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Genetic testing concept stocks are soaring, and the stocks that benefit from them are broken down

Jinjian Rice Industry: The announcement shows that Jinjian Rice Industry controls Desai China. The company

In October 2014, it obtained a controlling stake in Desay Systems and Desay Products. The original parent company of Desay Systems and Desay products is Desay, Germany, which is known as the "Father of Liquid Biochemical Reagents" in Europe.

The products mainly include clinical chemistry reagents, immunotransmission turbidimetric reagents, and supporting Calibration products, standards, quality control products and biochemical analyzers, etc., with more than 100 subdivided products, covering all biochemical testing items, and have the world's most advanced immunotransmission turbidimetric reagents. Immunotransmission turbidimetric reagents account for more than 40% of its total sales, amounting to about 100 million yuan. From a product perspective, Desay China's immunoturbidimetric reagent project with strong advantages is an important supplement to Leadman's product line.

In addition, Jinjian Rice Industry is my country’s largest grain company and one of the first batch of national key leading enterprises in agricultural industrialization. In 2013, Hunan Provincial Grain Group took over control of the company. At the same time, Hunan Provincial Grain Group promised to inject its market-oriented grain and oil and other competitive assets into Jinjian Rice Industry within three years. Since the controlling shareholder of Jinjian Rice Industry, Hunan Provincial Grain Group, is relatively strong, and in the context of state-owned enterprise reform, the major shareholder has promised to implement asset injections in the future, which brings huge room for imagination to the market. In view of the good prospects for the grain, oil and pharmaceutical businesses, and the current market value of Jinjian Rice Industry is relatively small (around 6 billion), the company's future development is worth looking forward to.

New Kaiyuan: The company was listed on the GEM in 2010. Its main business is the povidone (PVP) series of pharmaceutical excipients and oral care excipients Orizzi. In November 2014, it acquired Wuhan Heer Medical (main business). Three companies, including cervical cancer screening), Changsha Sanji Biotech (mainly engaged in personalized medicine) and Shanghai Jingneng Biotech (mainly engaged in gene sequencing), are 100% owned and transformed into comprehensive health services.

Hokuriku Pharmaceutical: The company actively implemented external mergers and acquisitions in 2014, controlling 51% of the equity of Sino-American Cos, and through Sino-American Cos holding 75% of the shares of Neucel Biotech, it has laid out the field of tumor cell immunotherapy and cultivated new technologies. profit growth point. Sinomecos is one of the first companies in China to engage in immune cell therapy. It mainly provides technical consulting and other related technical services to hospitals. The company's products mainly include CIK, DC tumor vaccines, DC-CIK, and CTL cells. Its technical reserves include NK cells, TIL Cells, multi-target CTL cells, micro-transplantation, Car-T, immune cells secreting PD1 antibodies, etc.

Rong Zhilian: The core of gene sequencing is data accumulation and data interpretation. Data interpretation is based on big data processing, so gene sequencing must rely on strong data processing capabilities. With years of cooperation with BGI, the leader in gene sequencing, Rongzhilian has mastered the architecture and construction of biological cloud computing and understands the data analysis needs of the gene sequencing industry. The company is one of the few domestic manufacturers that can provide biological data cloud computing services. The card position advantage is obvious and it is expected to become the leader in the gene sequencing data analysis industry.

Dian Diagnostics: Dean Diagnostics issued an announcement on April 8. The company received a notice from the National Health and Family Planning Commission on April 8 that the company’s wholly-owned subsidiary Hangzhou Dean Medical Laboratory Center Co., Ltd. obtained The first batch of high-throughput gene sequencing technology clinical application pilot qualifications for tumor diagnosis and treatment projects. The company is among the first batch of approved tumor fund sequencing clinical pilots, indicating that the company has the soft and hard power to apply gene sequencing technology to tumor diagnosis, marking the company's involvement in the gene sequencing business and its official entry into precision medicine.

Qianyuan Pharmaceutical: Qianyuan Pharmaceutical (300254) announced in December 2014 that it would use 100 million yuan of its own funds to purchase Hangzhou Enshi Gene Technology Development Co., Ltd. (hereinafter referred to as "Enshi Gene ”) 80% equity. Announcement information shows that Enshi Gene is a technology-based enterprise with gene preparation technology and human environment detection technology as its core, and its main business is pregnancy environment detection and infant gene preservation. This acquisition expanded the company from a single maternal and infant product service to a comprehensive development platform for technical services.

Leadman: As a leading domestic biochemical reagent company, the company has a complete biochemical reagent product line and the ability to quickly introduce new products to the market. Its R&D projects focus on in vitro diagnostic reagents, biochemical raw materials, Three aspects of in vitro diagnostic instruments. The field of molecular diagnosis is the company's key expansion area in the future, and gene sequencing is the future development direction of the field of molecular diagnosis.

Zixin Pharmaceutical: The company is actively entering the field of gene sequencing. The company has cooperated with the Beijing Institute of Genomics of the Chinese Academy of Sciences to develop a second-generation high-throughput DNA sequencer, and its subsidiary Zhongke Zixin will be responsible for the production. The second-generation genetic sequencer was once a hot spot in the market, and it is expected that with the further development of genetic screening technology and the growth of related domestic companies, it is likely to continue to be a hot spot in the future.

Tofflon: On June 2, 2015, Tofflon Medical, a wholly-owned subsidiary of Shanghai Tofflon Technology Co., Ltd., completed its industrial and commercial registration. Tofflon Medical focuses on medical devices and medical technology. On July 10, it announced that it plans to unilaterally increase capital in Bohao Biotech by no more than 90 million yuan, accounting for approximately 34% of the total share capital of Bohao Biotech after the capital increase. After the capital increase is completed, Tofflon Medical Will become the largest shareholder of Bohao Biotech.

Bohao Biotech’s main business is clear and its customer base is wide: Bohao Biotechnology’s main business is bio-CRO (i.e., pharmaceutical R&D contract outsourcing service organization) technical service business, which can be subdivided into microarray chip technology services and second-generation sequencing technology. Services and Biomarker Technology Services. Currently, it is providing technical services to as many as 18 multinational pharmaceutical companies (including the top 10 multinational pharmaceutical companies) and more than 3,000 domestic scientific research institutions, hospitals, etc.