Infographic/IC
"Since December 15, the price of nucleic acid testing in all public hospitals across the country has dropped to 40 yuan or less, and the mixed examination of multiple people is not higher than 10 yuan per person."
With the start of the third round of national linkage adjustment of nucleic acid testing prices, the price of nucleic acid testing has fallen off a cliff. Among them, since December 11, the price of nucleic acid testing in Beijing has been reduced again. According to the statistics of the Beijing News Shell Financial Reporter, as far as Beijing is concerned, in one and a half years, the price of a single sample of the new coronavirus nucleic acid test has been reduced from 180 yuan / time to 35 yuan / time, and the mixed test has dropped to 8 yuan / time.
Behind the sharp price reduction, as of October 27, 2021, there were more than 34,000 sampling personnel in Beijing, and the number of testing institutions increased from 249 at the end of last year to 282 at present, and the daily testing capacity of samples increased from 746,000 to 1.563 million.
The price of nucleic acid testing in Beijing has dropped frequently, and the price of mixed testing has fallen below 10 yuan
On December 15, before going to Shanghai for a business trip, Xia Keai (pseudonym), who works in Beijing, first came to the hospital for nucleic acid testing.
"The price really dropped to 35 yuan, which is still a surprise." Xia Keai told Shell Financial Reporter, "There are not many people, there is no need to queue, and it will be over soon."
According to the photos she provided, after 8:00 a.m. the next day, you can query the electronic version of the nucleic acid test results through the Mini Program.
In order to reduce the burden of testing costs on the people, on December 9, Beijing issued a notice to further reduce the price of nucleic acid testing projects for the new coronavirus. Since December 11, the price of a single sample of the new crown virus nucleic acid test has been reduced from 58 yuan to 35 yuan / time, and 5 samples and 10 samples have been tested together, and each sample is charged at a rate of not more than 8 yuan.
"The above price is the highest guidance price, which must not be floated up, and the floating range is not limited." The notice said that the scope of involvement is Beijing municipal public medical institutions, non-profit medical institutions, medical insurance designated medical institutions, the CDC and related units and personnel.
Just over a month ago, Beijing announced a price cut for nucleic acid testing, from 80 yuan to 58 yuan in a single time since October 26. The price of mixed detection of 5 samples and 10 samples was reduced from 30 yuan and 20 yuan per sample to 18 yuan and 13 yuan.
Shell financial reporter combed and saw that since the outbreak of the new crown epidemic, the price of the new coronavirus nucleic acid testing project in Beijing has been adjusted many times, and in May 2020, the single test price was 180 yuan / time, and in one and a half years, it was gradually reduced to 35 yuan / time, and the price of mixed testing fell below 10 yuan.
"On December 15, all provinces in the country completed price adjustments, and the price of single inspection in 19 provinces such as Shanghai and Zhejiang dropped to 40 yuan, and the price in 12 provinces such as Beijing and Guangdong was even lower than 40 yuan." The National Medical Insurance Bureau recently launched the third round of national linkage adjustment of nucleic acid testing prices, and the price of nucleic acid testing has been significantly reduced.
"Our side has dropped to 40 yuan / time." On December 16, Mr. Zhao, who works in Chongqing, told Shell Financial Reporter after doing nucleic acid testing.
It is understood that the price of nucleic acid testing includes the cost of medical services and consumables. At the beginning of this year, the Spring Festival returned to the peak, the emergence of the Delta variant strain in the middle of the year, and the recent autumn and winter epidemics were spread at multiple points, and the National Medical Insurance Bureau organized a national price linkage adjustment.
"After two years of normalized epidemic prevention and control, the health department, including medical institutions, has continuously improved internal processes and improved work efficiency, and has also reduced some of the cost of labor, mainly because some testing instruments have also diluted the cost after larger-scale testing." Introduction of the National Medical Insurance Bureau.
In the sales of nucleic acid detection kits for the new crown virus, many enterprises will actively participate in the centralized procurement carried out by local governments. Since 2021, the price of new coronavirus nucleic acid detection kits has been continuously reduced in the process of collection. Daan Gene (002030.SZ) said at the beginning of the year that in the nucleic acid detection kit of the latest collection in Zhejiang Province, the winning bid price has dropped to 10 yuan per person, "but the demand is increasing, small profits and high sales, forming an economy of scale." ”
According to the previous procurement data of the new crown virus related test reagents in Liaoning Province, the price of the new crown virus antibody test kit purchased by Mike Bio is 6.99 yuan / monoclonal antibody per person.
Since the outbreak of the new crown epidemic, nucleic acid testing has become an important guarantee for people's safety in work, study and travel.
Nucleic acid testing services are also continuing to improve, reducing testing costs is only one of the aspects, in terms of improving testing efficiency, opening nucleic acid testing clinics, multi-channel appointment services, etc., all parts of the country are also gradually optimizing.
In Beijing, for example, as of May 11, 2020, there are 67 institutions in the city that can conduct nucleic acid testing. By January 2021, there are 252 institutions with nucleic acid testing capabilities in Beijing, with a maximum daily testing capacity of 750,000 single samples.
After the opening of the nucleic acid testing clinic, for the citizens of Beijing, the masses do not have to wait in line with other patients, they can go home after sampling, and the test results can be feedback within 24 hours, and they can be queried through health treasures and other methods.
As of October 27, 2021, there were more than 34,000 sampling personnel and 11,000 licensed testing technicians in Beijing, realizing that the sampling team could be assembled in place within two hours, while medical institutions continued to strengthen the capacity of new coronavirus nucleic acid samplers and testing personnel through online and offline technical training, and the number of testing institutions increased from 249 at the end of last year to 282 at present, and the daily testing capacity of samples increased from 746,000 to 1.563 million.
Listed Company Transcript:
The net profit of some enterprises increased by more than 6 times last year, and the pace of internationalization has accelerated significantly
The strong demand for nucleic acid testing has also made some listed companies a winner.
In the past two years, kaipu bio's performance has grown rapidly, and nucleic acid detection products have contributed to it. In 2020, Kaipu Bio achieved a total operating income of about 1.354 billion yuan, an increase of 85.70% year-on-year; the net profit attributable to the shareholders of the listed company was about 363 million yuan, an increase of 146.22% year-on-year.
According to its introduction, in 2020, the 18 medical laboratories under the company that have been officially operated actively responded to the needs of national epidemic prevention and control, supported the epidemic prevention and control work, and undertook the "new crown" nucleic acid testing, and the company's medical laboratories completed a total of more than 5 million new crown nucleic acid tests, and the related business achieved rapid growth. In 2020, the company's medical laboratory services achieved revenue of 552.1723 million yuan, an increase of 560% year-on-year.
In 2021, Kaipu Bio expects the net profit attributable to shareholders of listed companies to be 800 million to 860 million yuan, an increase of 120.59% to 137.14% year-on-year.
In this regard, Kaipu Bio explained that in 2021, the company will continue to promote the integrated business model of "nucleic acid testing products + medical testing services", continue to implement the "nucleic acid 99 strategy" and "Kaipu B53 nucleic acid remote strategic service plan", and the company's third-party medical laboratories (including Hong Kong, China) will actively participate in the prevention and control of the new crown epidemic, and the business has achieved rapid development.
It is understood that the revenue of third-party medical laboratories in the first quarter of this year was about 369 million yuan, of which the new crown testing service contributed a large contribution to the revenue.
Shell financial reporter noted that in 2020, the gross profit margin of Kaipu biomedical laboratory services was 67.78%, an increase of 24.41% year-on-year. In this regard, Kaipu Bio explained that it is mainly due to the new new crown testing revenue in 2020, and its gross profit margin is higher.
Daan Gene and Mingde Bio also outperformed as a result. In the first three quarters of this year, Daan Gene achieved operating income of about 5.637 billion yuan, an increase of 58.36% year-on-year, for the reasons for the change, Daan Gene said that due to the impact of the new coronavirus pneumonia epidemic, the market demand for new coronavirus (2019-nCoV) nucleic acid detection kits and nucleic acid detection instruments and related consumables increased.
In the first three quarters of this year, Mingde Bio achieved operating income of about 1.938 billion yuan, an increase of 202.78% year-on-year.
"Since the outbreak of the epidemic, the company has added more than 1,500 new customers of molecular diagnostic medical institutions, based on the requirements of national epidemic prevention and control, the company has continued to provide comprehensive solutions for new crown nucleic acid detection for the above customers, bringing about a significant increase in the company's sales of new crown nucleic acid detection reagents and molecular diagnostic related instruments." Matilda Bio said.
In addition, 300685.SZ, BGI, Shengxiang Biology, etc. have benefited.
Among them, the performance of Shengxiang Bio in 2020 soared, and its operating income in that year was about 4.763 billion yuan, an increase of 1203.53% year-on-year; the net profit attributable to the shareholders of the listed company was about 2.617 billion yuan, an increase of 6527.9% year-on-year.
"The products developed by the company have better met the market demand, the sales performance of new crown nucleic acid detection reagents, nucleic acid detection instruments, related consumables, inspection services and other products and services has made a major breakthrough, at the same time, the company's instrument sales and installed capacity growth has further driven the company's incremental sales of all reagents, and in 2020, the company has shipped 6122 sets of instruments throughout the year, which can continue to play the advantages of the new crown anti-epidemic and accelerate the market share of the whole line of products." Shengxiang Bio said.
It is understood that by the end of 2020, through the fight against the new crown, the pace of internationalization of Shengxiang Biology has accelerated significantly, and the product service area has developed rapidly from more than 40 countries in 2019 to nearly 160 countries and regions, and the proportion of overseas operating income has increased from 4.98% in 2019 to 53.49%.
In the business area of COVID-19, Novozam mainly provides enzyme raw materials for COVID-19 nucleic acid detection and COVID-19 antibody/antigen detection kits.
In late November this year, Nuo Weizan said that as far as the new crown nucleic acid detection enzyme raw materials are concerned, the detection volume of China and overseas this year exceeded the same period last year, but the overall terminal price has a certain downward trend, which has a certain impact on the upstream raw material price. Combined with the current global epidemic situation, it is expected that nucleic acid testing is still the gold standard for confirming the new crown, and it is expected that a certain amount of testing will be maintained at home and abroad next year.
Beijing News shell financial reporter Yan Xia Editor Wang Jinyu Proofreader Wang Xin