IPO inventory of semiconductor industry in the first half of the year: 38 accepted enterprises raised a total of 57.6 billion yuan and 29 companies entered the listing guidance period.

Since the establishment of Science and Technology Innovation Board in 2019 and the operation of the gem registration system in 2020, a large number of domestic semiconductor industry chain manufacturers have attacked A-share IPO, one after another and started an upsurge of listing. So far, Science and Technology Innovation Board has 302 listed companies, of which 52 are semiconductor companies, accounting for 17.22%.

What is noteworthy is that at present, the enthusiasm for listing of the semiconductor industry is still unabated. According to the author's incomplete statistics, in the first half of this year, 38 semiconductor enterprises submitted prospectuses and were accepted (including acceptance / inquiry), and 14 enterprises successfully passed the meeting (including meeting / registration / registration effective). Another 29 enterprises are in the process of listing, covering design, manufacturing, closed testing, materials, equipment and other industrial chain links.

The total amount of funds raised by 38 enterprises totaled 57.6 billion yuan.

According to the author's incomplete statistics, in the first half of this year, a total of 38 semiconductor companies submitted IPO prospectuses and were accepted (including acceptance / inquiries).

From the point of view of the time of acceptance of the listing, the number of companies that disclosed the prospectus from January to April is a total of 7, which is not particularly large. This has a lot to do with the arrival of new regulations such as the CSRC and the Shanghai and Shenzhen exchanges. Not only fewer semiconductor companies have been accepted, but also a number of enterprises have withdrawn their IPO applications.

However, with the relaxation of the vetting system, the number of companies submitting prospectuses has increased one after another since May, with seven companies submitting prospectuses in May and as many as 24 in June, almost double the number in the previous five months.

In terms of listing location, 31 enterprises have selected Kechuang Board, including Jinghe Integration, Weijie Chuangxin, Kanlun Electronics, Godson Zhongke, Stevie, Anlu Technology and other enterprises. In addition, BYD Semiconductor, Jiang Bolong, Zhaochi Guangyuan, Huada Jiutian, Musk, Dongtian Weiwei 6 enterprises choose the gem, and the only semiconductor company that chooses the main board listing is Demingli, which is the termination of the gem IPO, and then switch to the main board market.

In terms of the amount of funds raised, 38 enterprises raised a total of 57.568 billion yuan, of which Jinghe integrated fund-raising amount was as high as 12 billion yuan, ranking first among all enterprises. It was followed by Godson Zhongke, Yitang shares, Stevie, BYD Semiconductor, Huada Jiutian, Weijie Chuangxin, Tianyue Advanced, Zhaochi Guangyuan, and Zhongke Lanxun, which raised 3.512 billion yuan, 3 billion yuan, 2.82 billion yuan, 2.686 billion yuan, 2.551 billion yuan, 2.487 billion yuan, 2 billion yuan, 2 billion yuan and 1.596 billion yuan respectively.

In addition, enterprises with a fund-raising amount of more than 1 billion yuan include Demingli 1.537 billion yuan, Jiangbolong 1.5 billion yuan, Yongsi electronics 1.5 billion yuan, Changguang Huaxin 1.348 billion yuan, Jianlun electronics 1.21 billion yuan, Longteng shares 1.18 billion yuan, Juguang science and technology 1.01 billion yuan, Zhongtu science and technology 1 billion yuan, an road science and technology 1 billion yuan, Wright optoelectronics 1 billion yuan.

In addition to IPO receiving enterprises, another 14 semiconductor companies have successfully passed the meeting (including meeting, submitting registration, registration coming into effect) and are about to land in the capital market.

Among them, torch core technology, Fujie science and technology, national core technology four enterprises have passed; in addition, blue arrow electronics, macro and micro technology, Canqin technology, Shengmei shares, Dongxin shares, Huahai Qingke six enterprises have submitted for registration, and Fudan micro, Ai Wei electronics, GE Kewei, Pran shares four enterprises have been registered and effective. It is worth mentioning that these 14 enterprises have chosen to be listed in Science and Technology Innovation Board.

29 semiconductor companies enter the guidance period of listing

In addition to the above-mentioned semiconductor companies, among the guidance enterprise information disclosed by the local regulatory authorities of the China Securities Regulatory Commission, 29 semiconductor companies conducted IPO tutoring records in the first half of this year and are sprinting into the capital market.

Among the 29 enterprises, Haiguang Information, Yueya Semiconductor, Hengshuo Semiconductor, Xinhuicheng and Jinhaitong made it clear that they would be listed on Science and Technology Innovation Board, while Huayu Electronics chose the gem and the Core Vision chose the main board to list.

In addition, 22 companies, including Haiguang Xinchuang, Core Citrix, Minxin Semiconductor, Guoxin Technology, Yingying Electronics, Weishao Semiconductor, Silcore, Tuojing Technology, Gale Microelectronics, Shanghai Ultra Silicon, Fei Li Technology, Huimang Microelectronics, Jinglong Technology, Linkage Technology and other 22 companies have not clearly disclosed the listed plate.

On the whole, with the rapid development of the domestic semiconductor industry, no matter the enterprises' yearning for the capital market or the capital's favor for the semiconductor industry are becoming more and more intense, judging from the companies that have queued up in IPO and have started listing counseling, there will be more and more semiconductor enterprises landing on the capital market this year, and enterprises' access to financing will further promote the development of the domestic semiconductor industry.