At present, many cities in China have put forward 15-minute nucleic acid "sampling circle" to provide convenience for citizens to "exhaust all resources" and "hope to exhaust all resources". Under the policy, nucleic acid testing has become just needed, and the market represented by nucleic acid testing services will expand. Enterprises have sprung up like mushrooms after rain. On May 3, 2022, Guo Yanhong, inspector of the Medical Administration and Hospital Authority of the National Health and Family Planning Commission, said at the press conference of the joint prevention and control mechanism of the State Council Office that there are 1.3 10000 medical and health institutions in China that can carry out nucleic acid detection, and there are 153000 professional technicians engaged in nucleic acid detection technology, with a nucleic acid detection capacity of 5700 per day. According to the statistics of Prism Jun and related software, there are 104 listed companies and about 20 core companies involved in generalized COVID-19 testing business. Combining large-scale screening with routine detection, the market size of nucleic acid detection given by different research institutions is about 1000 billion, and the detection industry in COVID-19 has ushered in a blowout development period.
The listed companies doing nucleic acid testing mainly include Huada Gene (300676), Wanfu Bio (300482), Mingde Bio (002932), anke biotechnology (300009), Thermoview Bio (688068) and so on.
Among the concept stocks related to nucleic acid detection, Changhong Technology, a wholly-owned subsidiary of Shenzhen Baimingsheng Medical Devices Co., Ltd., currently mainly provides supporting kits and consumables products for customers such as Huada Gene and Mindray Medical. Daan Gene, the company has obtained the medical device registration certificate of "novel coronavirus (20 19-nCoV) nucleic acid detection kit (fluorescent PCR method)".
The substance of nucleic acid detection is the nucleic acid of virus. Nucleic acid detection is to determine whether the patient is infected by COVID-19 by detecting whether there is nucleic acid of foreign invasive virus in respiratory tract samples, blood or feces. To do a good job of normalization prevention and control, it is necessary to speed up the improvement of detection ability, so it is essential to carry out nucleic acid and antibody detection.