8月8日,晶晨半导体股份有限公司(以下简称“晶晨股份”)在上海证券交易所成功上市。此次晶晨股份总共发行了4112万股,发行价为38.5元/股,开盘后暴涨287%,报149元,最新市值达613亿。
kaishibangeyuehou,kechuangbanyinglailedierpiguapaiqiye。
8月8日,bandaotigufenyouxiangongsi(yixiajiancheng“jingchengufen”)zaishanghaizhengquanjiaoyisuochenggongshangshi。cicijingchengufenzonggongfaxingle4112wangu,faxingjiawei38.5yuan/gu,kaipanhoubaozhang287%,bao149yuan,zuixinshizhida613yi。
据悉,晶晨股份是科创板受理的第一家拟上市企业,公司主营业务为多媒体智能终端SoCdeyanfa、shejiyuxiaoshou,xinpianchanpinzhuyaoyingyongyuzhinengjidinghe、zhinengdianshiheaiyinshipinxitongzhongduandengkejilingyu,yewufugailezhongguodalu、xianggang、meiguo、ouzhoudengquanqiujingjizhuyaoquyu。
政策利好,半导体产业迎来“黄金十年”
众所周知,半导体是一个集中度非常高的行业。据统计,全球前15名的半导体厂商大概占整个行业的80%,其中最大的半导体产商zaizhenggexiaoshouezhongzhanbiwei20%,2018nianchanzhiyujiyuewei800duoyimeijin。dangqian,qian15dabandaotichangshanglimianmeiyouyijiashizhongguogongsi。
zuoweiquanqiuzuidadejichengdianluxiaofeiguo,woguoshichangxuqiujiejinquanqiude1/3,jichengdianlujinkoueyijinglianxuwunianchaoguo2000yimeiyuan,buguochanzhiquebuzuquanqiude7%。cong2018nianmaoyishujulaikan,zhongguobandaotijinkouzongeda3121yimeiyuan,erquanqiushichangzongejinwei4780yimeiyuan。
现阶段,除相关企业奋力耕耘外,国家也在不断出台政策,扶持半导体产业的发展。2014nian,guowuyuanchutaide《guojiajichengdianluchanyefazhantuijiangangyao》,zaizhengcecengmianshangzhijiezaojiulerenminbijijintouzibandaotixingyediyibolangchao。jinniankechuangbandetuichu,shideshangshigongsideshuliang、rongzijinechengjingpenshidezengzhang。
3yue7ri,zhengjianhuifuzhuxizailiexizhengxiejingjijiebielianzuhuishizhichu,jiezhi3yue4riwan,youguankechuangbanshidianzhucezhixiangguanzhengcedouyiwanchengfabu,kechuangbanyijingkaishi“yingke”。guojiatuichukechuangbandemude,shizhichifuheguojiazhanlve、zhangwohexinjishu、shichangrenkedugaodechuangxinqiyefazhan,miaozhunbandaoti、rengongzhinengdengguanjianzhongdianlingyu,qiwangrangneixiejuyouxinjishu、xinmoshi、xinyetaide“dujiaoshou”“yinxingguanjun”qiyezhenzhengtuoyingerchu,congerzaiquanqiujingzhengzhongqiangzhanhexinjishuhuayuquan。
《科创板企业上市推荐指引》明确指出,保荐机构应当重点推荐七大领域的科技创新企业,其中半导体集成电路企业排位第一。
jubuwanquantongji,zi3yue22rikechuangbankaishishoulishoupishangshishenqingyilai,muqianbandaotiyijixiangguandianzixingyezhonghuoshouliqiyezongshuyijingchaoguo20jia,pingjunmuziguimo10yiyuan,chanyelianfugailecongxinpiansheji、zhizao、fengce、cailiaoyijishebeidenglingyu,bingqieyishangyouchanyelianhuanjiejuduo。
ciqian,shichangduizaoqizaikechuangbanipodebandaotiqiyedeyugushi:icshejiqiye15jia,zhanbi69.5%,shebeihecailiaoqiyege3jia,zhanbiwei13%,jingyuandaigongqiye1jia,zhanbiwei4.3%。
7yue22ri,kechuangbanshoupiguapaijiaoyide25jiaqiyezhong,ruichuangweina、lanqikeji、zhongweigongsi、lexinkeji、anjikejijieweijichengdianluqiye,fenbiefugailebandaotichanyeliandecailiao、shebei、icshejisangehuanjie,zhanjuleshoupikechuangbanshangshiqiyewufenzhiyidexiwei—bandaotiqiyeyiranchengweikechuangbandiyibozhongdianzhichideduixiang。
对于半导体企业而言,大手笔资金的投入不可或缺。chulegoumaishebeihecailiao,bandaotichangshangdezibenzhichuzhonghendayibufenshiquzuoyanfa。2000nianzhihou,bandaotichanyedeyanfatouzihezongchanzhizhijiandebiliyizhizai10%dao15%zhijianbodong,xianzaidebizhishizai13%。quanqiuqian80mingchangshangdagaimeiniantouru360yimeijinzuoyanfa,er2017nianzhenggechanyedezibentouruyecaiyuewei600yimeijin。
zhangqiyilai,zhongguozibenshichangvcduantouruxinpianchanyedezijinbingbuduo,gengduoyikaodifangzhengfu、yindaozijin,yijizibenshichangjinxingrongzizhichi。jichengdianluchanyefazhanzhouqixingguilvyuqitagaokejixingyeyousuobutong,ciqianshangshideshenhebiaozhunjiyaoqiuqiyeyouwendingxianxingdezengzhang,youyaoyouchixuyinglidenengli,bandaotiqiyeshangshibijiaokunnan。
相比而言,目前科创板提供了五套上市标准,为半导体在内的高科技企业提供了较为宽松的上市环境和便捷的融资渠道。bansuizhe5g、iot、aiyijidashujudengchanyedefazhan,weilaishinianzhongguobandaotixingyeyouwangyinglaijinkoutidaiyuchengzhangdehuangjinshiqi,zhubuzaiquanqiubandaotishichangdejiegouxingdiaozhengzhongzhanjujuzuqingzhongdediwei。
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