4 New Third Board Companies Divide National Major Fund 1.4 Billion
According to Digging.com, in the period of less than four years since the establishment of the National Fund, the funds invested in China's IC industry exceeded RMB 100 billion. The current investment has completely covered the manufacturing of integrated circuits, the leading company of packaging, and partially covered Design, equipment, materials, listed companies, and involved in the third generation of semiconductors, sensors and other fields, involving more than 20 A-share listed companies and 4 new three board companies.
According to incomplete statistics, in recent years, the National Fund has provided a total of 140 million yuan in investment to 4 companies, including Beijing Rongrong Technology (832502), Beit Lai (835288), Silicon Silicon Microelectronics (430276), and Chuangda Xincai (832990). yuan.
The shareholdings of the 4 new 3rd board companies are slightly different. The state funds have separately passed the sub-fund or related fund Beijing IC manufacturing and equipment equity investment center (Limited partnership), Shenzhen Nanshan Hongtai equity investment fund, Shanghai Wuyuefeng integrated circuit. Equity investment partnership enterprise, Shanghai Juyuan Polycore IC Industry Equity Investment Fund Center enters.
Among them, Yuanrong Technology was the first to attract the attention of the National Fund. In October 2014, just one month after the establishment of the National Fund, Yuanrong Technology obtained an investment of 40 million yuan. As of June 2017, the state The major fund still holds 16.78 million shares in Yuanrong Technology, which holds 6% of the company's shares and ranks as the company's fourth largest shareholder.
Afterwards, the National Grand Fund spent 50 million yuan, 30 million yuan, and 20.46 million yuan respectively in July 2017, December, and January 2018, respectively, to share in Beit Lai, silicon microelectronics, and 3 new materials. Sanban IC companies are currently ranked as the 4th, 3rd and 8th largest shareholders of these 3 companies.
Why are these 4 companies favored?
Digging the net analysis found that the above four companies have some common features: strong research and development capabilities and have high-end talents. Some hold more than 90 patents, some R & D intensity of up to 30%, and some of the introduction of foreign technical experts.
Yuanrong Technology, as an electronic equipment manufacturer mainly engaged in the research, development, production and sales of LED epitaxial wafers and chips, as of June 2017, Yuanrong Technology has a total of 97 patented technologies, including 40 domestic invention patents and 2 items. US invention patents, 50 utility model patents, 5 design patents, 187 domestic invention patents, 4 international invention patents and 21 utility model patents, 1 design patent and 4 PCT patents being accepted .
Bei Telai, Sheng Siwei Microelectronics, a new record of three new three integrated circuit companies also hold 43, 11, 38 patents, with 4, 2, 22 invention patents.
In terms of team building, Chongda New Material Co., Ltd. introduced some well-known plastic materials technology experts from South Korea, specially invited domestic well-known scholar professors Li Hexing, Wu Peiyi, Xu Hualong, Li Shanjun and Liu Xiaoya as members of the expert committee of the company, and graduated from famous university chemical engineering and polymer composite materials Professional, R&D team with over 30 years experience in R&D, manufacturing and management of thermoset polymer composites.
Sheng Si Microelectronics has 43 R & D personnel, accounting for 54% of the total number of companies, core R & D, management team members are from well-known MCU companies at home and abroad and have more than 15 years of business experience.
According to media reports, the second phase of the IC Fund is in full swing with fundraising. The scale of fundraising will be over one period, at 150-200 billion yuan, and more funds will be invested in the field of chip design. The current scheme has been reported to the State Council and obtained. If the second phase of investment is successfully implemented, who will be the next lucky person to look at the entire capital market?