On July 22, the Science and Technology Innovation Board will usher in the "two-year anniversary". Looking back at the past two years, the science and technology innovation board has achieved from scratch, and the innovative system has been continuously landed, attracting more than 300 "hard technology" enterprises to achieve listing, with a total market value of more than 5 trillion yuan, showing the strength of "hard core technology" and providing replicable and generalizable experience for steadily promoting the reform of the registration system.
On the afternoon of July 21, the summary meeting of the second anniversary of the yangtze river delta capital market service base to build a leading area for socialist modernization and the yangtze river delta capital market service base was held at the headquarters of the yangtze river delta capital market service base.
At the meeting, Zhang Hong, director of the Pudong New Area Financial Bureau, said that the power of the Yangtze River Delta of the science and technology innovation board is becoming increasingly prominent. As of July 15, there were 142 enterprises on the Yangtze River Delta Science and Technology Innovation Board, with a total IPO of 207.4 billion yuan and a total market value of 2.38 trillion yuan, accounting for 46%, 54% and 50% of the country, respectively. The high-density listing of high-tech "hidden champions" in various places has formed a powerful innovation "gravitational wave" in the Yangtze River Delta region, depicting an innovative picture of the "hard technology" industry group. It is worth mentioning that at the meeting, 7 cities of Xuzhou, Huaibei, Bengbu, Lu'an, Lishui, Zaozhuang and Linyi signed a contract to become base alliance cities, expanding the base alliance cities to 35 and achieving full coverage of cities in the central area of the Yangtze River Delta.
The meeting officially released the "National Mission - Yangtze River Delta Capital Market Service Base Service Science and Technology Innovation Board Second Anniversary Report" produced by the base, and Mi Wanyan, deputy general manager of the Shanghai Stock Exchange Issuance and Listing Service Center, introduced the latest situation of the science and technology innovation board. The "Report" uses eight vigorous research systems to conduct a panoramic portrait analysis of the growth changes in the development of the science and technology innovation board in the past two years.
Capital helps scientific and technological innovation bear fruitful results
Guided by hard science and technology, the science and technology innovation board has gathered a large number of hard technology enterprises of a new generation of information technology, high-end equipment, new materials, new energy, energy conservation and environmental protection and biomedicine from scratch in the past two years.
Specific to Shanghai, as of July 15, the total amount of funds raised by the Shanghai Science and Technology Innovation Board enterprises with 126.5 billion yuan and the total market value of 1.2 trillion yuan accounted for one-third and one-fourth of the country, respectively, and the two indicators ranked first in the country.
The "Report" pointed out that the practice of the science and technology innovation board for 2 years has proved the significance of the test field. From Zejing Pharmaceutical-u (688266.sh), Cansino-u (688185.sh), VeriSilicon-u (688521, sh), Yihuatong-u and other 19 unprofitable enterprises to achieve listing on the Science and Technology Innovation Board, China Resources Micro (688396.sh), SMIC (688981.sh), No. 9 company -wd (689009.sh) and other special equity structure enterprises successfully landed on the Science and Technology Innovation Board.
Among them, SMIC achieved operating income of 27.47 billion yuan in 2020, an increase of 24.77% year-on-year; achieved a net profit attributable to the mother of 4.332 billion yuan; and achieved a net profit of 1.7 billion yuan after deducting non-deductions, successfully achieving a turnaround.
Entering 2021, another 100 billion yuan market value science and technology innovation board enterprise is expected to achieve a turnaround. According to the semi-annual performance forecast of the innovative drug leading stock Cansino-u, the company expects to achieve a net profit attributable to the mother of 900 million to 1.05 billion yuan in the first half of the year; and a net profit attributable to the mother of 850 million to 1 billion yuan after deducting non-deductions.
CanSino-u said that the company's restructuring of the new coronavirus vaccine (type 5 adenovirus vector) has obtained emergency use authorization from Mexico, Pakistan and other countries and China's conditional listing approval, which has had a positive impact on the main business income and net profit attributable to the mother during the reporting period.
In the past two years, supervision has continuously clarified the attributes of science and technology innovation, and strengthened the science and technology innovation board to adhere to the positioning of "hard technology". The report conducts a big data perspective on the 2834 IPO inquiry letters of the science and technology innovation board with a total of 600,000 words, and the results show that the core technology is the biggest focus of the SSE's inquiry, and other focuses include operating income, research and development, expenses, sales gross margin, accounts, directors, supervisors, management, equity structure, etc.
There are both "big and strong" and "small and beautiful"
It is one of the major missions of the Science and Technology Innovation Board to empower high-tech enterprises with integrated circuits, biomedicine, high-end equipment and other high-tech enterprises in the field of "card neck" technology research, help science and technology innovation enterprises enhance the independent and controllable ability of the industrial chain supply chain, and support more high-quality leading listed companies to play a leading role.
At present, in all the subdivisions of the entire science and technology innovation board, the non-semiconductor industry chain with the most complete degree of development, the most prominent industrial agglomeration effect and the largest industrial scale is the non-semiconductor industry chain, which has gathered a number of hard technology enterprises in the upper, middle and lower reaches of the semiconductor industry chain, including semiconductor design, equipment, materials, testing and other links - wafer foundry leader SMIC and power semiconductor idm leader China Resources Micro; semiconductor etching equipment enterprises with a total market value of more than 70 billion yuan; Suzhou Science and Technology Innovation Board Market Capitalization First Stock, Signal chain analog chip leader Sripu, semiconductor material silicon wafer leader Shanghai silicon industry-u and so on.
At the same time, the "Report" analysis pointed out that SMIC's investment entity SMIC Juyuan, a large number of semiconductor companies have been listed on the Science and Technology Innovation Board. According to incomplete statistics, SMIC's listed semiconductor companies include at least 13 companies such as Zhengfan Technology, Hu Gui Industry-u, Xin Peng Micro, Anji Technology, Jinhong Gas, and XinQi Micro Equipment. In addition, at least 9 semiconductor companies invested by SMIC, such as Suzhou Dongwei Semiconductor, Geke Micro, Aiwei Electronics, and Dongxin Semiconductor, are in the process of applying.
Through the field research of 51 science and technology innovation board enterprises in 3 months and a total of 9 cities, these enterprises include a "large and strong" sample with a market value of 100 billion, as well as a large number of "small and beautiful" enterprises with independent technology, and the industry includes six major areas of the science and technology innovation board, which has a certain typicality in the entire science and technology innovation board enterprises.
In terms of the secondary market, in the past two years, the science and technology innovation board has been running smoothly, trading has been active, investment channels have become increasingly diversified, and the double innovation 50 index fund related to the science and technology innovation board has also been sought after by investors, reflecting the attractiveness of the science and technology innovation board to the market.
On the other hand, the Kechuang 50 Index, which was officially released on July 23, 2020, will also run for one year. The Kechuang 50 Index is based on December 31, 2019, with a basis point of 1,000 points, and aims to reflect the performance of securities listed on the Star Market. On March 16 this year, the Kechuang 50 Index dropped to 1212.34 points, and since then it has risen all the way, and the performance has picked up significantly. As of July 21, the Kechuang 50 Index was reported at 1571.57 points, a cumulative increase of 12.8% during the year.