The Science and Technology Innovation Board (STB) has been running for more than three years, bringing together more than 480 listed companies, many of which are small giants specializing in new technologies.
Data shows that as a gathering place for hard science and technology enterprises, as of October 31, 2022, *** there were 223 Techchina board listed companies listed on the Ministry of Industry and Information Technology's list of specialized, special and new small giants, accounting for 46% of the total number of companies listed on the board, which accounted for 22% of the total number of specialized, special and new small giants listed, respectively, and 61% of the total number of specialized, special and new small giants listed under the registration system. 23 Techchina GEM companies have been recognized as manufacturing single champion demonstration enterprises, and 24 companies' main products have been recognized as single champion products.
Nearly 90% of the companies were profitable
In the first three quarters of 2022, in the face of many unstable factors both at home and abroad, the listed companies on the Techchina Board drove high-quality development with innovation and made progress amidst stability, and their operating results generally realized solid growth.
In which, the overall operating revenue of the specialized, special and new small giants on the Science and Technology Innovation Board (STIB) realized 225.793 billion yuan, an increase of 42.90% year-on-year, nearly 80% of the companies' operating revenue increased year-on-year, 38 companies increased by more than 50%, and 45 companies' operating revenue was over 1 billion yuan; the overall net attributable profit of 32.679 billion yuan, an increase of 17.14% year-on-year, almost 50% of the companies' net attributable profit increased year-on-year, 50 companies increased year-on-year. Net profit year-on-year growth, 50 companies increased by more than 50%, nearly 90% of the companies to achieve net profit, 87 companies net attributable profit of more than 100 million yuan, showing a steady growth trend.
From the situation of a number of segments, the competitiveness of the relevant companies to enhance the industry chain is active, specialized, refined to create high growth. For example, lithium battery ternary high nickel leading Rong Bai technology, the first three quarters of operating income and net profit year-on-year growth of 208.41% and 67.32%, the company disclosed that mainly benefited from the global new energy automobile market and power batteries continue to boom, strong downstream demand, the company's high-nickel ternary cathode material shipments increased significantly year-on-year; global household storage leader Pai Energy Technology in the first three quarters of operating income and net profit year-on-year growth of 175.62% respectively. Respectively, year-on-year growth of 175.62% and 156.52%, the company disclosed mainly due to the strong demand in the downstream market, the release of new capacity of the investment project, the company's product sales increased by 128% year-on-year, led by the volume and price rise; high-end semiconductor equipment maker Hua Hai Qingke in the first three quarters of the operating income and net profit of attributable to the year-on-year growth of 108.40% and 131.41%, the company disclosed mainly due to the benefit from the development of semiconductor equipment market and the competition of the company's products. Semiconductor equipment market development and the competitive advantage of the company's products, the company's CMP equipment business, key consumables and maintenance services business, wafer regeneration business have achieved faster growth.
The localization process accelerated efficiency
Sub-industry point of view, science and technology innovation board specializing in new small giants focus on a new generation of information technology, high-end equipment, biomedicine, new materials, energy saving and environmental protection and new energy six strategic emerging industries, of which a new generation of information technology, high-end equipment, biomedicine industry is relatively centralized, respectively, there are 78, 50 and 35.
In a number of cutting-edge science and technology-oriented segments, the Science and Technology Innovation Board specializes in new small giant enterprises for the invisible champions of niche industries, to accelerate the breakthrough of the neck of the key technologies, and effectively connect the industry chain's breakpoints, unclogging the blockage point, for the independent and controllable process of localization to speed up the efficiency.
In which, nanometer microsphere materials leading nanometer microsphere science and technology, is one of the world's few companies that can simultaneously scale up the preparation of inorganic and organic high-performance nanometer microsphere materials, breaking the foreign monopoly at the same time to promote the process of domestic brands to enter the market of developed countries in Europe and the United States; semiconductor materials leading Anji Technology, the main products of the chemical mechanical polishing fluid, successfully breaking the monopoly of foreign manufacturers to achieve the Import substitution, so that China has an independent supply capacity in this field; High-performance carbon fiber leader Zhongfu Shenying, high-performance dry-spray wet-spinning carbon fiber industrialization of key technological breakthroughs, the company's T700 level and above product series in the domestic market for several years to maintain a share of more than 50%; Domestic harmonic track leading company Green's harmonic breaks the monopoly of international brands in the field of harmonic speed reducer for robots, to accelerate the realization of domestic substitution, to make up for the domestic brands to enter the market in Europe and the United States. Accelerate the realization of domestic substitution, make up the tens of billions of dollars of domestic robotics industry chain short board.
Continuous innovation and investment
Innovation is the soul of specialization and innovation, and hard science and technology is the bottom color of science and innovation board companies. The high-quality development of the specialized and new small giants on the SGX-STB can not be achieved without continuous innovation and investment.
Data shows that in the third quarter of 2022, the R&D investment of the specialized, special and new small giants on the SGX-STB totaled 19.557 billion yuan, a year-on-year increase of 43.74%, and the average ratio of R&D investment in operating income was 14.78%, with the R&D intensity of Sano Medical and 46 other companies exceeding 20%. R & D personnel, R & D personnel accounted for an average of nearly 30% of the total number of employees, including Ai for the number of electronic R & D personnel reached 663, accounting for more than 60% of the company's total number of employees.
Benefiting from the continuous high-intensity R&D investment and stable high-level scientific research team, the small giants specialized in specialties and new technologies of the Science and Technology Innovation Board (STIB) have seen their innovations emerge competitively after listing.
As of the end of the first half of the year, an average of 70 invention patents per company, of which 34 companies such as China Sea Qingke has more than 100 invention patents. Military coatings leading Hua Qin science and technology in the field of high temperature stealth material technology advantage is obvious, with high technology to build a moat, revenue and net profit to achieve high growth. Advanced magnetic metal materials leading cloud road shares amorphous alloy thin strip market share for the world's first, independent research and development of small flow melt precision continuous casting technology, extreme condensation control technology, such as extreme manufacturing core technology, in the field of intelligent home appliances, photovoltaic, new energy vehicles and other areas to open up new orders one after another.
Favored by institutional investors
Specialized, new and specialized enterprises on the KCI board that win breakthroughs through intensive cultivation and promote development through innovation are also favored by institutional investors.
As of October 31, 2022, the total market capitalization of the small giants listed on the Science and Technology Innovation Board (STB) has reached 2 trillion yuan, with an average market capitalization of nearly 10 billion yuan. 122 companies have a market capitalization of more than 5 billion yuan, 60 companies have a market capitalization of more than 10 billion yuan, and 27 companies have a market capitalization of more than 20 billion yuan. In the first half of the year, the number of institutional shareholders and the proportion of shares held by the Science and Technology Board rose significantly, and the shareholder structure has been optimized.
2022 As of the end of the third quarter, the specialized, new and small giant enterprises of the Science and Technology Innovation Board*** received about 1,800 times of institutional research, with an average of about 20 institutional research each time. The average proportion of institutional shareholding is 24.44%, 124 companies with institutional shareholding greater than 10%, 20 companies with institutional shareholding greater than 50%.
At the same time, social security funds, insurance companies, QFII and other long-term funds also continued to increase the allocation of science and technology innovation board, cloud road shares, Dekeli, heart pulse medical, Jiepute and other 33 companies by the social security fund, Xiamen tungsten Xinneng, Wo Chuan science and technology, Aohua endoscopy, Haier Biological and other 23 companies by the QFII investment, which, Haier Biological, Pachu electronics, Xiamen tungsten Xinneng, Aohua endoscopy, China Science and Technology Xingtu, etc. At the same time by the social security fund and QFII investment.