What are the leading stocks for nucleic acid detection?

After the state issued the policy that returnees should bring valid COVID-19 nucleic acid test results within 7 days, more and more people lined up for nucleic acid test in major banks, and a wave of investment upsurge was set off in the stock market. Many nucleic acid test concept stocks were robbed by institutions, main players and retail investors.

What are the leading stocks for nucleic acid detection?

In the past 1 month, the institution * * * paid attention to six stocks in the sector and gave the target price. Among them, the securities give the target price of Oriental Bio 3 18.48 yuan, with the maximum upside of 90. 17%, Wanfu Bio 42.23% and mike biological 40.08%. Through the estimation of the number of returnees and detection, the total scale of nucleic acid detection products is 654.38+0.5 billion yuan-30 billion yuan; The scale of nucleic acid testing service is about 60 billion yuan-120 billion yuan.

Generally speaking, the follow-up implementation of this policy has provided tens of billions of new markets for manufacturers of nucleic acid detection products. For test service providers, there are hundreds of billions of market increments. The demand for nucleic acid detection is increasing explosively, which will benefit both the manufacturers of nucleic acid detection reagents, such as Daan Gene, Huada Gene, Zhijiang Bio, Sheng Xiang Bio, Shi Shuo Bio, and third-party detection institutions, such as Jinyu Medicine, Dean Diagnostics and Cape Bio.

Cape Bio, Dean Diagnostics, Huada Gene, Jinyu Medicine and Mingde Bio all increased by more than 10%. Xilong Science, Daan Gene, Shi Shuo Biology, Wan Tai Biology, Oriental Biology, Kangmei Biology, anke biotechnology and Ke Hua Biology rose by over 5%. Since the opening of this sector in June 5438 +2020 10, the increase has reached 98.5%.

Or there will be a pre-increased A-share king

At present, 1 1 nucleic acid detection concept stocks have disclosed the 2020 performance forecast. Due to the blowout demand for nucleic acid testing, the performance of many companies has increased substantially, or there will be a pre-increase in A shares.

2011/Sheng Xiang Bio-announcement The net profit attributable to shareholders of listed companies in 2020 increased by 2.482 billion yuan to 2.732 billion yuan compared with the same period of last year, with an increase rate of 65.93% to 72.57%. The main reason for the change in performance is the sharp increase in the sales of nucleic acid detection reagents, nucleic acid detection instruments and related consumables in COVID-19.

There are three other companies whose net profit increased by more than 1000% year-on-year: Daan Gene, Dongfang Bio and Mingde Bio. Daan gene pre-increased by 23 times, Oriental organism pre-increased by 18 times, and Mingde organism pre-increased by 1 1 times.

Daan Gene predicts that the net profit attributable to shareholders of listed companies will be 2 billion to 2.2 billion yuan in 2020, a year-on-year increase of 2069% to 2286%. The daily output of gene detection reagents in Daan is 65.438+0.5 million, and the cumulative output of detection kits in COVID-19 has exceeded 65.438+0.5 billion. At present, the products are mainly in the domestic market, and export accounts for about 20%.

Dongfang Bio predicts that the net profit will be 654.38+55.6 million yuan in 2020, an increase of 654.38+47.4 million yuan compared with the same period of last year, with an increase of about 654.38+0.795. 10%. Dongfang Bio said that in the first half of the year, the company focused on promoting the marketization of antibody detection kits in COVID-19, and in the second half of the year, it focused on promoting the marketization of rapid detection test paper for COVID-19 antigen, both of which made major sales breakthroughs and promoted the overall operating performance of the company to show substantial growth in 2020.

Mingde Bio expects the net profit attributable to shareholders of listed companies to be 440 million yuan to 500 million yuan in 2020, up by 959.58%-1/04.07% year-on-year. During the reporting period, the income of nucleic acid reagents in COVID-19 accounted for about 60% of the total income.

After reading the above introduction, I believe you have a more detailed understanding of the problems in the leading stocks of nucleic acid detection. These nucleic acid detection concept stocks will continue the popularity of years ago. If it is stipulated that people who return to work after the year also need to carry nucleic acid test results, it will be a super explosion. Investors can pay close attention to opportunities and make timely arrangements.