Out Of Body Detection Industry Of Hot Scene Biological Rising Zone: New Crown Detection Technology Barrier Is Not High, Leading Enterprises Turn To Tumor Screening

In 10 days, it rose by more than 230%.

The stock price of redview has reached 6 limits in 9 trading days, up 44.7% last week. The stock began to rise from around 42 yuan on March 23, and reached a new high of 174 yuan on April 23, and soared 300% in just one month. The current market value of redview has exceeded 10 billion yuan.

According to the first quarter report of 2021 released by hot landscape biology, during the reporting period, the company achieved revenue of 1.228 billion yuan, a year-on-year increase of 3099.15%, and the net profit attributable to shareholders of listed companies was 601 million yuan, with a year-on-year increase of 117191.05%.

The sharp rise in net profit was mainly due to the sharp increase in sales orders in this period, especially the booming overseas orders and the sharp increase in revenue.

The announcement said that the company's performance in the first quarter was due to the new coronavirus 2019n-cov antigen detection kit (front nasal cavity) and new coronavirus 2019n-cov antigen detection kit (saliva), two new rapid detection reagent products for coronavirus antigen, were certified by the German Federal Institute of drugs and medical devices (bfarm) for free detection at home on March 2 and 22, respectively, It can be sold in supermarkets, pharmacies and Internet stores in Germany, which leads to explosive growth of foreign trade orders of the company.

"The export of diagnostic kits has supported the heat of the whole relevant sector. With the outbreak of the Indian epidemic, there may be a period of stimulation. However, in the long run, the technical barriers of the whole industry are not too high. It is still necessary for relevant enterprises to seize the opportunity to lay out the transformation race in advance. Many leading enterprises have begun to turn to hot areas such as tumor screening." A biomedical industry analyst in East China told the reporter of the 21st century economic report.

Overall "fever" in IVD industry

R & D, production and sales of in vitro diagnostic reagents and instruments, the main products of which are in vitro diagnostic reagents and instruments, which are used in clinical fields such as liver cancer, hepatitis, cardiovascular and cerebrovascular diseases, inflammatory infection, and public safety such as biological safety, video safety, disease control emergency and other fields.

According to the annual report of 2020, the new crown detection related products failed to bring significant performance contribution to hot landscape in the first half of the year. Since the outbreak of Xinguan epidemic, hot landscape missed the opportunity period of domestic and international markets in the first half of last year due to its late certification.

However, according to the financial report data, from January to September 2020, the business income of hot landscape biology was only 145 million yuan, with a year-on-year growth of 5.56%; The non net profit deducted by the parent company was 131800 yuan, down 98.81% year on year. In the fourth quarter of 2020, the business income of hot landscape bio is 368 million yuan, and the non net profit is 110 million yuan.

In 2020, redking bio reported that it would focus on promoting the marketing of new coronavirus antigen detection kit and other products in the second half of the year. In the fourth quarter of 2020, the company actively participated in the German anti epidemic companies, which also promoted the company's overall business performance in 2020 to show a significant increase.

The sharp rise in the stock price of hot scene also led to the rise of the stock price of IVD concept stocks.

Wind data shows that there are currently 40 IVD concept stocks in A-share market. From April 12 to April 21, 9 stocks increased by more than 10%. Among them, Oriental bio, Zhijiang bio and Wanfu bio increased by 37%, 28% and 18.9% respectively.

According to the 2020 annual report, during the period of Xinguan epidemic, the R & D investment of R & D was increased by 64.23% compared with the previous year. At the same time, the Internet technology was used to continue to strengthen the construction of marketing team and maintain the improvement of sales efficiency.

In addition, the whole in vitro testing sector also continued to strengthen. According to the annual report that has been published, in 2020, Shengxiang biological achieved an operating income of 4.762 billion yuan, a year-on-year increase of 1203.53%, and the non net profit deducted by the mother was 2.592 billion yuan, with a year-on-year increase of 6786.15%; Zhijiang biological Co., Ltd. achieved a business income of 2.052 billion yuan, a year-on-year increase of 692.47%, and non net profit of 927 million yuan deducted from the parent, with a year-on-year increase of 1708.96%; In 2020, the earnings per share of BGI is 5.25 yuan, with a net profit of 2.09 billion yuan, an increase of 656.43% over the previous year, and the revenue of 8.397 billion yuan, with a year-on-year increase of 199.86%.

There is illegal reduction, how about the speed in the second half?

It is worth noting that the shareholders who hold more than 5% of the shares of redking bio began to reduce their holdings one after another, and some of the major shareholders of the company had illegal reduction.

Some shareholders have completed the reduction plan or are in the process of reduction. According to the disclosed reduction plan, 5.6119 million shares have been completed and 3.8667 million shares are still in the plan.

On April 19, redking bio released the "suggestive announcement on the reduction of the company's shareholders". It was mentioned that from April 13 to 15, Dachen ChuangTai, Dachen chuangheng and Dachen Chuang Rui sold their shares in violation of regulations due to negligence, reducing their holdings of 1369000 shares, accounting for 2.20% of the total share capital.

Since the issuance and listing of hot landscape bio on September 30, 2019, more and more shareholders have met the conditions of lifting the ban. With the abnormal growth of the company's share price, the intention of reducing shares of such shareholders is becoming increasingly strong. Some shareholders have completed the plan of reducing shares or are in the process of reducing shares. According to its announcement on April 24, after self inspection and verification by the company, the directors, supervisors, senior managers, controlling shareholders and actual controllers of the company did not buy or sell the company's stocks during the abnormal fluctuation period of the stock trading.

In addition, in the related transaction risk tips, hot scene said that the validity period of the new crown detection reagent product certification in Germany is three months, which means that it is impossible to continue the risk of expiration. Meanwhile, the list of enterprises entering the German household self-test market is also increasing, and the competition is also intensifying. Moreover, with the promotion of the new crown vaccine vaccination plan, the risk of uncertainty in the demand of new crown detection reagents will affect the future performance of hot spot.

The aforementioned analysts told the 21st century economic report reporter: "the demand for the new crown kit is phased, and it is the general trend that the industry tends to be stable. In the future, the competition among enterprises will also focus on the sales capacity of overseas markets and the layout of other fields

The in vitro diagnosis industry is a multi-disciplinary cross industry, including opto-electronic, hardware and software, biology, clinical medicine and other interdisciplinary industries. It is a typical technology intensive industry. It requires high and difficult technology innovation and new product R & D capability, and has a long R & D cycle and relatively large investment. At the same time, it has strict legal and safety requirements. Therefore, in the process of new product R & D, there may be some problems such as deviation of R & D technology route, slow R & D process and high R & D investment cost.

On the one hand, there is uncertainty about the epidemic situation in overseas countries such as India, and there may be room for growth in the in vitro testing sector.

Zhang Wenhong, director of the infection department of Huashan Hospital Affiliated to Fudan University, also said through microblog interpretation that even if India is now accelerating vaccination, it is too late, and a bigger outbreak is still ahead.

According to the latest data released by India's Ministry of health on April 26, 352991 new confirmed cases and 2812 new deaths were reported in India on a single day. Data show that India has more than 300000 new confirmed cases in a single day for many consecutive days, surpassing the world record of 297000 new cases in a single day set by the United States. The Indian government predicted on the 25th that the new outbreak in the country may reach its peak in mid May, when the newly diagnosed cases will reach 500000 a day.

(Editor: Bao Fangming)

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