--Original title: the new crown defense and control of the time is easy to change the world, "the era of the abandoned son" how to be based on the present world?
The industry's main listed companies: Kang for the century (688426); Dean Diagnostics (300244); heat King biological (688068); Mind Biological (002932); Great genes (300676); Spectrum Testing (300887) and so on
The core data of this article:
The core data of this article:New Crown prevention and control changes; Transformation approach; In vitro diagnostics market size;"New Crown pneumonia" becomes a thing of the past
December 26, 2022, the State Council to deal with the new type of Coronavirus infection epidemic joint prevention and control mechanism comprehensive group issued "on the implementation of the new coronavirus infection "B class B control" of the overall program", since January 8, 2023, the new coronavirus infection to take the new coronavirus infection of the People's Republic of China *** and the State Law on Prevention and Control of Infectious Diseases of the provisions of the A class of infectious diseases prevention, control measures;. Novel coronavirus infection is no longer included in the management of quarantine infectious diseases under the Law of the People's Republic of China on State Border Health and Quarantine. After the implementation of Category B B control, China's response to the new coronavirus infection mainly lies in the strengthening of services and protection, the specific direction of: infected people willing to check as much as possible, no longer the implementation of quarantine measures and social prevention and control.
At the same time, the State Council Joint Prevention and Control Mechanism Comprehensive Group organized the revision and release of the "prevention and control of new coronavirus infections (10th edition)", the tenth edition of the diagnosis and treatment program optimized testing strategy: only for the relevant clinic staff and hospitalized patients, elderly institutions, social welfare institutions and other staff and cared-for people, community serious illnesses such as high-risk personnel to carry out nucleic acid testing, and also can choose the form of antigen detection. The form of antigen testing is also available. In terms of convenience, the new coronavirus antigen test is more accessible to residents, so the demand for the new coronavirus nucleic acid test may theoretically drop to zero, indicating the gradual withdrawal of the new coronavirus nucleic acid test from the Chinese stage.
What will happen to new coronavirus nucleic acid and antigen tests?
The demand for new coronavirus nucleic acid tests is declining rapidly, and new coronavirus nucleic acid tests have become "outcasts of the times," and their development prospects are not good. Involved in the production of new coronavirus nucleic acid test kits and new coronavirus follow-up testing of enterprises are generally with the IVD (in vitro diagnostic) industry qualification enterprises, most of these enterprises in the new coronavirus nucleic acid test business before the new coronavirus nucleic acid test has been in addition to the new coronavirus nucleic acid test of the other IVD business, for this type of business, it still has a certain amount of space for development. However, there are a part of the enterprise in the epidemic three years before the establishment, especially only to provide the new coronavirus nucleic acid testing services of this type of enterprise, relatively speaking, the development prospects of such enterprises is a little difficult.
Not only that, from the current market research situation, most of the population does not have more antigen and nucleic acid testing of their own will and demand. With reference to the global opening process, the subsequent mass market demand for antigen is also decreasing, the future of China's new coronavirus antigen detection kits may no longer have the recent market boom.
So, is there still a chance for the development of new coronavirus nucleic acid and antigen testing companies? This type of enterprise originally provided by the new coronavirus nucleic acid / antigen test products and services in China's implementation of the new coronavirus infection "B B control" after the loss of the original high value of the mass market demand has shrunk sharply, the enterprise in order to its sustainable development will have to consider the extension of the business or in the original other business to make strategic adjustments.
From the point of view of market segmentation, some of the new coronavirus nucleic acid testing companies (referring to kit manufacturers and nucleic acid testing service providers) and some of the new coronavirus antigen self-testing product production business is to have other IVD segments of the business, the enterprise can be strategically adjusted to decide whether to continue to plough in other segments of the original business in the future, or shift to other new areas, such as monkeypox. In the future, companies can decide whether to continue to specialize in other segments or shift to other new areas, such as antigen or nucleic acid testing for monkeypox virus. In terms of market, the company may consider applying for international (German BfArM, EU Health and Safety Commission, etc.) certification to export the original inventory to overseas after researching the overseas market situation and finding that the market has the feasibility of layout.
If the IVD industry is to start the foreign export business, for small and medium-sized enterprises also still have greater difficulties. According to the internationally renowned medical industry vertical research organization Evaluate
MedTech's data show that in 2015-2021, the global IVD industry market size is also in the process of sustained growth, in addition to 2020-2021 due to the new crown epidemic caused by the substantial growth of its market size, the rest of the time period of the market size of the growth rate of 5% up and down; and According to Evaluate
MedTech's research on the global IVD industry, by 2028, the global IVD industry will exceed $110 billion in market size, indicating that the global IVD industry still has room for growth, and if there are large companies involved in the IVD business other than the new coronavirus nucleic acid/antigen detection business, they can consider increasing R&D investment to improve the global IVD market share or layout. The IVD market share or layout.
Nucleic acid kiosk "retirement" can be where "rehired"?
These three years, the new crown epidemic (new crown virus infection) swept the world, which brought the "boom" industry is not only the new crown virus nucleic acid / antigen test, and its supporting equipment nucleic acid kiosk. But with the new coronavirus nucleic acid test industry "curtain", its supporting facilities in the nucleic acid kiosk also into the "retirement", the original nucleic acid kiosk has been placed in situ and not dealt with, many people reflect the nucleic acid kiosk occupies the public **** space but not utilized by the community! Many people have reflected that nucleic acid kiosks occupy public **** space but are not utilized by the community. From the perspective of maximizing industrial resources, the nucleic acid kiosk "retirement" may be able to contribute to community health care and convenience services, its transformation focuses on the convenience of physical examination services and convenience medical services.
Can the "electronic sentinel" be retired?
Electronic Sentinel has also become one of the "outcasts of the era. The Electronic Sentinel played a large role in the first and second tier cities during the new outbreak, helping to screen people in residential neighborhoods for outsiders and people with nucleic acid problems. But as the country's prevention and control mechanisms for the new coronavirus change, residential areas no longer need to check the nucleic acid negative certificate to enter, which makes many residential electronic sentinels "virtually non-existent".
In fact, the electronic sentinel this nature of the equipment, it is possible through artificial intelligence technology to make the electronic sentinel function upgrade iteration, covering the original nucleic acid negative proof of verification function, new face recognition, security proofreading and other effective functions to protect the personal safety of residential residents, such as access control pass, personnel management, intelligent monitoring. However, during the transformation of the electronic sentinel, some of the used electronic sentinel there is the phenomenon of trading, but the storage of which there is a certain risk of personal privacy information, the electronic sentinel in addition to the function of updating, more need to protect the residents of the residents of the residents of the personal information security under the provisions of the government and supervision.
"Times of abandonment" need to see insight into the market, the development of a reasonable path
"Times of abandonment" in the times of change in the blessing and misfortune, need to adjust the business model and strategic as soon as possible The company's business model and strategy need to be adjusted as soon as possible to cope with the rapid transformation of the market, not only to take into account the feasibility of the layout of a particular market, but also to take into account the path of transformation, a reasonable path of transformation will ensure that the enterprise in the transformation of the road to minimize the cost of the consumption of its own resources, and the rational use of.
For more research and analysis of this industry, please refer to China Nucleic Acid Testing Industry Market Outlook and Investment Strategy Planning Analysis Report and China In Vitro Diagnostics (IVD) Industry Market Outlook and Investment Strategy Planning Analysis Report by Prospect Industry Research Institute.