As of August 22, 149 sci-tech innovation board companies have disclosed their 2021 semi-annual reports. Among them, 118 companies achieved a year-on-year increase in net profit, accounting for 79%. From the perspective of industry distribution, companies with larger net profit growth are mainly concentrated in the fields of electronic semiconductors, new energy, and biomedicine.

　　Semiconductor sector is in strong demand

　　 Jingfeng Mingyuan's net profit increased by 3456.99% year-on-year, and the current growth rate leads the science and technology innovation board. The announcement shows that from January to June 2021, the company achieved sales revenue of 1.066 billion yuan, an increase of 177.19% over the same period of the previous year; net profit attributable to shareholders of listed companies was 336 million yuan, an increase of 3456.99% over the same period of the previous year. The company said that during the reporting period, the number of product sales increased and the unit price increased. At the same time, the product structure was optimized, and the investment income of participating companies increased.

　　According to the data, Jingfeng Mingyuan is one of the leading power management driver chip design companies in China, and its main business is the design, development and sales of analog semiconductor power management chips. The company's existing products include LED lighting driver chips, motor driver chips, AC/DC power supply chips, and so on. Among them, LED lighting driver chips include general LED lighting driver chips and smart LED lighting driver chips; AC/DC power management chips include built-in AC/DC power chips and external AC/DC power chips.

　　 In the first half of the year, the downstream demand of the company's industry was strong, and the company's overall product sales increased by 89.37% over the same period of the previous year. At the same time, the price of upstream raw materials has increased. In order to balance product costs and customer demand, the company adjusted product prices. The increase in unit price drove the product's comprehensive gross profit margin to increase from 25.03% in the same period last year to 46.76%, an increase of 21.73%.

　　At the same time, the company optimized its product structure. In the first half of the year, the industry's upstream capacity supply was tight. In order to make full use of existing resources and cooperate with the company's product strategy, the company increased the delivery priority of smart LED lighting driver chips. The proportion of smart LED power driver chips in overall sales revenue increased from 36.91% in the same period of the previous year to 44.33%, an increase of 7.42 percentage points. .

　　 China Resources Micro has become the "profit king" of the electronic sector of the Sci-tech Innovation Board with a net profit of 1.068 billion yuan. The semi-annual report shows that the company achieved operating income of 4.455 billion yuan, a year-on-year increase of 45.43%; realized net profit attributable to shareholders of listed companies to 1.068 billion yuan, a year-on-year increase of 164.86%.

　　 China Resources Micro is a semiconductor company with integrated management capabilities of the entire industry chain including chip design, wafer manufacturing, packaging and testing. Its products focus on the fields of power semiconductors, smart sensors and smart control, and provide customers with a wealth of semiconductor products and system solutions. The company's main business can be divided into two major business segments: products and solutions, manufacturing and services. The company's products and solutions business segment focuses on the fields of power semiconductors, smart sensors and smart control. The manufacturing and service business mainly provides semiconductor open wafer manufacturing, packaging and testing services.

　　 China Resources Micro stated that the orders received during the reporting period were relatively full, the overall capacity utilization rate was relatively high, and the operating income of each business group increased. At the same time, the capacity utilization rate and sales price have increased, and the company's overall gross profit margin has increased by 6.97 percentage points year-on-year.

　　The new energy industry chain is improving

　　 Daquan Energy's first semi-annual report after its listing is eye-catching. In the first half of the year, the company achieved a net profit of 2.161 billion yuan, and its profit scale temporarily ranked first in the science and technology innovation board.

　　 Daquan Energy’s main product is high-purity polysilicon, which is mainly used in the photovoltaic industry and is in the upstream link of the photovoltaic industry chain. Polycrystalline silicon can be made into polycrystalline silicon wafers and monocrystalline silicon wafers respectively after melting, casting or pulling crystals into slices, and is used to manufacture photovoltaic cells.

　　 The semi-annual report shows that Daquan Energy achieved operating income of 4.512 billion yuan, a year-on-year increase of 111.99%; net profit attributable to shareholders of listed companies was 2.161 billion yuan, a year-on-year increase of 597.96%; non-net profit was 2.155 billion yuan, a year-on-year increase of 603.04%. The data exceeded the company's previous performance forecast. Daquan Energy said that the large increase in operating income in the first half of the year was mainly due to the strong downstream demand and the tight polysilicon market, which caused the unit price to rise sharply. The price of polysilicon has risen rapidly, exceeding the company's expectations.

　　 As a new energy industry chain company, Xiamen Tungsten New Energy, which was spin-off and listed by Xiamen Tungsten, went public on August 5. In the first half of the year, Xiamen Tungsten New Energy achieved operating income of 6.568 billion yuan, a year-on-year increase of 113.80%, and a net profit of 251 million yuan, a year-on-year increase of 163.15%.

　　Xia Tungsten New Energy is mainly engaged in lithium-ion battery cathode materials, and its main products are lithium cobalt oxide, NCM ternary materials, etc. In 2020, the company's lithium cobalt oxide cathode material production and sales volume ranks first in my country's lithium cobalt oxide material industry, and the NCM ternary material production and sales volume ranks among the top five in my country's NCM ternary material industry. The company's overall production and sales of cathode materials for lithium-ion batteries rank first in the domestic industry, and it is also one of the important manufacturers in the field of cathode materials for lithium-ion batteries in the world.

　　 Rongbai Technology's performance in the first half of the year was also outstanding. The company expects the semi-annual net profit attributable to owners of the parent company to be 300 million to 340 million yuan, an increase of 246 million to 286 million yuan compared with the same period of the previous year, and a year-on-year increase of 452.67% to 526.36%. Regarding the reasons for the performance growth, Rongbai Technology said that the domestic new energy vehicle market penetration rate increased to more than 10% in the first half of the year. Among them, the penetration of high-nickel power battery technology routes has accelerated, and the proportion of high-nickel materials has increased rapidly. The company's main product high-nickel and ultra-high nickel ternary cathode materials shipments in the first half of the year increased by about 135% year-on-year, and sales in the second quarter increased by about 50% month-on-month. The scale effect is superimposed on the increase in the utilization rate of the high nickel precursor production capacity, and the company's profitability continues to improve.

       Guosen Securities Research Report pointed out that Rongbai Technology, as a leader in the high-nickel industry, has continued to increase its shipments. It is estimated that the company’s cathode material shipments in the second quarter will be about 14,000 to 15,000 tons, corresponding to a profit of 12,000 per ton in the second quarter. Yuan-14,000 yuan/ton, the chain continued to increase. The company's Zhejiang, Hubei, Guizhou and overseas bases are rapidly expanding production. It is estimated that the cathode material production capacity will reach 120,000 tons by the end of the year, and nearly 60,000 tons will be shipped. In 2022, the company's shipments are expected to continue to more than double and increase its market share.

　　 R&D investment continues to grow rapidly

　　 As a sci-tech innovation board company with "hard technology" as its background, R&D investment has become the key to the company's competitiveness. In the first half of the year, many sci-tech innovation board companies continued to increase their R&D investment.

　　Take Daquan Energy as an example. While performance is growing, the company's R&D investment keeps growing. In the first half of the year, Daquan Energy invested 129 million yuan in research and development, an increase of 406.07% over the same period last year. Daquan Energy stated that the company attaches great importance to research and development and continues to invest to ensure its core competitive advantage.

　　The main business of Jingchen shares is the research and development, design and sales of SoC chips for multimedia smart terminals, which are mainly used in smart set-top boxes, smart TVs, AI audio and video system terminals, wireless connections and in-vehicle infotainment systems. In the first half of the year, the company invested 384 million yuan in research and development expenses, an increase of 123 million yuan over the same period last year, an increase of 47.24% year-on-year; research and development expenses accounted for 19.19% of operating income. Jingchen shares said that during the reporting period, it continued to increase investment in research and development, accelerated the continuous upgrading of products and technologies, and enhanced the company's core competitiveness.

　　 China Resources Micro's R&D investment in the first half of the year was 283 million yuan, a year-on-year increase of 24.61%. At the same time, the number of R&D personnel increased year-on-year, from 684 to 808 in the same period last year.

       During the reporting period, Nanya Advanced Materials continued to increase its R&D investment in wireless communications, consumer electronics, intelligent driving and other fields to enhance its technology and product competitiveness. At the same time, it cooperated with university resources and overseas resources to actively explore the application and development of basic materials, and the R&D expenses were year-on-year An increase of 46,164,600 yuan, a year-on-year increase of 132%.

　　 Judging from the current situation, biomedical companies have performed outstandingly. Among the 12 pharmaceutical companies that disclosed their semi-annual report performance, over 80% of the companies achieved profit growth. At the same time, R&D investment has generally maintained growth. Taking Pumen Technology as an example, the company focuses on the development and technological innovation of treatment and rehabilitation equipment and other fields. The company stated that in order to meet the strategic development needs of new product development, technological innovation, product iteration, technical reserves and personnel reserves, the investment in the field of research and development has increased significantly during the reporting period. In the first half of 2021, R&D expenses were 71.124 million yuan, an increase of 66.87% over the same period of the previous year. The proportion of operating income increased to 19.97%, an increase of 3.53 percentage points. In the first half of the year, the company had 41 research projects, an increase of 21 year-on-year; in the first half of 2020, there were 20 research and development projects.

　　In the field of metal materials, Western Superconductor’s net profit increased by 136% year-on-year. Regarding the reasons for the growth in performance, the company said that the market demand for high-end products is strong, and the company's scale effect is apparent.

　　 The semi-annual report shows that Western Superconductor’s R&D investment in the first half of the year was 83.259 million yuan, a year-on-year increase of 38.66%. Western Superconductor stated that continuous high-level R&D investment is the foundation for the company to maintain its technological leadership. During the reporting period, the company increased its R&D investment in titanium alloy materials, superconducting products and superalloy materials in accordance with its R&D plan. The company has achieved a number of research and development results, including the identification of a certain titanium alloy material, the key technology as a whole has reached the international advanced level; the realization of the stable control of the key performance of a certain type of ultra-high strength and toughness titanium alloy material to meet the technical requirements of the model; the company’s Ti6Al4V titanium alloy material has passed The qualification certification of China Aircraft Corporation will gradually realize the batch delivery of products in the future; it has broken through the engineering preparation technology of a large-scale high-strength, high-toughness and high-hardenability titanium alloy material, and has been successfully selected and applied; it has continued to make breakthroughs in aero engines and gas turbines Using high-temperature alloy material engineering preparation technology, typical products have been delivered in batches of multiple models.