People's Daily health client Chen Linhui
"Please show a 48-hour negative nucleic acid test certificate." Since the outbreak of the new crown epidemic, "nucleic acid testing" has become an indispensable part of everyone's work and life, and many situations such as medical treatment, travel, participation in exams, meetings, etc. require a negative nucleic acid test report.
According to the data of the joint prevention and control mechanism of the State Council, as of February 19, 2022, 12,277 medical and health institutions across the country have been able to carry out COVID-19 nucleic acid testing. According to the statistics of China Securities News, as of April 27, the net profit of 21 companies in the new crown testing sector increased year-on-year, accounting for more than 70% of the year; the net profit of 11 companies increased by more than 100% year-on-year, and the highest increase exceeded 3,000%.
Photo by Li Li
Since 2022, the outbreak of Omicron in Shanghai, Hong Kong, Jilin, Beijing and other places has increased the frequency of new crown nucleic acid/antigen detection in order to prevent and control the epidemic, the demand for nucleic acid testing has increased significantly, the demand for related instruments, equipment, testing reagents and supporting consumables has doubled, and the performance of the new crown testing industry and related concept stocks has soared in the first quarter.
On March 11, the National Health Commission issued a notice that in order to further optimize the new crown virus detection strategy, the comprehensive group of the joint prevention and control mechanism of the State Council decided to add antigen detection as a supplement to nucleic acid testing, and has recently formulated and issued the "Application Plan for New Coronavirus Antigen Detection (Trial)". From April 2, in addition to the 48-hour nucleic acid testing required in Shanghai's policy from Shanghai, it is also necessary to supplement the 24-hour antigen test as a negative certificate to further open up the antigen testing market.
Wanfu Bio is one of the leading enterprises in domestic on-site real-time detection, and the company's net profit in the first quarter of this year was 904 million yuan, an increase of 481% year-on-year, an increase of about 124 times from the previous quarter. Last year, the company's annual net profit was only 634 million yuan, which means that the company's net profit in the first quarter of this year has exceeded that of last year's full year.
In the first quarter, the company achieved operating income of 5.475 billion yuan, an increase of 2763.42% year-on-year; the net profit attributable to the shareholders of the listed company was 2.682 billion yuan, an increase of 3147.87% year-on-year. During the reporting period, the main reason for the increase in performance was the increase in the sales scale of the new crown product market. Also benefiting from the surge in demand for new crown testing products, Mingde Biologics expects a net profit of 1.350 billion yuan to 1.450 billion yuan in the first quarter of this year, and a net profit of 295.61% to 324.91% year-on-year; Aotai Biologics is expected to make a profit of 1.03 billion yuan to 1.19 billion yuan, an increase of 585% to 692% year-on-year; Jiuan Medical expects a net profit of 14 billion yuan to 16 billion yuan in the first quarter, an increase of 367 times - 420 times year-on-year.
