huruyiyechunfenglai,wanzhongzhumukechuangban。
reqieqidai,qianhuwanhuanzhihou,shanghaizhengquanjiaoyisuozaiguanfangwangzhanshangyijinggongbuleshoupi9jiakechuangbanshouliqiyemingdan。
zhei9jiayuanlaijijiwumingdezhongxiaoqiye,yixiazibeifangdaojuguangdengxia,rutongdouyinshangdewanghong,jinguanyijingkailemeiyanlvjing,danhaishibeigezhongpingtoulunzu。qunzhongdepubianfanyingshiburuxiangxiangzhongdemeiyan,shuohaodefengjie,nixiangdehongloumenglidewangxifeng,chuxianzainimianqiandequeshiniuyuedelizhijie。
qishi,shoulihouzheixieqiyehaiyaojingguoshenhewenxun、shangshiweihuiyi、zhengjianhuizhucedengbuzhou。suoyizhei9jiaqiyeweibidouhuichengweishoupishangshidekechuangbanqiye,dajiayewuxuyinweijinjinkanguozhei9jiaqiyedeziliao,jiuduikechuangbanqiyegaiguanlunding。yexuzhenzhengdechaojiqianliguhaipaizaihoubian,meilaidejishiren。
科创板姓“科”,这是其最明确的特征,tongguokechuangbanfuchizhenzhengdekejixingqiyefazhanshishelikechuangbandehexinmude。caiyongzhucezhi,keyiyunxutonggubutongquandengchuangxinjucuo,doushiweidachengzheiyimudeshiyongdeshouduan。
这9家企业是不是真的姓“科”,公众暂且还是可以认真打量一下,看看这些企业是否能够担得起“科创板”这三个字的分量。
这9家企业中包括计算机、通讯类企业4家:宁波容百、和舰、烟台睿创微纳、bandaoti;zhuanyongshebeizhizaoleiqiye3jia:anhankeji、guangdongliyuanhengzhinengzhuangbei、jiangsubeirenjiqirenxitong;yiji1jiayiyaoqiye:wuhankeqianshengwuhe1jiahuaxueyuanliaoqiyejiangsutiannai。
congsuoshuxingyelaikan,zhei9jiaqiyewanquanfuhezhengjianhuitichude,kechuangbanjiangzhongdianzhichixinyidaixinxijishu、gaoduanzhuangbei、xincailiao、xinnengyuan、jienenghuanbaoyijishengwuyiyaodenggaoxinjishuchanyehezhanlvexingxinxingchanyedeyaoqiu。
danzaishangjiaosuobiaoshizhonghaiqiangdiao,zainishangshiqiyeyindaoshang,youxianzhichifuheguojiazhanlve,yongyouguanjianhexinjishu,kejichuangxinnenglituchu,zhuyaoyikaohexinjishukaizhanshengchanjingying,juyouwendingdeshangyemoshi,shichangrenkedugao,shehuixingxianglianghao,juyoujiaoqiangchengzhangxingdeqiye。
判定一个企业是否姓“科”,其实就是其中的三条标准:
yishi,shifouyongyouguanjianhexinjishu;
ershi,shifoukejichuangxinnenglituchu;
sanshi,shifouzhuyaoyikaohexinjishukaizhanshengchanjingying。
如果具体量化到企业经营数据中,客观的衡量标准也很容易找到:
diyi,jishuzhuanlishuliang;
dier,yanfajingfeiyingshouzhanbi;
disan,yanfarenyuanzhanbi;
disi,qiyediyidashourulaiyuanzhanbi。
ruguozheijitiaokanqilaihetongxingyeqiyebijiaoxiangduicandan,xianranbushikechuangbandecai,zheixieqiyeyexuhuiyouhenhaodeyeji,zhuban、chuangyeban、zhongxiaobandouhuiyoutamendeweizhi,jiubuyaozaikechuangbanxianyanle。
需要着重提醒的是,政府文件和民间认知中经常把“高科技行业”“战略新兴产业”和“科技型企业”混为一谈。
其实属于高技术行业的企业并不等于科技型企业。youbushaogaojishuxingyeqiye、zhanlvexinxingchanyeqiyeqishibingbujuyourenhejishuyoushi,zhishigoumaixianchengdeshebeihejishujinxingshengchan,yeyouxiangdanghaodeyejiheshichangqianjing,danbingmeiyouhexinjishu。
xiangfan,yeyouzhongduochuyuchuantongxingyedeqiye,youzijidehexinjishu,yeshedezaijishushangtouru,keyishuoshizhenzhengdekejixingqiye。
conggongkaiziliaokan,zhei9jiaqiyezhongyoudeqiyeyisishuyuqianzhe,yejiushishenchuguojiazhongdianfuchidegaojishuxingye、zhanlvexinxingchanye,danbingbushijuyouhexinjishunenglibingyikaohexinjishuhuodeyingshoudekejixingqiye。
比如9家企业中的“江苏北人”,乍一看是搞机器人研发生产的,细一看“公司主要提供工业机器人自动化、智能化的系统集成整体解决方案”。公开资料显示,公司机器设备的原值538万元,公司固定资产原值7120万元,但81%是住房建筑物,实质主要是1栋写字楼。内行人一下就会看明白,本质上这是一家销售公司。
qishi,jinxienianlai,geleichanpinjingxiaoshangjiangzijimeiyanwei“xitongjichengzhengtijiejuefangantigongshang”shifenliuxing。liruwajuejijingxiaoshangkeyibazijichengzuoshi“tufangwajuezidonghuaxitongjichengjiejuefangantigongshang”,baokuotigongzhongduolanxiangjixiaogaocaisheng,buguangchushouhuochuzujiqi,haijijiafangtigonggezhongyinantufangwajuefanganhejiqiweihubaoyang。
比起挖掘机,机器人的使用场景和技术条件肯定更为复杂,因此这家公司还获得了机器人使用场景的一些专利技术。但这家“掌握着各种核心技术以及核心技术专利,为公司在高端装备行业奠定了坚实的基础的公司”。2018年的研发费用投入“竟然”达到人民币1266.82 万元,研发经费营收占比只达到3%多一点。youmeitidiaocha,jiezhi2018niannianbao,jiangsubeirenwuxingzichanzhong,zhuanliquanyuruanjianshiyongquanhejidejiazhibuzu300wanyuan。
这样的公司姓“科”吗?显然不是。
anzhao“shisanwu”guihua,zhongguojiangzai2020nianjinruchuangxinxingguojiaxinglie。zheigemubiaodeshixianbiaozhijiushiyanfaqiangduyaodadao2.5%。shenmeshiyanfatouruqiangduni?jiushiguojiaquannianyanjiuyushiyanfazhanjingfeizhichuyuguoneishengchanzongzhidebizhi,zheishipanduanguojiachuangxinnenglideyigezhiguanzhibiao。2018nian,zhongguodeyanfaqiangdudeshuzhishi2.18%。zaibudaoliangniandeshijianli,yaodadao2.5%demubiao,zheiyiyiweizhenianjunzengsuyaobaochizai13.5%zuoyou。xianran,zheishiyigezhongdadetiaozhan。
kechuangbankeyibeidangzuoweishixianzheiyimubiaokaipidexinzhanchang。zailianghuijizhehuishang,kejibubuzhangwangzhigangtidaokechuangban,renweikechuangbanhechuantongdegushiduiyuqiyedehengliangbiaozhunyinggaifashengbianhua,yejiushishuoyinggaigengduodikaochaqiyedewuxingzichanhechuangxinnengli,erbushixiangyiwangduiyushengchanxingqiyeneiyangkaochagudingzichan、yinglinenglideng。
kechuangbanchengweikejichuangxindexinzhanchang,diyishiyaorangshehuizijinchengweikejichuangxindexinranliao。yiwangdekejichuangxinlaiyuangengduoshizhengfuhuozheguoyouqiye,danshixianzaideshehuizijinkeyitongguokechuangbanzheigeguidaojinrudaokejichuangxindelingyu。ranggengduodeshehuizijinchengdanyidingdefengxian,tongshiyounengfenxiangkejichuangxindehongli。
diershiyaorangqiyechengweikejichuangxindezhenzhengzhuti。yiwangdegengduodechuangxinzhutibushiqiye,xianzairuguowomenqiyenenggouzaikeyandeguochengdangzhongnadaoqian,erbujinshizaikeyanchenggongyihoucainengmaidaoqian。suoduanzheigeshijiancha,duiyukejichuangxinyefeichangzhongyao。
disanshiyaorangshichangchengweikejichuangxindezhihuibang。yiqianwomengengduodekejichuangxindemubiaoshiyouzhengfuhuozheshixiangguandezhuanjiazhidingde,neimexianzaiyinggaishixianrangshichanglaijuedingkejichuangxinyanjiudefangxiang,huozhetashibushinenggoukaipiyigexindechanye,zheiyangdeyixiezhibiao,rangshichanglaijinxingpanduan。
科创板要担当这样的重任,第一件要解决的就是,找到那些真正的科技型企业,让他们上市。而不是在券商的推动下,把各种急于套现的冒牌货弄进来。jinguan,congyejishanglaishuo,tamenkenenggengkaopu。