A股異動 | 新冠檢測板塊走強 居家抗原檢測產品或加快上市
格隆匯3月11日丨新冠檢測板塊走強,蘭衞醫學漲停,廣生堂漲超10%,明德生物漲9%,西隴科學、ST東洋、邁克生物漲5%,科華生物、博拓生物漲4.8%,奧泰生物、九安醫療漲4%。無錫市場監管局召開家庭自主核酸/抗原檢測產品開發座談會,將繼續關注家庭自主核酸/抗原檢測產品開發進度,積極對上爭取,全力指導和服務企業,助推無錫市家庭自主核酸/抗原檢測產品儘快上市。中泰證券表示,新冠抗原居家自檢適用於大範圍普篩自查,是對核酸檢測的有效補充。目前國內已有上百家體外診斷生產企業的新冠抗原自檢試劑盒在海外註冊獲批,歐洲、馬來西亞等地區市場競爭也日益激烈。國內新冠抗原自檢產品若放開註冊審批,臨牀數據完整豐富、海外銷量相對較大的頭部品牌或將取得優勢,建議關注九安醫療、東方生物、亞輝龍、萬孚生物、熱景生物、安旭生物等。

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