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科创板开市六周年:制度创新铺就“硬科技”成长跑道
Zhong Guo Xin Wen Wang· 2025-07-22 14:05
作为中国第一家公有云科创板上市公司,优刻得同样享受了科创板制度红利,成为中国A股市场首 家"同股不同权"的上市企业。优刻得科技股份有限公司研发总监王晓慧表示,科创板让科技创新企业能 够更好地与资本市场对接,助力中国科技发展。过去三年,优刻得持续加大研发投入,研发人力比例始 终保持在50%以上,重点投入在智能计算平台、AI模型服务、数据智能、安全合规等方向。 上海国创科技产业创新发展中心理事长、领中资本管理合伙人黄岩观察,以往科技企业成长更多依赖于 政府扶持和私募股权投资,融资渠道相对单一,现在企业在发展到一定阶段后,可以通过科创板上市, 获得更广泛的投资者关注和资金支持,加速企业的规模化发展。 (经济观察)科创板开市六周年:制度创新铺就"硬科技"成长跑道 中新社上海7月22日电 (高志苗)589家,这是科创板最新的上市企业数量。从2019年7月22日首批25家公 司上市,到今天总计589家上市公司,开市六年来,科创板通过持续的制度创新,为科技企业铺就"硬科 技"成长跑道。 2019年登陆科创板时,微芯生物仅有西达本胺单个产品单个适应症获批,如今已有西达本胺和西格列他 钠2款药物多个适应症全球上市销售。多个在研 ...
A股冲击3400点失败,6月21日,活跃的行情表现何时回归?
Sou Hu Cai Jing· 2025-06-21 03:48
原因大家都清楚,在中美科技竞争这么激烈的时候,通过资本市场支持科技,才能真正发挥大作用,早点实现自主可控。通过A股市场推动"科技-资本-产 业"的良性循环,给自主可控添把火!虽然这次政策看起来是利好科创板,但短期内其实没啥大动静,真要说利好,那就是对科技板块整体有好处。 一、证监会突然调整休市安排,证监会这次给人工智能、商业航天、低空经济这些前沿科技企业开了绿灯,允许它们用科创板第五套标准来上市。其实, IPO从来都不是什么洪水猛兽。今年港股上市的公司这么多,IPO规模都快到千亿港币了,但港股的表现还是比A股强不少。 二、周五的大跌已经确定此次冲击3400点失败,我们反而有点放心了,跌下来,本身就是利好。 全天市场延续弱势震荡,靠着银行、保险、白酒护盘沪指一度翻红,但是受阻5日线附近压力尾盘回落翻绿,科创板延续阴跌,这持续拖累三大指数。 成交量继续缩量1829亿差点跌破万亿成交,对比港股今天直接反弹1.2%,本周市场一直在缩量,量能是影响盘面能否上攻的重要因素,流动性变差很难支 撑起活跃的行情。越来越多的人选择观望,这可以理解。 勉强维持指数小幅上涨,上证是回撤到60日线,还是回补3186点缺口。银行板块的走 ...
东北证券谢立昕:以监管创新激活“科技-资本-产业”良性循环
Sou Hu Cai Jing· 2025-06-19 23:56
Group 1 - The forum emphasizes the theme of "technology-capital-industry" and proposes reform paths and core measures for capital markets to serve new productive forces [1] - New policies focus on deepening reforms in the Sci-Tech Innovation Board and the Growth Enterprise Market as key drivers for supporting technological innovation [1][2] - The introduction of a "1+6" reform plan for the Sci-Tech Innovation Board aims to better serve high-quality tech companies with significant breakthroughs and high R&D investments [1] Group 2 - A diversified financing ecosystem is proposed through the integration of equity and debt, including the development of Sci-Tech bonds and the introduction of various financial products [3] - The establishment of a Sci-Tech bond ETF is intended to lower the entry barrier for investors and attract more long-term capital [3] Group 3 - Systematic solutions are proposed to address the shortage of long-term capital, including promoting private equity fund cycles and optimizing exit channels [4] - The introduction of more technology innovation indices and public funds aims to guide long-term capital into the market [4] Group 4 - New measures to ensure the quality of listed tech companies include strict regulations against insider trading and market manipulation, emphasizing that listing is just the starting point for high-quality development [5] - The regulatory approach shifts from "entry control" to "full-chain supervision" to support the growth of listed companies [5] Group 5 - The new policies aim to create a more open and inclusive capital market ecosystem, facilitating foreign investment in Chinese innovation [6][7] - Optimizing the Qualified Foreign Institutional Investor (QFII) system and launching foreign exchange futures are part of the measures to attract global capital [7] Group 6 - The outlined reforms aim to transform China's capital market into a platform for financing tech companies, accelerating technology transfer, and connecting global innovation [8] - The integration of technology, capital, and industry is expected to foster a mutually beneficial ecosystem that supports high-quality economic development in China [8]
创业板50ETF国泰(159375)涨近1%,政策红利助力科技企业估值修复
Mei Ri Jing Ji Xin Wen· 2025-05-29 07:28
Group 1 - The State Council approved the "Green and Low-Carbon Development Action Plan for Manufacturing (2025-2027)" on May 26, 2025, emphasizing the acceleration of green technology innovation and the promotion of advanced technology applications, which will benefit companies in the green technology sector, such as new energy and power equipment, within the ChiNext 50 Index [1] - The State Grid announced that total investment in the power grid will exceed 825 billion yuan in 2025, an increase of 220 billion yuan year-on-year, with a 27.7% year-on-year growth in investment in the first quarter, directly benefiting the power equipment sector of the ChiNext 50 Index [1] - Orient Securities pointed out that the ChiNext 50 sector will benefit from policy support and market reforms, with the CSRC continuously optimizing the domestic listing environment for technology companies and deepening the reform of the Sci-Tech Innovation Board and ChiNext listing systems [1] Group 2 - Financial regulatory authorities have jointly issued documents to support financing for small and micro enterprises, encouraging them to list on the New Third Board and the Beijing Stock Exchange, guiding capital towards innovative small and medium-sized enterprises [1] - The long-term investment reform of insurance funds is steadily advancing, with a cumulative scale of 222 billion yuan from three pilot programs, enhancing the stability of the capital market [1] - Securities firms are actively issuing Sci-Tech bonds, with the first batch reaching a scale of 15.2 billion yuan, providing precise support for Sci-Tech enterprises through "stock-bond fund" linkage, optimizing their asset-liability structure [1]