Our reporter Wu Xiaolu
"The Shanghai Municipal Commission of Economy and Information Technology issued the "Guidelines for Epidemic Prevention and Control of Industrial Enterprises Resuming Work and Production in Shanghai (First Edition)". As the first batch of 'whitelisted' enterprises, the company actively responded to the government's call and immediately launched a campaign targeting employees who have the conditions for resumption of production. While strictly implementing the various epidemic prevention and control requirements of the 'Guide', we will ensure the quality and quantity of all customer orders and the delivery on time to the greatest extent." On April 25, a relevant person from China Micro Company was interviewed by a reporter from "Securities Daily". said in an interview.
On April 22, at a press conference on epidemic prevention and control held by the Information Office of the Shanghai Municipal People's Government, Shanghai Deputy Mayor Zhang Wei said that recently, under the guidance of the State Council's joint prevention and control mechanism A number of key industrial enterprises have been operating smoothly and have resumed work and production.
70% of the 666 key enterprises have resumed work and production.
During the interview, the reporter learned that a number of "whitelist" companies on the Science and Technology Innovation Board and their upstream and downstream companies are actively resuming work and production, and the industrial chain of key industries is gradually running smoothly.
Tian Lihui, dean of Nankai University's Financial Development Research Institute, told a reporter from Securities Daily that with the implementation of measures to resume work and production, companies listed on the Science and Technology Innovation Board are expected to achieve better performance in the first half of this year.
Promote key industries
The industrial chain is running smoothly
On April 15, the Ministry of Industry and Information Technology stated that in accordance with the deployment of the State Council's joint prevention and control mechanism, it dispatched a Shanghai front-end working group to work with relevant departments in Shanghai to ensure the smooth operation of the industrial chain and supply chain.
A "white list" of key enterprises in the industrial and information technology fields has been established, and resources have been concentrated to give priority to ensuring the resumption of work and production of 666 key enterprises in key industries such as integrated circuits, automobile manufacturing, equipment manufacturing, and biomedicine.
On April 16, the Shanghai Municipal Commission of Economy and Information Technology issued the "Guidelines for Epidemic Prevention and Control of Shanghai Industrial Enterprises Resuming Work and Production (First Edition)". On the premise of ensuring that risks are controllable, closed-loop management will be implemented to effectively promote the resumption of work in enterprises in an orderly and effective manner. Resumption of production to ensure the safety and stability of the industrial chain and supply chain.
China Micro is one of the flagship companies of integrated circuit equipment with leading technology in China.
A company related person told reporters that in the early stage of the outbreak, the company immediately established an epidemic prevention and control leading group and set up an epidemic prevention and control working group to coordinate the procurement of epidemic prevention materials through various domestic and overseas channels, and to formulate and implement various plant prevention and control rules.
The company's series of epidemic prevention and control measures have achieved remarkable results, and operations have not been significantly affected by the epidemic.
Anji Technology is an independent and innovative high-tech microelectronic material enterprise. The company has successfully broken the monopoly of foreign manufacturers on chemical mechanical polishing fluids in the field of integrated circuits and achieved import substitution.
In this round of epidemic, the company adhered to the "three guarantees" principle of "guaranteeing production, supplying logistics, and ensuring employee safety", overcoming many difficulties, ensuring continuous production without interruption, and smoothly delivering products to clients.
"The company quickly responded to the epidemic prevention measures in Shanghai, properly deployed the response work, urgently recalled relevant staff, and implemented closed-loop management of the production base located in the Shanghai Pudong Jinqiao Comprehensive Bonded Zone to ensure continuous production and supply." Anji Technology The relevant person said to the reporter. .
Junshi Bio is a biopharmaceutical enterprise dedicated to the development and production of innovative drugs.
"The company has R&D centers and production bases in many countries and cities, and its commercialization network is all over the country. In the event of emergencies such as epidemics, we actively allocate and coordinate internal and external resources within the group, and strengthen cross-regional and cross-border organic operations. The company's ability to resist risks can be ensured, and all work, especially key projects, can be carried out in an orderly manner." said a relevant person of Junshi Bio.
According to the reporter's understanding, companies listed on the Science and Technology Innovation Board such as Shengmei Shanghai, Tianyue Advanced, Shanghai Silicon Industry, Medicilon, and Heyuan Bio are actively promoting the resumption of production and production to ensure that epidemic prevention and control and R&D and production are "correct".
"In addition to the above-mentioned companies that have been included in the 'white list', many core suppliers and customers in the upstream and downstream of the industry chain of the Sci-Tech Innovation Board are also on the 'white list'. The chain provides a strong guarantee." Industry insiders told the "Securities Daily" reporter that after the Ministry of Industry and Information Technology and other departments issued relevant policies and guidelines for resumption of work and production, recently, the progress of Shanghai industrial enterprises' resumption of work and production has accelerated, and logistics and transportation have continued to improve.
101 Sci-tech Innovation Board companies
Net profit increased by 91.98% year-on-year
According to statistics from Wind Information, as of April 25, 101 companies listed on the Science and Technology Innovation Board have disclosed their performance data for the first quarter of 2022, with a total operating income of 47.502 billion yuan, a year-on-year increase of 54.73%; a total net profit of 30.7 billion yuan , a year-on-year increase of 91.98%.
"The companies listed on the Science and Technology Innovation Board performed well in the first quarter of this year, showing strong recovery growth, with both operating income and net profit increasing significantly. This growth is high-quality growth driven by efficiency." Tian Lihui said.
Specifically, a number of sub-industry leaders took the lead in handing over dazzling transcripts.
For example, the polysilicon leader Daqo Energy achieved revenue of 8.129 billion yuan in the first quarter, a year-on-year increase of 389%, and net profit attributable to the parent was 4.312 billion yuan, a year-on-year increase of 641%; IDM mode power semiconductor leader China Resources Micro achieved operating income in the first quarter of 2.514 billion yuan, a year-on-year increase 23%, and the net profit attributable to the parent was 619 million yuan, a year-on-year increase of 55%. After the company went public, it continued to increase technological innovation and achieved mass production of many products.
According to industry insiders, the high-growth logic of companies listed on the Sci-tech Innovation Board remains unchanged, the fundamentals are stable and improving, and the continuous efforts in technological breakthroughs and the realization of domestic substitution, with many bright spots, demonstrate the investment value and growth value of the Sci-tech Innovation Board.
(Securities Daily)