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The net profit in the first quarter was dark, and the sales structure attracted attention:

In the first quarter of this year, the performance list of in vitro diagnosis industry changed again. With a net profit of 2.682 billion yuan, Anxi biology surpassed Mindray medical and became the most profitable listed enterprise with its main business being IVD。

On June 20, an Xu biological released a record of investor relations activities to respond to the company's sales structure, capacity utilization, profit growth points in the post epidemic era and other issues。

On November 18, 2021, Anxi bio landed on the science and innovation board. On the same day, its novel coronavirus (2019 ncov) antigen self-test reagent obtained the EU CE certification。

Antigen reagents have brought substantial growth to the performance. In the first quarter of 2022, the company achieved a revenue of 5.474 billion yuan, an increase of 2763.42% year-on-year; The net profit was 2.682 billion yuan, a year-on-year increase of 3147.87%. The revenue and net profit in a single quarter have reached more than three times that of 2021。

According to an Xu biological disclosure, before the COVID-19, the company's flagship products were drug detection products. The detection methods include saliva detection, urine detection, whole blood detection, hair detection and powder detection, which provide products and solutions for the rapid detection of global drugs, and the number of product varieties ranks in the forefront of the world. Before the epidemic, the comprehensive gross profit margin of the company's overall products was about 50%。

It is worth noting that as of the end of the first quarter of 2022, the company's business revenue from the new crown accounted for 99.56% of the company's total operating revenue. In February this year, an Xu biological said in an investor survey that the company's new crown products are mainly sold in Canada, Australia, the European Union and other regions, with an average sales price of $1-2. At present, the monthly production capacity of the test box is expected to be about 260million people, and the monthly production capacity of the test pen is expected to be about 50million people。

When the black swan flies away, what is left of the enterprise

Although the performance of Asahi biology in the first quarter of this year is quite bright, the problem that the sales structure relies heavily on the new crown business has also caused investors' doubts. Can the enterprise still maintain positive performance growth after the compression of Xinguan testing business income? Where is the new profit growth point?
 
On June 3, an Xu biology announced that the company plans to use its own funds to cooperate with cicom financial holdings to establish an industrial fund, which mainly invests in enterprises or projects in the fields of medicine, general health, biomedicine and so on, which are in the entrepreneurial and growth stage. The company plans to subscribe with its own funds to no more than 500 million yuan, accounting for 50% of the total contribution of the fund.
 

In the recent investor research activities, Anxi biology pointed out that the company's wholly-owned subsidiaries provide their own supplies of biological raw materials and medical plastic parts, and the industrial chain is relatively less dependent on external sources. In addition to self supply, biological raw materials will be developed and sold according to market demand in the future。

At present, Asahi bio has POCT reagents in eight fields, including drug detection, infectious disease detection, chronic disease detection, pregnancy detection, tumor detection, myocardial detection, biochemical detection, allergen detection, etc. Among them, non covid-19 test products maintain an annual increase of about 20%。

In the post epidemic era, novel coronavirus may exist as long as other respiratory disease viruses. The company will develop "two in one" or "three in one" joint detection reagents to detect a variety of respiratory diseases at the same time, such as covid-19, influenza, respiratory syncytia, etc. Among them, "covid-19 and influenza A and B antigen nasal detection kit (pen type)" has obtained EU CE certification, and has applied for registration certificates in many countries. In terms of drugs, focus on small molecule drugs and antibody drugs of covid-19, and look for good opportunities for participation。

Market growth is sluggish, where to look in the future?             

IThe growth decline of IVD industry seems to have already appeared secretly.

Customs statistics show that from March to May this year, the export value of covid-19 reagent continued to decline, reaching only 1.394 billion yuan in May, less than one tenth of the export value in January.

According to the securities times, the import volume of covid-19 reagents from some countries that have relaxed epidemic prevention has decreased significantly. In addition, the price war is also staged overseas, and the selling price of antigen reagents is declining rapidly。

In China, covid-19 has just experienced the fifth round of price adjustment. According to the national regulations, the single person single test for nucleic acid detection has been reduced to no more than 16 yuan per person, and the multi person mixed test has been reduced to no more than 5 yuan per person. In some regions, the multi person mixed test has been reduced to more than 3 yuan per person, while the antigen reagent has been quoted at an ultra-low price of more than 2 yuan as early as one month ago. A number of enterprises were removed from the competitive sequence due to high online prices。

At the same time, the detection boom brought by the 15 minute nucleic acid sampling circle is also cooling down。

On June 9, at the press conference of the joint prevention and control mechanism of the State Council, it was clear that where there was no epidemic and no import risk, nucleic acid testing should not become a normal state. For more than a week, many places have successively cancelled regional normalized nucleic acid testing。

Enterprises are also actively looking for new exports。

According to the investor relations activity table disclosed by Mingde biology on June 16, with the end of the epidemic in the future, the strategic focus of the company will be readjusted to other business sectors except for covid-19 nucleic acid testing reagents. Previously, it has accumulated a lot of cash by taking advantage of public health events, and will actively invest in R & D and seek opportunities for extended development, and enter the cutting-edge technology fields such as in vitro diagnosis upstream raw materials, nanopore sequencing, and multiomics testing through investment, acquisition, and acquisition,

On June 14, Oriental biology said on the investor interaction platform that the production layout of its subsidiaries in the United States and the United Kingdom was advancing in an orderly manner. In 2022, the company will make full use of the industry influence brought by the new crown testing reagent, vigorously expand new customers of strategic cooperation at home and abroad, and comprehensively extend the cooperation from strategic customers to medium and long-term strategic cooperation, and strive to fully graft the original business, namely POCT rapid diagnosis platform, molecular diagnosis platform, liquid biochip and other hundreds of products that have been stored, to strategic partners, comprehensively promote to domestic and foreign markets, and put into production as soon as possible。
 

In the post epidemic era, whether IVD enterprises can quickly convert the previously accumulated capital and resources into new growth potential, and who can win in the new battlefield, remains to be tested by time.

  

The new crown business accounts for 99%, why do well-known machinery enterprises come here?

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