Key investment points:
Many enterprises on the scientific innovation board are listed on the “white list”: the core link is closed-loop operation, and they have experience in resuming work and production. Carry out closed-loop management of employees in strict accordance with the requirements of epidemic prevention and control. A number of enterprises on the science and innovation board are listed on the “white list” of key enterprises for operation guarantee and transfer. Recently, the Ministry of industry and information technology announced that it would study and establish an emergency coordination mechanism for the demands of the industrial chain supply chain, establish a “white list” of key enterprises in the field of industry and information technology, and concentrate resources to give priority to the resumption of work and production of 666 key enterprises in key industries such as integrated circuit, automobile manufacturing, equipment manufacturing and biomedicine Advanced Micro-Fabrication Equipment Inc.China(688012) , shengmei Shanghai, Anji Microelectronics Technology (Shanghai) Co.Ltd(688019) , Tianyue advanced, National Silicon Industry Group Co.Ltd(688126) , Shanghai Junshi Biosciences Co.Ltd(688180) , Shanghai Medicilon Inc(688202) , Heyuan biology and other companies are all on the “white list”. (China Securities Network)
In the fourth quarter of last year, the social security fund introduced 13 new science and Innovation Board stocks. According to the statistics of data treasure, at the end of the fourth quarter of 2021, the social security fund appeared in the list of top 10 circulating shareholders of 29 stocks on the science and innovation board. Among them, there are 13 new entrants and 5 additional holdings. Among the shares held by the social security fund on the science and innovation board, from the number of social security funds in the list of the top ten circulating shareholders, a total of 8 shares have been concentrated in 2 social security funds, with Shenzhen United Winners Laser Co.Ltd(688518) , Geovis Technology Co.Ltd(688568) , Beijing Worldia Diamond Tools Co.Ltd(688028) . In terms of shareholding ratio, the largest proportion of social security fund is Beijing Worldia Diamond Tools Co.Ltd(688028) , accounting for 10.26% of circulating shares; The top shareholding ratios are Shenzhen Jpt Opto-Electronics Co.Ltd(688025) , Hangzhou Honghua Digital Technology Stock Company Ltd(688789) , Changchun Bcht Biotechnology Co(688276) , etc. In terms of shareholding quantity, the largest shareholding of social security fund is Shenzhen United Winners Laser Co.Ltd(688518) , with a total of 6992700 shares Geovis Technology Co.Ltd(688568) , Hunan Changyuan Lico Co.Ltd(688779) etc. followed closely, holding 5222300 shares and 5181700 shares respectively. The top stock market values held by social security funds include Kbc Corporation Ltd(688598) , Shanghai Friendess Electronic Technology Corporation Limited(688188) , Bloomage Biotechnology Corporation Limited(688363) . (China Securities Network)
Zhejiang Damon Technology Co.Ltd(688360) plans to acquire 80% equity of Dongfang motor. On the evening of April 20, the company Zhejiang Damon Technology Co.Ltd(688360) announced that it planned to acquire 80% equity of Huzhou Dongfang Automobile Co., Ltd. held by Zhang Zhexing, Xu rude and Wu Cong, and the parties reached a preliminary intention agreement on equity transfer. The transfer amount and proportion of transferred shares shall be subject to the equity transfer agreement finally signed and effective. (China Securities Network)
Last week, the Shanghai Composite Index fell 3.87%, the Shenzhen Component Index fell 5.12%, the small and medium-sized board index fell 3.64%, the gem index fell 6.66%, and the Kechuang 50 fell 3.22%. Among the 417 companies on the Kechuang board, 53 companies rose and 364 led the decline.
Last week, no science and technology innovation enterprises were accepted. As of the latest, 720 enterprises have been accepted, of which 26 have been consulted, 7 have been approved at the municipal Party committee meeting, 40 have been submitted for registration, 430 have been registered and 154 have been terminated.
As of April 25, 2022, the number of public funds issued on the science and innovation board has reached 88, including 59 partial share hybrid funds, 4 passive index funds and 25 flexible allocation funds.
