A number of nucleic acid testing companies warn their revenue profits plummeted, where the industry goes after stricter supervision.

17.07.2022

Number of this text: 1467, about 2 minutes old reading time

Introduction: A number of companies in the field of nucleic acid testing released the semi -annual performance forecast of 2022 showed that due to business adjustment and epidemic policy changes, the profit of corporate profits is expected to decline significantly.

Author | First Financial Money Children's Heart

Recently, many companies in the field of nucleic acid testing released the semi -annual performance forecast of 2022 showed that due to the serious affected business adjustment and epidemic policies, corporate profits are expected to decline significantly.

Some corporate profits plummeted or exceeded 90%

On July 14th, Kehua Bio released the semi-annual report of the results of the results. It is expected that the net profit attributable to shareholders of listed companies in the first half of 2022 was 35 million-50 million, a decrease of more than 90%year-on-year.

On the same day, Lepu Medical also released the semi -annual performance forecast of 2022. It is expected that net profit in the first half of the year is 1.208 billion to 1.38 billion yuan, a year -on -year decrease of 30%to 20%. The proportion fell from 37%last year to 9%.

Huada Gene disclosed the semi -annual performance forecast of 2022 that the net profit attributable to shareholders of listed companies was 580 million yuan to 720 million yuan, a year -on -year decrease of 33.7%to 46.6%, mainly due to the new crown -related business income higher than the same period in 2021 during the same period of 2021 The base number has declined.

On July 15, Mingde Biological stated in the performance trailer that the market share of the new crown nucleic acid testing agent continued to rise, but in response to the decline in the income of some investors in the second quarter, Mingde Bio responded: "The company's new crown in the second quarter is The average price of nucleic acid detection products has decreased compared with the first quarter. The main reason is to respond to the Office of the State Medical Insurance Bureau and the State Council to respond to the new coronary virus pneumonia. ","

According to reports, after the implementation of the Guangdong Alliance collection in May this year, the winning price of the new crown nucleic acid detection test agents and antigen detection reagents has been reduced.

In addition, in early June this year, the State Council ’s joint defense and control mechanism team also issued the“ Notice on Further Strengthening the Supervision of Full Chain Supervision of New Crown Virus nucleic acid testing ”to further increase the intensity and quality control of nucleic acid testing to ensure that the test results are accurate and reliable, the report is timely reported Essence After the notice was issued, a systematic investigation was conducted, and a number of nucleic acid testing agencies were ordered to be rectified or suspended.

In this regard, Lu Hongzhou, Dean of Shenzhen Third People's Hospital, analyzed to the First Financial Reporter: "With the stricter of state supervision, the increase in the qualifications and quality control requirements of institutions and personnel, the operating costs of the new crown testing laboratory have gradually increased. At the same time, the detection of profits gradually decline, and some small -scale laboratories will gradually withdraw from the new crown testing industry in the future. "

Automation and informatization are the focus of future development

Lu Hongzhou said that the domestic nucleic acid testing industry has formed a complete industrial chain, including raw materials such as upstream magnetic beads, primers, polymerase and other raw materials; midstream reagent consumables and instrument manufacturers, as well as downstream medical and testing agencies. "He predicts that the development of the nucleic acid testing industry in the future may occur several trend changes.

"First of all, the emergence of new medical products will supplement the lack of traditional technology and manpower, such as nucleic acid sampling robots, mobile nucleic acid collection cars/houses, nucleic acid detection gas membrane/cabin laboratory, etc." Lu Hongzhou told the first financial reporter "In order to improve the efficiency of detection and reduce human errors, it is urgent to improve the quantification and degree of Qualcomm of laboratory detection. Fully automatic testing equipment has very large development prospects and market space."

He also said that the application of laboratory information system that can be traced on the whole process will be more common in the future. "Compared with the traditional PCR of the new crown nucleic acid, the detection time and traceability requirements of the samples are more stringent. There are many sources of sources and a large number of reporting departments. First Financial Reporter.

At present, the popularity and dissemination of local cases in many places in China, and the situation of epidemic prevention and control is still severe. Lu Hongzhou said that in the future, nucleic acid testing will further focus on provincial capitals and cities with more than millions of population, especially cities with high risk of risk will perform normalized nucleic acid testing, so the detection needs of new crowns will continue. At the same time, with the large -scale use of 20 mixing and 1 sampling tube, this will have higher sensitivity requirements for the new crown detection reagent. The high -sensitivity detection reagent is the key development direction of the next step.

As the high incidence of influenza in the south has gradually come, the new crown epidemic and the flu epidemic overlap, and the new crown and the A/B joint inspection reagent will also become the direction of the recent development, which will benefit the future genetic testing market. In addition, standardizing biological safety and data security is also a focus on the field of genetic testing in the future.

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