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With the continuous repetition of the epidemic, in vitro diagnostic concept stocks have been wildly sought after by market funds.
Today, the in vitro diagnostics sector soared 5.76%,Anxu Biology、Hot View Creatures、Aotai Bio、Meikang Bio、Oriental creaturesThe 20cm large daily limit was staged,Yirui Bio、Shengxiang Biological、Norwegian、Zhongyuan Concord、Matilda Bio、Cap Bio、Jiu’an Medical、Jimin Medical10cm small daily limit,Wanfu Bio、Soworld Bio、Boto Bio、Pumen Technologyrose by more than 10%.
The logic of market hype is also very simple. To confirm whether people are infected, virus testing is required first. The catalytic event is the recent recurrence of epidemics in many places in China, superimposed on the outbreak of the Omikron epidemic in the fourth quarter of 2021, and the surge in new crown cases in most overseas countries, which has greatly stimulated the growth of new crown testing demand.
Next, let’s talk about the logic of the in vitro diagnostic sector from the domestic and foreign parts.
Domestic: Jiu’an Medical signed a large order of 8.1 billion + pre-increase in the performance of many companies
As a leading stock in the in vitro diagnostics sector, Jiu’an Medical released a heavy positive announcement on the evening of January 13. Jiu’an Medical announced that the US subsidiary and the US ACC signed a “purchase contract” on January 13, 2022, local time, to sell iHealth kit products to it, a total of 250 million iHealth kits, and the total contract price and tax amount. It is 1.275 billion US dollars (including freight), or about 8.102 billion yuan, which has exceeded 50% of the company’s 2020 audited main business income (about 1.004 billion yuan).
Affected by this good news, Jiu’an Medical opened the daily limit again this morning, followed by a brief opening, and closed the daily limit again within one minute. This week, it has achieved four consecutive boards. Starting from the first daily limit on November 15, 2021, Jiu’an Medical has risen by 1007.06% in two months, and has accumulated 26 daily limit.
Along with the major contract announcement, there is also a stock trading risk warning announcement. Jiu’an Medical said that the future epidemic situation is highly uncertain, and it cannot be ruled out that more companies will obtain this authorization and enter the market to sell kit products in the future. Some products are subject to risks such as tariffs imposed by the United States. In addition, the company stated that the company previously submitted the “Proposal on Using Home Self-Testing Box to Realize 1+1 Prevention of New Coronary Epidemic in Omikron” to the Tianjin Epidemic Prevention and Control Headquarters, and the relevant departments are currently studying the proposal. Acceptance is uncertain.
On January 13, the Tianjin Epidemic Prevention and Control Headquarters issued another circular No. 5 to upgrade the management and control measures of Tianjin’s new crown pneumonia epidemic risk area, minimize the flow of people in the epidemic-related areas, and reduce the risk of the spread of the epidemic.
On January 14, the Tianjin Epidemic Prevention and Control Headquarters issued Circular No. 6. The Tianjin Prevention and Control Headquarters decided to carry out the third round of nucleic acid testing for all employees in the city on the basis of the preliminary tests in key areas.
Because Jiu’an Medical is a company in Tianjin and its production plant is also in Tianjin, there are voices of concern in the market. On January 14, a spokesman for the external department of Jiu’an Medical responded: “The production of our factory has not been affected. After the nucleic acid test was negative, we continued to operate and everything was operating normally.” She also said that the contract involved It is the US subsidiary of Jiu’an Medical, but the production is carried out in Tianjin. “Our company is currently producing this kit,” she said.“This product has been granted emergency authorization by the FDA in the United States.”
At the same time, some new crown detection concept stocks have also released performance forecasts for 2021, which also has a stimulating effect on stock prices. For example, the 2021 annual performance forecasts released by Rejing Bio, Mingde Bio, and Kaipu Bio are all pre-increase. From the perspective of the expected increase in net profit, Rejing Bio has the highest growth rate, and is expected to achieve a net profit of 2.0-2.35 billion yuan attributable to the parent. A year-on-year increase of 1684.65% to 1996.97%, Rejing Bio said,In the fourth quarter, affected by the mutation of the new coronavirus delta and Omicron, the new crown epidemic in Europe, Southeast Asia and other countries and regions remained high, resulting in a substantial increase in the demand for new crown antigen detection reagents, and achieved a substantial increase in overseas new crown detection reagent revenue. .
Abroad: Overseas epidemic exceeded expectations + the United States launched a new crown rapid testing plan
Against the background of the global epidemic of Omicron, the number of confirmed cases in the world has been on the rise recently. According to data compiled by the Beijing Times, as of January 4, 2022, the number of new cases worldwide in a single week has exceeded 10 million, nearly doubling from the previous week. According to Baidu’s real-time epidemic data, the countries with the largest number of confirmed cases in a single day are: the United States (the latest exceeded 300,000, and 1.4 once reached one million); France (about 300,000); India, Italy, and the United Kingdom (150,000-200,000) Wait.
According to media reports, in the context of the lack of effective data evaluation of Omicron’s fatality rate and spread, schools, enterprises and other institutions require students or employees to provide negative test reports before they can go to school and go to work normally, which makes the demand for new crown test kits in the United States short-term. Rapidly expanding domestically, and the sales channels are very diverse,From offline pharmacies and supermarkets, to online takeaway platforms, even businesses that did not sell medical supplies before began to launch new crown testing products.Under such a situation, the supply side of the new crown testing in the United States began to have obvious gaps, and there were more shortages in many places.
Essence Securities pointed out that in December 2021, the number of new crown tests in major European countries has reached 140 million, a record high, with a month-on-month growth rate of about 40%; the number of new crown tests in the United States has reached 52.38 million, close to a record high (a certain degree Subject to supply), the chain growth rate is about 30%. Since there is a strong correlation between newly confirmed cases of the new crown and the amount of new crown testing (only testing can be confirmed), judging from the new high of new confirmed cases in the world, it is expected that the new crown testing amount will continue to remain at a historical high, and domestic manufacturers are expected to benefit. due to the increase in foreign trade orders.
The spread of overseas Omicron mutant strains is intensifying, and the upgraded epidemic prevention measures in the United Kingdom, the United States and other countries are expected to continue to stimulate the demand for antigen testing. For example, the United States has launched a new crown rapid test plan.
According to CNBC, starting on January 15, 2022, the U.S. government will officially implement the new crown rapid testing program. Program highlights include:
1) Require private health insurers to reimburse each insured person for up to 8 non-prescription home COVID-19 tests per month starting January 15. The testing products cover PCR nucleic acid testing and antigen testing products, and the reimbursement fee for each testing does not exceed US$12.
2) For residents without private health insurance, the federal government will provide up to 50 million free home testing kits for community centers and Medicare-certified health clinics, which residents can order on the relevant websites of health agencies in their states. In addition, the federal government will procure 500 million antigen test products and set up a dedicated website for residents to order products online and have them delivered to their homes.
CITIC SecuritiesIt is pointed out that this plan is mainly aimed at scenarios such as rapid detection and home self-inspection, and it is expected that the landing demand will be dominated by more convenient antigen detection products. Considering the overall population base of the United States and the number of newly diagnosed new crowns in a single day in the recent period, in the context of the smooth progress of the follow-up plan, it is expected to greatly stimulate the purchase demand for antigen detection products.
Essence Securities believes that considering that the United States is currently the largest market for new crown testing in the world, local brands such as Abbott are out of stock, fewer Chinese manufacturers have been approved by the FDA (EUA), and the United States is a sovereign country. Epidemic prevention policies & regulations & markets Due to factors such as a relatively uniform environment, Chinese manufacturers that have been approved or are about to be approved in the United States are expected to gain considerable performance flexibility in this round of epidemics.
Judging from today’s disk, in vitro diagnostic concept stocks have been wildly sought after by market funds. But for many Xiaosan, the stock price often goes up without reacting, so what should we do?
The key is to find the signal that the main capital is involved, because the market behavior accommodates and digests all factors that affect the price, and the fundamentals, news, technical aspects and other factors will eventually be reflected through the movement of the main capital, so capturing the main force becomes the winner. The essential.
If the investor hasLate Nuggets、Sina Finance Level-2、B/S pointThese three artifacts are like installing 3 cameras in the main home, all-round, no dead ends, all-weather monitoring of the main’s every move, plusFive Star Pool、Five Star Intelligence AgencyandNorthbound NuggetsWith the help of , isn’t the probability of capturing the main force and catching the bull stock higher?
November 10,Late NuggetsSigns of the main latent hot scene creatures were found, and a change reminder was given at 14:50 that day.At the same time, the daySina Finance Level-2The net outflow of large orders has also decreased significantly, which means that there are main funds in action.
After a short period of shock and wash, the main capital inflow accelerated after January 5, which also promoted the accelerated rise of the stock price. The stock price of Rejing Biology rose from about 90 yuan to about 240 yuan, an increase of 160%+.
Overall, we can clearly see thatSina Finance Level-2The outflow and inflow of the net amount of large orders has a significant positive correlation with the stock price trend, so it is particularly important to observe the flow of funds.
December 28,B/S pointA reminder signal was also issued, and the hot scene biological rose from 111.42 yuan to 239.64 yuan, an interval increase of 115.08%.
It should be noted that the main force is strong or weak, and the room for improvement is also large or small. It is unrealistic to expect the main force to increase each stock several times, and don’t expect to eat from the head to the tail and earn a suitable amount. Just profit, don’t take a roller coaster ride.
In the beginning, you may be a retail investor. Slowly, you will become a part of the main force. Over time, you will become the main force!
A good product is like a good stock. If you don’t buy it today, it may not be the same price tomorrow, and don’t let the main force surpass you with a few more weapons. Time is short, don’t say much, get in the car quickly. Arm yourself and kill the main force.
This product is provided by Youpin Investment Consultants, institution number ZX0111.
Risk Warning: This product is for reference only and does not constitute specific investment advice. The strategic product R&D investment consultant number is A0340617070005. The strategy is based on the algorithm model, which has limitations and does not represent future income. Users need to make investment decisions independently and at their own risk. Market risk, the investment need to be cautious.
What are you waiting for? Now upgrade Sina Finance Level-2 for only 88 yuan a year!
Can’t escape my palm!The Nuggets in the late game help you easily capture the main force
Five Star Intelligence Bureau is new!Mainline stock selection + exclusive analysis + master face-to-face
How to copy homework for smart money?[Northbound Nuggets]Helping you
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Disclaimer: This article does not represent the views of Sina Finance
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