The news and regulatory signals of "demon stocks" seem to be getting denser and denser.
First of all, the 10x covid-19 Bull Stock - Andon Health Co.Ltd(002432) (002432) successively gave early warning and intensively sent out risk warning signals: there may be a risk that the contract or order of RMB 10.2 billion may not be fulfilled on schedule or in full.
In addition, the Bull Stock Aba Chemicals Corporation(300261) (300261), which soared 360%, announced on the 16th that due to abnormal stock price fluctuations, the company will verify the abnormal fluctuations. The trading of the company's shares will be suspended from January 17 and resumed after the disclosure of the verification announcement.
The latest progress has also come from the US covid-19 testing program. On Saturday, local time, the US government said that as part of the first batch of free 500 million kits distribution plan, Americans can book free covid-19 testing kits online from January 19. Biden said that the U.S. government has been instructed to purchase another 500 million kits on the basis of the previous 500 million kits, and the total purchase quantity is not capped.
10x covid-19 Bull Stock warning
On January 16, Andon Health Co.Ltd(002432) announced that the execution of contracts and orders between the company's U.S. subsidiaries and New York, Massachusetts and HHS (executed by ACC) was affected by local epidemic changes, policy changes, changes in the company's supply chain capacity, logistics and transportation risks, unforeseen or force majeure and other factors, There may be a risk that the contract or order cannot be performed on schedule or in full.
In the announcement, it specifically pointed out that the U.S. government has the right to terminate the contract signed between the company's U.S. subsidiary and the U.S. HHS (executed by the U.S. ACC representative) at any time due to its own factors, and there is uncertainty whether the contract can be fully implemented.
The contract risk of Andon Health Co.Ltd(002432) early warning mainly refers to two major orders disclosed on January 12 and 14, with a total amount of RMB 2.1 billion and RMB 8.1 billion respectively, with a total amount of RMB 10.2 billion.
Among them, the large order of RMB 8.1 billion comes from HHS (executed by the American ACC representative) in the United States, which is 250 million ihealth kits. The effective date of the contract is January 12 local time in the United States, and all deliveries shall be completed within 60 days from the effective date; In terms of specific delivery arrangements, the U.S. subsidiary will deliver 25 million copies within 10 days from the signing of the contract, 100 million copies within 30 days, and complete all deliveries within 60 days.
Andon Health Co.Ltd(002432) said that the relevant information and procurement involved in the above content are not only for the company. Investors should not misunderstand the content and misinfer the changes it brings to the company's performance.
While warning the risk, Andon Health Co.Ltd(002432) also disclosed a favorable announcement. Its subsidiary's covid-19 virus antigen rapid detection professional kit obtained the emergency use authorization (EUA) and received the authorization letter sent by the U.S. Food and drug administration to ihealth America.
Andon Health Co.Ltd(002432) said that the product enriched the company's covid-19 antigen detection product line through emergency use authorization (EUA), which can contribute to public health and epidemic prevention to a greater extent, provide professional covid-19 virus detection solutions for public health and epidemic prevention, and may bring relevant sales revenue and performance to the company in the future.
According to the two announcements, the probability will have an impact on the subsequent stock price performance of Andon Health Co.Ltd(002432) . At present, the game of funds in Andon Health Co.Ltd(002432) is extremely fierce. This is closely related to the "anti sky" performance of its stock price. As of the close of last Friday, Andon Health Co.Ltd(002432) once again won the daily limit. The stock price has soared to 75.28 yuan, and the latest total market value has exceeded 36 billion yuan. In the 44 trading days since November 15 last year, Andon Health Co.Ltd(002432) has accumulated 27 limit sectors, with an increase of 1007%, ranking first in the list of a shares.
Such a strong stock price performance has also attracted the attention of a large number of institutions. According to the information disclosed by the Shenzhen Stock Exchange, more than 100 institutions investigated Andon Health Co.Ltd(002432) by teleconference on January 14. Andon Health Co.Ltd(002432) said in the survey that at present, the company's kit products have orders and contracts in the United States, and the brand of ihealth products has also improved its popularity in the United States. In the next step, we can further expand sales channels by integrating China's advantageous technical capabilities and advantageous products.
bull stocks soaring 360%, suspension verification
Since 2022, the speculation of "demon stocks" has intensified, and the regulatory trend is also changing.
On January 16, Aba Chemicals Corporation(300261) announced that due to the recent abnormal fluctuation of the company's share price, the company will verify the abnormal fluctuation. The trading of the company's shares will be suspended from January 17 and resumed after the disclosure of the verification announcement.
Due to the concept of covid-19 oral drug, Aba Chemicals Corporation(300261) started the soaring mode on November 15 last year, and the increase has been close to 360%.
On the eve of suspension verification, Aba Chemicals Corporation(300261) has appeared in the monitoring target of Shenzhen Stock Exchange. After the closing on January 14, the Shenzhen Stock Exchange released a week's regulatory dynamics to focus on Aba Chemicals Corporation(300261) with serious abnormal stock price fluctuations.
In fact, from December 29 last year to January 5 this year, Aba Chemicals Corporation(300261) has conducted a round of suspension verification. After the resumption of trading, although the share price has been corrected, it has started violent rise again since January 10. It has won two 20cm limit boards in five trading days, and the market value has soared by nearly 20 billion yuan in recent months.
The hype of funds on Aba Chemicals Corporation(300261) is closely related to covid-19 oral medicine. The "fuse" of the surge began with a news released on the official website in November last year: Aba Chemicals Corporation(300261) the commercialization and mass production of pharmaceutical intermediate carbonic anhydride developed and produced is smooth, and the monthly production scale has reached 20 tons at present.
Subsequently, China International Capital Corporation Limited(601995) published a report entitled "paying attention to Pfizer covid-19 Drug Intermediates - isopentenol and inulin", which pointed out that carbonic anhydride and its derivatives can be used to synthesize Pfizer covid-19 oral drug "palovide", and named Aba Chemicals Corporation(300261) with carbonic anhydride synthesis technology. At the same time, investors are very intensive in the interaction, easy to put forward problems related to carbonic anhydride and Pfizer, and the funds also began to take turns to relay hype Aba Chemicals Corporation(300261) .
In this regard, Shenzhen Stock Exchange has issued inquiry letters to Aba Chemicals Corporation(300261) for many times, Aba Chemicals Corporation(300261) responded that there is no cooperative relationship with Pfizer. The customers of carlon anhydride and its derivatives are mainly Chinese customers and Indian customers. It is impossible to determine whether the company's carlon anhydride and its derivatives are indirectly supplied to Pfizer.
At the same time, Aba Chemicals Corporation(300261) said that the sales revenue of related products of carbonic anhydride in 2021 was 27.01 million yuan, accounting for only 1% - 2% of the total annual revenue, and the amount of related orders was 63.54 million yuan, which would not have a significant impact on the current performance.
big news from American covid-19 detection
Both the hype of covid-19 test kit and covid-19 oral medicine are closely related to the United States.
On Saturday local time, the U.S. government said that as part of the first batch of free 500 million kits distribution plan, Americans can book free covid-19 test kits online from January 19. U.S. President Joe Biden said that the U.S. government has been instructed to purchase another 500 million kits on the basis of the previous 500 million kits, and the total purchase quantity is not capped.
The White House said that the US government has completed the procurement contract for 420 million kits in the first batch of orders. The first batch of 500 million orders is expected to cost US $4 billion (average unit price US $8). In the coming weeks, the US government may award more contracts.
The purchase of 1 billion test kits may only be the beginning.
According to CNBC, the U.S. government previously announced that from January 15, the U.S. government officially implemented the covid-19 rapid test plan, and private medical insurance companies reimbursed each resident for up to 8 over-the-counter home covid-19 tests per month. This means that a family of four can reimburse up to 32 inspections per month.
According to the current population of 330 million in the United States and the insurance coverage rate of 94%, if the family self-test plan is carried out with antigen reagents, the monthly demand for antigenic reagents in the United States is close to 2.5 billion doses. Even if the proportion of antigen reagents is 50%, the monthly demand is about 1.2 billion doses.
At present, the epidemic in the United States is still spreading rapidly, with more than 600000 confirmed cases in a single day. According to the data of Johns Hopkins University in the United States, as of 16:22 p.m. Eastern time on the same day, the cumulative confirmed cases of covid-19 pneumonia in the United States had reached 65.342 million and the cumulative death cases had been 849900. Compared with 24 hours ago, 672000 confirmed cases and 1068 deaths were added.
Analysts believe that the current high number of confirmed cases in the United States makes the United States the market with the largest demand for covid-19 detection in the world. Chinese manufacturers that have been approved or will be approved in the United States are expected to gain considerable performance flexibility in this round of epidemic.
It should be noted that if Chinese covid-19 testing companies want to sell in the United States, they must have the EUA authorization of FDA. Up to now, only Andon Health Co.Ltd(002432) , Zhejiang Orient Gene Biotech Co.Ltd(688298) and Aikang biological (unlisted) rapid detection reagents produced in China can enter the U.S. market. At the same time, companies including Medicalsystem Biotechnology Co.Ltd(300439) , Hangzhou Biotest Biotech Co.Ltd(688767) , Beijing Wantai Biological Pharmacy Enterprise Co.Ltd(603392) and Wanfu biology are also applying for FDA certification in the United States. Considering the complexity of certification, there is a market view that the approval of relevant certification may wait until the end of the first quarter of 2022.
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