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科创板年报观察:科创板“链主”型龙头企业擎旗奋进 引领产业链协同发展
Zheng Quan Ri Bao·2025-05-08 13:41

Core Insights - The article highlights the growth and significance of leading companies on the Sci-Tech Innovation Board, referred to as "chain master" enterprises, which are pivotal in driving innovation and collaboration within key industries such as integrated circuits, artificial intelligence, and innovative pharmaceuticals [1][7]. Group 1: Company Performance - The top 10 companies on the Sci-Tech Innovation Board achieved a revenue growth of 21.2% and a net profit growth of 24.3% in 2024, with cumulative revenue growth of 175.6% and net profit growth of 394.8% since their listing [2]. - Sichuan Baili Tianheng Pharmaceutical Co., Ltd. reported a net profit of 3.708 billion yuan in 2024, marking a 575% year-on-year increase and its first annual profit since listing [2]. - Semiconductor manufacturer SMIC reached a revenue milestone of 50 billion yuan, solidifying its position as the second-largest pure-play foundry globally, with a quarterly revenue growth of 29.4% and profit growth of 166.5% [2]. Group 2: Research and Development - The top 10 companies collectively invested 22.109 billion yuan in R&D in 2024, accounting for 14% of the total R&D investment on the board, with a year-on-year increase of 20.09% [4]. - These companies employed over 20,000 R&D personnel, with an average of 2,056 R&D staff per company, significantly higher than the overall board averages [4]. - The top 10 companies added 2,256 new invention patents in 2024, representing 11.1% of the total new patents on the board, and many are involved in national key technology projects [4]. Group 3: Industry Leadership - Leading companies are enhancing their roles as "chain masters" by fostering collaboration across the supply chain and driving technological innovation [7]. - Shanghai United Imaging Healthcare Co., Ltd. is recognized for its significant contributions to the high-end medical imaging equipment sector, creating numerous industry-firsts and fostering a domestic supply chain ecosystem [7]. - Haiguang Information Technology Co., Ltd. established the "Light and Harmony Organization" to promote collaboration among over 5,000 partners, enhancing the domestic computing platform ecosystem [8]. Group 4: Future Outlook - The continued growth of the Sci-Tech Innovation Board is expected to yield more technology innovation leaders, driving industrial upgrades and development in key sectors [8].