Key investment points
The hard technology leader led the scientific innovation board, and its performance increased steadily in 2021. 90% of the company’s revenue increased, the net profit of 55 companies doubled, and 6 companies are expected to pick “U”. From the data, in 2021, the overall performance of the science and Innovation Board continued its high growth trend, realizing a bumper harvest of operating revenue and net profit. According to preliminary statistics, in 2021, listed companies on the science and Innovation Board achieved a total operating revenue of 812693 billion yuan, a year-on-year increase of 36%; The total net profit attributable to the parent company was 92.09 billion yuan, a year-on-year increase of 92.9%. Among them, nearly 90% of the companies achieved a year-on-year increase in operating revenue, 111 companies had a year-on-year increase of more than 50%, and 40% of the companies had an operating revenue of more than 1 billion yuan. Nearly 70% of the companies realized a year-on-year increase in the net profit attributable to the parent company, and the net profit of 55 companies doubled year-on-year, Beijing Hotgen Biotech Co.Ltd(688068) “taking the lead”, with an increase of more than 18 times Guizhou Zhenhua E-Chem Inc(688707) , Tianyue advanced and other seven companies have turned their net profits back to their parent. Six companies are expected to realize positive net profits before and after deduction for the first time after listing. The “small tail” after the securities abbreviation will also be removed after the official disclosure of the 2021 annual report to realize “U”. (China Securities Network)
The plan of Shanghai Municipality on strictly cracking down on illegal securities activities according to law was recently issued, and a special law enforcement activity on the science and Innovation Board will be carried out. Supervision will “shine a sword” on illegal acts in investment banking. In order to further implement the opinions of the general office of the CPC Central Committee and the general office of the State Council on strictly cracking down on illegal securities activities according to law, recently, with the consent of the Shanghai municipal government, the Shanghai plan on strictly cracking down on illegal securities activities according to law was officially issued. The “Shanghai plan” focuses on creating a good legal environment for the registration system of the science and innovation board, and proposes to carry out special law enforcement actions against various illegal acts in the registration system of the science and innovation board in due time, and focus on law enforcement in the field of investment banking business. (China Securities Network)
“The first share of stealth materials” Huaqin technology landed on the science and technology innovation board. Supervision will “shine a sword” on illegal acts in investment banking. In order to further implement the opinions on strictly cracking down on illegal securities activities according to law issued by the general office of the CPC Central Committee and the general office of the State Council, recently, with the consent of the Shanghai municipal government, the Shanghai plan on strictly cracking down on illegal securities activities according to law (hereinafter referred to as the “Shanghai plan”) was officially issued. The “Shanghai plan” focuses on creating a good legal environment for the registration system of the science and innovation board, and proposes to carry out special law enforcement actions against various illegal acts in the registration system of the science and innovation board in due time, and focus on law enforcement in the field of investment banking business. (China Securities Network)
Last week, the Shanghai Composite Index fell 0.11%, the Shenzhen Component Index fell 2.93%, the small and medium-sized board index fell 3.52%, the gem index fell 3.75%, and the Kechuang 50 fell 3.05%. Among the 392 companies on the Kechuang board, 122 companies rose and 270 led the decline.
Last week, a science and technology innovation enterprise was accepted as Shareate Tools Ltd(688257) , with a financing amount of 1 billion yuan. As of the latest, 714 enterprises have been accepted, of which 67 have been inquired, 8 have been approved at the municipal Party committee meeting, 45 have been submitted for registration, 411 have been effective and 150 have been terminated for review.
Last week, the non scientific innovation board fund declared. As of March 6, 2022, the number of science and Innovation Board funds has reached 156, including 19 equity funds and 137 hybrid funds.
