Core Viewpoint - The 2025 Lujiazui Forum will be held in Shanghai, coinciding with positive signals from multiple Sci-Tech Innovation Board companies, showcasing steady performance growth, breakthroughs in core technologies, and frequent buybacks to boost market confidence [1] Group 1: Business Performance Highlights - The integrated circuit industry is thriving, with companies reporting strong performance due to the recovery of the terminal consumer market. For instance, Beijing Jingyi Automation Equipment Technology Co., Ltd. expects revenue between 690 million to 720 million yuan for the first half of 2025, a year-on-year increase of 36.54% to 42.48% [2] - Ningbo YSIC Electronics Co., Ltd. anticipates a revenue growth of 16.60% to 28.88% for the first half of 2025, driven by improved delivery capabilities and rising utilization rates in advanced packaging product lines [2] - Xiamen Xatu New Energy Materials Co., Ltd. reported a sales volume of approximately 47,600 tons for new energy materials in the first five months, a year-on-year increase of about 20.95%. The demand for lithium cobalt oxide also surged, with sales reaching approximately 22,300 tons, up about 53% [3] - Hefei Chip Microelectronics Equipment Co., Ltd. signed seven equipment purchase contracts totaling 146 million yuan, demonstrating strong product competitiveness [3] Group 2: R&D Achievements - The Sci-Tech Innovation Board has effectively implemented reforms to support technological innovation and new productive forces, resulting in over 120,000 invention patents accumulated by the end of 2024, with more than 20,000 new patents in 2024 alone [4] - 109 companies have been recognized as "single champion" enterprises in manufacturing, reflecting the highest development levels in specific sectors [4] - Several biopharmaceutical companies have announced significant R&D progress, including Suzhou Zejing Biopharmaceutical Co., Ltd., which received approval for clinical trials of its drugs for advanced small cell lung cancer [5] Group 3: Buyback and Stake Increase Actions - Sci-Tech Innovation Board companies are actively implementing buyback and dividend strategies to enhance shareholder value and stabilize market expectations. On June 17, eight companies announced buyback plans with a total upper limit of 762 million yuan [6] - Approximately 60% of Sci-Tech Innovation Board companies have conducted share buybacks since listing, totaling over 40 billion yuan. In 2024, more than 440 companies proposed buyback and stake increase plans, with a total upper limit exceeding 37 billion yuan [6] - Notable buyback actions include Hefei Jinghe Integrated Circuit Co., Ltd., which has repurchased shares totaling 890 million yuan, and several companies have announced plans to cancel repurchased shares to enhance shareholder returns [6][7]
经营业绩稳步攀升 科创板公司密集释放积极信号
Zheng Quan Ri Bao Wang·2025-06-18 01:47