Affected by the continuous fermentation of monkeypox epidemic, frequent changes have taken place in the A-share market, and many lists of "monkeypox prevention and control concept stocks" have successively entered the vision of investors.
On May 23, 23, the day of May 23, the day of May 23, the day of the month of the ' stop. As of the closing, the share price was 49.56 yuan / share, up 20% the share price of the stock rose from 35.5 yuan to 49.56 yuan in the past two trading days, up 39.6%, and the market value also soared from 2.73 billion yuan to 9.65 billion yuan
Sansure Biotech Inc(688289) , Jiangsu Bioperfectus Technologies Co.Ltd(688399) of similar businesses increased by 15.84% and 10.41% respectively.
However, behind the change, whether it is "hype" or "Fundamentals driven" is still an unsolved mystery.
But in the short term, the 21st Century Business Herald reporter noted that most of the soaring prices of related concept stocks stem from the madness of "hot money" many listed companies also told reporters that at present, "the impact on performance is still uncertain" and "the company is still on the sidelines"
"monkeypox concept" swept A-Shares
According to the official website of the World Health Organization, as of May 21, 2022, 92 confirmed cases and 28 suspected cases have been reported in 12 non monkeypox endemic who member countries on three continents
Stimulated by the news of the outbreak of monkeypox in many countries, many related stocks changed.
The 21st Century Business Herald reporter noted that at present, the enterprises related to the "monkeypox concept" in the A-share market mainly come from the three ports of testing, vaccines and drugs, among which monkeypox related testing kit companies are the main ones. Some companies that are considered to have relevant product R & D capabilities or participate in relevant foreign monkeypox prevention and control institutions also rank among them.
On the interactive platform, investors have asked the concerned enterprises whether they have relevant product reserves.
According to the incomplete statistics of the 21st Century Business Herald reporter, on the Shenzhen Stock Exchange investor interactive platform, as of press time, there were 246 investor questions related to "monkeypox" and 68 related questions on the Shanghai Stock Exchange e interactive platform
Up to now, nearly ten enterprises have replied and clarified the content related to monkeypox through the interactive platform.
Among them, those identified to have monkeypox related businesses include Shanghai Zj Bio-Tech Co.Ltd(688317) , Sansure Biotech Inc(688289) , Jiangsu Bioperfectus Technologies Co.Ltd(688399) , etc.
Shanghai Zj Bio-Tech Co.Ltd(688317) publicly stated that its monkeypox virus nucleic acid detection box has passed the EU CE registration and obtained emergency reserve and scientific research orders from overseas countries such as Portugal and Spain, as well as some customs and disease control in China.
Sansure Biotech Inc(688289) , Jiangsu Bioperfectus Technologies Co.Ltd(688399) said that the company has reserved monkeypox virus nucleic acid detection kit in its scientific research products, but it has not completed registration and is only used in disease control and scientific research in a small range.
ST Kehua said on the investor interaction platform that recently, many overseas countries have reported monkeypox cases one after another. The company has organized R & D personnel for the first time to complete the technical reserve of monkeypox virus nucleic acid detection kit (PCR fluorescent probe method).
All the above-mentioned enterprises have suffered a lot of speculation recently. Since May 19, Shanghai Zj Bio-Tech Co.Ltd(688317) has increased by 39.41%, Sansure Biotech Inc(688289) has increased by 17.14%, master biology has increased by 12.76% and ST Kehua has increased by 13.42%.
limited impact on performance
However, it should be noted that the monkeypox epidemic has led to the rise of a number of concept stocks, but the R & D and application of relevant products in China are still in the initial stage. There is still great uncertainty whether it can objectively bring performance support to relevant enterprises.
At present, Shanghai Zj Bio-Tech Co.Ltd(688317) , which is the leader in monkeypox detection in China, its profitability and real growth remain to be seen.
Shanghai Aladdin Biochemical Technology Co.Ltd(688179) group, which is favored for its possession of the drug "cidofovir" for the treatment of smallpox, once explained to investors on May 23: "most of our product specifications are in gram and milligram levels, which are used for the laboratory research and development of enterprises in various fields, colleges and universities and scientific research institutes with R & D needs. It is not an industrial raw material, and the sales of a single product have little impact on the company's operating performance."
On May 23, Shanghai Zj Bio-Tech Co.Ltd(688317) also announced that: "the company's monkeypox virus nucleic acid assay kit (fluorescent PCR method) has great uncertainty in sales and profit contribution due to market competition, product competitiveness and channel ability of the company, customer recognition and other factors." in this regard, the reporter of the 21st Century Business Herald called Shanghai Zj Bio-Tech Co.Ltd(688317) , but as of press time, no reply was received.
According to the financial report data, the revenue of Shanghai Zj Bio-Tech Co.Ltd(688317) 2021 was 2.019 billion yuan, basically the same as that in 2020, but the net profit was only 759 million yuan, a year-on-year decrease of 18.61%. The company mainly explained the decline in performance as the decline in the price of detection reagents and the decline in product gross profit caused by the centralized purchase of covid-19 virus detection reagents.
The 21st Century Business Herald reporter learned from the practitioners of a medical company that there is no significant difference between the monkeypox virus nucleic acid detection kit and covid-19 virus nucleic acid detection kit in the R & D process, but the latter has lower unit cost due to its large production scale.
On the whole, due to the unknown prospect of the epidemic, enterprises with monkeypox related product reserves are still in a relatively cautious state when planning product registration and putting into the market. Sansure Biotech Inc(688289) once said on May 22 that the company would "actively promote the registration process of monkeypox detection kit".
Sansure Biotech Inc(688289) people from the Ministry of Securities pointed out to the reporter of the 21st Century Business Herald: "after successful registration, commercial use can be realized immediately, but the time span of the process is not easy to predict, and the price has not been unified."
Asked whether to consider registering the company's monkeypox virus nucleic acid detection kit, a person from Jiangsu Bioperfectus Technologies Co.Ltd(688399) securities department also told reporters: "it may go through CE certification, but it is still in the internal evaluation stage.
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" monkeypox has only recently been reported outside China. Although we have reserves of relevant scientific research products before, the sales volume is very small, is only sold to disease control and scientific research institutions, and the attention is not very high. It is only one of the company's 500 or 600 disease control products." Jiangsu Bioperfectus Technologies Co.Ltd(688399) securities department further explained to reporters.
According to the person from the securities department, recently, the rise of monkeypox concept has made the enterprise pay some attention to monkeypox related products. However, at present, the product registration process has not been opened, and the specific evaluation situation is inconvenient to be disclosed
Many securities institutions such as Guolian and Dongguan pointed out in the recent research report that due to the long development cycle of virus vaccine and the relatively short development cycle of detection reagent, the latter may have certain investment opportunities in the short term. However, in the long run, investors still need to return to fundamentals and make a rational judgment on the sustainable growth space of relevant concept enterprises.
In fact, the reporter also noted that the current surge in monkeypox concept stocks is mostly driven by hot money, with a strong speculation atmosphere.
Take Shanghai Zj Bio-Tech Co.Ltd(688317) with the highest increase as an example, its closing price rose or fell by 30% in three consecutive trading days from May 20, 2022 to May 23, 2022. During period, Guoyuan Securities Company Limited(000728) Shanghai Zhongshan North Road bought 322482 million yuan and sold 359391 million yuan, occupying the second and fourth seats at the same time.
