According to the data, as of January 23, a total of 27 listed companies on the science and innovation board have been investigated by institutions since 2022. Many listed companies on the sci-tech innovation board have been investigated by institutions, and the number is more than 100.
From the perspective of the industry of institutional research companies, listed companies in the new energy industry chain, innovative drug industry and semiconductor industry chain represented by lithium batteries rank first in the number of institutional research. The R & D investment of listed companies on the science and innovation board is generally concerned by institutions.
research on frequency acquisition institutions
For biomedical enterprises, the most concerned problems of institutions are mainly around the situation of drugs under research.
Youcare Pharmaceutical Group Co.Ltd(688658) said in an institutional survey that the pipeline under research of the company includes three types of biological drugs, chemical drugs and traditional Chinese medicine, and 13 key pipelines. Among them, nucleic acid biological medicine 7, focusing on indications including cancer, hepatitis B, lipid-lowering and infectious diseases and other fields, the fastest growing product is nucleic acid CT102 project, at present, all the clinical patients have been completed. 1 of the drugs are sulphuric acid and ulinosin capsules for the treatment of pancreatic cancer, breast cancer and colorectal cancer. Other stakeholders have completed a clinical study in Germany for locally advanced pancreatic cancer. 4 items of traditional Chinese medicine, including hydroxysafflower yellow A for injection for the treatment of stroke, which is currently in the middle and late stage of phase III; The compound Ginkgo biloba leaf for the treatment of vascular dementia is in phase III. The Zihua Wenfei Zhisou granule for the treatment of cough after infection will hold a phase III seminar, and the peituqingxin granule for the treatment of children’s specific dermatitis will be completed and included in phase II.
According to the data, Youcare Pharmaceutical Group Co.Ltd(688658) in 2022, 124 institutions were surveyed.
In terms of new energy industry chain, institutions generally pay attention to the product penetration of Listed Companies in relevant industry chains in 2022.
Ningbo Ronbay New Energy Technology Co.Ltd(688005) said in an institutional survey that the global penetration rate of electric vehicles is expected to further increase in 2022, and the high nickel ternary will continue to maintain a high-speed growth trend and the status of the mainstream technology route. The company will continue to focus on the cathode and precursor business, extend to engineering equipment development and supply chain development, strengthen strategic cooperation, and comprehensively promote the implementation of the company’s “new integration” strategy in 2022. With the further concentration and optimization of the market pattern of ternary cathode materials, the company will coordinate with downstream battery customers to maintain high-speed growth.
According to the data, Ningbo Ronbay New Energy Technology Co.Ltd(688005) 516 institutions have been investigated since 2022.
R & D investment is concerned
In addition to the above concerns with obvious industry attributes, the R & D investment of listed companies on the science and innovation board is generally concerned by institutions.
Xindian software said in an institutional survey that the company adopts a platform and low code development mode to compress the product R & D cycle, reduce the R & D cost, improve the product reliability and meet the diversified needs of customers more quickly; The company has a professional sales and service network covering the whole country, which can quickly obtain the needs of customers and make the products iterate and upgrade quickly, so as to better meet various needs in the market. In addition, the company often holds discussions with Chinese experts, based on which it formulates strategic plans, makes layout in advance in combination with customer needs, develops new products with IPD development mode, sets benchmark pilot after verification by the joint innovation center, and quickly promotes mature forward-looking products to the whole country with the help of national policies.
From the performance forecast of listed companies on the science and innovation board, most companies have increased R & D investment in 2021.
Canqin technology said that the company continued to maintain strong R & D investment. In 2021, the proportion of R & D expenditure in operating revenue is expected to reach 9.46%, an increase of 5.44 percentage points over 2020.
Hangzhou Hopechart Iot Technology Co.Ltd(688288) also said in the performance forecast that in 2021, in order to meet the needs of business development and continuous innovation, the company continued to increase R & D investment and further enhance the strength of the R & D team by introducing high-level talents. The R & D expenses increased significantly compared with the same period of last year, which had a direct impact on the net profit. Hangzhou Hopechart Iot Technology Co.Ltd(688288) it is estimated that the net profit attributable to the owners of the parent company in 2021 will be about 29 million yuan, a year-on-year decrease of about 67.16%.
the performance of high boom industry is satisfactory
According to the data, as of the evening of January 23, a total of 89 listed companies on the science and Innovation Board had disclosed the performance forecast of 2021, and 77 were expected to be happy, accounting for 86.5%. Among them, 11 companies increased slightly, 4 reversed losses, 1 continued profit and 61 increased in advance. The listed companies on the science and innovation board that have disclosed the performance forecast have maintained high performance growth as a whole.
In terms of industry, there are many pre hi companies in biomedical manufacturing industry, software and information technology service industry, semiconductor and semiconductor production equipment industry and lithium battery industry chain.
Listed companies related to the lithium battery industry chain grasp the peak season cycle, actively expand production, and the order volume continues to rise, which is good for the performance. In terms of biomedicine industry, Zhejiang Orient Gene Biotech Co.Ltd(688298) , Beijing Hotgen Biotech Co.Ltd(688068) and other listed companies related to New Coronavirus antigen detection show brilliant performance. In terms of the semiconductor industry, it benefited from the growth in demand of the consumer electronics industry and the large volume of new product shipments of relevant listed companies.
Bbae Bibei securities research report said that for chip enterprises, the global chip supply exceeds demand continues to exist. The gradual development of global digital transformation and intelligent upgrading has driven the explosion of 5g, Internet of things, metauniverse, automatic driving and other concepts, increased the demand for high-end chips and high-performance computing, and driven the development of chip OEM industry. In addition, Apple’s iphone12 series and iphone13 series performed strongly in the global mobile phone market in 2021, and OEM enterprises obtained more orders, which was good for the performance in 2021.
