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抗原檢測概念股拉昇 廣州鼓勵家庭自備抗原試劑盒
格隆匯12月2日丨盛通股份、賽力醫療漲停,毅昌科技漲超7%,康泰醫學、優寧維、萬孚生物漲超4%。消息面上,在昨日舉行的廣州市疫情防控新聞發佈會上,廣州市衞生健康委副主任、新聞發言人張屹稱,鼓勵家庭自備抗原試劑盒。有媒體稱,大參林等多家藥店均無抗原檢測試劑售賣,多家藥店稱“正在進貨中”。國聯證券指出,根據防控實施辦法及風險區劃定方案等政策,結合國內部分疫情地區情況,新冠抗原檢測試劑或將成為重要防疫補充工具,對應專業、非專業場景空間為112-260億元和150億元。海外地區新冠抗原產品,仍有季節性需求,部分場景新增國外准入資質,預計對年內訂單有所貢獻。

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