As of the press time of January 19, seven listed companies in the A-share covid-19 pneumonia detection sector had disclosed the performance forecast for 2021. Among them, the performance of four companies increased by more than 100%, with a maximum pre increase of 1996.97%.
The latest data show that on January 18, more than 3.68 million cases of covid-19 were diagnosed in a single day, with a cumulative diagnosis of more than 330 million cases. From 320 million cases to 330 million cases, it took only 4 days. The agency said that the supply side of the new round of covid-19 testing reagent is short, and manufacturers with overseas sales qualification will benefit.
large increase in multi share performance
On the evening of January 16, Jiangsu Bioperfectus Technologies Co.Ltd(688399) disclosed the performance forecast. It is estimated that the net profit attributable to the owners of the parent company will be 1.13 billion yuan to 1.35 billion yuan in 2021, with a year-on-year increase of 37.88% to 64.72%; The net profit attributable to the owners of the parent company was RMB 1.1 billion to RMB 1.32 billion, with a year-on-year increase of 40.76% to 68.91%. During the reporting period, the demand for covid-19 nucleic acid detection reagent was strong, and the sales increased significantly, driving the significant growth of the sales of other covid-19 related products.
On the evening of January 4, Wuhan Easy Diagnosis Biomedicine Co.Ltd(002932) disclosed the performance forecast, which showed that the net profit attributable to the shareholders of the listed company was 1.3 billion yuan to 1.5 billion yuan, a year-on-year increase of 177.23% to 219.88%; Non net profit attributable to shareholders of listed companies was RMB 1.3 billion to RMB 1.5 billion, with a year-on-year increase of 185.66% to 229.61%. During the reporting period, the company added more than 1500 customers of molecular diagnostic medical institutions in China, and the sales of covid-19 nucleic acid detection reagent increased significantly.
The performance of companies mainly producing antigen detection kits is also satisfactory.
On the evening of January 6, the performance forecast disclosed by Beijing Hotgen Biotech Co.Ltd(688068) shows that the net profit attributable to the owners of the parent company is expected to be 2 billion yuan to 2.35 billion yuan in 2021, with a year-on-year increase of 1684.65% to 1996.97%; The non net profit deducted attributable to the owner of the parent company was RMB 1.987 billion to RMB 2.337 billion, with a year-on-year increase of 1696.17% to 2012.59%. During the reporting period, the New Coronavirus antigen detection kit was certified by many countries to achieve explosive growth in foreign trade orders.
On the evening of January 14, Zhejiang Orient Gene Biotech Co.Ltd(688298) disclosed the performance forecast. It is estimated that the net profit attributable to the owners of the parent company will be 4.72 billion yuan to 5.12 billion yuan in 2021, with a year-on-year increase of 181.45% to 205.31%; The non net profit attributable to the owner of the parent company was RMB 4.7 billion to RMB 5.1 billion, with a year-on-year increase of 183.30% to 207.41%. During the reporting period, New Coronavirus rapid detection reagent (including family self testing) continued to be put into the epidemic prevention business, and its sales performance in the European market increased significantly.
The 2020 China in vitro diagnostic industry report released by the 8th China in vitro diagnostic industry development conference shows that the development trend in the next five years will be that the amount of routine detection will decrease in at least two years (2020-2021), the income from nucleic acid detection related to covid-19 will increase greatly, the amount of antibody detection will fluctuate, and the demand for rapid antigen detection will increase, Covid-19 testing business may last until 2024 and promote the rapid development of the global IVD market.
strong demand for covid-19 detection reagent
According to the data, in December 2021, the detection volume of covid-19 in major European countries reached 140 million, a record high, with a month on month growth rate of about 40%; The detection volume of covid-19 in the United States reached 52.38 million people, close to an all-time high (subject to supply to some extent), with a month on month growth rate of about 30%.
Anxin securities expects that the detection amount of covid-19 will continue to be at an all-time high. The demand for covid-19 test kit in the United States has expanded rapidly in the short term, there is an obvious gap at the supply end, and there is a shortage of goods in many places. Considering that the United States is currently the market with the largest covid-19 detection increment in the world, Abbott and other local brands are out of stock, and few Chinese manufacturers have been approved by FDA (EUA), Chinese manufacturers that have been approved or will be approved in the United States are expected to obtain considerable performance flexibility.
