Original title: New crown detection concept stocks have significantly pre-increased and related companies have intensively prompted risks
Securities Times reporter Zhao Liyun
The new crown detection concept stocks have been hot recently, and related companies disclosed on the evening of the 14th that their performance has been greatly pre-increased.
The performance of testing companies has increased significantly
On the evening of January 14th,Boto Bio(688767) disclosed the 2021 performance forecast that it is expected to achieve a net profit of 810 million to 910 million yuan during the period, an increase of 375 million to 475 million yuan compared with the same period of the previous year, a year-on-year increase of 86.14% to 109.12%; Non-net profit of 802 million yuan to 902 million yuan, compared with the same period of the previous year (statutory disclosure data), will increase by 373 million yuan to 473 million yuan, a year-on-year increase of 86.7% to 109.98%.
Boto Bio, which landed in the capital market in September 2021, has mainly benefited from the outbreak of demand for new crown detection products in the past two years. According to the company’s prospectus, due to the impact of the new crown epidemic, in 2020, Botuo Bio’s main business income was 856 million yuan, an increase of 317.52% over the previous year; the gross profit of the main business was 643 million yuan, an increase of 635.62% over the previous year. In 2018 and 2019, the company’s operating income did not include new crown products. The company’s revenue and gross profit in 2020 and January-June 2021 mainly come from the revenue of new crown testing products.
As for the reasons for the positive results for the full year of 2021, Boto Bio also said that in the first half of 2021, the company’s new coronavirus antigen detection kits achieved huge sales performance mainly in Europe. In the second half of the year, the company’s new coronavirus The virus antigen home self-test kit has obtained EU CE and Australian TGA registration. At the same time, affected by the new coronavirus variants such as Delta and Omicron, the number of new crown infections in Europe, Australia and other countries and regions has continued to maintain a large increase. The substantial increase in demand for antigen detection reagents has directly led to a substantial increase in the company’s overseas new crown detection reagent revenue.
On the evening of the 14th, another listed company in the same industryOriental creatures(688298) also disclosed that it is expected to achieve a net profit of 4.72 billion yuan to 5.12 billion yuan in 2021, an increase of 3.043 billion yuan to 3.443 billion yuan compared with the same period of the previous year, a year-on-year increase of 181.45% to 205.31%; From 100 million yuan to 5.1 billion yuan, compared with the same period of the previous year, it will increase by 3.041 billion yuan to 3.441 billion yuan, a year-on-year increase of 183.30% to 207.41%.
Regarding the doubling of performance, Orient Bio said that in 2021, it will continue to be affected by the global new crown epidemic. The company’s new coronavirus antigen rapid detection reagents (including home self-test) will continue to be invested in the epidemic prevention business, and the sales performance of products in the European market will continue to increase significantly. , prompting a substantial increase in operating performance in 2021.
Related concept stocks continue to soar
On January 14, Boto Bio’s stock price rose sharply again. It reported a high of 152.5 yuan per share that day and closed at 145 yuan per share, recording a 13.96% increase. Since January 6, the stock has risen from a minimum of 67.36 yuan per share, and the largest cumulative increase in just 7 trading days has exceeded 126%. Similarly, Oriental Biology closed the daily limit on the 14th, with a single-day increase of 20%, and the largest increase since January 5th also exceeded 75%.
Affected by the recent opening of the U.S. market for rapid testing reagents for the new crown, some companies have obtained overseas related product certifications and related order expectations, the stock prices of companies related to the A-share new crown testing sector have risen sharply as a whole. Except for Boto Bio and Oriental Bio, on January 14th,Jiu’an Medical(002432) opened at the daily limit again, the quotation continued to hit a record high of 75.28 yuan, and the total market value was 36.03 billion yuan. In the past two months, the stock price has soared from 6 yuan/share to 75.28 yuan/share, with a cumulative increase of 1155%.
Recently, the announcement is expected to achieve a net profit of 2 billion yuan to 2.35 billion yuan in 2021, a year-on-year increase of 1684.65% to 1996.97%.Hot View Creatures(688068), the stock price also rose from a minimum of 112.68 yuan/share on January 5 to a close of 239.64 yuan/share on January 14, recording an increase of over 112%.In addition, the main business is the production, research and development, sales of chemical reagents and trade of chemical raw materials.Xilong Science(002584), the stock price has soared recently because it was judged by the market as a new crown detection concept stock, and it hit the daily limit again on January 14. The stock has nearly doubled since its recent low on December 21, 2021.
Relevant companies warn of market risks
Under the continuous fluctuation of stock prices, relevant listed companies have also intensively warned of risks recently.
On the evening of January 14, Xilong Science announced that the company’s holding subsidiary Shandong Aikewei Biotechnology Co., Ltd. Fujun Gene”) is involved in the COVID-19 testing business. Among them, the product registration information of the “new coronavirus nucleic acid detection kit (fluorescent PCR method)” independently developed by Akewei Bio in January 2020 has been submitted to the evaluation center of the State Drug Administration and is still in the approval process. Fuzhou Furui Medical Laboratory Co., Ltd., a wholly-owned subsidiary of Fujun Gene, was approved to carry out new crown testing services on November 11, 2021, and has only achieved sporadic sales revenue so far.
It is worth noting that on May 8, 2021, Xilong Science has disclosed the announcement of the transfer of part of the equity of the holding subsidiary Fujun Gene, and the company will transfer the 40.5% equity of the holding subsidiary Fujun Gene to Fulgent Investment Development. limited, the company’s shareholding has been reduced from 51% to 10.5%. Fujun Gene is no longer a holding subsidiary of the company and will no longer be included in the scope of consolidated statements. The company’s remaining long-term equity investment in Fujun Gene will be accounted for using the equity method. The equity transfer has been completed in June 2021. On December 8, 2021, Xilong Science also disclosed the announcement of the transfer of 60% equity of the holding subsidiary Aikewei Bio. After the completion of this equity transfer, the company has no joint control over the remaining 13.7801% equity of Aikewei Bio. or significant impact, and subsequently included in other equity instrument investments. Up to now, the company has received the first phase of equity transfer payment from the counterparty, and this equity transfer is in progress. In summary, the new crown detection business of Shandong Aikewei Biotechnology Co., Ltd. and Fujian Fujun Gene Biotechnology Co., Ltd. is expected to no longer have a significant impact on the production, operation and performance of Xilong Science.
On the evening of January 14, Boto Bio said that the company’s stock has risen by more than 30% in the last two consecutive trading days, and the continuous rise of the stock price has accumulated more profit adjustment risks; the company’s outstanding shares are 22.2108 million shares, accounting for After the issuance, 20.82% of the total number of shares are listed, and the trading volume is small. On January 14, 2022, the turnover rate of stock trading was as high as 45.64%, of which natural person investors accounted for a large proportion, and there was a risk of being easily hyped. Regarding the significant pre-increase in the announced performance, Boto Bio also reminds investors to pay attention to investment risks, avoid following the trend of speculation, make rational decisions, and invest prudently.
At the same time, Orient Biotech warned the risk that in 2021, the company’s operating performance mainly depends on the sales performance of the new coronavirus antigen detection reagent (including home self-test) in the European market; on December 30, 2021, the company’s new crown antigen self-test The reagent is authorized by the US FDA EUA as a designated supplier of SIEMENS HEALTHINEERS (hereinafter referred to as “Siemens Medical”). There are many suppliers of similar products in the market and will face the risk of fierce market competition. Whether the company’s future operating performance can continue to maintain rapid growth, there are major uncertainties.
In addition, Rejing Biotech also reminded that the company’s stock has accumulated a 100% deviation from the daily closing price increase for 10 consecutive trading days from December 31, 2021 to January 14, 2022, and the continuous rise of the stock price has accumulated more profits. Profit adjustment risk. At the same time, the company’s new coronavirus antigen self-testing agent products have not yet obtained the US market access certification, and there are many similar or other testing products in the European market, the company’s products will face fierce market competition risks.
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Responsible editor: Li Tong