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進展神速!中芯國際已接受科創板上市輔導,半導體板塊“漲聲相迎”
格隆匯 05-08 08:27

作者:徐蔚 

來源: 上海證券報

中芯國際迴歸A股指日可待。

5月7日晚間,上海證監局官網發佈的信息顯示,中芯國際集成電路製造有限公司(以下簡稱“中芯國際”)已接受上市輔導。輔導機構為海通證券與中金公司。

有資深投行人士告訴記者,科創板項目輔導期長短視發行人具體情況而定,一般情況在3個月以上。不過,此前也有極少數擬登陸科創板的企業輔導時間縮短至2個月,較A股其他板塊大為提速。

回A進展神速

具體來看,海通證券、中金公司依據中國證監會《證券發行上市保薦業務管理辦法》和《中芯國際集成電路製造有限公司與海通證券股份有限公司首次公開發行股票並上市輔導協議》及《中芯國際集成電路製造有限公司與中國國際金融股份有限公司首次公開發行股票並在科創板上市之輔導協議》的有關規定,對中芯國際進行輔導工作。

上海證監局披露的中芯國際首次公開發行股票輔導備案情況報告表的落款日期為5月6日。

此前4月30日,中國證監會發布實施《關於創新試點紅籌企業在境內上市相關安排的公告》,下調了上市紅籌企業迴歸A股的門檻。

當日,中芯國際董事會便審議了通過境內(A股)上市的議案,可見公司是有備而來的。

更超出預期的是,5月5日,中芯國際便迫不及待地官宣了擬於科創板上市的消息。

在A股上市,中芯國際預估籌集大約234億元資金,其中約40%用於投資於12英寸芯片SN1項目,約20%用作為公司先進及成熟工藝研發項目的儲備資金,及約40%用作為補充流動資金。

純正“中國芯”引爆半導體行情

中芯國際是中國內地規模最大、技術最先進的晶圓代工企業。其主要業務是為客户提供14納米至0.35微米晶圓代工和技術服務。當前,中芯國際是國內企業中,唯一能夠提供14納米制程的晶圓代工企業。

中芯國際迴歸的消息在資本市場掀起了一片浪花。

中芯國際是港股上市公司,截至5月7日收盤,股價為16.94港元,總市值約為873億港幣。在中芯國際正式宣佈回科創板上市後,港股股價連續上漲,昨日早盤創近三個月新高。美銀美林、中信證券等多家投行接連上調目標價和評級。

A股小夥伴就更嗨了,5月以來半導體領漲滬深兩市,並帶動科技股大幅走高。

其中,滬硅產業、聚辰股份、晶晨股份、芯源微、中微公司、南大光電、兆易創新等概念股股紛紛高潮。

方正證券判斷,國產半導體在2020年將迎來拐點之年,“中芯國際產業鏈”在中芯國際擬登陸科創板之際,有望開啟加速成長。

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