According to the data, as a gathering place of hard technology enterprises, as of June 3, 2022, * * * 223 listed companies of science and technology innovation board were selected into the list of specialized new giants of the Ministry of Industry and Information Technology, accounting for 46% of the total number of listed companies of science and technology innovation board, accounting for 22% of the total number of listed companies of specialized new giants and 6 1% of the total number of listed companies of registered specialized new giants respectively. Twenty-three science and technology innovation board companies were rated as single champion demonstration enterprises in manufacturing industry, and the main products of 24 companies were rated as single champion products.
Nearly 90% of the company is profitable.
In the first three quarters of 2022, in the face of many unstable factors at home and abroad, the listed companies of science and technology innovation board promoted high-quality development through innovation, made steady progress, and achieved steady growth in overall operating performance.
Among them, the professional and innovative little giant of science and technology innovation board realized the overall operating income of 225.793 billion yuan, a year-on-year increase of 42.90%. Nearly 80% of the company's operating income increased year-on-year, 38 companies increased by more than 50%, and 45 companies' operating income exceeded 654.38 billion yuan. The overall net profit returned to the mother was 32.679 billion yuan, a year-on-year increase of 17 14%. Nearly 50% of the companies' net profit attributable to their mothers increased by more than 50%, nearly 90% achieved net profit, and 87 companies' net profit attributable to their mothers was above 1 100 million yuan, showing a steady growth trend.
Judging from the situation of many sub-sectors, the competitiveness of related companies has improved, the industrial chain has been active, and specialization and precision have created high growth. For example, Bai Rong Technology, the leader of ternary high-nickel lithium battery, saw its operating income and net profit returned to its mother increase by 208.4 1% and 67.32% in the first three quarters. The company disclosed that it mainly benefited from the continued prosperity of the global new energy vehicle market and power batteries, and the downstream demand was strong. The company's ternary high-nickel cathode material shipments increased significantly year-on-year. The operating income and net profit of Paineng Technology, the global leader in household storage, increased by 65,438+075.62% and 65,438+056.52% respectively in the first three quarters. The company disclosed that the downstream market demand was strong, and the new capacity of fundraising projects was released. The sales volume of the company's products increased by 65,438+028% year-on-year, with both volume and price rising. The operating income and net profit of high-end semiconductor equipment manufacturer Huahai Zero2IPO in the first three quarters increased 108.40% and 13 1.4 1% year-on-year. The company disclosed that it mainly benefited from the development of the semiconductor equipment market and the competitive advantage of its products. The company's CMP equipment business, key consumables and maintenance services business and wafer recycling business all achieved rapid growth during this period.
Accelerate the localization process and improve efficiency.
In terms of industries, science and technology innovation board specialized little giant enterprises focus on six strategic emerging industries: new generation information technology, high-end equipment, biomedicine, new materials, energy conservation and environmental protection, and new energy. Among them, the new generation of information technology, high-end equipment and biomedical industries are relatively concentrated, with 78, 50 and 35 respectively.
In a number of sub-sectors facing the forefront of science and technology, the specialized small giant enterprise of science and technology innovation board is the invisible champion of sub-sectors, speeding up the breakthrough of key technologies, effectively connecting the breakpoints and unblocking points of the industrial chain, and speeding up and increasing efficiency for the process of independent and controllable localization.
Among them, Nano-Micro Technology, the leading enterprise of nano-microsphere materials, is one of the few companies in the world that can simultaneously prepare inorganic and organic high-performance nano-microsphere materials on a large scale, breaking foreign monopoly and promoting the process of domestic brands entering the markets of developed countries in Europe and America; Anji technology, a leading semiconductor material enterprise, mainly produces chemical mechanical polishing solution, which successfully breaks the monopoly of foreign manufacturers and realizes import substitution, so that China has its own supply capacity in this field; Zhongfu Shen Ying, a leading enterprise of high-performance carbon fiber, has achieved a key technological breakthrough in the industrialization of high-performance dry-jet wet-spun carbon fiber. The company's T700-level and above product series has maintained a market share of more than 50% in the domestic market for several consecutive years. Green Harmony, a leading domestic harmonic crawler enterprise, broke the monopoly of international brands in the field of harmonic reducers for robots, accelerated the realization of domestic substitution, and filled the shortcomings of domestic tens of billions of robot industrial chains.
Continuous innovation and investment
Innovation is the soul of professionalism and novelty, and hard technology is the background of science and technology innovation board company. The high-quality development of science and technology innovation board, a professional and innovative little giant, cannot be separated from continuous innovation and investment.
The data shows that in the third quarter of 2022, the total R&D investment of science and technology innovation board specialized new giant company was 65.438+09.557 billion yuan, up by 43.74% year-on-year. The average R&D investment accounted for 654.38+04.78% of the operating income, and the R&D intensity of 46 companies such as Sino Medical exceeded 20%. In terms of R&D personnel, R&D personnel account for nearly 30% of the company's total employees on average, including 663 R&D personnel of Ivy Electronics, accounting for more than 60% of the company's total employees.
Thanks to the continuous high-intensity R&D investment and stable high-level scientific research team, the innovation achievements of the professional innovation giants of science and technology innovation board have emerged continuously after listing.
By the end of the first half of the year, each company had an average of 70 invention patents, of which 34 companies including Huahai Zero2IPO had more than 100 invention patents. Hua Qin Science and Technology, the leader of military coatings, has obvious technical advantages in the field of medium and high temperature stealth materials. Built a moat with high technology, and achieved a high growth in net profit. The market share of amorphous alloy ribbon of Yunlu Co., the leading enterprise of advanced magnetic metal materials, ranks first in the world. Independent research and development of small-flow melt precision continuous casting technology, extreme condensation control technology and other extreme manufacturing core technologies, and successively opened up new orders in smart home appliances, photovoltaics, new energy vehicles and other fields.
Favored by institutional investors
Science and technology innovation board's specialized, innovative and small giant enterprises have won breakthroughs through intensive cultivation and promoted development through innovation, and are also favored by institutional investors.
By June 365438+1October 3 1 in 2022, the total market value of listed companies specializing in cutting-edge giants of science and technology innovation board reached 2 trillion yuan, with an average market value of nearly 10 billion yuan. 122 companies have a market value of over 5 billion yuan, 60 companies have a market value of over10 billion yuan, and 27 companies have a market value of over 20 billion yuan. In the first half of the year, the number of shareholders and shareholding ratio of science and technology innovation board institutions increased significantly, and the shareholder structure continued to be optimized.
By the end of the third quarter of 2022, science and technology innovation board specialized small giant enterprises * * * have been investigated by about 1800 institutions, with an average of about 20 institutions at a time. The average shareholding ratio of institutions is 24.44%, 124 companies have a shareholding ratio greater than 10%, and 20 companies have a shareholding ratio greater than 50%.
At the same time, social security funds, insurance companies, QFII and other long-term funds are constantly allocated to science and technology innovation board. 33 companies such as Yunlu, Dekeli, Xinmai Medical and Jiepute were invested by social security fund, and 23 companies such as Xiamen Tungsten Xinneng, Hechuan Technology, Aohua Endoscope and Haier Bio were invested by QFII. Among them, Haier Bio, Baichu Electronics, Xiamen Tungsten New Energy, Aohua Endoscope and Zhongke Xingtu also have investments.