The transition mechanism is approaching the curve listing period of nearly 100 semiconductor enterprises

category:Finance
 The transition mechanism is approaching the curve listing period of nearly 100 semiconductor enterprises


The data shows that the above 95 new three board semiconductor industry chain companies cover IC design, PCB, power devices and other fields. Although the performance scale and company size are relatively small, many leading companies have made rapid growth in recent years.

Pass rate 100%

Another shortcut for semiconductor enterprises to go public

Just yesterday, the national stock transfer company worked overtime, and two new third board enterprises got the key to the selection layer.

Photo source: national stock transfer company

On June 20, two new third board companies, Yongshun biology and xinanjie, applied for public issuance and were listed at the selection level, which was reviewed and approved by the national stock transfer company. So far, among the 53 enterprises applying for public issuance on the new third board and being listed at the selection level, 13 enterprises have successfully passed the meeting, with a passing rate of 100%. Nine of them have been approved by the CSRC.

For the new third board enterprises, entering the selective public offering is only a part of the policy dividend, and the greater attraction is the transfer board system in the future, that is, directly entering the Shanghai stock exchange scientific innovation board or Shenzhen Stock Exchange growth enterprise board without IPO process. For many semiconductor enterprises that are temporarily difficult to be listed directly, this is another shortcut to Shanghai and Shenzhen stock exchanges.

On June 3, China Securities Regulatory Commission officially issued the guiding opinions on the listing of small and medium-sized enterprises listed on the national stock transfer system, which made it clear that qualified companies listed on the new three board can apply for listing on the scientific innovation board of Shanghai Stock Exchange or the growth enterprise board of Shenzhen Stock Exchange. The companies applying for listing on the new three board should be listed on the selected layer of the new three board, and listed on the selected layer for more than one year in a row.

At present, some semiconductor industry chain companies have embarked on the road of sprint to select layer. Hanbo hi tech, which is engaged in the research and development, production and sales of photoelectric display film devices, has entered the inquiry stage. On June 17, the company and relevant intermediary organizations submitted the reply to the inquiry letter of examination to the national stock transfer company, and gave detailed answers to 49 questions concerning the companys sustained profitability, gross profit margin, etc. in the first round of inquiry.

Photo source: announcement of Hanbo hi tech

In addition, companies such as sensor supplier Audi Wei, optical lens supplier futco optoelectronics, touch screen supplier testar and semiconductor distributor learda have also entered the stage of counseling, filing and registration.

How does the new three board semiconductor camp look?

Most of the listed companies on the new third board are small and medium-sized micro invasive growth enterprises. As far as the semiconductor industry chain is concerned, most of the above-mentioned 100 companies are not large-scale. However, in recent years, thanks to the policy support and the wave of localization, many leading companies have grown rapidly.

Wind data shows that in the field of IC design, there are 14 listed companies with revenue of more than 100 million yuan in the field of IC design, of which Ai Wei Electronics achieved the first place with revenue of 1.018 billion yuan last year; 3 companies with revenue of more than 200 million yuan are Haihe technology, Shengsi micro electronics and yourun electronics. In terms of growth rate, revenue growth rate of Guangxin electronics, Haihe technology and polycentric chip in 2019 is over 100%, respectively 195.62%, 191.21% and 121.99%.

In terms of net profit, in 2019, Aiwei electronics net profit totaled 92.6607 million yuan, ranking first; Hualing shares, Huichun technology, Haihe technology and China key Guoweis net profit were 37.4149 million yuan, 26.4228 million yuan, 23.2514 million yuan and 22.549 million yuan, ranking second to fifth respectively. In terms of growth, the net profit of Guangxin electronics increased by 4444.24% year on year, and that of Haihe technology reached 501.26%.

In PCB field, there are 14 companies with a total revenue of more than 100 million yuan in 2019, with the highest Zhenyou electronics of 447 million yuan, followed by Chengdu Electronics Co., Ltd. and Dekai Co., Ltd., with a revenue scale of 293 million yuan and 282 million yuan respectively. In terms of growth rate, the top ranked companies are Zhenyou electronics, Quanbao technology, Hehong electronics, etc., with a year-on-year growth rate of revenue of 37.80%, 22.34% and 20.47% respectively in 2019.

In terms of net profit, 19 companies such as Zhenyou electronics have achieved profit, with Zhenyou electronics having the highest net profit of 84.1055 million yuan, with a year-on-year growth rate of 90.29%; the net profit of Chengdu Electronics, jiajietong, Quanbao technology and Hehong electronics has also exceeded 20 million yuan, with a year-on-year growth rate of 109.65% and a year-on-year growth rate of close to 90%.

In the field of power devices, there are 7 companies with revenue of over 100 million yuan, and the highest leardas revenue scale in 2019 is 1.307 billion yuan. Among them, deep love, Sicun technology, Xinghai electronics, and Xinnuo technology rank first. However, in terms of net profit, six companies suffered losses in net profit. The top three companies in the industry were Sicun technology, hengai electronics and learda, with year-on-year growth rates of 601.13%, 196.20% and 163.98% respectively. In the field of semiconductor materials and passive components, Taijia electronics ranks first with the scale of 847 million yuan, and mingkaiyi, Yuqiu electronics and huichuangda rank first. In 2019, the revenue scale reached 766 million yuan, 560 million yuan and 407 million yuan respectively. In terms of net profit, Huichuang achieved a net profit of 79.5544 million yuan in 2019, ranking first, and Yuqiu electronics and Shanghai Kete achieved a larger scale, with a net profit of 27.4618 million yuan and 16.6058 million yuan respectively in 2019. Source: Yang Qian, editor in charge of China Securities News_ NF4425

In the field of power devices, there are 7 companies with revenue of over 100 million yuan, and the highest leardas revenue scale in 2019 is 1.307 billion yuan. Among them, deep love, Sicun technology, Xinghai electronics, and Xinnuo technology rank first. However, in terms of net profit, six companies suffered losses in net profit. The top three companies in the industry were Sicun technology, hengai electronics and learda, with year-on-year growth rates of 601.13%, 196.20% and 163.98% respectively.

In the field of semiconductor materials and passive components, Taijia electronics ranks first with the scale of 847 million yuan, and mingkaiyi, Yuqiu electronics and huichuangda rank first. In 2019, the revenue scale reached 766 million yuan, 560 million yuan and 407 million yuan respectively. In terms of net profit, Huichuang achieved a net profit of 79.5544 million yuan in 2019, ranking first, and Yuqiu electronics and Shanghai Kete achieved a larger scale, with a net profit of 27.4618 million yuan and 16.6058 million yuan respectively in 2019.