Group 1: Epidemic Overview - The recent outbreak of Chikungunya fever in southern China has led to nearly 3,000 new cases reported in just one week, primarily in Guangdong province, affecting over ten cities [1][3] - The majority of cases are concentrated in Foshan, accounting for 95% of the total cases in Guangdong, with no severe cases or deaths reported so far [3] Group 2: Government Response and Guidelines - The National Health Commission has released the "Chikungunya Fever Diagnosis and Treatment Plan (2025 Edition)," emphasizing that the disease is preventable, controllable, and treatable [3][7] - The plan incorporates traditional Chinese medicine (TCM) approaches, highlighting the role of TCM in alleviating symptoms and promoting recovery [7] Group 3: Company Initiatives - Several listed companies in the IVD (in vitro diagnostics) sector are actively developing testing products and treatment solutions for Chikungunya fever [2][4] - Shenzhen BGI Technology Co., Ltd. has introduced the T1+ gene sequencer, which can rapidly analyze samples with low viral loads, aiding in precise epidemic control [2][4] - Wanfu Biology has developed multiple testing products for Chikungunya virus detection, creating a closed-loop system for rapid screening and monitoring [4] Group 4: Traditional Chinese Medicine Applications - TCM is being utilized for symptomatic treatment of Chikungunya fever, with specific formulations recommended for managing high fever and other severe symptoms [7][8] - Companies like Guangdong Yifang Pharmaceutical and others are producing traditional Chinese medicines that have shown efficacy in treating similar viral infections [8]

Core Viewpoint - The article highlights the urgent need for effective detection and control measures against mosquito-borne diseases, particularly Chikungunya virus, as the World Health Organization warns of its spread across 119 countries, affecting approximately 5.5 million people [1]. Group 1: Industry Response - Wanfu Biotech has developed rapid and precise detection solutions for mosquito-borne diseases, providing reliable monitoring schemes for disease prevention and control centers [2]. - Fosun Diagnostics has quickly provided Chikungunya virus test kits to aid in epidemic prevention, emphasizing early detection and treatment as crucial to controlling the spread [7]. - Multiple companies, including BGI and Dean Diagnostics, are leveraging advanced sequencing technologies to enhance the detection capabilities for mosquito-borne viruses, ensuring a comprehensive response to the epidemic [14][19]. Group 2: Detection Technologies - Molecular POCT technology allows for results in just 25 minutes, utilizing magnetic bead-based nucleic acid extraction and real-time fluorescent quantitative PCR to detect pathogens in human serum and plasma [3]. - Various nucleic acid detection kits are available, including those for Chikungunya virus, Dengue virus, and Zika virus, with detection limits as low as 200 copies/mL [6][10]. - RenDu Biotech has introduced a series of detection kits based on real-time fluorescent isothermal amplification technology, which can provide results in 40 minutes, significantly faster than traditional methods [30][31]. Group 3: Product Offerings - Companies are offering a range of test kits for various mosquito-borne pathogens, including those that can detect multiple viruses simultaneously, such as Dengue, Chikungunya, and Zika [11][28]. - The kits are designed for ease of use, with many requiring only standard PCR equipment, thus facilitating widespread adoption in healthcare settings [30]. - High-sensitivity and specificity are emphasized across products, ensuring accurate detection without cross-reactivity with other pathogens [9][8].

Core Viewpoint - The outbreak of Chikungunya fever in Shunde has led to a significant increase in confirmed cases, prompting a global alert and creating four major investment opportunities in related industries [1]. Group 1: Diagnostic Testing Companies (Short-term beneficiaries) - Da An Gene (002030) and Wanfu Biology (300482) are positioned to benefit from the surge in demand for diagnostic testing [3]. - Rundu Biotech (688193) is the only listed company in China focusing on RNA virus diagnostics, with a significant increase in orders expected due to the urgent need for Chikungunya virus nucleic acid testing kits [5]. - The government procurement demand for Rundu Biotech's products is clear, with a 200% increase in orders expected by July 2025 [5]. Group 2: Mosquito Control Companies (Interrupting transmission chain) - The leading mosquito repellent company in A-shares has a market share of 16.2% in electric mosquito repellent liquid, with a notable 80% increase in sales through Douyin [3]. - The company has a significant market share of over 60% for its mosquito repellent products, with plans to launch portable products in 2024 [4]. - Noposion (002215) has a high efficacy insecticide with over 90% knockdown rate against Aedes mosquitoes, winning a government project worth 30 million yuan in Foshan [6][7]. Group 3: Therapeutic Drug Companies (Symptom relief) - Tan Re Qing injection has been recommended in the Dengue fever treatment guidelines, potentially extending its use to Chikungunya fever treatment [8]. - Yiling Pharmaceutical (002603) has received approval for Lianhua Qingwen capsules as an auxiliary treatment for mosquito-borne diseases in Southeast Asia, with growing international demand [10]. Group 4: Vaccine Development Companies (Long-term layout) - Companies are collaborating with international pharmaceutical firms to develop vector-borne virus vaccines, with preclinical research for Chikungunya vaccine expected to start in 2025 [12]. - Watson Bio (300142) has an mRNA technology platform that is compatible with vector-borne vaccine development, indicating a strong potential for future vaccine projects [13].