In the first three quarters, A-share companies spent nearly one trillion yuan on research and development.

The performance of A-share listed companies maintained steady growth in the first three quarters, and the high-quality development pattern of listed companies such as new energy and high-tech manufacturing was gradually formed, and the capital market ecology was further improved. According to the data from China Association of Listed Companies (hereinafter referred to as China Securities Association), in the first three quarters, listed companies in the domestic market realized a total operating income of 52.37 trillion yuan, up 8.5 1% year-on-year, accounting for 60.18% of the total GDP; The net profit was 4.75 trillion yuan, a year-on-year increase of 2.46%. Behind the steady and positive business performance, enterprises in various fields continue to strengthen investment in research and development, further boosting the release of development momentum. According to the data of China Shanghai Association, the R&D expenditure of listed companies reached 0.94 trillion yuan in the first three quarters, up 20% year-on-year.

R&D investment of some listed companies in the first three quarters of 2022

Source: wind

Powerful R&D supports the growth vitality of generate.

According to the comprehensive statistics of China Securities Association, the R&D investment of listed companies in Growth Enterprise Market, science and technology innovation board and North Stock Exchange continues to grow. In the first three quarters, the growth rate of R&D expenditure was 32%, 54% and 43% respectively, and the R&D intensity was 4.59%, 8.68% and 4.30% respectively. Among them, the R&D intensity of 19 1 company exceeded 20%, and the R&D investment of 27 1 company increased by more than 50% year-on-year. Contemporary Ampere Technology Co., Ltd., Yiwei Lithium Energy, Mindray Medical and other enterprises 10 invested more than 10 billion yuan in research and development. Judging from the ratio of R&D expenses to operating income, among the 4,548 listed companies included in Wind's statistics, 669 companies accounted for more than 10% in the first three quarters, of which 106 companies accounted for more than 30%.

Specifically, the data from Shanghai Stock Exchange shows that the total R&D investment of science and technology innovation board companies reached 68 1. 1 billion yuan in the first three quarters alone, and the proportion of R&D investment in operating income was 16% on average. Among them, 30 companies including Junshi Bio invested more than 500 million yuan in R&D, and 60 companies including Cloud Technology invested more than 30% in R&D.

Among the listed companies in Shanghai Stock Exchange, Guo Dun Quantum, which took the lead in realizing the industrialization of quantum technology in China, increased its R&D investment by 77.84% in the third quarter, and the total R&D investment in the first three quarters was nearly 100 million yuan; In the third quarter, the R&D investment of Kangxinuo increased by 1 1. 18%. According to the company, this is mainly because the R&D process and R&D stage of the products being studied by the group are different. Fosun Pharma also continued to increase investment in innovation. In the first three quarters, the company invested RMB 3,766,543.8 billion in R&D, a year-on-year increase of RMB 65,438+09.36%.

The R&D layout of advanced manufacturing and digital economy companies listed on the main board of Shenzhen Stock Exchange is also very eye-catching. According to the data of Shenzhen Stock Exchange, in the first three quarters, the total R&D investment of 383 advanced manufacturing enterprises was175.957 billion yuan, up by 20.25% year-on-year, and the R&D investment intensity was nearly 5%, making continuous innovation breakthroughs in the fields of aerospace, high-end equipment and high-end CNC machine tools. Among the 280 main-board digital economy industrial companies that have gathered electronics, computers and communications, the total R&D expenditure is11498.7 billion yuan, up by 14.69% year-on-year, and the R&D intensity of 65 companies exceeds 10%. In addition, the R&D investment of leading enterprises in Shenzhen's new energy industry chain has also increased rapidly. Contemporary Anpu Technology Co., Ltd. invested 654.38+0.0577 billion yuan in R&D in the first three quarters, up 654.38+0.30% year-on-year, mainly due to the continuous increase of R&D investment, the increase of R&D projects and the expansion of R&D team, and the corresponding expenditure increased compared with the previous period; BYD's R&D expenses in the first three quarters were 10.87 billion yuan, while in 2026.5438+0 year, the company's R&D expenses were about 79.9/kloc-0.0 billion yuan.

In addition, in the first three quarters, the R&D expenditure of listed companies in Beijing Stock Exchange totaled 310.97 billion yuan, up by 3.3 10% year-on-year, and the R&D intensity reached 4.37%, about three times that of enterprises above designated size.

Innovative achievements are transformed into more flowers.

Only through scientific and technological innovation can listed companies be in an invincible position in market competition. Yang Delong, chief economist of Qianhai Open Source Fund, said. With the increasing R&D investment, many listed companies have made continuous breakthroughs in product innovation, performance and other dimensions.

According to the statistics of China Stock Exchange, among 777 listed companies in GEM, science and technology innovation board and Beijiao Stock Exchange/KLOC-0, 720 companies achieved double growth in operating income and net profit in the first three quarters. Among them, the revenues of 208 companies such as Xu Ansheng and German Nano increased by over 50% year-on-year, the net profits of 478 companies such as Hande Information and Runze Technology increased by over 30% year-on-year, and 53 companies such as Shi Wen and Du Nan Power Supply turned losses into profits.

In terms of the transformation of innovation achievements, such as Litong Technology's research and development of high value-added products such as ultra-wear-resistant acidizing fracturing hoses, the company's net profit in the first three quarters increased by 98.58% year-on-year; Maintaining its leading position in the field of power equipment, TCL's global market share of N-type silicon wafers has remained the first for many years. In the first three quarters of this year, the net profit was 5.0065438 billion yuan, an increase of 80.68% year-on-year.

Judging from the research and development results, Fosun Pharma has continuously made new progress in research products. According to public information, in June, 5438+this year 10, its joint venture company Fosun Kate's CAR-T cell therapy product Yikaida (Akelinsai Injection) was accepted for listing and registration for the third indication, and was included in the list of priority review varieties; In the field of cancer drugs, as of 10/0/October 30th, the company PD- 1 drug Hanseatic (Slulizumab injection) * * * has been accepted by the State Administration of Medical Supplies. Another company, Junshi Bio, also made a number of breakthroughs in research and development in the third quarter, including the approval of JS0 15 for clinical use, the ongoing international multi-center registered clinical study of VV16, and the approval of the new indication of the tripril monoclonal antibody JS00 1. At present, Huada Jiutian has obtained 150 authorized invention patents and 67 software copyrights, and many technologies have reached the international leading level, filling the gap in domestic flat-panel design EDA professional software. Guangliwei has obtained 68 authorized patents and undertaken a number of major scientific and technological projects. IEC international standards led by Fujitsu also show that Fujitsu has maintained a leading position in international technology in the field of RF coaxial cable components.

Through the acceleration of product R&D and innovation, the promotion of automation and digital intelligence, the product competitiveness, quality control ability and product delivery ability of Yiwei Lithium Energy have also been continuously improved. Recently, the company's lithium-ion battery has also been selected as a national-level manufacturing single champion product. According to the announcement, the company's R&D expenditure in the first three quarters was 65.438+43.2 million yuan, compared with 924 million yuan in the same period last year, an increase of 550.5438+0%. The company is constantly increasing its investment in the research and development of lithium batteries, training more than 2,000 R&D teams, building high-level research institutes, and building a number of laboratories and pilot lines. Brief introduction of billion weft lithium energy.

According to industry insiders, R&D determines the future core competitiveness, and excellent technology companies often have faster revenue growth, higher profitability and R&D level at the same time. Chen Li, chief economist and director of the research institute of Chuancai Securities, said that under the continuous fierce competition in various industries, many enterprises in this field have continuously increased their investment in R&D and consolidated their leading position by raising technical barriers. The annual increase of R&D expenditure is conducive to the continuous improvement of R&D strength of enterprises, thus promoting the continuous improvement of the overall quality of A-share listed companies and promoting the sound and healthy development of China's economy. At the same time, increasing R&D investment is also conducive to accelerating the pace of scientific and technological innovation and promoting the high-end development of China's industrial chain.