驚呆！業績爆表，卻被按在地上摩擦，新冠檢測板塊怎麼了？
今日大盤總體走強，滬指漲幅一度擴大至1%，盤面上，煤炭、鋰礦、地產、光伏、軍工漲幅居前。然而新冠檢測板塊的跌幅着實令人大跌眼鏡，熱點生物“20CM”跌停，東方生物跌逾18%，安旭生物跌14%，奧泰生物、之江生物跌逾11%。
然而神奇的是，近日多家新冠檢測廠商公司披露了財報，業績均有不俗表現。疊加新冠檢測板塊整個4月都處於下跌的態勢，新冠檢測板塊怎麼了，資金在擔心什麼？
Q1業績爆表，新冠檢測行業景氣度持續高漲
隨着新冠疫情3月以來的反覆，疫情蔓延至多個省市，這也就帶動了新冠檢測公司業績的爆表。
4月27日晚間，多家體外診斷產品生產商披露財報。東方生物全年實現營收101.69億元，同比增長211.43％；歸母淨利潤49.2億元，同比增長193.33％。
東方生物一季度營業收入47.46億元，同比增長112.28％，歸母淨利潤20.67億元，同比增長74.20％。
奧泰生物公吿稱，公司2021年全年營收18.73億元，同比增長64.98％；歸母淨利潤7.66億元，同比增長12.73％。
一季度，奧泰生物實現營收20.99億元，同比上升628.17％；歸母淨利潤10.49億元，同比上升598.18％。
同樣享受行業高景氣度的還有博拓生物，公司2021年實現營收18.18億元，同比增長110.09％；淨利潤8.34億元，同比增長91.57％；一季度營業收入10.17億元，同比增長106.83％，歸母淨利潤4.93億元，同比增長111.25％。
此前，多家抗原檢測試劑生產商公佈的一季度業績也非常亮眼。萬孚生物一季度實現營業收入26.25億元，同比增長276.87%；歸母淨利潤9.04億元，同比增長481.32%。明德生物預計今年一季度淨利13.50億元~14.50億元，淨利潤同比增長295.61%~324.91%；九安醫療一季度預計盈利140億元~160億元，同比增長367倍~420倍。
但是熱景生物的一季度業績就比較拉胯了。2022年第一季度營收約13.64億元，同比增長11.14%。歸屬於上市公司股東的淨利潤6.06億元，同比增長0.77%。
新冠檢測單價持續下降，盈利持續性存疑
進一步細究新冠檢測企業的業績報吿，我們可以發現一點，新冠檢測上市企業的毛利率在下降。例如東方生物一季度的毛利率是63.57%，相比2021年的73.79%，下降幅度高達10%。
萬孚生物的一季度的毛利率反而比2021年要好，一季度毛利率是63.91%。
但這也阻止不了投資者對萬孚生物後續盈利能否持續的擔憂。4月26日，有投資者在互動平台提問萬孚生物的董祕：“公司公司新冠檢測試劑降價降到9.8元一人份，是否還有利潤？”
對此，董祕的回答是：“面對國內外對抗原檢測產品的持續需求，公司積極的對產能進行擴充，對經營效率進行優化和提升，降本增效，多措並舉加強應急保供的能力，提升抗原產品的市場競爭力，為抗疫做出應有的貢獻。”
持續更新中……
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