The proportion of R&D investment in the first half of this year and the team of R&D personnel have both increased——

Science and Technology Innovation Board listed companies have more "science content"

  Our reporter Wen Jicong

  As of August 31, 165 listed companies on the A-share science and technology innovation board disclosed their performance in the first half of this year. Sixty percent of the companies’ revenue and net profit have both increased, and R&D investment has continued to increase rapidly.

  According to Zhang Yongji, director of the Research Center for Corporate Governance and Information Disclosure at Beijing Institute of Technology, in the first half of the year, the listed companies on the Sci-tech Innovation Board worked hard to overcome the adverse effects of the new crown pneumonia epidemic and the changes in the external environment, continued to increase R&D investment, and their performance continued to grow steadily. The science and innovation attributes of the science and technology innovation board and the huge development potential of science and technology enterprises.

  Specifically, in the first half of the year, the Sci-tech Innovation Board listed companies achieved a total operating income of 112.807 billion yuan, a year-on-year increase of 5.80%; a total net profit of 12.417 billion yuan, a year-on-year increase of 42.29%; net profit after non-deduction of 9.406 billion yuan, a year-on-year increase of 38.27 %.

Among them, more than 60% of the companies achieved revenue growth, and 7 companies' revenue increased more than doubled; 60% of the companies achieved net profit growth, and a quarter of the company's net profit increased by more than 50%.

  It is worth mentioning that the performance of listed companies on the Science and Technology Innovation Board in the second quarter rebounded strongly.

In the second quarter of this year, all companies listed on the Science and Technology Innovation Board resumed work and production, and production and operations were back on track.

Excluding the 10 companies that did not disclose the data for the first quarter, a total of 58.746 billion yuan in operating income was realized, a 52% increase from the previous quarter and a year-on-year increase of 9%; a total net profit of 8.832 billion yuan was achieved, a 210% increase from the previous quarter and a 41% increase from the same period last year; 90% of the companies Operating income and net profit increased compared to the first quarter, and 50% of the company's revenue in the second quarter increased by more than 50%.

Half of the companies whose revenue or profit declined year-on-year in the first quarter achieved year-on-year growth in the second quarter, showing a clear upward trend.

Moreover, the overall performance of the companies listed on the Science and Technology Innovation Board in the second quarter was better than the same period last year. Nearly 70% of the companies’ revenue and over 60% of the companies’ net profits both achieved year-on-year growth.

  In the industry sector, the biomedicine and integrated circuit industries performed particularly well.

The operating income and net profit of the biomedical industry increased by 34.61% and 2757.65% respectively.

Among them, due to the impact of epidemic prevention and control and the increase in medical demand, the detection reagent companies such as Shengxiang Biological, Shuoshi Biological, and Oriental Biological have increased rapidly.

  The operating income and net profit of the integrated circuit industry increased by 22.44% and 97.11% respectively.

The leading domestic foundry company that has received much attention-SMIC's revenue and net profit in the first half of the year both hit record highs, reaching 13.16 billion yuan and 1.39 billion yuan respectively, an increase of 29.38% and 329.83% year-on-year.

Semiconductor equipment and materials companies have shown strong growth potential, and Huafeng Measurement & Control, Anji Technology and Shanghai Silicon Industry have maintained a rapid growth of more than 30% in revenue.

The revenue and net profit of companies in the new generation of information technology industry increased by 24.96% and 39.05% respectively, of which nearly 60% of the companies achieved double-digit growth in operating income, and 4 companies doubled their net profits.

Industries such as new materials, energy conservation and environmental protection, and high-end equipment manufacturing that have been greatly affected by the epidemic have also seen a slight increase in overall performance.

  R&D investment is a key indicator to measure the "science content" of listed companies on the Science and Technology Innovation Board.

In the first half of the year, the science and technology board listed companies adhered to the innovation-driven development strategy and maintained high-intensity R&D investment, with a total R&D investment of 12.9 billion yuan; the average R&D investment accounted for 18.53% of operating income, an increase of 6 percentage points over the entire year of last year.

The R&D investment in the integrated circuit, pharmaceutical manufacturing, software and other industries is the largest. 9 companies including VeriSilicon, Microchip Technology, and QiAnxin continue to invest more than 30% in R&D; 25 companies including CRSC and Trina Solar R&D investment exceeds 100 million yuan.

At the same time, companies listed on the Science and Technology Innovation Board have a total of nearly 50,000 R&D personnel, an increase of 8% over the end of last year, and R&D personnel accounted for 24% of the total number of employees.

  In addition, due to the impact of the epidemic, the performance of some companies fluctuated.

Due to unfavorable factors such as reduced or delayed orders, delayed project delivery and acceptance, more than 30% of the SSE-listed companies saw a year-on-year decline in operating income or net profit in the first half of the year, 4 companies’ revenue fell by more than 50%, and 16 companies’ net profit fell. More than 50% are mainly concentrated in the fields of high-end equipment manufacturing and new materials.

Among them, 8 companies turned from profit to loss, and the number of loss-making companies accounted for 9%, higher than 7% in the same period last year.

  After more than a year of operation, listed companies on the Science and Technology Innovation Board have seen a relatively obvious pattern of performance differentiation.

Among them, the top 10% of the market value of the company, operating income increased by 7.47% year-on-year, net profit increased by 53.41% year-on-year, better than the overall level of the science and technology innovation board; a total of 54.731 billion yuan in operating income and 5.697 billion yuan in net profit, accounting for the science and technology innovation board 49% of overall operating income and 46% of overall net profit; on the other hand, except for unprofitable companies, the top 10 loss-making companies accounted for 96% of the total loss of all companies, and individual companies’ performance fell by more than 90%. %, business risks need continuous attention.