A股異動 | 新冠檢測板塊集體上漲 首批新冠抗原自測產品上市
格隆匯3月14日丨新冠檢測板塊集體上漲,諾唯贊漲14.2%,華大基因、萬孚生物漲近14%,塞力醫療、華盛昌、北化股份、壘知集團漲停,蘭衞醫學、三維天地漲超、熱景生物漲超9%,明德生物漲超7.5%。國家衞健委於日前公佈《關於印發新冠病毒抗原檢測應用方案(試行)的通知》放開新冠抗原自測,在核酸檢測基礎上,增加抗原檢測作為補充。首批產品包括南京諾唯贊、北京金沃夫、深圳華大因源、廣州萬孚生物、北京華科泰生物等企業的五款新冠抗原自測產品正式上市。平安證券指出,即使以保守情況估計,新冠抗原檢測的放開也能夠對大部分相關企業業績帶來較大邊際變化。建議關注萬孚生物、諾唯贊、東方生物、熱景生物、碩世生物等相關產品已在國內外上市的診斷企業。

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