In vitro diagnosis has always been a key industry, some institutions predict that the future in vitro diagnostics market is expected to continue to grow, in 2022, China's in vitro diagnostics market is expected to reach 146 billion yuan
.
The so-called in vitro diagnosis refers to the diagnostic method of obtaining clinical diagnostic information in vitro by testing samples of human body fluids, cells and tissues
, and then judging diseases or body functions.
The market prospects are considerable, and the agency predicts that the scale of China's in vitro diagnostics market will reach 146 billion yuan in 2022; From 2023 to 2027, the average annual compound growth rate of China's in vitro diagnostic market will be 7.
4%, or it will increase from 169.
8 billion yuan to 242.
8 billion yuan
.
It is reported that in recent years, the net profit performance of enterprises with the concept of virus diagnosis has been very prominent
.
According to statistics, 17 in vitro diagnostic listed companies have issued annual performance reports for the first half of 2022, of which 12 companies have increased their performance year-on-year, and 5 have doubled
.
It is worth noting that Jiuan Medical, the net profit increased by 278.
31 times
year-on-year.
According to the performance forecast released by Jiuan Medical, the company is expected to achieve a profit of 15.
1 billion yuan to 15.
5 billion yuan in the first half of this year, an increase of 27466.
36% to 28196.
60%
year-on-year.
Jiuan Medical said that the sharp increase in performance in the first half of 2022 is mainly driven by the growth of sales of iHealth kit products, and the demand for the company's iHealth kit products is directly related to the development of the epidemic in the United States
.
In addition to Jiuan Medical, the performance of enterprises such as Yahuilong, Mingde Biological, Kaipu Biological and Daan Gene has also doubled
.
According to the performance report for the first half of 2022 released by Yahuilong, the company's operating income in the first half of the year increased by 326.
46% year-on-year to 2.
337 billion yuan; the net profit attributable to the shareholders of the listed company increased by 651.
70% year-on-year to 666 million yuan; and the net profit attributable to the shareholders of the listed company after deducting non-recurring gains and losses increased by 648.
18% year-on-year to 610 million yuan
.
According to the data, Yahuilong is a domestic in vitro diagnostic product provider, and its main business is the research and production and sales of in vitro diagnostic instruments and supporting reagents based on chemiluminescence immunoassay, and the agency sales business
of some non-self-produced medical device products.
Yahuilong said that the sharp changes in accounting data and financial indicators such as the company's operating income and net profit attributable to shareholders of listed companies in the first half of the year were mainly due to the company's antigen detection kit (colloidal gold method) successively obtaining relevant access certifications at home and abroad and obtaining a number of orders, and
the sales of the product increased significantly.
According to the performance forecast released by Mingde Biologics, the company expects the net profit attributable to the shareholders of listed companies in the first half of 2022 to be 2.
4 billion yuan to 2.
75 billion yuan, an increase of 314.
11% to 374.
5%
year-on-year.
In the first half of 2022, Kaipu Bio achieved an operating income of 118.
89% year-on-year to 2842.
5275 million yuan; Achieved net profit attributable to shareholders of listed companies increased by 150.
19% year-on-year to RMB978.
3126 million; The net profit attributable to the shareholders of the listed company after deducting non-recurring gains and losses increased by 153.
64% year-on-year to RMB969.
5137 million
.
In the half year of 2022, Daan Gene achieved a total operating income of 91.
68% year-on-year to 6.
676 billion yuan, and the net profit attributable to the shareholders of the parent company increased by 122.
59% year-on-year to 3.
557 billion yuan
.
According to the industry, in vitro diagnosis refers to a means of detecting human body fluids and tissue samples with the help of in vitro detection technology, and about 60% of clinical treatment plans rely on the judgment results
provided by in vitro diagnosis.
However, there are many sub-sectors in the in vitro diagnostic market, and there are differences in the development cycle of different sub-industries, which will lead to differences in
investment logic.
In general, the opportunity is divided into two directions: "domestic replacement of the bright line, technological upgrading of the dark line"
.
