Vaccine ultra-low temperature freezer out of cold chain plate is expected to return to the highlight moment?

SMM: according to relevant media reports, the cryogenic storage freezer in the United States has been out of stock, the product orders of some Chinese enterprises have skyrocketed, and the relevant medical-grade products that meet the requirements of vaccine storage and transportation will face a serious shortage of supply in the short term.

An executive in the cryogenic storage industry said that recently, a number of companies in the industry, including Fosun Pharmaceuticals and Haier Biology, have contacted them to discuss potential vaccine cryogenic storage solutions.

This will be the biggest challenge for vaccine transportation and storage. Take the new crown nucleic acid vaccine developed by Pfizer and BioNTech as an example, Pfizer vaccine must be preserved below minus 70 degrees Celsius, and it is extremely difficult to transport and store.

World Health Organization (WHO) has previously said that high requirements for cold chain storage will not be conducive to the supply of vaccines in resource-poor remote areas and developing countries, and will pose obstacles to even the world's most advanced hospitals.

The capital markets with a keen sense of smell have long been aware of it. Ice Wheel Environment said on Friday that a business unit of the company is currently undertaking the construction of a-70 ℃ cryogenic biological cold storage of a company owned by Fosun Pharmaceuticals. On the same day, the stock price was closed by the limit of the stock price in a straight line.

Fosun Pharmaceutical reported a few days ago that it is considering purchasing ultra-low temperature storage and transportation equipment. Wu Yifang, chairman of Fosun Pharmaceutical, revealed that the company is already building a cold storage at minus 70 degrees Celsius.

Qingdao freezer manufacturer Aucma has been trading by the daily limit for two consecutive days because of related business. On Thursday night, Aucma issued an announcement saying that there were no major matters related to the company that should be disclosed but not disclosed.

Previously, Northeast Securities expected the biomedical cryogenic storage market to reach US $210 million in 2025, with an average annual compound growth rate of 5.2%, which is higher than the global growth rate. However, complete temperature control facilities and equipment are the basis for vaccine transportation, and we can focus on enterprises with high standards of vaccine cold chain logistics system, mature solutions for pharmaceutical cold chain products, and enterprises that meet the national drug cold chain logistics qualification standards.

Xia Ziyan, an analyst at founder Securities, said that for China, there is still much room for improvement in the biomedical cryogenic storage market, while the growth rate of the industry is higher than that of the world (4.1%). Under the catalysis of novel coronavirus vaccine, the development of the industry is expected to accelerate.

Specific to the A-share market, the vaccine cold chain transport industry has a high threshold, the general fresh cold chain enterprises to set foot in the vaccine cold chain is not easy, and need to hold a certificate to work, related enterprises will face opportunities.

In addition to Ice Wheel Environment, Fosun Pharmaceuticals and Aucma, the Financial Associated Press collates the relevant cold chain transport concept units as follows:

Intel Group: the company has been engaged in pharmaceutical cold chain logistics for many years and has a perfect pharmaceutical cold chain management system.

Haier biology: the company's products include solar vaccine freezer and ice-lined vaccine freezer; based on the research and development of vaccine storage equipment of the Internet of things, it launched the Internet of things intelligent vaccination solution, including cold chain room vaccine freezer, vaccination desk vaccine freezer and other products

Changhong Meiling: the company's holding subsidiary Zhong Ke Meiling Cryogenic Technology Co., Ltd. mainly sells ultra-low temperature frozen storage boxes, vaccine freezers, blood freezers and other products. Corresponding intelligent vaccine solutions are also introduced to realize electronic traceability of the whole process, including vaccine type, cold chain temperature, manufacturer, validity period, vaccination person and so on.

Tianshili: a wholly owned subsidiary of Hunan Tianshili produces Tianshili people's livelihood medicine cold chain transportation temperature control system.

Hairong cold chain: the company's current construction project includes biomedical cold chain project, which aims to ensure the safety and effectiveness of biomedical products and takes cryogenic refrigeration as the core requirement of the logistics system.

CIMC Group: it has undertaken the construction of emergency medical and treatment facilities in a number of cities, providing modular cold storage for the storage of emergency supplies and fresh food, as well as pharmaceutical cold chain transportation packaging and full-process monitoring.

Songzhi shares: the company's refrigeration unit business entered the pharmaceutical cold chain market in 2019 and obtained pharmaceutical logistics orders in some provinces.

Snowman shares: the independently developed Internet of things cold chain equipment has been applied in the field of drugs and vaccines.