What are the concepts of nucleic acid testing stocks? What are the prospects for investing in related concept stocks?

With the resurgence of the global COVID-19, the epidemic prevention and control efforts of various countries have been continuously strengthened, and nucleic acid detection is the most effective, fast and low-cost way of epidemic prevention and control. Therefore, the market demand for nucleic acid detection is growing day by day, and the concept stocks related to nucleic acid detection are also rising. There are many financial investment enthusiasts consultingZHAOFXFinancial Network analyst, what are the concept stocks of nucleic acid for consultation? What are the worthwhile steps to take, and so on.
What are the concept stocks related to nucleic acid testing?
end1month26At present, there are concept stocks related to nucleic acid testing in the Chinese stock market24Only, this24Only stocks with super high83%Stocks in the past2020Achieve good performance growth in the year. The top three companies with the best performance growth are Daan Gene（002030）Shuoshi Biology（688399）Oriental Biology（688298）The increase is as high as1000%。ZHAOFXCaijing Network has analyzed the annual reports that have already been released13Only stocks were found to have overall good performance, with net profits turning around or increasing, but only1The net profit of stocks has shown a decreasing trend. Below isZHAOFXBased on comprehensive analysis from various aspects, Caijing recommends three high-quality stocks that are worth holding for the long term for investment enthusiasts.
1、 Dirui Medical(300396)Dirui is headquartered in Changchun, China, relying on the strong foundation of the old industrial base in Northeast China. From the initial urine analysis test paper to the current product coverage"Biochemical analysis, urine analysis, blood cell analysis, chemiluminescence immunoassay, gynecological secretion analysis, coagulation analysis, standardized laboratory"IVD7In the field of major segmentation,28Over the years, Dirui has independently developed high-quality products such as in vitro diagnostic instruments, reagents, test strips, quality control products, and calibration products, as well as comprehensive solution services that can meet the diverse needs of customers. These products have gained the trust of medical institutions at all levels both domestically and internationally. The annual R&D expenses invested by Dirui account for a certain percentage of the overall sales revenue10%—15%, already built7A professional laboratory for products from different production lines at an international level.
Dirui Pharmaceutical2015Annual income is5.673Billion,2016Annual income is7.587Billion,2017year8.677Billion,2018year9.334Billion,2019year10.09The operating revenue of billions is growing rapidly.
2、 Wuhan Haite Biotechnology(300683)Pharmaceutical Co., Ltd. is a high-tech biopharmaceutical enterprise with the goal of building the best innovative biopharmaceutical enterprise in China2017year8month8Listed on the main board of the Shenzhen Stock Exchange (stock abbreviation: Haite Biotechnology, stock code:)300683）. Our main business is the production and sales of biotechnology products and freeze-dried powder injections; The import and export business of our company's products and technologies. At present, the company has production codes for biological products and chemical drugs25One. Jinlujie, a national first-class new drug, is the leading product of injectable mouse nerve growth factor.
Haite Biology2016Annual total operating income7.71Billion, year-on-year growth13.48%，2017Annual revenue7.5Billion, negative year-on-year growth2.69%，2018year5.91Billion, negative year-on-year growth21.24%，2019Annual revenue6.2Billion, year-on-year growth4.96%。
3、 Daan Gene（002030）Relying on the strong research platform of Sun Yat sen University,It is a high-tech biopharmaceutical enterprise led by molecular diagnostic technology, integrating the research and development, production, and sales of clinical testing reagents and instruments, as well as clinical testing services of national chain medical independent laboratories. The company is2004year8month9Listed on the Shenzhen Stock Exchange, it became the first listed company among universities in Guangdong Province.
2016Annual revenue16.1Billion, year-on-year growth9.38%，2017Annual revenue15.4Billion, negative year-on-year growth4.35%，2018Annual revenue14.8Billion, negative year-on-year growth4.13%，2019Annual revenue11Billion, negative year-on-year growth25.73%From the perspective of performance ability, although Da'an Gene's revenue is gradually slowing down, relying on its strong background and research and development capabilities, this stock can be said to be a rare high-performance stock in the field of biology.
Among the listed companies listed on the national COVID-19 test kit, including BGI(300676-CN)Wanfu Biotechnology(300482-CN)Mike Biology(300463-CN)Wait. In addition, the construction of testing laboratories in medical institutions at all levels is expected to further promote the expansion of the related equipment market, which will have a positive impact on the performance of related enterprises. It is recommended to pay attention to enterprises with testing laboratory construction capabilities and third-party testing laboratories, including Daan Gene(002030-CN)Jin Yu Medicine(603882-CN)Wait, the most worthy of attention.
What is the prospect of investing in nucleic acid testing concept stocks?
According to Xu Yahua, Director of the Service Department of the Transport Department of the Ministry of Transport, this year's Spring Festival travel rush is the first one under the normalization of epidemic prevention and control. It is expected that2021Sending passengers during the Spring Festival travel rush in China17About one billion people. The relevant person in charge of the CDC of the National Health Commission stated that this year's Spring Festival, the returning population will "not be divided into high, medium, and low-risk areas, and the expenses will be borne by themselves.
For this,ZHAOFXAccording to the analysis and statistics of Caijing Network, if we follow1People travel back and forth together2Calculation of person times,2021The number of passengers during the Spring Festival travel rush is approximately8.5Millions of people, currently the cost of nucleic acid testing is80element-120Based on this, the total cost of nucleic acid testing during the Spring Festival travel rush is calculated as follows:680Billion-1020Billion yuan, the demand for nucleic acid testing related products is expected to explode, and the attention of companies related to in vitro diagnostics and other epidemic prevention products related to epidemic prevention and control is also expected to increase.
From the current situation of anti epidemic measures in various countries around the world, there is a strong demand for nucleic acid testing reagents and other related products, and the profit margin will be enormous. The stocks of leading companies investing in related products are also the most likely to make profits.