The first batch of 9 science and technology board acceptance enterprises brought new signals

Summary March 22 afternoon, the Shanghai Stock Exchange to disclose the first nine Kechuang board accepted the list of enterprises, respectively, semiconductor crystal morning, Rui Chong micro-nano, Chennai-day science and technology, people north Jiangsu, Li Yuan Heng, Ningbo accommodate 100, and chip ship , Anhan Technology, Keqian Biological. 9 items fitting the financing amount 109....

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On the afternoon of March 22, the Shanghai Stock Exchange disclosed the list of the first batch of 9 scientific and technological enterprises, namely Jingchen Semiconductor, Ruichuang Weiner, Tiannai Technology, Jiangsu Beiren, Liyuanheng, Ningbo Rongbai, and Shipchip. Anhan Science and Technology. The financing amount of the nine projects is 10.988 billion yuan, and the financing amount of the ship chip is the highest, reaching 2.5 billion yuan; the second is the pre-existing biological, the financing amount is 1.747 billion yuan; the amount of Ningbo Rongbai financing is 1.6 billion yuan, ranking third. According to the public information of the local securities regulatory bureaus, the number of companies involved in the listing of the record-making board has continued to increase. It is expected that companies that meet the requirements will step up the reporting pace, and will then welcome the intensive reporting.

Judging from the listed listing criteria, the first set of listing criteria for “market capitalization + net profit/income” was selected by six companies, and the fourth set of listing criteria for “market capitalization + income” was selected by three companies. The first batch of science and technology board acceptance enterprises are not the same in the industry, company size, operation status and development stage. In general, they have certain property creation properties, and the issuance and listing conditions are more inclusive.

The first batch of nine science and technology board acceptance enterprises basically conform to the industry attributes and industry distribution of science and technology enterprises, and they are not necessarily the most top enterprises in their respective industries, but they all have certain core technologies in the field of “hard technology”. Moderate, continuous investment in research and development. The computer, communication and other electronic equipment manufacturing industry occupies 4 projects with a total financing amount of 6.064 billion yuan; the special equipment manufacturing industry occupies 3 projects with a total financing amount of 2.307 billion yuan; chemical raw materials and chemical products manufacturing, and pharmaceutical manufacturing industries each For each project, the financing amount was 870 million yuan and 1.747 billion yuan respectively. Industries that the country urgently needs to strengthen, such as chips, new energy batteries, and robots, are more favored by the board. It is expected that there will be more companies with stronger technology strength and higher industry status.

The investment can be divided into two main lines. First, some existing listed companies accept the company through direct and indirect methods, and they are expected to obtain a certain valuation premium and market attention in the near future. The second is that the board will be opened. Brokerage investment banks, brokerage, and large investment businesses bring incremental income, and leading brokers are expected to continue to benefit. The first batch of brokers submitting materials are not all market-recognized head brokers, but mainly dominated by large brokers. Leading brokers have more opportunities to participate and have a competitive advantage.

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