科创板

Search documents
券商科创板6年IPO承销成绩单放榜!头部吃肉、区域喝汤、西部东吴中泰等中小券商艰难突围
Xin Lang Zheng Quan· 2025-07-24 08:50
排名第二的是中信证券,目前参与了99家企业的首发承销;排名第三的是中金公司,目前参与了70家企 业的首发承销。其次分别是中信建投证券64家,华泰证券56家、国联民生证券37家、招商证券21家。 在上述7家券商之外,第二梯队的券商主要参与了10-20家企业的首发承销。其中,国信证券参与19家企 业首发承销,国投证券参与19家企业首发承销,申万宏源证券参与14家企业首发承销。 从IPO承销金额来看,新浪证券梳理发现,国泰海通以2137.77亿元的IPO承销金额排名第一,排名第二 和第三的分别是中信证券、中金公司,承销金额分别为160.69亿元、1302.54亿元。中信建投证券、华泰 证券承销保荐分别以880.15亿元、622.88亿元的承销金额排名第四、第五。第六至第十分别是国联民 生、招商证券、东方证券、申万宏源证券以及国信证券。 炒股就看金麒麟分析师研报,权威,专业,及时,全面,助您挖掘潜力主题机会! 2019年7月22日,定位"硬科技"的科创板正式开市,也标着着注册制试点落地。截至2025年7月22日,科 创板累计有591家公司上市(含已退市两家),IPO募集资金合计9271.56亿元,总市值超过7万亿元。 ...
公募基金科创板配置比例创新高;百亿基金最新名单出炉
Sou Hu Cai Jing· 2025-07-24 07:38
Group 1: Fund Management Updates - Wang Lang has been appointed as the new deputy general manager of Baoying Fund as of July 22, 2023, previously holding positions at Penghua Fund and Guoshou Anbao Fund [1] - As of the end of Q2 2023, there are 24 funds with over 10 billion yuan in assets, a decrease from 27 funds in the same period last year and 26 funds at the end of Q1 2023 [2] - The largest fund remains the E Fund Blue Chip Select managed by Zhang Kun, with a latest size of 34.943 billion yuan, down by 3.965 billion yuan from the end of Q1 [2] Group 2: Market Trends and Performance - The allocation ratio of public funds to Sci-Tech Innovation Board stocks reached a record high of 15.36% by the end of Q2 2023, an increase of 0.19 percentage points from Q1 [3] - The excess allocation ratio for the Sci-Tech Innovation Board also rose from 7.5% to 7.72% [3] Group 3: Notable Fund Manager Insights - Fund manager Ge Lan expressed optimism about the innovative drug sector, highlighting advancements in dual antibodies and ADC technologies, as well as increasing collaboration between domestic companies and multinational pharmaceutical firms [4] - Ge Lan noted that domestic innovative drugs are gaining global recognition, with multiple products expected to have overseas licensing opportunities [4] Group 4: ETF Market Overview - The market experienced a rally with major indices reaching new highs; the Shanghai Composite Index rose by 0.65%, the Shenzhen Component Index by 1.21%, and the ChiNext Index by 1.5% [5] - The total trading volume in the Shanghai and Shenzhen markets was 1.84 trillion yuan, a decrease of 199 billion yuan from the previous trading day [5] - Rare earth permanent magnet stocks surged, with the Rare Metal ETF rising by 7.49% [6] Group 5: Future Outlook - Despite rising geopolitical tensions, improvements in global supply and demand, along with low inventory levels, are expected to boost small metal prices, enhancing corporate profitability and growth potential [9] - The valuation attractiveness of industry leaders is expected to become more pronounced, with a focus on rare metal-related ETFs [9]
东北证券:科创板2025年上半年各阶段项目分析报告
Sou Hu Cai Jing· 2025-07-24 05:53
东北证券投资银行管理总部战略研究部撰写《科创板2025年上半年各阶段项目分析报告》,详细盘点了科创板2025年上半 年受理(21家)、过会及注册(2家)、成功上市(7家)以及终止(3家)的情况,通过多个维度进行分析,全面呈现当前 科创板各阶段项目发展态势。 一、科创板受理情况分析 (一)总体情况 科创板2025年上半年新增受理企业共21家,均处于在审未上会状态;2024年全年为6家。 (二)行业分布 科创板上市标准三:预计市值不低于人民币20亿元,最近一年营业收入不低于人民币3亿元,且最近三年经营活动产生的现 金流量净额累计不低于人民币1亿元。 科创板上市标准四:预计市值不低于人民币30亿元,且最近一年营业收入不低于人民币3亿元。 科创板上市标准五:预计市值不低于人民币40亿元,主要业务或产品需经国家有关部门批准,市场空间大,目前已取得阶 段性成果。医药行业企业需至少有一项核心产品获准开展二期临床试验,其他符合科创板定位的企业需具备明显的技术优 势并满足相应条件。 21家企业共涉及8个细分行业。行业分布情况如下表: | 行业分类 | 企业家数 | 足 | | --- | --- | --- | | 计算机、通 ...
科创板收盘播报:科创综指涨0.31% 软件服务股多数上涨
Xin Hua Cai Jing· 2025-07-23 07:37
成交额方面,寒武纪成交额32.37亿元,位居首位;ST帕瓦成交额519.71万元,位居末位。 换手率方面,青云科技换手率为24.52%,位居首位;龙腾光电换手率为0.24%,位居末位。 23日,科创综指小幅低开,指数盘初小幅调整后出现较大幅度反弹,窄幅整理后有进一步攀升,午后盘 中最高涨约0.98%,此后震荡调整,收盘时涨0.31%,收于1283.90点,总成交额约1345亿元,总成交额 较上一交易日缩量。 23日,科创板个股涨少跌多,上涨个股不足四成,其中软件服务股多数上涨。 经新华财经统计,7月23日,科创板589股平均跌幅0.03%,平均换手率3.02%,合计成交额1345.36亿 元,平均振幅为3.79%。 个股表现方面,铁建重工涨20.07%、电气风电涨19.87%、上纬新材涨19.73%,涨幅靠前;新锐股份下 跌10.31%,跌幅居首。 新华财经北京7月23日电(罗浩)科创50指数23日早间微幅高开,指数盘初小幅冲高后略有回落,9时49 分出现一波快速拉升,早盘盘中窄幅盘整,午间收盘前震荡上扬,午后盘中一度涨1.4%,随后波动回 落,收盘时小幅上涨。至收盘时,科创50指数报1020.86点,涨幅0 ...
向“新”发力,提“质”致远
Di Yi Cai Jing· 2025-07-22 15:39
科创板已经站在新的起点,继续加大市场化改革力度,推动投融资协调发展,科创板定能向"新"发力, 提"质"致远。 科技创新始于技术、成于资本。科创板成为技术与资本之间的桥梁,推出创新且包容的制度,加快发展 新质生产力。在向"新"发力的同时,"提质增效重回报"成为重要任务。 六年前,中国经济处于新旧动能转换的关键时期,科创板带着推动经济创新转型的使命乘风而来,畅通 资本活水,浇灌科技创新。 六年来,科创板受理了960余家科技企业的IPO申请,其中580余家企业成功上市,板块总市值突破7万 亿元,行业结构布局与新质生产力发展方向高度契合,在集成电路、生物医药、新能源等重点产业链形 成了示范和集聚效应。成绩的背后,中国科技创新已遍地开花,科技投资成为一级市场的核心赛道,也 成为二级市场投资的时代新主线。 科创板建设这六年已成为资本市场支持新质生产力发展的生动实践。在研发强度持续加码、资金活水持 续灌溉之下,创新成果加快转化,中国部分科技创新从追赶者逐步成为超越者。 当然,中国科技创新的突围与超越仍旧道阻且长,资本市场支持科技创新仍旧存在堵点难点,比如,部 分热门领域资本过度扎堆,而某些"冷门刚需"遭到资本冷落。科创板的 ...
科创板平均股价32.07元,42股股价超百元
Zheng Quan Shi Bao Wang· 2025-07-22 11:05
Core Viewpoint - The average stock price of the STAR Market is 32.07 yuan, with significant variations in stock prices among different companies, indicating a mixed performance in the market [1][2]. Group 1: Stock Performance - A total of 278 stocks on the STAR Market rose today, while 303 stocks fell, reflecting a generally bearish sentiment [1]. - The highest closing price was recorded by Cambrian (寒武纪) at 593.93 yuan, which increased by 2.05% [2]. - Among the stocks priced over 100 yuan, the average increase was 0.29%, with 24 stocks rising and 18 stocks falling [2]. Group 2: Premium Analysis - The average premium of stocks priced over 100 yuan relative to their issue price is 331.48%, with notable premiums for Baili Tianheng (百利天恒) at 1159.03%, Anji Technology (安集科技) at 1088.16%, and Hotgen Biotech (热景生物) at 934.47% [2][3]. Group 3: Industry Distribution - The industries with the highest concentration of stocks priced over 100 yuan include Electronics (19 stocks), Pharmaceutical and Biological (10 stocks), and Computer (6 stocks) [3]. Group 4: Capital Flow - The net inflow of capital into stocks priced over 100 yuan today was 1.56 billion yuan, with Cambrian, Zhongwei Company, and Haitai Ruisheng leading in net inflows [3]. - The total margin financing balance for stocks priced over 100 yuan is 26.257 billion yuan, with Cambrian, Haiguang Information, and Zhongwei Company having the highest balances [3].
A股沸腾,大涨!
中国基金报· 2025-07-22 04:37
Core Viewpoint - The article highlights the strong performance of the Yajiang Hydropower Station concept stocks and the short-term rise of CATL's A and H shares, indicating a bullish sentiment in the market [1][12]. Market Overview - On July 22, the A-share market saw a slight increase, with the Shanghai Composite Index rising by 0.25% to 3568.78 points, the Shenzhen Component Index up by 0.56% to 11069.57 points, and the ChiNext Index increasing by 0.69% to 2312.74 points [1]. - The total trading volume in the Shanghai and Shenzhen markets exceeded 1.14 trillion yuan, an increase of 513 billion yuan compared to the previous trading day [4]. Sector Performance - The infrastructure sector experienced a significant rally, with concepts related to hydropower construction, cement manufacturing, and large-scale infrastructure leading the gains. Notably, stocks related to the Yajiang Hydropower Station and water conservancy projects remained hot [4][5]. - Conversely, sectors such as the internet, insurance, and banking saw overall declines, with specific stocks like PEEK materials and Yushun Robotics underperforming [4]. Notable Stocks - The Yajiang Hydropower Station concept stocks saw explosive growth, with over 20 stocks hitting the daily limit up, including companies like China Power Construction and Poly United [10][11]. - CATL's A shares rose nearly 3%, accumulating over 8% in the last three days, while its H shares increased nearly 3%, with a total rise of over 14% in the same period [13]. Special Mention - The Science and Technology Innovation Board (STAR Market) celebrated its sixth anniversary, having accepted 589 companies with a total market capitalization of nearly 8 trillion yuan, showcasing its role in China's capital market reform [18].
鹏华上证科创板人工智能交易型开放式指数证券投资基金基金份额发售公告
Shang Hai Zheng Quan Bao· 2025-07-21 21:22
登录新浪财经APP 搜索【信披】查看更多考评等级 基金管理人:鹏华基金管理有限公司 基金托管人:广发证券股份有限公司 [重要提示] 1、鹏华上证科创板人工智能交易型开放式指数证券投资基金(以下简称"本基金")的募集及其基金份 额的发售已获中国证监会证监许可〔2025〕980号文注册。中国证监会对本基金的注册并不代表中国证 监会对本基金的风险和收益作出实质性判断、推荐或者保证。 2、本基金是交易型开放式,股票型基金。 3、本基金管理人为鹏华基金管理有限公司,基金托管人为广发证券股份有限公司,登记机构为中国证 券登记结算有限责任公司。 4、投资者可选择网上现金认购、网下现金认购和网下股票认购三种方式认购本基金。网上现金认购是 指投资人通过基金管理人指定的具有基金销售业务资格的上海证券交易所会员用上海证券交易所网上系 统以现金进行的认购,网下现金认购是指投资人通过基金管理人及其指定的发售代理机构以现金进行的 认购,网下股票认购是指投资人通过基金管理人及其指定的发售代理机构以股票进行的认购。 5、本基金募集期自2025年08月01日至2025年08月15日,通过网上现金认购、网下现金认购和网下股票 认购三种认购方式公 ...
从试验田到创新基座:科创板六载淬炼中国硬核科技
Zhong Guo Zheng Quan Bao· 2025-07-21 20:16
Core Insights - The Sci-Tech Innovation Board (STAR Market) has evolved from a "test field" to a robust foundation for innovation, supporting 589 hard-tech companies and fostering a vibrant ecosystem for technological advancement [1][2] - The introduction of the "1+6" policy and the establishment of the Sci-Tech Growth Layer enhance the inclusivity and adaptability of the STAR Market, providing a comprehensive financial support system for companies throughout their lifecycle [1][7] - The STAR Market has successfully allowed 54 unprofitable companies to go public, with 22 of them achieving profitability post-listing, demonstrating the effectiveness of the market in supporting early-stage tech firms [2][6] Group 1: Market Development - The STAR Market has seen a significant number of companies with special identifiers like "U" for unprofitable firms, indicating a friendly environment for innovative companies [2] - High R&D investment is crucial for the growth of tech companies, with the STAR Market allowing unprofitable firms to access necessary capital, alleviating financial pressure during their early development stages [2][5] - As of 2024, the total R&D investment from STAR Market companies reached 1680.78 billion, with a median R&D investment to revenue ratio of 12.6%, leading all A-share sectors [4][6] Group 2: Innovation and R&D - Continuous high R&D investment has led to significant advancements in technology, with over 380 companies achieving international standards in their products or technologies [6] - The STAR Market has facilitated the emergence of groundbreaking products, such as the first non-spherical artificial lens in China, breaking the monopoly of foreign companies in the field [6] - Companies like Pylon Technologies have leveraged STAR Market support to enhance their R&D capabilities and expand their global presence, achieving significant milestones post-listing [5][6] Group 3: Policy and Regulatory Framework - The "STAR Market Eight Measures" introduced in June 2022 aim to deepen reforms and enhance the financing convenience for light-asset, high-R&D companies [7] - The establishment of the Sci-Tech Growth Layer and the expansion of the fifth set of standards provide a more inclusive capital market pathway for technology-driven enterprises [7] - Recent policy changes have led to a surge in mergers and acquisitions, with over 110 new industry mergers reported since the introduction of the "Eight Measures," reflecting a vibrant market environment [7][8]
科创梦飞扬
Shang Hai Zheng Quan Bao· 2025-07-21 19:58
Core Viewpoint - The establishment of the Sci-Tech Innovation Board (STAR Market) in China has significantly transformed the capital market, fostering innovation and supporting the growth of technology-driven companies over the past six years [1][2]. Company Development - Microchip Technology Company, founded by Yin Zhiyao, has experienced a fivefold increase in sales since its listing on the STAR Market, expanding its product range from single etching equipment to multiple high-end integrated circuit devices [3][4]. - The company has grown from a 15-person startup to approximately 2,600 employees and has accumulated over 2,000 authorized patents, showcasing its technological capabilities [4]. Industry Impact - The STAR Market has attracted over 120 leading companies in the integrated circuit sector, covering various segments such as chip design, manufacturing, packaging, testing, equipment, materials, and software, thereby enhancing China's self-sufficiency in the integrated circuit industry [4][10]. - The STAR Market has become a key platform for hard technology enterprises, with 589 companies successfully listed, including industry leaders and specialized "little giant" firms [10]. Regulatory Framework - The introduction of the STAR Market's rules in March 2019 marked a significant step in establishing a regulatory framework for technology enterprises, including registration procedures, information disclosure, and listing conditions [5][6]. - The STAR Market's operational efficiency and fairness have been emphasized, with a dedicated team working intensively to ensure the smooth functioning of the listing process [7][8]. Future Potential - The future capacity and potential of the STAR Market are closely linked to its ability to provide inclusive support for technological innovation, positioning China as a global leader in technology innovation [10].