Rising demand listed companies actively layout nucleic acid detection kiosk business

2022-05-17

Nucleic acid detection has become an important means of normalized epidemic prevention in China. In order to further meet the needs of residents for nucleic acid detection, more than 10 cities have built a "sampling circle" for nucleic acid detection within a 15 minute walk, highlighting the demand for nucleic acid detection kiosks. A number of listed companies recently announced the layout of nucleic acid detection kiosks. The demand for nucleic acid detection kiosks and other related equipment is expected to accelerate the volume. Accelerate the laying of sampling points On May 13, Guo Yanhong, the supervisor of the medical administration and medical administration bureau of the National Health Commission, said at the press conference of the joint prevention and control mechanism of the State Council that the establishment of a 15 minute walk nucleic acid "sampling circle" in big cities is conducive to residents' nearby nucleic acid testing and further improve the sensitivity of epidemic monitoring and early warning. The reporter of China Securities Journal found that at present, more than 10 cities such as Beijing, Shanghai, Hangzhou and Shenzhen have launched normalization measures for nucleic acid detection, actively built a 15 minute walk nucleic acid "sampling circle" and accelerated the laying of sampling points. As of May 12, Shanghai has set up more than 9900 nucleic acid sampling points and 16000 stations, and the nucleic acid detection capacity has reached more than 8 million tubes per day. With the advance of the 15 minute walk nucleic acid "sampling circle" plan, the demand for nucleic acid detection kiosks appears. Recently, many nucleic acid detection kiosks and nucleic acid sampling hut facilities have been put into epidemic prevention work. On May 13, mobile nucleic acid sampling huts were opened in Hangzhou, Zhejiang Province, and the first batch of 114 mobile nucleic acid sampling huts were put into use. The above nucleic acid sampling houses will be flexibly deployed according to the actual situation of the city, complement each other with traditional nucleic acid sampling points, jointly serve the nucleic acid sampling work of the city, and build a "sampling circle" with a 15 minute walk. According to the official wechat of the Management Committee of Ningbo high tech Industrial Development Zone on May 9, the first five nucleic acid safety sampling workstations in the high tech Zone were officially put into trial operation that afternoon. Active layout of listed companies According to Kaiyuan securities, the setting of normalized nucleic acid sampling points is conducive to improving the efficiency and convenience of nucleic acid detection, realizing the effect of "early detection and early prevention and control", reducing the impact of the epidemic on the economy, and the demand for relevant third-party detection services, sampling warehouses and integrated nucleic acid detection machines will be improved. Tianfeng Securities believes that nucleic acid testing has become a routine measure, and the procurement of nucleic acid testing kiosks and other related equipment is expected to accelerate. In response to the requirements of normalized nucleic acid detection, many companies recently announced the layout of nucleic acid sampling kiosks and other businesses. Maya Baike said on the investor interaction platform on May 12 that its holding subsidiary Maya Zhongmin recently released intelligent epidemic prevention products such as epidemic prevention verification electronic sentinel series products, nucleic acid sampling kiosks and various epidemic prevention robots to help the scientific and technological war. Jingxue energy saving recently revealed that its nucleic acid sampling workstation has an intention to order. The convenient nucleic acid sampling workstation launched by the company according to the needs of customers can be applied to a variety of application scenarios such as community, hospital, government affairs and so on. The product adopts "non-contact" sampling window, including sterilization system, air conditioning system, fresh air positive pressure system, power supply system, lighting system, intercom system, etc. it is pre assembled for factory integration and can be used after putting into operation, which is efficient and convenient. The company said that in the future, it will optimize the nucleic acid sampling workstation according to the market demand and launch products that meet the needs of customers. Some nucleic acid detection kiosk concept stocks have risen significantly since May. Jingxue energy saving and Tongda Electric have increased by 45.8% and 42.9% respectively in the past eight trading days, and Wanma technology has increased by more than 31.4%. Tongda Electric said that the company launched a nucleic acid sampling vehicle in 2020. At present, the product is mainly used to support the epidemic prevention work in Guangzhou and surrounding areas, and the number of units put into use is no more than 10. The nationwide market promotion has not yet started. Since the above nucleic acid sampling vehicles were put into the market, the impact on their operating revenue and net profit is negligible, and the company has not signed large orders or contracts at present. Introduction of local management norms On April 30, Wuxi City, Jiangsu Province issued the specifications for the management of novel coronavirus nucleic acid sampling house (hereinafter referred to as the specifications), which made clear requirements for the site selection, basic facilities, staffing, personal protection, specimen collection and transportation, medical waste disposal and abnormal situation disposal of the nucleic acid sampling house. In terms of site selection, the code requires that the community grid should be taken as the unit, combined with the population distribution, and equipped with a nucleic acid sampling cabin for every 3000 people. The cabin should be set independently in an open area with good ventilation, away from Xinguan vaccination points, toxic, harmful, flammable and explosive and other special places. Functional zones such as waiting area, registration and sampling area, cleaning goods area, temporary isolation area, centralized storage area of medical waste and unloading area of protective articles shall be set outside the cabin, and sun shading, rain shielding and other facilities shall be equipped according to climatic conditions. In key places such as "two stations, one yard and one wharf", traffic checkpoints, scenic spots and large enterprises, huts can be set up appropriately. In terms of facilities, the nucleic acid sampling cabin shall be equipped with fixed ultraviolet lights, hot and cold air conditioners, refrigeration facilities and video monitoring devices as required. In addition, the positive pressure cabin with high efficiency air filtration system shall be preferred. The cabin with non positive pressure design shall be well ventilated. If necessary, mechanical ventilation shall be adopted, or a man-machine coexisting circulating air disinfector shall be equipped for uninterrupted air disinfection. (Xinhua News Agency)

Edit:He Chuanning    Responsible editor:Su Suiyue

Source:China Securities Journal

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