“The Shanghai Municipal Commission of economy and information technology issued the guidelines for the prevention and control of the epidemic situation in the resumption of work and production of industrial enterprises in Shanghai (the first edition). As the first batch of” white list “enterprises, the company actively responded to the government’s call and immediately carried out the arrangement of employees with conditions for resumption of production. While strictly implementing the epidemic prevention and control requirements of the guidelines, the company guaranteed the quality and quantity of various orders of customers and delivered them on time to the greatest extent.” On April 25, Advanced Micro-Fabrication Equipment Inc.China(688012) relevant persons said in an interview with the reporter of Securities Daily.
On April 22, at the press conference on epidemic prevention and control held by the Information Office of the Shanghai Municipal People’s government, Zhang Wei, vice mayor of Shanghai, said that recently, under the guidance of the joint prevention and control mechanism of the State Council, Shanghai has promoted the smooth operation and resumption of production of a number of key industrial enterprises in batches and in an orderly manner. 70% of 666 key enterprises have resumed work and production.
In the interview, the reporter learned that a number of science and Innovation Board enterprises in the “white list” and their upstream and downstream enterprises have actively resumed work and production, and the industrial chain of key industries is gradually running smoothly. Tian Lihui, President of the Financial Development Research Institute of Nankai University, told the Securities Daily that with the implementation of the measures to resume work and production, the listed companies on the science and innovation board are expected to achieve better performance in the first half of this year.
promote key industries
industrial chain runs smoothly
On April 15, the Ministry of industry and information technology said that according to the deployment of the joint prevention and control mechanism of the State Council, it sent a Shanghai front working group to work with relevant departments in Shanghai to ensure the smooth operation of the industrial chain and supply chain. Set up a “white list” of key enterprises in the field of industry and information technology, concentrate resources and give priority to ensuring the resumption of work and production of 666 key enterprises in key industries such as integrated circuit, automobile manufacturing, equipment manufacturing and biomedicine.
On April 16, the Shanghai Municipal Commission of economy and information technology issued the guidelines for the prevention and control of the epidemic situation in the resumption of work and production of industrial enterprises in Shanghai (the first edition), which implemented closed-loop management on the premise of ensuring that the risk is controllable, effectively and orderly promoted the resumption of work and production of enterprises, and ensured the safety and stability of the supply chain of the industrial chain.
Advanced Micro-Fabrication Equipment Inc.China(688012) is one of the flagship enterprises of integrated circuit equipment with leading technology in China. Relevant persons of the company told reporters that in the early stage of the outbreak, the company immediately established an epidemic prevention and control leading group and set up an epidemic prevention and control working group to coordinate the procurement of epidemic prevention materials through various channels at home and abroad, prepare and implement various plant prevention and control rules. The company has achieved remarkable results in a series of epidemic prevention and control measures, and its operation has not been significantly affected by the epidemic.
Anji Microelectronics Technology (Shanghai) Co.Ltd(688019) is an independent and innovative high-tech microelectronic material enterprise. The company has successfully broken the monopoly of foreign manufacturers on chemical mechanical polishing fluid in the field of integrated circuits and realized import substitution. In this round of epidemic, the company adheres to the “Three Guarantees” principle of “ensuring production, supply logistics and employee safety”, overcomes many difficulties, ensures continuous production and smooth delivery of products to the client.
“The company quickly responded to the epidemic prevention measures of Shanghai, properly deployed the response work, urgently recalled relevant staff, and implemented closed-loop management on the production base located in Shanghai Shanghai Jinqiao Export Processing Zone Development Co.Ltd(600639) comprehensive bonded zone to ensure continuous production and supply.” Anji Microelectronics Technology (Shanghai) Co.Ltd(688019) relevant people told reporters.
Shanghai Junshi Biosciences Co.Ltd(688180) is a biopharmaceutical enterprise dedicated to the development and production of innovative drugs. “The company has R & D centers and production bases in many countries and cities, and its commercial network is all over the country. In case of emergencies such as epidemic, we actively allocate and coordinate internal and external resources of the group, and cross regional and transnational organic operations enhance the company’s anti risk ability and ensure that all work, especially key projects, can be carried out in an orderly manner.” Shanghai Junshi Biosciences Co.Ltd(688180) relevant person said.
According to the reporter, shengmei Shanghai, Tianyue advanced, National Silicon Industry Group Co.Ltd(688126) , Shanghai Medicilon Inc(688202) , Heyuan biology and other listed companies on the science and Innovation Board actively promote the resumption of work and production to ensure that the epidemic prevention and control and R & D and production are “correct”.
“In addition to the above companies that have been included in the ‘white list’, many core suppliers and customers upstream and downstream of the industrial chain of science and Innovation Board companies are also on the ‘white list’, and their production and operation have recovered steadily, providing a strong guarantee for connecting the industrial chain and stabilizing the supply chain.” Insiders told the Securities Daily that after the Ministry of industry and information technology and other departments issued relevant policies and guidelines on resumption of work and production, recently, the resumption of work and production of industrial enterprises in Shanghai has accelerated, and the logistics and transportation has continued to improve.
101 Scientific Innovation Board companies
net profit increased by 91.98% year on year
According to statistics, as of April 25, 101 listed companies on the science and Innovation Board had disclosed the performance data of the first quarter of 2022, with a total operating revenue of 47.502 billion yuan, a year-on-year increase of 54.73%; The total net profit was 30.7 billion yuan, a year-on-year increase of 91.98%.
“Companies listed on the science and Innovation Board performed well in the first quarter of this year, showing strong restorative growth, with significant growth in operating revenue and net profit. This growth is a high-quality growth driven by efficiency.” Tian Lihui said.
Specifically, a number of leaders in subdivided industries took the lead in handing over bright transcripts. For example, the polycrystalline silicon leader Xinjiang Daqo New Energy Co.Ltd(688303) achieved a revenue of 8.129 billion yuan in the first quarter, a year-on-year increase of 389%, and the net profit attributable to the parent company was 4.312 billion yuan, a year-on-year increase of 641%; IDM mode power semiconductor leader China Resources Microelectronics Limited(688396) achieved an operating revenue of 2.514 billion yuan in the first quarter, with a year-on-year increase of 23%, and the net profit attributable to the parent company was 619 million yuan, with a year-on-year increase of 55%. After the company went public, it continued to increase technological innovation and mass production of a variety of products.
Industry insiders said that the high growth logic of listed companies on the science and innovation board remains unchanged, the fundamentals are stable and good, and they continue to make efforts and have a variety of highlights in terms of technological breakthroughs and domestic substitution, showing the investment value and growth value of the science and innovation board.
