"Specialty new" in the capital market: Ningbo City performs "too big", Anhui Province becomes a "dark horse"

Fengkou Finance reporter Xu Yaowen

In terms of regional economic development, small and medium -sized enterprises are important forces to promote innovation, promote employment, and improve people's livelihood. In particular, "specialized new" enterprises have gradually grown into an important point for accelerating the high -quality development of the economy.

A few days ago, the fourth batch of special specialized "little giants" enterprises in the Ministry of Industry and Information Technology had completed the publicity. If the publicity is approved, the number of national "specialized new" enterprises will reach 9119. In terms of quantity, "specialized new" enterprises have been comprehensive, and competition in various places is in full swing.

Listed companies are the key to forming a local wealth effect. If it is said that the "specialized new" enterprise is a "small and beautiful" enterprise, then the "specialty new" enterprise entering the capital market can be said to be the essence of "small and excellent" -when high -quality innovation results are in capital in capital The market "pricing", the value signal released by enterprise valuation will inevitably guide high -quality resources to redefine and gather locally, thereby promoting the accelerated development of the regional economy in the virtuous circle.

In my country's A -share market, which sections of "specialized new" companies are the most concentrated? Which provinces are well -deserved "dark horse"? Which city still needs to continue to work? What is the "capital force" of the fourth batch of new forces? Fengkou Finance sorted out the fourth batch of new "little giants" enterprises announced by the fourth batch of special specialized "giants", and decoded the "giant" power in the capital market from multiple dimensions.

The new generation of information technology is growing rapidly

As of September 8, a total of 4,904 listed companies in my country's A -share market, including the first three batch of national "specialized new" enterprises (hereinafter referred to as "little giant" enterprises). Especially after the third batch of "Little Giant" companies in July 2021, the company's enthusiasm was once again driven.

With the publicity of the fourth batch of enterprises, the "little giant" echelon in the capital market has grown again. Data show that the fourth batch of 4,357 "little giants" enterprises has been publicized, and the number of "little giants" enterprises (4762) has almost tied the first three batch of "little giants". According to the company's investigation data, 242 companies have been listed in the A -share market among the fourth batch of publicized enterprises.

From the perspective of industry dimensions, the first three batch of "little giant" companies that have been listed have covered 32 industries, and more than 20 companies in 8 popular industries are listed, totaling 301, accounting for 74.32%. Among them, there are the largest number of enterprises distributed in the dedicated equipment manufacturing industry, with 71.

From the perspective of the number of "little giants" enterprises in the eight popular industries in the industry, the number of listed companies in the industry accounted for the largest proportion of instrument manufacturing industries, up to 32.10%. The special equipment manufacturing industry is second, accounting for 20.94%.

In recent years, my country's new economy has risen, and the development of new generation of information technology has developed rapidly. Data show that in 2021, the value -added of information transmission, software and information technology services in my country increased by 16.9%. From the distribution of the fourth batch of "little giants" enterprises that have been listed, this trend change can also be seen.

The fourth batch of "Little Giant" companies listed in 242 companies covered a total of 23 industries. There were 7 popular industries and more than 15 companies listed, totaling 182, accounting for 75.21%. Among them, computers, communications and other electronic equipment manufacturing are ranked first with the number of 60 companies, and the software and information technology services industry ranks third in the number of 21 companies.

As of September 8th, of the top three batch of "Little Giant" companies, the total market value of 4 companies exceeded 50 billion yuan, namely Pianzi, Enjie, Paineng Technology and Germany Nano. Among the fourth batch of "little giant" companies, the total market value of 7 companies is higher than 50 billion yuan, of which 3 companies come from the above two emerging industries.

The science and technology board "contains huge amounts" higher, Anhui "black horse"

From the perspective of the distribution of the sector, the "little giant" enterprise is mainly concentrated on the GEM and the science and technology board. Of the four batch of "little giant" companies (647 in total), 243 companies listed on the GEM, and 202 companies logged in to the science and technology board. Affected by factors such as the size of the enterprise, the "" "enterprise scale and other factors, the" "" " "Little giant" companies are relatively small.

Judging from the listing of each "little giant" enterprise in each sector, the number of enterprises in GEM is the largest and welcomed by the "little giant" enterprise. Judging from the proportion of the number of "little giants" enterprises and the total number of enterprises in various sectors, the "huge amount" of the science and technology board and the Beijing Stock Exchange is higher. Among the four batches of 647 "Little Giant" companies, 202 companies listed on the science and technology board, accounting for 43.91%.

Since the opening of the Beijing Stock Exchange on November 15, 2021, my country's capital market has ushered in hundreds of small and medium -sized enterprises "high -quality new students", including 39 national "specialized new" enterprises listed on the Beijing Stock Exchange, accounting for as high as 35.45 %, Further expanding the "little giant" team in the capital market.

At present, the four batches of 647 "Little Giant" companies have been distributed in 28 provinces (cities) across the country. Jiangsu Province ranks first in the country with 113 companies, and is the only number of provinces in the number of "breaking hundreds"; In terms of, Anhui Province is the highest "huge amount" of listed enterprises. Among the 647 companies, 34 companies are from Anhui Province, accounting for 21.79%of all A -share listed companies in Anhui Province. There are also 34 "little giants" enterprises in Sichuan Province listed. Although "huge amounts" also exceed 20%, it is slightly lower than Anhui Province, 20.36%.

Combined with the two dimensions of the area and sector, except for Jiangsu and Zhejiang Province, there are 28 "little giants" enterprises listed on the Shanghai and Shenzhen motherboards, and the first three sectors are the "domineering list" of Jiangsu Province. It is worth noting that among the first three batch of "little giants" companies listed, there are only two "little giants" enterprises listed on the Beijing Stock Exchange in the Jiangsu Province, and there are 3 companies listed in Zhejiang Province, Shandong Province, and Shandong Province. Henan Province. With the publicity of the fourth batch of "little giants" enterprises, Jiangsu Province has firmly settled the throne of the "Beijing Stock Exchange" with the total number of 6 companies.

At present, Qinghai Province, Ningxia Hui Autonomous Region and the Tibet Autonomous Region have no "giant" enterprises listed on the A -share market.

Ningbo is a bit "unexpected", and the trillion -dollar city has declined the largest in the city

From the perspective of operating performance, as of September 8, the year-on-year growth rate of operating income and net profit in the A-share market in the first half of 2022 was 19.93%and -21.84%, respectively. In summary, the operating income of the four batch of "little giants" listed companies was 18.95%year -on -year, slightly lower than the average level of A shares, but the net profit increased the year -on -year growth rate of 22.81%.

From the perspective of batches, the first three batches of 405 "Little Giant" enterprises have been listed on the market, which are 19.23%and 26.68%, which are higher than the average level of the A -share market. The operating income of giant "companies has performed well in the year -on -year growth rate of 20.62%; but its net profit is slightly behind, with a year -on -year growth rate of 17.86%, which is slightly lower than the average level of the A -share market.

From the perspective of the city, 414 of the first three batch of "little giants" enterprises have come from "trillions of cities", accounting for 63.99%. Among them, the number of Shanghai, Shenzhen and Beijing is the largest; Wuxi and Nanjing are ranked seventh and eighth in the country with 21 and 19, respectively, which is greatly improved compared with the level of city GDP.

Judging from the list of the first four batch of "little giant" companies, Ningbo City was fourth after the number of 283 companies followed the "north and deep", which can be described as "full of firepower." However, the performance of Ningbo's "little giant" enterprises in the capital market has "reduced to freezing", and few companies listed.

Of the four batch of "little giants" enterprises in Ningbo City, only 6 companies are listed. This number is only 19 of the 24 "trillion cities". Compared with the total number of "little giants" enterprises in various cities Falling a fifteen nouns is the city with the largest decline.

From the perspective of R & D investment, the "little giant" enterprise of the science and technology board has relatively high investment in innovative research and development. Among the four batches of 647 listed "little giants" companies, 202 companies were listed on the science and technology board, with an average R & D cost rate of 16.69%.

Searching for high -quality development of scientific and technological innovation is an important driving force. From the perspective of regional perspective, Anhui Province and Tianjin City ran out of "acceleration", with R & D costs of 21.22%and 19.75%, respectively, winning the championship and runner -up.

In 2021, R & D funds increased by three provinces by three provinces. Among them, R & D funds were 100.61 billion yuan, ranking 11th in the country. However, from the perspective of R & D funding input intensity, the intensity of R & D funding in Anhui Province is 2.34%, which is the same as Shandong Province, which ranks fifth in R & D funds.

At the same time, there were 6 provinces (cities) with R & D funding intensity over the country's average (2.44%) in the whole year. Tianjin ranked third in the country with 3.66%, second only to Beijing and Shanghai.

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