, immature nucleic acid sampling Siasun Robot&Automation Co.Ltd(300024) technology led to medical quality accidents, the cost of nucleic acid sampling Siasun Robot&Automation Co.Ltd(300024) special consumables was high, and the government guidance price for nucleic acid detection continued to decline.
