How profitable is nucleic acid testing?
The fuse of this public opinion lies in165438+1October 25th, when the Lanzhou Laboratory of Nuclear West China was notified of its abnormal entry. Sky Eye Survey shows that there are more than 30 nuclear gene and nucleic acid detection related companies with Zhang Shanshan as the "supervisor", which are widely distributed in many provinces and cities in China, and quite a few of them were established within three years after the COVID-19 epidemic.
According to equity penetration, these companies are all wholly owned by nuclear genes.
It is reported that since February 2020, nuclear genes have appeared in the list of successful bidders announced by health and health committees in Jinan and Shenzhen. In recent years, nuclear genes have been exposed to detection violations many times. The sudden screening of nuclear genes has triggered a nationwide discussion on nucleic acid detection business. So, how profitable is the nucleic acid testing business? "The technical barriers for nucleic acid testing are not high, and even non-medical personnel can be employed after simple training." A medical person who asked not to be named told the reporter: "Because the demand for testing is too great, the hospital can't afford it, so let a third-party medical inspection agency do it." Regarding the possible problems of interest transfer, the medical staff euphemistically said: "According to the regulations, anyone who has obtained corresponding qualifications in the local area and has his own medical testing laboratory can do nucleic acid testing. Of course, if you have a good relationship with relevant departments, it is easier to get the list. " The reporter was informed that in the whole nucleic acid business, the upstream detection reagent manufacturers have the highest gross profit, which is basically above 80%. At present, the profit of downstream nucleic acid detection service providers mainly depends on the amount of travel. "In the field of manufacturers, the most profitable exporters, such as Jiu 'an Medical, have a contract value of $ 1 billion, which is the envy of many domestic companies. "Another person said," It's not bad to be domestic. As far as I know, the gross profit will basically be above 80%. At present, downstream nucleic acid detection service providers depend on the amount. When the price of self-funded nucleic acids was high in the first two years, they made a lot of money, and the first batch of enterprises earned very little. At present, the government can only rely on quantity to collect and keep prices down. For example, even if each tube only earns a dime, what if millions of people do nucleic acid testing? "The financial reports of relevant listed companies can also be seen. The semi-annual report of Daan Gene shows that the operating income of nucleic acid detection reagents is 4.63 billion yuan, the operating cost is 546 million yuan, and the gross profit margin is as high as 88.2%. In the first half of 2022, the operating income of Mingde biological nucleic acid detection reagents was 3.04 billion yuan, the operating cost was 438 million yuan, and the gross profit margin was 85.6%. In the first half of the year, the revenue of nucleic acid detection reagents in COVID-19 was 2.09 billion yuan, and the gross profit margin of nucleic acid detection business last year was about 865,438+0%.
Join the nuclear gene industry
According to public information, the nuclear gene headquarters of this public opinion center is located in Shenzhen and was established on 20 12. Its founder is Zhang Hezhen, holding 64.73% of the shares, making it the largest shareholder. According to Tianyan survey, since 20021,the speed of nuclear gene foreign investment has accelerated. 202 1, 8 new companies were established in nuclear gene. Up to now, in 2022, a * * * has established 15 companies, of which 14 is a medical laboratory, including Shenzhen, Haikou and Xiamen.
What should the nucleic acid testing institutions do if they practise fraud? The latest regulatory response is coming! Zhang He's wealth myth may end.
In the eyes of the industry, the rapid increase and distribution of nuclear genes in laboratories in a short period of time does not conform to common sense or industry logic. The killer of the rapid expansion of nuclear genes and the irrational occupation of the market is the franchise model.
Official website, a nuclear gene, showed that in 20 15, the investment promotion mode was started, and more than 600 project promotion meetings were held in 9 cities nationwide, with a total of about 1500 contracted partners. At present, there are 40 standard laboratories and 62 wholly owned subsidiaries. Among the items that can be added, there are three categories: health detection reagent, antigen reagent and extraction reagent. Among them, "extraction reagent" is an important tool for nucleic acid detection, and the staff absorbs samples and adds them to the extraction reagent to extract nucleic acid.
What should the nucleic acid testing institutions do if they practise fraud? The latest regulatory response is coming! Zhang He's wealth myth may end.
According to the nuclear gene official website
Eye of the Sky survey shows that these 62 wholly-owned subsidiaries disclosed more than 60 bids related to nucleic acid detection, each involving different amounts, with the maximum amount reaching 654.38+03.5 million yuan. It can be said that the nucleic acid detection business under Zhang Nuclei has formed a huge national network. Official website, a nuclear gene, shows that its accumulated nucleic acid detection has exceeded 700 million person-times, which is also caused by its huge joining mode. According to media reports, the data of the Nuclear Gene Alliance show that in only half a year, nuclear genes have achieved a turnover of 450 million yuan through nucleic acid testing business. The reporter of "Financial Investment News" found on the official WeChat of Nuclear Gene Group that there are three modes of agent joining, and 0 basic agents can also cooperate, one of which is Gene House. It is reported that the cost of joining the Gene House is at least 300,000. If it is a regional exclusive agency model, the cost is higher. When the reporter specifically asked about the joining situation, the customer service was extremely cautious, and asked the reporter to leave his contact information, saying that someone would contact him to provide information such as joining methods, investment expenses and profit analysis. But as of press time, there has been no response.
Is the good days of nucleic acid detection enterprises over?
While forming industrialization through joining, nuclear genes are also seeking capitalization. According to the periodical of Science and Technology Innovation Board, Nucleoprotein "is the enterprise with the largest laboratory scale and license in the genetic testing industry in China" and "Nucleoprotein Group invested 300 million yuan, and the IPO plan was officially launched". Last week, that is,165438+123 October, official website of the Shanghai Stock Exchange disclosed that it had decided to cancel the consideration of the listing application of Wild Mulberry Biotechnology (Shanghai) Co., Ltd. (hereinafter referred to as "Wild Mulberry Biology") because some related matters still needed further verification. Probiotics has also become the first company to cancel the listing application review after the "strict examination" of nucleic acid testing enterprises. The reporter found that at present, there are 13 IPO companies involved in the nucleic acid detection business in COVID-19. This year, five companies have set foot in the nucleic acid detection business, including Peng Fei Bio, Conway Century, Dakewei, Shan Zhi Bio and Rebo. Specifically, Conway Century successfully listed in science and technology innovation board a month ago, with an issue price of 48.98 yuan/share, which was broken for more than half of the time.165438+1October 29 reported a closing price of 47.62 yuan; Dakota and Peng Fei Bio have submitted their registrations and will be listed soon. Among them, Dake data shows that the revenue in the first half of the year was 474 million yuan, and the accounts receivable was 24 1 10,000 yuan, accounting for 50.8%. Both the stock price performance and the high accounts receivable of various nucleic acid detection companies reveal the fact that the nucleic acid detection companies that were in the limelight before have come to an end with the secret of nucleic acid profiteering surfaced and the introduction of optimized epidemic prevention and control measures. Many nucleic acid detection companies are getting together to go public for financing, or plan to catch the train that makes the capital market rich before the dividend is over. However, the capitalization abacus of nucleic acid testing company obviously failed. 1 1, 2 1 In the evening, Shenzhen Stock Exchange and Shanghai Stock Exchange successively issued a document saying that they are highly concerned about the listing application of nucleic acid testing enterprises and insist on strict examination, especially the sustainable operation ability of enterprises. 165438+1On October 29th, Guo Yanhong, Director of the Medical Emergency Department of National Health Commission, introduced at the press conference held by the joint prevention and control mechanism in the State Council, focusing on strengthening the supervision of testing institutions, including third-party testing institutions. In the next step, we will continue to strengthen supervision and resolutely deal with some serious illegal acts such as issuing false test reports in accordance with the law.
National Health Commission also said that for routine nucleic acid testing, strict testing qualification access and quality control, continuous optimization of technical specifications, focusing on strengthening the supervision of testing institutions. The myth of getting rich in the past has finally become the past.
Love Investment reminds you that this article involves the following stocks:
Daan gene (002030) 17.39-0.57%+ optional.
Jiu 'an Medical (002432) 59.12+1.62%+Add optional.
Mingde Bio (002932)66.56+ 1.53%+ is optional.
Shi Shuo Bio (688399) 104.65+0.37%+ optional addition.
Conway Century (688426)42.90- 1.56%+ optional
More >
Hot search nucleic acid detection
Wonderful recommendation
Highlights of next week: CPI and PPI data in June 1 1 will be released, and industrial conferences such as Metauniverse will be held.
12-03 07: 1 1
Xu Jiayin didn't jump off a building, but real estate stocks jumped, and the market may jump next week.
12-02 22:29
22 times the bull stock suffered a 3-day limit in 6 trading days, and the company urgently rumored that the market value of many funds' shareholding has shrunk dramatically! Next week, $50 billion will be released.
12-03 08:45
The largest known natural "carbon onion" fullerene industry in China has great economic value.
12-02 08:02
Is the new year's market on this?
12-02 19:52
Can't stop the letter of concern? "Antibacterial Fabric" monster stock 1 1 day 9 board, brokerage analysts chase hot spots, and the fire line combs the list of 3 1 concept stocks.
12-02 1 1: 15
Qingdao issued a plan to actively bid for the World Club Cup.
12-02 08:04
Li Daxiao: A shares and Hong Kong stocks formally tried to hit the120th moving average, but once they broke through, they officially entered the bull market.
12-02 09:00
94 companies were investigated by overseas institutions.
12-02 08:05
After losing the apple order, the performance is pre-cut! Goer shares: It is normal to cooperate with other customers and other products.
12-03 10:36
Hot review
No one has commented yet, grab the sofa quickly!