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羅兵咸永道:上半年內地TMT公司延續相對活躍表現
羅兵咸永道今日(18日)發表今年上半年TMT企業首次公開募股數據顯示,今年上半年內地TMT企業IPO數量錄得68宗,較去年下半年74宗有所下降,融資總額回升至約1,604億元人民幣(下同)。其中,於內地主板上市的中國移動(00941.HK)為今年上半年最大的內地TMT企業IPO。 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330家企業於創業板上市,總融資額為3,007億元,平均融資額為9.11億元,平均首發市盈率為35倍。其中,69家TMT行業企業的總融資額為630億元,平均融資額為9.1億元,平均首發市盈率為42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表示,在內地資本市場科創板及創業板的帶動下,今年上半年內地TMT公司在資本市場延續相對活躍的表現;國務院33項穩定政策的實施,將進一步提振中國經濟復甦,也將帶動今年下半年的資本市場表現,預計內地TMT企業仍將選擇內地及香港資本市場作為主要上市地。 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,今年上半年中概股於香港市場陸續以介紹形式二次上市,中國移動的A股回歸,阿里巴巴(09988.HK)擬將香港新增為其主要上市地,以及近期5間國企宣布擬將從美國退市等,將為中概股公司提供新的啟示。 他表示,今年下半年,科技創新型TMT企業和中概股回歸,將繼續成為資本市場的主要推動力。在多項刺激經濟增長政策的支持下,隨著註冊制的完善,內地資本市場預期將在壓力中繼續逆勢增長,成為全球市場的亮點。(ca/u) ~
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