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海外新毒株来袭?检测制剂需求激增价格大涨 新冠检测概念股爆发

Is there an attack of new strains from overseas? The demand for testing preparation surged and the price soared. COVID-19 testing concept stock broke out.

財華社 ·  Jan 10, 2022 00:40

The leakage of the house was rained all night, and against the backdrop of the tense global epidemic situation, there was suddenly bad news. A newly discovered coronavirus strain has made the global epidemic situation more tense once again. On January 9, according to Israeli media reports, researchers at the University of Cyprus suspected of finding a new recombinant crown virus strain of Delta and Omicron locally, whose gene was closer to that of Delta virus, but had a large number of unique variants of Omicron virus. Therefore, the strain was named "Deltacron" by the researchers. It is reported that 25 people have been found to have been infected with this new strain. Although its gene sequence is similar to that of Delta strain, there are 10 unique mutations of Omicron strains. At the same time, as many as 14 of the 25 infected people were hospitalized.

Once the news was reported, it attracted global attention. Last night, the topic of "suspected discovery of Delta O'Micron recombination virus strain" also rushed directly to the domestic Weibo Corp hot search list. However, the discovery of the strain is controversial in addition to widespread concern, and other researchers say there are signs that the so-called "Delta Cron" may be the result of genetic sequencing contamination. According to the current data, it is not possible to judge whether the Delta Krong strain will infect more people, nor can it assess its possible impact. It is reported that the Cyprus research team also said in an interview that the need to continue to monitor the pathogenicity and infectivity of the virus strain, the current risk is lower than the global spread of Omicron strain.

"O'Micron" has spread rapidly around the world, and there have been many cases of infection in Tianjin.

At present, the new crown virus strain that poses the greatest threat to the world is still "Omicron", which is spreading rapidly around the world. According to the latest statistics of COVID-19 epidemic released by Johns Hopkins University on the 9th, there are more than 60 million confirmed cases in the United States. The United States has the largest number of confirmed cases and deaths in the world. Europe is also facing the rapid spread of Omicron strains, with Britain, France, Italy, Ireland and other countries all setting new records in a single day. The European Centers for Disease Control and Prevention predicts that the Omicron strain will replace the Delta strain as the main epidemic strain in Europe in the first two months of 2022.

On the Chinese side, the situation is not optimistic either. At the weekend, Tianjin, Xi'an, Shenzhen and other places in the country reported the new situation of the epidemic one after another. According to the latest data released by the National Health Commission, from 0 to 24:00 on January 9, there were 157new confirmed cases nationwide, including 60 imported cases, and 97 local cases (60 in Henan, including 24 in Zhengzhou, 21 in Xuchang and 15 in Anyang; 21 in Tianjin, all in Jinnan District; 15 in Shaanxi, all in Xi'an; and 1 in Guangdong, in Shenzhen). There were no new deaths. There were 3 new suspected cases, all of which were imported from abroad (all in Shanghai). At the same time, according to the Shaanxi Health Commission, 15 new local confirmed cases were reported in Xi'an from 0 to 24:00 on January 9, marking the third consecutive day that the number of confirmed cases in Xi'an was less than 50. At the same time, since the first local infection was found on December 9, 2021, Xi'an reported a total of more than 2000 local confirmed cases in one month, reaching 2004. A total of 2031 local confirmed cases were reported in Shaanxi province, all of which exceeded 2000. It is worth mentioning that Li Qun, director of the Health Emergency response Center of the Chinese Center for Disease Control and Prevention, said that the current epidemic in Xi'an is the largest and largest local epidemic in a mega-city since the outbreak in Wuhan.

Relevant data show that from 0 to 24:00 on January 9, there were 21 new local confirmed cases of COVID-19 in Tianjin (all in Jinnan District). According to a report from the Center for Disease Control and Prevention of Jinnan District of Tianjin, from 21:00 on January 8 to 21:00 on January 9, 2022, 20 novel coronavirus nucleic acid testers' throat swab samples tested positive for nucleic acid, of which 9 were primary and middle school students, aged from 5 to 15 years old, were transferred to designated hospitals in Tianjin for further diagnosis and treatment.

It is worth mentioning that Tianjin is the first city in China to report imported cases of O'Micron from abroad. At present, five imported cases of Omicron have been found in Tianjin, Guangzhou, Changsha, Shenzhen and Zhejiang, but none of them caused local infection except Guangzhou. However, the current round of epidemic in Tianjin is also the largest number of cases of local infection caused by O'Micron in China so far. Zhang Boli, academician of the Chinese Academy of Engineering, said that the epidemic in Tianjin is the first time that the Omicron mutant has spread in the local community of China. The virus is indeed very contagious, but the symptoms are not obvious, the concealment is also strong, and it is more likely to spread or focus on outbreaks. At the same time, the epidemic situation in Tianjin is also characterized by a high proportion of young infected groups such as primary and middle school students, which is also a new feature of the Omicron mutant, which is worthy of our high vigilance and response. Academician Zhang Boli said, "in view of the mutated strains and the new round of epidemic situation, we need to focus on summing up new experiences and improving new countermeasures." Tianjin has launched the first large-scale encounter in the prevention and control of Omicron in China. Tianjin's experience in the prevention and control of Omicron mutant virus will also provide a very valuable experience for other regions to fight the epidemic. "

Zeng Guang, member of the high-level expert group of the National Health Commission and former chief scientist of epidemiology of the Chinese Center for Disease Control and Prevention, also said on January 9 that the transmission power of Omicron was significantly higher than that of Delta virus, and the impact of concentrated outbreaks was stronger. Therefore, the country must be "ready, closely watched, and ready to fight." Zeng Guang once again suggested the use of sequential vaccination, that is, to strengthen the needle vaccine and the basic needle vaccine to adopt a "mixed" program.

Surge in demand for testing and oral drugs anti-epidemic concept units break out again

According to the research data that has been disclosed, the main characteristics of Omicron strain are strong infectivity, high morbidity, low hospitalization rate and low mortality rate, so the global demand for COVID-19 testing and oral drugs has further surged. According to CCTV news, due to the severe epidemic situation overseas, the global demand for novel coronavirus test kit has soared. In the United States, we are currently facing a shortage of COVID-19 test kits. The kit in American drugstores is basically sold out. Most of the COVID-19 test sites in the United States are so overcrowded that they even need to queue up for hours to complete the test. There is even a case of hype about the new crown kit. The two-dose quick screen kit, which is usually sold for $14,024, has doubled in some markets to $75 or even a list price of $80 because of a shortage of supplies. The BCC Research research report predicts that the global market for COVID-19 testing will reach 60.3 billion US dollars in 2020, 84.4 billion US dollars in 2021 and 195.1 billion US dollars in 2027, with an average annual compound growth rate of 15 per cent.

Ping an Securities pointed out that in late November, the epidemic spread in many places in China, and the detection of COVID-19 among key groups has become an important part of epidemic prevention work, and large-scale novel coronavirus testing and screening has even been carried out in some areas, which has led to an increase in demand for testing preparations. Taken together, with the continuation of the epidemic at home and abroad, the sales volume of COVID-19 testing reagents is expected to increase, which may bring performance flexibility for relevant enterprises.

In the secondary market, COVID-19 testing, biological vaccines and other anti-epidemic concept stocks soared collectively. COVID-19 's testing concept bucked the trend on January 10th, with the sector index up nearly 5 per cent. By midday trading, 688075.CN, 300942.CN and 688606.CN were up 20%, 300642.CN was up about 15%, Rejing Bio (.CN) and Botuo (.CN) were up more than 11%, Botuo (.CN) was up more than 11%, and 002932.CN and 603716.CN were up by the limit. Lanwei Medicine (301060.CN) and Oriental Biology (688298.CN) rose by more than 9%, while 688105.CN, Zhijiang Biology (688317.CN), Master Biology (688399.CN) and so on soared. It is worth noting that an Xu Biology (688075.CN) has risen by the daily limit for three consecutive days, while Oriental Biology (688298.CN) broke through the 300 yuan mark in intraday trading, setting a new record again.

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