When people gradually used to the free mode of nucleic acid detection, a notice from Guiyang broke the impression.Beginning on November 1st, Guiyang carried out normalized nucleic acid testing work. It mentioned that in addition to some risk personnel to test free nucleic acid testing, other people need to test the principles of inspection in accordance with their willingness to inspect their own expense.In addition to Guiyang, many provinces, including Hunan, Sichuan, Gansu, etc., have also recently added teams that have recently tested themselves.

Nucleic acid detection ledger has always attracted attention. Whether it is local finance, nucleic acid companies or individuals, it has become an important role in it.With the changes in normalized nucleic acid detection policies, the performance of corporate performance on the nucleic acid testing track has also changed. The antigen detection as a hidden air outlet was pushed to the stage.

The key group is free, and is willing to check the inspection at their own expense.

Recently, the news of nucleic acid testing has attracted widespread attention.Taking Guiyang as an example, according to the November 1st, Guiyang City has launched a normalized nucleic acid test. Except for some risk personnel, other people can conduct free nucleic acid testing. Other people are inspected in accordance with the principles of willingness to check.The demand for nucleic acid detection results will go to various types of nucleic acid samples at their own expense.

This article also lists the requirements of nucleic acid testing in key places. For example, 72 -hour kernel nucleic acid detection negative proof of entering and exiting bars, Internet cafes, movie theaters, song and dance halls, KTVs, chess and card rooms, bath centers, script killing, escape room escape, game halls in the game hallWaiting for indoor closed areas and hotels, homestays, scenic spots, etc., such personnel can go to various types of nucleic acid samples to test at their own expense.

On the same day, Yibin City, Sichuan Province also issued a notice of restoring nucleic acid testing charges, involving Cuiping District, Xuzhou District, and Sanjiang New District.According to media statistics, areas that resume nucleic acid testing charges include some areas in Yueyang City, Hunan Province, some counties and districts under the belonging to Longnan and Jiuquan in Gansu Province, and some districts and towns in Huizhou, Guangdong.

In terms of charging standards, a number of single -person single -person inspections of the above -mentioned Yibin City is 16 yuan per person, and the mixed inspection is 3.5 yuan per person. This is also a general standard for restoring the charging.Based on the 4 yuan per person per person, a normal family of three is calculated at the frequency of 72 hours of nucleic acid. The monthly expenditure in nucleic acid detection is about 130 yuan.

In an interview with a reporter from the Beijing Commercial Daily, Wang Peng, an associate professor of Renmin University of China and a researcher at the School of Social Sciences of Beijing, said that according to the latest version of the prevention and control plan of the Health and Health Commission, for different areas and different cities, it can actually reflect the reflectionThere are certain gradients, such as cities such as Beijing, Shanghai, Guangzhou and Shenzhen, have a certain financial support, and at the same time, the personnel flow is relatively large. In the case of complicated governance throughout the city, normalized nucleic acid testing is relatively compared with government subsidies.feasible.

However, for some cities with relatively weak financial resources and not so serious epidemics, it is understandable to reduce public expenditure to a certain extent and reduce free nucleic acid testing for the whole people.Wang Peng said.

According to data from the official website of the Guizhou Provincial Health Commission, at 0-24 on November 2, there were 1 case-free infection of Guizhou Province, 4 cases of confirmed cases in the province, of which 3 cases in Guiyang and 1 case of Qiannan PrefectureEssenceThere are 4 asymptomatic infected infected, including 3 cases in Guiyang and 1 case of Liupanshui.

Fiscal stress that cannot be ignored

Regarding the cost of nucleic acid detection, as early as May of the year, the State Medical Insurance Administration had made it clear that the guidance of the new type of coronary virus infection pneumonia infection with the new type of coronary virus infection pneumonia.The implementation opinions of the new coronal virus nucleic acid detection shall be borne by local governments.Therefore, at present, the financial departments are supported by the normalized nucleic acid testing.

Tao Chuan, chief macro analyst of Soochow Securities, has published a research report saying that only the test cost of nucleic acid testing is only calculated to calculate the normalized nucleic acid testing in all second -tier cities. The upper limit of the one -year cost is about 1.7 trillion yuan.The number accounted for 1.3%of China's nominal GDP in 2021 and 7.2%of public fiscal revenue.

Jiang Han, a senior researcher at Pangu Think Tank, analyzed a reporter from Beijing Commercial Daily that in the long run, nucleic acid testing is actually a inevitable result of market development from free to self -funded.The financial pressure comes from this perspective, from this perspective, the test of self -funded will be the general trend.

However, objectively speaking, once it becomes at its own expense, no matter how much fees are charged, the enthusiasm of the people's testing will be affected to some extent, so this also involves a balanced issue.Jiang Han added.Similar sounds have been signs. In social media, some netizens commented that when free, some people are unwilling to do it, not to mention charging.

Wang Peng believes that this actually needs to be considered to be considered. After all, the regular free nucleic acids of the whole people are not suitable for all cities. It is necessary to comprehensively treat the overall situation and cost of the epidemic prevention and control.From this perspective, on the one hand, you can talk about a market price with relevant agencies, or issue nucleic acid deduction coupons and nucleic acid deduction subsidies for special groups;Subsidies, such public services should also have certain elasticity.

Nucleic acid detection circuit enters the second half

From the perspective of an enterprise, as an important means for the prevention and control of the epidemic, nucleic acid testing has also blown a huge market.According to the data of Tianyancha, as of May this year, China has more than 3,400 status as a test agent in the business scope of enterprises that are in the industry, duration, movement, and movement.

Among the 3,400 test reagent companies, the number of nucleic acid detection of nucleic acid detection and new coronary virus detection of nucleic acid detection related enterprises in 3,400 test reagents is more than 70. Among them, the number of nucleic acid testing companies in Guangdong Province is the largest, accounting for 58%of the country.

In the early days of the epidemic in 2020, the pricing of nucleic acid detection was as high as 200 yuan/person, which also caused a myth of wealth creation of nucleic acid testing companies.The China Business Industry Research Institute had done a statistics in the fourth quarter of 2021. The results showed that in the first three quarters of that year, the five listed testing companies with the highest revenue were Dian Diagnosis, Golden Regard Medicine, Daanline, Shengxiang Bio, and Shengxiang Bio., Mike creature.Shuo Shi Biological, Kaipu Biology, Mingde Bio, and the River creatures followed closely.

Taking Dian's diagnosis as an example, in 2021, the company's operating income was about 13.083 billion yuan, an increase of 22.85%year -on -year; net profit attributable to shareholders of listed companies was about 1.163 billion yuan, an increase of 44.83%year -on -year.In the first three quarters of this year, Di'an diagnosed a operating income of 15.63 billion yuan, an increase of 67.37%year -on -year; net profit of home mother was 2.428 billion yuan, an increase of 96.94%year -on -year.

However, in the face of the storms of data fraud, the competition in the new crown business market, and the compressed profits, nucleic acid testing companies have also bid farewell to the stage of blind growth.Taking the Huada Gene as an example, the third quarterly report showed that in the first three quarters of 2022, its revenue achieved 4.514 billion yuan, a year -on -year decrease of 12.38%; the net profit and deduction of non -net profit were 747 million yuan and 670 million yuan, a year -on -year decline of decline47.16%, 49.01%.In 2020, Huada Gene has achieved performance soaring performance due to testing bonus.

Will the nucleic acid detection track enter the second half, will the antigen detection take over?In March of this year, the State Council's joint prevention and control mechanism comprehensive group issued a notice on printing and distribution of new crown virus antigen detection application schemes (trial), which mentioned that on the basis of nucleic acid testing, antigen testing is an important supplementary method for the prevention and control of the new crown epidemic.

As of now, a total of 10 new crown -resistant self -test products in China have been approved to be listed, including products such as Guangzhou Wanfu Biological and Huada Gene Subsidon, Huada Yinyuan.Hua'an Securities Research Report estimates that under the long -term perspective, assuming that the antigen detection and penetration rate reference vaccination rate can reach 80%, according to the national 1.4 billion population detection 2 times a month, the terminal retail price of 10 yuan/person, only the self -test market sizeIt can reach 268.8 billion yuan per year.

Beijing Business Daily reporter Tao Feng Yang Yuehan