Wind mouth take-off set mining melee overseas attack "black horse" new crown reagent can still be hot how long?

During theof the outbreak, the demand for new crown reagents as the key to the fight against the outbreak increasedMany of the first to fight the testing reagent company to "black horse" attitude, quickly stand on the wind, not only the economic profits have obtained great gains, but also won the favor of capitalnow, the new crown reagent throughout the country centralized procurement is in a vigorous process, overseas exports are also in full swing, in many competitions, the new crown testing reagent track competition pattern has begun to showthe future, in the outbreak of the eradication time has not yet been determined, the national testing into the normal, overseas markets are still a clear gap in the case, this pattern will be broken? What will be at the heart of breaking the pattern?, the State Drug Administration has approved the listing of a total of 42 new crown testing reagents, involving listed companies including Huada Gene (300676), Daan Gene (002030), Mike Bio (300463), Ming Debio (002932), Fosun Pharma (600196), Sussi Bio (688399), Wanfu Bio (300482), Oriental Bio (688298) ..In addition, there are also in the sprint of the board of The Holy Xiang biological and other enterprisesaffected by the outbreak-driven demand, most of these testing reagents in the first half of the year, most of the performance of the stock price soaredin addition to the above four have already forecast first-half results, the rest of the testreagent companies have reported first-quarter earnings growth is equally brightit is worth noting that some enterprises due to the late listing of testing kits, the first quarter sales contribution is limited, coupled with non-new crown product selling volume significantly decreased year-on-year, the performance declinedFor example, first-quarter net profit fell 36.21 percentCapital markets are enthusiastic about the new crown detection concept shares, despite mixed growth across companies's share price is up more than 200 percent since the start of the year on February 3, huadanew shares have risen by more than 100 percent, and Daan Gene, Minder Bio, Mike Bio and others have also increased significantlythe urgency of the outbreak, so that many testing reagent companies quickly stand on the wind, the performance of a surgeAnd then, a nationwide test ingress is being opened up, with greater demand driving to create more intense competitionmay this year, Wuhan emergency notice, the city's people in ten days to complete the nucleic acid screening! In order to complete the detection work of tens of millions of people in Wuhan, Hubei Province took the lead in launching the new crown reagent centralized procurement, the winning enterprises a total of 6:can be seen from the table, the largest decline from Mike Bio's nucleic acid testing kit, the winning bid price of 16.78 yuan / 1 person, compared with the end of March 2020 in Hubei Province average purchase price decreased by more than 80 percent However, despite the tragic low-cost killing, but a number of enterprises said that the winning bid for enterprises to improve market share, will have a positive impact, and thus become a battleground and then in June this year, the Beijing outbreak rebounded urgently carried out the Beijing-Tianjin-Yuan new crown reagent collection winning list, once again set a new record A total of 30 new crown reagents (11 nucleic acid testing reagents, 19 antibody testing reagents) won the bid, involving 24 companies Among them, the minimum commitment supply price of nucleic acid testing reagents is 12 yuan per person in Shenzhen United Medicine, and the minimum commitment price of antibody testing reagents is 5.8 yuan/person it is worth noting that because of the emergency outbreak, many of the winning products because they are not produced locally in Beijing, transportation time, and beijing local production of winning enterprises total production capacity is relatively low The nucleic acid detection capacity in Beijing once appeared supply and demand contradictions, including testing appointment tension and nucleic acid testing prices are not the same in order to guide the orderly reduction of high detection costs, improve nucleic acid detection capacity, June 19, the State Medical Insurance Administration issued "on cooperation to do a good job in further improving the new crown virus detection capacity related to the work of the notice", requiring all places should be in accordance with the procedures for the new crown virus detection projects into the health insurance, and encourage all places to focus on the procurement of new crown reagents , on July 2, the National Health and Care Commission also issued "on further accelerating the improvement of medical institutions new crown virus nucleic acid detection capacity notice", requiring all local and medical institutions to improve nucleic acid detection capacity, to avoid local outbreaks or even outbreaks, medical resources run-off led to a serious delay in detection capacity thus, the national new crown virus detection in the policy driven into the normal at present, many places in the country have introduced a new crown testing reagents centralized procurement policy According to the statistics of in vitro diagnostic network on June 28, in the new crown testing reagents in the national collection, the outstanding performance of 12 enterprises, in more than 10 provinces, including: Mike bio: nucleic acid testing in 16 provinces winning or hanging network, antibody detection in 13 provinces winning or hanging network ; In all 19 provinces that have been announced, all winning bids or hanging nets; River Creatures: winning bids or hanging nets in 16 provinces; Minder Creatures: winning bids or hanging nets in 15 provinces; Jinhao Pharmaceuticals: winning or hanging nets in 14 provinces; and Berger Medical: winning or hanging in 14 provinces it is worth noting that Mike Bio has become the big winner of the new domestic crown collection after taking the nucleic acid and antibody double evidence The nucleic acid testing of Theahn gene was the only enterprise with a winning bid rate of 100% in all 19 provinces Mingde Bio, as a representative enterprise of Wuhan's local anti-epidemic, obtained the nuclear acid registration certificate under extremely difficult circumstances, and later won the bid or hanging net in the collection of 15 provinces, and also participated in a lot of overseas anti-epidemic the global outbreak inflection point has not yet appeared, the sea is also a big business
according to earlier media reports, exports of overseas antibody reagents at an average price of 4 dollars / per person, the average price of nucleic acid reagents at 7 dollars / per person, the net interest rate can still be maintained at 40% and above domestic new crown reagents in the collection of the promotion of the price has dropped significantly, and the global epidemic is still spreading, so a large number of overseas demand and profit margins, so that domestic testing reagents enterprises are still enthusiastic as early as March this year, the overseas epidemic heats up, many of the first in China's emerging new crown reagent enterprises have been running out to sea Among them, Wanfu Bio's three new crown virus detection products in March this year has been issued by the European Union CE certification Overseas markets provide significant growth in its revenue and profits, and its new crown products now cover more than 70 countries and regions around the world in addition, the global business coverage of Huada Gene also quickly opened overseas market, its new crown reagent has been approved by the European Union, the United States, Japan, Australia, Singapore and other countries, and included in the WHO emergency use list of enterprises In addition, Sanxiang Biological, Da'an Gene and other companies also announced that the new crown products are sold to many countries and regions around the world it is worth noting that, in order to further tighten the export quality, China's Ministry of Commerce, the General Administration of Customs, the General Administration of Market Supervision, issued new restrictions: from April 1, China's export of new coronavirus testing reagents, medical masks, medical protective clothing and other products of enterprises to customs declaration, in addition to the need to meet the quality standards of the importing country (region), must also obtain China's medical device product registration certificate, double certificate complete since April 26, the implementation of export enterprises list system, commonly known as "white list." Enter the white list of enterprises to produce masks, testing reagents and other five types of medical supplies, customs will release According to the latest data, as of July 7, the new crown testres entered the export white list have 403 numbers, of which the majority of new crown reagent enterprises have obtained the European Union EC certification, Oriental Biology, Antu Biology, Mike Biology, Huada Gene, Fosun Long March and other certification has also obtained the United States EUA According to Dongxing Securities April 13 analysis, overseas cumulative testing kits demand of about 65 million copies, and in fact, more than 85% of the population are not tested Huaxi Securities research also showed that the world's daily consumption of nucleic acid testing kits 500,000-700,000, China-made high-efficiency kit demand is expected to remain high when the outbreak will be put out, the world has no answer Before the outbreak is completely over, the new coronavirus detection is bound to become the "daily" need of many of our work and life scenarios although the demand is still huge, but can be seen, after experiencing a national price war, overseas market grab war, China's new crown reagent enterprises have been initially formed, and with each will be announced in the first half of the report we will further explore Will the future pattern be broken? What are the core factors? Some industry experts said that the threshold of nucleic acid detection technology is relatively low, the future product research and development may become a new breakthrough point, the existing new crown nucleic acid and antibody reagents need to be continuously improved, new, and more effective new products may also completely disrupt the market mapping: Rainbow reference: 1 In vitro diagnostic network: "New crown reagents each province to hang the net collection! National Health Insurance Bureau: the first time to propose the reagent zero price! " 2 In vitro Diagnostic Network: "New crown reagents create more than 10 billion market!" These companies seize the wind to make a huge profit of more than $275 billion! 》