"specialized and special new" has attracted much attention from the market recently, especially in the case of new energy and lithium electric heating slowing down.
In fact, the concept of "specialization and innovation" was put forward as early as 2019, and the Ministry of Industry and Information Technology successively announced a list of three batches of "specialization and innovation" enterprises, but the attention was not very high at that time.
The latest batch was released in late July this year. Recently, the concept of "specialization and innovation" has been mentioned many times on important occasions, and "specialization and innovation" has risen to the level of policy focus to support development.
On July 30, the political Bureau meeting of the CPC Central Committee proposed to speed up the solution of the difficult problem of "sticking neck" and develop small and medium-sized enterprises with "specialization and innovation".
Under the competitive pursuit of olfactory-sensitive capital, the popularity of "specialization and innovation" has been fired.
The so-called "specialization and innovation" refers to small and medium-sized enterprises with specialization, refinement, characteristics and strong innovation ability. Mainly concentrated in the new generation of information technology, high-end equipment manufacturing, new energy, new materials, biomedicine and other high-end industries.
According to statistics, as of August 30, 2021, the Ministry of Industry and Information Technology has nearly 5000 special new giant training enterprises, including a total of 314 listed companies, mainly concentrated in the gem and Science and Technology Innovation Board.
In terms of fundamentals, the overall fundamental quality of "specialized and special new" listed companies is better than that of A-share non-financial enterprises. China International Capital Corporation estimates that the overall revenue growth center of the "specialized Special New" company is higher than that of A-share non-financial petrochemical companies.
In terms of net profit growth, the 10-year average return net profit growth rate of the "specialized and special new" combination is about 28%, which is also significantly higher than that of other sectors.
In terms of market capitalization distribution, 75.16% of the "specialist Texin" listed companies have a market capitalization of less than 10 billion yuan, of which only 4 companies have grown to more than 50 billion yuan, namely Enjie shares, Pianzai shares, St. Bond shares and Kaisai Biology.
Chemicals, semiconductors, traditional Chinese medicine and medical equipment account for more than 40 per cent of the market capitalization of the two-tier TOP10. There are also special equipment, power equipment, general machinery and new metal and non-metallic materials with a total market capitalization of more than 100 billion yuan.
Nine stocks have been continuously increased since the third quarter of 2020, and the top three stocks with accumulated holdings in the outstanding shares are Green Harmonic, Jianlong Weina and Tunan shares. Six stocks belong to Science and Technology Innovation Board, the main board is only Collier, Tunan shares and Shengxiang biology belong to the gem.