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羅兵咸永道:上半年中國TMT行業IPO全球表現保持活躍 港為中概股二次上市首選地
阿思達克 08-25 16:04
羅兵咸永道發布2021年上半年中國科技、媒體及通訊行業(TMT)企業首次公開募股(IPO)數據。上半年內地TMT企業IPO數量較去年下半年109宗有所下降,共計78宗,融資總額約2,138億元人民幣。其中,於香港上市的快手(01024.HK),融資額483億港元,為上半年最大的內地TMT企業IPO。 各大板塊分析顯示,2021年上半年,香港及海外資本市場成為內地TMT企業的主要上市選擇地,44%的內地TMT企業選擇在香港及海外上市,共計34家,獲得約1,758億元人民幣(下同)融資額,佔總融資額的82%。另有28%和22%的內地TMT企業分別選擇在科創板和深圳創業板上市。科創板有22宗TMT行業IPO,獲得約234億元融資額,佔總融資額的11%;深圳創業板有17宗TMT行業IPO,共獲得約121億元融資額,佔總融資額的6%;主板有5宗TMT行業IPO,獲得約24億元融資額,佔總融資額的2 %。 截至2021年6月30日於科創板掛牌上市的企業中,108家TMT行業企業的總融資額為1,793億元,平均融資額為16.6億元,平均首發市盈率為57倍。而今年上半年香港二次上市的TMT企業共有4家,總融資額為529億元,佔上半年TMT IPO總融資額的25%。 在創業板方面,自2020年8月24日創業板註冊制首批企業掛牌上市以來,共有148家企業於創業板上市,融資總額為1,188億元,平均融資額為8.02億元,平均首發市盈率為30倍。 羅兵咸永道中國內地科技、媒體及通訊行業主管合夥人高建斌指,上半年中國內地TMT公司在國內科創板及創業板上市的勢頭有所放緩。而受中國企業赴美上市以及中概股回歸香港資本市場的驅動,中國內地TMT公司在全球資本市場依然保持了非常活躍的表現。 羅兵咸永道全球科技、媒體及通訊行業主管合夥人周偉然表示,中美兩國監管機構針對中國企業赴美上市發布的一系列舉措,將在一定程度上推動中國內地企業在香港資本市場尋求上市機會,預計下半年香港IPO市場對中概股的吸引力將進一步提升。
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