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"science and technology innovation board daily" september 22 this week (september 16-20, 2024), the science and technology innovation 50 index fell 1%, and the science and technology innovation 100 fell 1.1%, ranking low among the major broad-based indices of the a-share market. internal sectors showed a general decline, among which the information technology sector fell less, and the biopharmaceutical sector fell the most. this week, haichuang pharmaceutical-u rose 19.67% to lead the science and technology innovation board, and 230 companies had positive weekly gains.

1. major events of the science and technology innovation board in the week:

1. shanghai hehe information's application for listing on the science and technology innovation board has been reviewed and approved by the listing review committee of the shanghai stock exchange, and has been approved for registration by the china securities regulatory commission, and the prospectus has been disclosed.

2. there are two latest developments in mergers and acquisitions on the science and technology innovation board this week: jinghe integrated circuit and other parties acquired and increased capital in fangjing technology to obtain its 100% equity, and jinghua micro acquired part of the equity of shenzhen zhixin microelectronics. both of these mergers and acquisitions were disclosed for the first time this week.

3. hubei xingfu electronics will go public on its ipo next week on september 27, and is expected to raise 1.5 billion yuan.

ii. review of the operation of the science and technology innovation board

1. broad-based index ranking

data source: wind, science and technology innovation board research center, star mine data

as shown in the above figure, the major broad-based indices of a-shares showed differentiation this week, with the csi 300 rising 1.3% and ranking first, the science and technology innovation 100 falling 1.2% and ranking last, and the science and technology innovation 50 falling 1.0% and following closely behind.

2. industry differentiation within the science and technology innovation board

data source: wind, science and technology innovation board research center, star mine data

as shown in the above figure, there was an overall decline within the science and technology innovation board this week, among which the information technology sector had the smallest decline and the biomedicine sector had a larger decline.

3. performance of heavyweight stocks:

data source: wind, science and technology innovation board research center, star mine data

the above chart shows that the top ten weighted companies on the science and technology innovation board rose and fell this week. transsion holdings rose 10.68% and ranked first, while cambrian fell 5.27% and ranked last.

4. rising and falling list:

data source: wind, science and technology innovation board research center, star mine data

the above table shows the top ten companies in terms of the increase in share price this week. the top ten companies are: haichuang pharmaceutical-u, qilin security, sanwei security, shichuang energy, jiulian technology, transsion holdings, debang technology, xinxiangwei, hechuan technology, and ruisong technology.

data source: wind, science and technology innovation board research center, star mine data

the above table shows the top ten companies with the largest declines this week, namely: ausphasic endoscopy, shouyao holdings-u, huaqin technology, rongchang biopharma, polylite, nanmo biopharma, sanyou medical, aibo medical, shengno biopharma, and payne technology.

5. weekly turnover:

data source: wind, science and technology innovation board research center, star mine data

the table above shows the top ten companies in terms of trading volume (billion) this week, namely: cambricon-u, haiguang information, transsion holdings, montage technology, amec, kingsoft office, smic, ninebot-wd, stone technology, goodwe. among the top ten companies in terms of trading volume on the science and technology innovation board this week, only transsion holdings, smic, and kingsoft office had positive returns.

iii. important information on the science and technology innovation board

1. recent lifting of restrictions:

data source: wind, science and technology innovation board research center, star mine data

after querying the wind data terminal, there are companies that have had their bans lifted recently. this article excludes the parts with an amount less than 500 million, and then selects the top 10 companies in chronological order from recent to far, namely: qi'anxin-u, zhenhua new materials, aotai biotechnology, yandong microelectronics, zhixiang jintai-u, cssc special gases, aike cyber, haochen software, zhuhai guanyu, and yihuatong-u.

iv. sci-tech innovation board ipo

according to the query of wind data terminal, there were no ipos or board meetings of companies on the science and technology innovation board this week.

data source: wind, science and technology innovation board research center, star mine data

as can be seen from the above table, hubei xingfu electronics will go to the meeting on september 27 and is expected to raise 1.5 billion yuan.

v. sci-tech innovation board mergers and acquisitions:

data source: wind, science and technology innovation board research center, star mine data

there were two latest developments in mergers and acquisitions on the science and technology innovation board this week: jinghe integrated circuit and other parties acquired and increased capital in fangjing technology to obtain 100% of its equity, and jinghua micro acquired part of the equity of shenzhen zhixin microelectronics. both of these merger and acquisition information were disclosed for the first time this week.

6. funding analysis:

1. relevant financial products:

publicly offered funds directly related to the science and technology innovation board are mainly etf funds. the latest data shows that there are 40 of them, with a scale of over 140 billion (this figure includes the double innovation 50 products). they can basically be divided into three categories: 1) tracking the science and technology innovation 50 index, 2) tracking the double innovation 50 index, and 3) tracking the science and technology innovation board's sub-industry index.

1) by scale:

data source: wind, science and technology innovation board research center, star mine data

the above table shows the 10 largest sci-tech innovation board-related public offering funds according to the latest scale statistics, each with a tracking index. the larger sci-tech innovation board etfs can be roughly divided into three categories: sci-tech innovation 50, sci-tech innovation 100, and double innovation 50.

2) by income:

data source: wind, science and technology innovation board research center, star mine data

the above table shows the sci-tech innovation board etf funds ranked in descending order of market performance this week. this article selects the top ten. among the sci-tech innovation board etfs this week, the sci-tech innovation 50 and sci-tech innovation information theme etfs performed well.

3) administrator:

data source: wind, science and technology innovation board research center, star mine data

as can be seen from the above chart, according to the latest data, there are 20 public fund managers that issue and manage sci-tech innovation board etf funds, with a total scale of more than 200 billion. this article lists the top ten. among them, china asset management alone has more than 100 billion, followed by e fund management.

7. esg rating:

1. industry distribution:

data source: wind, science and technology innovation board research center, star mine data

the above figure shows the industry distribution of esg score changes this week. this article counts the top five industries and the bottom five industries. the industries with the largest changes in esg score rankings this week are: semiconductors, medical devices, and automation equipment.

2. top 10 companies with the largest esg score changes:

data source: wind, science and technology innovation board research center, star mine data

the above table shows the top ten companies whose esg score changes have increased, namely: transsion holdings, haitian ruisheng, jingyuan environmental protection, mgi, kangwei century, zhenlai technology, weide information, kejie intelligent, heartmed medical, and jiayuan technology.

data source: wind, science and technology innovation board research center, star mine data

the above table shows the top ten companies whose esg score changes have declined, namely: pumen technology, gaoling information, wandes, intech renewable energy, trina solar, kylin security, shanwaishan, bairen medical, china uav, and zwsoft.

8. profit forecast:

data source: wind, science and technology innovation board research center, star mine data

the above table shows the companies whose median earnings forecasts (net profit forecasts) were raised/lowered this week. among them, 7 companies had their median forecasts raised. this article selects the top ten companies with the largest adjustments (if there are less than ten companies, they are listed according to the actual number), namely: sinovac pharmaceuticals, baili tianheng-u, xinyuan micro, tengjing technology, weigao orthopedics, okeyi, and times electric.

data source: wind, science and technology innovation board research center, star mine data

there are 21 companies with a decline in their performance. this article selects the top ten companies with the largest decline (if there are less than ten companies, they will be listed according to the actual number), namely: weice technology, sino medical, appotronics, galaxycore, aero energy, aerospace technology, tiancheng technology, vmax, china railway signal & communication, and jpt.

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