关注后及时获得更多实战技巧、市场观点和机会提示！ 近期基孔肯雅热疫情席卷顺德，14天确诊激增3195例，全球119国拉响警报。防控需求爆发与产业链响应，疫情催生4大掘金赛道，一起梳理一下受益的核 心龙头企业！ 一、检测诊断类企业（短期直接受益） 2.达安基因（002030） 3.万孚生物（300482） 二、驱蚊防控类企业（阻断传播链） A股"驱蚊第一股"，电热蚊香液市占率16.2%，产品含驱蚊酯、派卡瑞丁等有效成分。 受益逻辑 佛山政府采购订单激增，抖音渠道新品销量涨80%，海外收入占比升至35%。 旗下六神花露水添加驱蚊酯成分，有效驱蚊时长7小时，市占率超六成。 受益逻辑 2024年推出便携式驱蚊产品，电商渠道销量显著提升。 1. 仁度生物（688193） 业务关联 国内唯一专注RNA病毒诊断的上市公司，基孔肯雅病毒核酸检测试剂盒可区分活/死病毒，精准性高。 受益逻辑 2025年7月订单环比增超200%，适配基层医疗设备，疫情筛查需求激增。 业务关联 基孔肯雅病毒核酸检测试剂盒已获国家药监局应急审批，荧光PCR法技术成熟。 受益逻辑 传染病检测业务占营收35%，产能规模大，政府采购需求明确。 业务关联 P ...

Core Viewpoint - The epidemic of Chikungunya fever in Guangdong Province remains at a high plateau, indicating a severe situation that requires attention [1]. Summary by Sections Epidemic Situation - As of July 22, 2025, Shunde District in Foshan City reported a total of 2,934 confirmed cases of Chikungunya fever, with a significant increase of 463 cases in just one day [4][5]. - The first report of the epidemic in Shunde was on July 15, 2025, with 478 confirmed cases, showing an increase of over 2,000 cases in just over a week [4]. - The World Health Organization (WHO) reported that 119 countries and regions have identified Chikungunya virus transmission, with approximately 5.5 million people at risk globally, potentially leading to widespread outbreaks [4][5]. Companies Involved in Prevention and Detection - **Runben Co., Ltd. (润本股份)**: A leading domestic company in mosquito repellent products, with a revenue of 440 million yuan in 2024, showing a year-on-year growth of 35.4% and a gross margin of 54.2% [7]. - **Rainbow Group (彩虹集团)**: A well-known pest control company in China, offering a full range of mosquito repellent products that play a crucial role in controlling Chikungunya fever [8]. - **Shanghai Jahwa (上海家化)**: The "Liushen" brand is the top brand in China for mosquito repellent flower water, holding significant brand influence in mosquito prevention and personal care [9]. - **Longyun Group (朗云集团)**: A Hong Kong-listed company that has maintained the number one market share in pest control products for ten consecutive years, with notable products performing well during the epidemic [10]. - **Kangzhi Pharmaceutical (康芝药业)**: Offers a full range of baby and child health protection products, including disinfectants and mosquito repellents, demonstrating expertise in child health protection [11]. - **Shuoshi Gene (硕世纪录物)**: Utilizes gene sequencing technology for Chikungunya fever testing, providing precise diagnostic support for epidemic prevention [12]. - **Da'an Gene (达安基因)**: Provides nucleic acid testing kits for Chikungunya virus, leveraging extensive experience in molecular diagnostics [13]. - **Huiyu Medical (会域医学)**: A leading medical testing institution in China, employing advanced technology for accurate diagnosis of Chikungunya fever [14]. - **Wansheng Biology (万学生物)**: Offers rapid testing solutions for Chikungunya virus, focusing on point-of-care testing [16]. - **Nuo Weisha (诺唯莎)**: Combines molecular design with various heat-start technologies to enhance detection efficiency for mosquito-borne viruses [17].

Core Insights - Chikungunya virus has become a significant concern, with 119 countries and regions reporting its spread, affecting approximately 5.5 million people at risk of infection, potentially leading to widespread outbreaks and pressure on healthcare systems [1] - In 2023, an estimated one-third of the population in Réunion Island, a French territory in the Indian Ocean, has been infected, with cases also reported in India, Bangladesh, and several European countries [1] - As of July 21, 2025, Foshan has reported a total of 2,659 confirmed cases of Chikungunya fever, all mild, with no severe cases or deaths reported [1] Disease Characteristics - Chikungunya virus belongs to the family of flaviviruses and is a single-stranded positive-sense RNA virus, with a spherical shape and a diameter of approximately 50 nanometers [3] - The virus can be classified into multiple genotypes, which differ in pathogenicity and transmission capabilities, affecting the severity of outbreaks [3] - There is currently no vaccine or specific treatment for Chikungunya; symptomatic treatment is provided, primarily for fever and pain relief [3] Prevention and Control Measures - Key aspects of infectious disease control include early detection, diagnosis, and treatment of cases, with Foshan's medical institutions reporting positive cases on the same day to the national disease control network [4] - During the rainy season, controlling mosquito populations is crucial, as Aedes mosquitoes breed in small water containers; community mobilization for environmental cleanup is recommended [4] - Preventive measures include regular cleaning of potential mosquito breeding sites and personal protective actions such as wearing long sleeves and using mosquito repellent [9] Diagnostic Methods - Various diagnostic methods are employed for Chikungunya, including RT-PCR for detecting viral RNA within the first week of illness, which is considered the gold standard for early diagnosis [6][8] - Serological tests for IgM and IgG antibodies are also used, with IgM indicating recent infection and IgG suggesting past infection [6][8] - Laboratory testing is essential for confirming Chikungunya fever, with RT-PCR showing high sensitivity during the acute phase [7][8]