春節返鄉需做核酸檢測！概念股風口又來了？
來源： 同花順
近期，我國部分地區疫情出現反覆，隨着春節的到來，返鄉人員增多，聚集性活動頻繁，防疫工作將帶來新的挑戰。作為防疫的重要手段――核酸檢測或迎來需求爆發。
春節反鄉需做核酸檢測
國家衞健委印發冬春季農村地區新冠肺炎疫情防控工作方案的通知，返鄉人員需持7天內有效新冠病毒核酸檢測陰性結果返鄉，返鄉後實行14天居家健康監測，期間不聚集、不流動，每7天開展一次核酸檢測。各鄉鎮(街道)、行政村(居委會)落實責任制，對返鄉人員實行網格化管理，做好登記造冊、健康監測和異常狀況處置等工作。
通知還提到，要加強縣鄉村三級專業人員樣本採集、核酸檢測、流行病學調查、環境消殺等技術培訓。加強醫療機構和疾控機構採樣和核酸檢測能力建設，通過調派移動檢測力量或購買第三方檢測機構服務等方式，確保縣域內至少有1家機構具備核酸檢測能力。
據衞健委疾控局監察專員表示，返鄉人羣“不分高中低風險區，費用自己承擔。”按照每年春運返鄉人數計算，這將涉及一個不小的規模。
核酸檢測進入常態化
事實上，由於第四季度以來，大連、北京、上海、青島、成都、重慶疫情反覆出現，因此目前核酸檢測業務已進入常態化階段。此外，海外疫情仍然嚴峻，截至1月19日，中國之外已有218個國家和地區有感染病例，累計確診96059544例，較昨日新增60萬例，死亡2052189例，較昨日新增16911例。全球累計確診病例破萬的國家和地區已有130個。
有機構認為，核酸檢測人羣的進一步覆蓋和核酸檢測的常態化，也將推動試劑需求持續增長(包括對外出口量的擴大)，從而帶動相關企業全年業績的增長。
具體投資標的方面，上海證券建議關注在新冠檢測試劑盒帶量採購中入選的企業，及產能較豐富的龍頭企業，包括華大基因、萬孚生物、邁克生物等。此外，各級醫療機構檢測實驗室的建設將有望進一步推動相關設備市場擴容，對相關企業業績造成積極影響，建議關注具備檢測實驗室建設能力的企業及第三方檢測實驗室，包括達安基因、金域醫學等。
中信建投在此前的報吿則指出，截至2020年6月14日，國家藥監局已批准上市的新冠檢測試劑已達42款，涉及到的上市公司包括華大基因、達安基因、邁克生物、明德生物、復星醫藥、碩世生物、東方生物等，初步測算國內新冠病毒核酸檢測業務對出廠端貢獻有望超過25億元；此外還有安圖生物、艾德生物、透景生命等也均完成新冠核酸檢測產品研發並完成CE認證，考慮到核酸試劑出口增量貢獻更大，對IVD行業相關公司今年業績預計將有直接幫助。
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