What is the reason for the variation of avian influenza virus? The variation of avian influenza virus has attracted the attention of all walks of life, especially the vaccine leading enterprises may benefit from it. What is the reason for the variation of avian influenza virus? What is the reason for the variation of avian influenza virus?
Recently, the food and Agriculture Organization of the United Nations (FAO) released a report that the news that 'avian influenza H5N1 virus has mutated and is spreading in Asia and other places, which may seriously threaten human health' immediately aroused the attention of health regulatory authorities in many countries. It is reported that the mutant virus has been identified as h5n1-2.3.2.1.
It is reported that among the listed companies and their subsidiaries in China, the main businesses of avian influenza vaccine are Zhongmu (600195, SH), Jinyu group (600201, SH), Zhenghong Technology (000702, SZ), Shenghua Baike (600226, SH), Donggao (600133, SH), Huashen group (000790, SZ) and tianbang (002124, SZ). "At present, the company is beginning to pay attention to this new situation, and it will take time to make it known to the outside world. '
Liao Wanguo, an analyst at Huachuang securities, told reporters: "once the new virus is fundamentally mutated, the original avian influenza virus vaccine may not be able to be used, and the relevant government departments may increase support for it. And the two listed companies, such as Zhongmu and Shenghua Baike, which have the highest market share and leading degree, are generally more likely to obtain greater support. After all, compared with the enterprises that entered this segment later, the enterprises with large scale have more obvious competitive advantages. '
According to public information, after the outbreak of H5N1 highly pathogenic avian influenza in 2003, 331 people died, 400 million poultry were slaughtered and more than 20 billion US dollars of economic losses were caused worldwide. The major epidemic with extensive impact was finally controlled in most countries and regions of the world in 2006.
The relevant research report of Huachuang securities once pointed out: "in 2010, the demand for vaccines in China's avian influenza market was about 6-7 billion milliliters, and a total of nine enterprises could produce vaccines. Among them, China animal husbandry and Qingdao Yibang, a subsidiary of Shenghua Baike, accounted for about half of the market, and China animal husbandry's market share was about 23%. '
'the market share of avian influenza vaccine changes with the change of poultry breeding industry, and it will basically maintain an annual growth of about 10%. Compared with a few years ago, the market share of bird flu vaccine of China animal husbandry Co., Ltd. has declined, mainly due to the increase of companies entering this sub industry and dilution of the share, which is now about 20%. As for the current rumor that the avian influenza variant virus may make a comeback and increase the demand for vaccines, I don't think we can rule out the possibility. "Liao Wanguo pointed out that" generally in autumn and winter, there is always some hype about the virus vaccines carried by animals. However, the current market is completely different from the situation in the last round of the epidemic, the harm will not be so great, and the impact of concept speculation will not be so great. '
An analyst in the vaccine industry pointed out, "what needs to be noted is that after the two-year compulsory immunization of avian influenza and foot-and-mouth disease vaccines, the coverage is much wider than before, and the national coverage rate has exceeded 95%. '
Once the virus mutation is confirmed and eventually has a greater impact, it seems that the impact of these listed companies that have obtained the bidding permission to benefit from the 'avian influenza concept' can be foreseen.
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