中證(zheng)網訊（記(ji)者(zhe) 黃(huang)一(yi)靈）截至(zhi)2022年(nian)10月31日(ri)，除多地(di)上(shang)市(shi)紅籌(chou)企業(ye)中芯國際、百濟神州和諾誠健(jian)華外，科創板480家上(shang)市(shi)公司通(tong)過(guo)三季報(bao)、上(shang)市(shi)公告書等形式披露(lu)了(le)2022年(nian)前(qian)三季度經營(ying)(ying)業(ye)績信息。總體(ti)(ti)來看，科創板公司堅(jian)持聚焦主業(ye)、創新(xin)發展，前(qian)三季度整(zheng)體(ti)(ti)業(ye)績延續穩步增長態勢，實現營(ying)(ying)業(ye)收(shou)入(ru)、歸母凈利潤(run)同比(bi)較大幅度提升(sheng)，充分體(ti)(ti)現了(le)“硬科技”公司的活力和韌性，成為新(xin)時代實體(ti)(ti)經濟高質量發展的一(yi)支生力軍。

　　整體業績穩步增長

　　2022年(nian)前(qian)(qian)三(san)季度(du)，科(ke)創板(ban)(ban)公(gong)(gong)司(si)(si)(si)實(shi)(shi)現營(ying)業收入(ru)7822.14億(yi)(yi)元(yuan)(yuan)(yuan)，同(tong)比增(zeng)(zeng)(zeng)(zeng)長(chang)33%；實(shi)(shi)現歸(gui)(gui)(gui)母(mu)凈(jing)(jing)利(li)(li)潤(run)891.24億(yi)(yi)元(yuan)(yuan)(yuan)，同(tong)比增(zeng)(zeng)(zeng)(zeng)長(chang)25%；實(shi)(shi)現扣非歸(gui)(gui)(gui)母(mu)凈(jing)(jing)利(li)(li)潤(run)760.68億(yi)(yi)元(yuan)(yuan)(yuan)，同(tong)比增(zeng)(zeng)(zeng)(zeng)長(chang)26%，呈現穩步增(zeng)(zeng)(zeng)(zeng)長(chang)態勢。其中，第三(san)季度(du)，科(ke)創板(ban)(ban)公(gong)(gong)司(si)(si)(si)實(shi)(shi)現營(ying)業收入(ru)2772.81億(yi)(yi)元(yuan)(yuan)(yuan)，同(tong)比增(zeng)(zeng)(zeng)(zeng)長(chang)31%；實(shi)(shi)現歸(gui)(gui)(gui)母(mu)凈(jing)(jing)利(li)(li)潤(run)286.56億(yi)(yi)元(yuan)(yuan)(yuan)，同(tong)比增(zeng)(zeng)(zeng)(zeng)長(chang)15%；實(shi)(shi)現扣非歸(gui)(gui)(gui)母(mu)凈(jing)(jing)利(li)(li)潤(run)229.85億(yi)(yi)元(yuan)(yuan)(yuan)，同(tong)比增(zeng)(zeng)(zeng)(zeng)長(chang)13%。前(qian)(qian)三(san)季度(du)，七成公(gong)(gong)司(si)(si)(si)營(ying)業收入(ru)同(tong)比增(zeng)(zeng)(zeng)(zeng)長(chang)，85家(jia)公(gong)(gong)司(si)(si)(si)增(zeng)(zeng)(zeng)(zeng)幅在50%以上，142家(jia)公(gong)(gong)司(si)(si)(si)營(ying)業收入(ru)在10億(yi)(yi)元(yuan)(yuan)(yuan)以上；五成公(gong)(gong)司(si)(si)(si)歸(gui)(gui)(gui)母(mu)凈(jing)(jing)利(li)(li)潤(run)同(tong)比增(zeng)(zeng)(zeng)(zeng)長(chang)，109家(jia)公(gong)(gong)司(si)(si)(si)增(zeng)(zeng)(zeng)(zeng)幅在50%以上，188家(jia)公(gong)(gong)司(si)(si)(si)歸(gui)(gui)(gui)母(mu)凈(jing)(jing)利(li)(li)潤(run)在1億(yi)(yi)元(yuan)(yuan)(yuan)以上。今年(nian)恰逢科(ke)創板(ban)(ban)開板(ban)(ban)三(san)周年(nian)，2019-2021年(nian)以來，科(ke)創板(ban)(ban)公(gong)(gong)司(si)(si)(si)營(ying)業收入(ru)、歸(gui)(gui)(gui)母(mu)凈(jing)(jing)利(li)(li)潤(run)、研發投入(ru)復合(he)增(zeng)(zeng)(zeng)(zeng)長(chang)率分別達到(dao)29%、86%、29%，為中國經濟發展注(zhu)入(ru)了新動能。

　　龍頭公司和先導行業業績穩健

　　科(ke)創(chuang)50指(zhi)數成(cheng)分公(gong)司發(fa)揮穩增長(chang)(chang)引領(ling)作用(yong)，除尚未披露三季報的中芯國際(ji)外(wai)，2022年前三季度實現(xian)營(ying)(ying)業(ye)(ye)收(shou)入(ru)(ru)(ru)3785.97億元(yuan)，同(tong)(tong)(tong)比增長(chang)(chang)46%；實現(xian)歸(gui)(gui)(gui)母凈利潤402.38億元(yuan)，同(tong)(tong)(tong)比增長(chang)(chang)44%；營(ying)(ying)業(ye)(ye)收(shou)入(ru)(ru)(ru)和(he)(he)歸(gui)(gui)(gui)母凈利潤占板塊整(zheng)體(ti)的48%和(he)(he)45%。科(ke)創(chuang)板先導(dao)產(chan)業(ye)(ye)示范效應顯(xian)著，以光伏(fu)、動(dong)力(li)電池為(wei)代表的新(xin)能源行業(ye)(ye)業(ye)(ye)績增速亮眼，13家(jia)(jia)光伏(fu)產(chan)業(ye)(ye)鏈(lian)公(gong)司營(ying)(ying)業(ye)(ye)收(shou)入(ru)(ru)(ru)和(he)(he)歸(gui)(gui)(gui)母凈利潤分別同(tong)(tong)(tong)比增長(chang)(chang)106%和(he)(he)183%，16家(jia)(jia)動(dong)力(li)電池產(chan)業(ye)(ye)鏈(lian)公(gong)司營(ying)(ying)業(ye)(ye)收(shou)入(ru)(ru)(ru)和(he)(he)歸(gui)(gui)(gui)母凈利潤分別同(tong)(tong)(tong)比增長(chang)(chang)93%和(he)(he)93%。集(ji)成(cheng)電路和(he)(he)生物醫藥行業(ye)(ye)的集(ji)聚(ju)效應更加突出，上市公(gong)司數量分別達到79家(jia)(jia)和(he)(he)107家(jia)(jia)，前三季度營(ying)(ying)業(ye)(ye)收(shou)入(ru)(ru)(ru)增速均保(bao)持在20%以上。

　　“專精特新”企業迸發活力

　　作為(wei)科(ke)(ke)技創(chuang)新型企(qi)業的聚集地，科(ke)(ke)創(chuang)板已有223家上(shang)(shang)市公(gong)(gong)司(si)入(ru)選(xuan)國家級(ji)專(zhuan)(zhuan)精特新“小巨人”企(qi)業名錄，分(fen)別占科(ke)(ke)創(chuang)板上(shang)(shang)市公(gong)(gong)司(si)總(zong)數(shu)的46%、專(zhuan)(zhuan)精特新“小巨人”企(qi)業上(shang)(shang)市總(zong)數(shu)的22%和(he)(he)注冊制下專(zhuan)(zhuan)精特新“小巨人”企(qi)業上(shang)(shang)市總(zong)數(shu)的61%。23家科(ke)(ke)創(chuang)板公(gong)(gong)司(si)被評為(wei)制造業“單項(xiang)冠(guan)軍(jun)”示范企(qi)業，24家公(gong)(gong)司(si)主營產(chan)品(pin)被評為(wei)“單項(xiang)冠(guan)軍(jun)”產(chan)品(pin)。上(shang)(shang)述(shu)公(gong)(gong)司(si)2022年前三季度合計實現營業收入(ru)4263.59億(yi)元，同(tong)比增長(chang)46%；實現歸母凈利(li)潤(run)471.83億(yi)元，同(tong)比增長(chang)26%。科(ke)(ke)創(chuang)板涌現出一批(pi)細(xi)分(fen)行(xing)業龍頭和(he)(he)“隱形冠(guan)軍(jun)”，為(wei)產(chan)業鏈(lian)補(bu)短板、鍛長(chang)板、填空白(bai)提(ti)供有力支(zhi)撐，推(tui)動(dong)我(wo)國產(chan)業鏈(lian)創(chuang)新鏈(lian)的深度融合。

　　特殊類型企業發展向好

　　科創板多元包容(rong)的(de)上(shang)(shang)市(shi)條件，適應不(bu)同類型(xing)、不(bu)同發(fa)展階(jie)段企(qi)(qi)業的(de)差異化融(rong)資需求(qiu)，吸引了一批特殊類型(xing)的(de)企(qi)(qi)業上(shang)(shang)市(shi)。截(jie)至目(mu)前，已有45家(jia)上(shang)(shang)市(shi)時(shi)未盈(ying)利企(qi)(qi)業、8家(jia)特殊股權架構企(qi)(qi)業和6家(jia)紅籌企(qi)(qi)業。這些(xie)企(qi)(qi)業在(zai)上(shang)(shang)市(shi)后(hou)持(chi)續(xu)加大研(yan)發(fa)投(tou)入，發(fa)展勢(shi)頭(tou)良好(hao)。2022年(nian)前三季度，42家(jia)上(shang)(shang)市(shi)時(shi)未盈(ying)利企(qi)(qi)業合計實(shi)現營(ying)業收入480.07億(yi)元，同比增長20%；合計研(yan)發(fa)投(tou)入142.03億(yi)元，同比增長19%。其(qi)中，上(shang)(shang)海誼眾等5家(jia)公司歸母凈利潤實(shi)現扭虧(kui)為盈(ying)。

　　研發投入疊創新高

　　科(ke)創(chuang)板公(gong)司貫徹落實(shi)創(chuang)新(xin)(xin)驅動發展戰略，持續(xu)加大(da)研發投(tou)(tou)(tou)(tou)入(ru)(ru)(ru)，2022年前三季度(du)(du)，合計研發投(tou)(tou)(tou)(tou)入(ru)(ru)(ru)金額達681.1億元(yuan)，同比(bi)(bi)增(zeng)長(chang)33%，研發投(tou)(tou)(tou)(tou)入(ru)(ru)(ru)占營業(ye)收(shou)入(ru)(ru)(ru)比(bi)(bi)例(li)平均為(wei)16%。君(jun)實(shi)生物等30家(jia)公(gong)司研發投(tou)(tou)(tou)(tou)入(ru)(ru)(ru)超過5億元(yuan)，云從科(ke)技(ji)等60家(jia)公(gong)司研發投(tou)(tou)(tou)(tou)入(ru)(ru)(ru)強(qiang)(qiang)度(du)(du)超過30%。高(gao)質(zhi)量創(chuang)新(xin)(xin)引領高(gao)質(zhi)量發展，科(ke)創(chuang)板公(gong)司在多個面向科(ke)技(ji)前沿的(de)新(xin)(xin)興領域取得(de)重大(da)科(ke)研突破，助力我國實(shi)現高(gao)水平科(ke)技(ji)自立自強(qiang)(qiang)。百濟神州的(de)替(ti)雷利(li)珠單抗注(zhu)射(she)液在肝(gan)癌領域的(de)全(quan)球Ⅲ期臨床已順利(li)達到(dao)試驗終(zhong)點。晶(jing)科(ke)能源182N型高(gao)效單晶(jing)硅(gui)電池(chi)轉(zhuan)化效率達到(dao)26.1%，創(chuang)造行業(ye)紀錄。利(li)揚芯片(pian)完成全(quan)球首顆(ke)北斗短報文SoC芯片(pian)的(de)測試方案開(kai)發并進入(ru)(ru)(ru)量產階段(duan)。

　　硬科技助力穩經濟大盤

　　科(ke)(ke)(ke)創板公(gong)(gong)司(si)IPO募(mu)(mu)集資(zi)(zi)金(jin)(jin)總額達到7331.51億(yi)元(yuan)(yuan)，募(mu)(mu)投(tou)(tou)項(xiang)(xiang)(xiang)(xiang)目(mu)(mu)主要用(yong)于(yu)(yu)研發(fa)升(sheng)級、產(chan)(chan)(chan)(chan)能(neng)擴(kuo)充(chong)，截至目(mu)(mu)前募(mu)(mu)集資(zi)(zi)金(jin)(jin)使用(yong)進度(du)約六成，一大(da)批(pi)項(xiang)(xiang)(xiang)(xiang)目(mu)(mu)投(tou)(tou)產(chan)(chan)(chan)(chan)落(luo)地(di)，有(you)力地(di)支持(chi)了(le)穩經濟(ji)大(da)盤(pan)。今年以來，科(ke)(ke)(ke)創板公(gong)(gong)司(si)持(chi)續聚焦主業(ye)，加大(da)硬科(ke)(ke)(ke)技相關產(chan)(chan)(chan)(chan)業(ye)投(tou)(tou)資(zi)(zi)力度(du)，前三(san)季(ji)度(du)累計投(tou)(tou)入(ru)(ru)1134.69億(yi)元(yuan)(yuan)用(yong)于(yu)(yu)新(xin)(xin)(xin)增(zeng)固(gu)定資(zi)(zi)產(chan)(chan)(chan)(chan)及無(wu)形資(zi)(zi)產(chan)(chan)(chan)(chan)，同比增(zeng)長(chang)(chang)42%；22家公(gong)(gong)司(si)亦披露重(zhong)大(da)產(chan)(chan)(chan)(chan)業(ye)項(xiang)(xiang)(xiang)(xiang)目(mu)(mu)投(tou)(tou)資(zi)(zi)計劃，未來將(jiang)投(tou)(tou)入(ru)(ru)265.94億(yi)元(yuan)(yuan)用(yong)于(yu)(yu)新(xin)(xin)(xin)建(jian)(jian)產(chan)(chan)(chan)(chan)能(neng)。其中(zhong)，天合(he)光能(neng)擬投(tou)(tou)資(zi)(zi)60億(yi)元(yuan)(yuan)在淮安經開區(qu)建(jian)(jian)設年產(chan)(chan)(chan)(chan)15GW高效(xiao)電(dian)池和(he)15GW大(da)功率組件項(xiang)(xiang)(xiang)(xiang)目(mu)(mu)。此外，前三(san)季(ji)度(du)共有(you)65家科(ke)(ke)(ke)創板公(gong)(gong)司(si)已披露再融資(zi)(zi)方案，擬募(mu)(mu)資(zi)(zi)金(jin)(jin)額達1154.25億(yi)元(yuan)(yuan)，將(jiang)主要用(yong)于(yu)(yu)擴(kuo)建(jian)(jian)產(chan)(chan)(chan)(chan)能(neng)、新(xin)(xin)(xin)設研發(fa)中(zhong)心、開拓新(xin)(xin)(xin)產(chan)(chan)(chan)(chan)線(xian)等。前期建(jian)(jian)設投(tou)(tou)入(ru)(ru)落(luo)地(di)，進一步(bu)帶(dai)動(dong)產(chan)(chan)(chan)(chan)能(neng)和(he)訂單增(zeng)長(chang)(chang)，支持(chi)公(gong)(gong)司(si)提高長(chang)(chang)期競爭力。其中(zhong)，格(ge)科(ke)(ke)(ke)微(wei)的募(mu)(mu)投(tou)(tou)項(xiang)(xiang)(xiang)(xiang)目(mu)(mu)BSI產(chan)(chan)(chan)(chan)線(xian)在8月(yue)進入(ru)(ru)風險量產(chan)(chan)(chan)(chan)，有(you)力保障12英寸(cun)晶(jing)圓的供(gong)應，實現芯片設計端(duan)和(he)制(zhi)造端(duan)的資(zi)(zi)源整(zheng)合(he)。金(jin)(jin)盤(pan)科(ke)(ke)(ke)技的桂林儲能(neng)系列(lie)產(chan)(chan)(chan)(chan)品數字(zi)化(hua)工(gong)(gong)廠項(xiang)(xiang)(xiang)(xiang)目(mu)(mu)竣工(gong)(gong)，滿產(chan)(chan)(chan)(chan)后可實現年產(chan)(chan)(chan)(chan)1.2GWh儲能(neng)系列(lie)產(chan)(chan)(chan)(chan)品。時(shi)代電(dian)氣子公(gong)(gong)司(si)通過法雷(lei)奧集團(tuan)（Valeo）的系列(lie)審查(cha)，將(jiang)作為法雷(lei)奧集團(tuan)某電(dian)驅動(dong)系統項(xiang)(xiang)(xiang)(xiang)目(mu)(mu)的IGBT模塊正式供(gong)應商。鐵(tie)建(jian)(jian)重(zhong)工(gong)(gong)、中(zhong)國(guo)通號(hao)等先(xian)進軌交企業(ye)深度(du)參與“新(xin)(xin)(xin)基建(jian)(jian)”，鐵(tie)建(jian)(jian)重(zhong)工(gong)(gong)前三(san)季(ji)度(du)新(xin)(xin)(xin)簽(qian)訂單累計超過117億(yi)元(yuan)(yuan)，同比增(zeng)長(chang)(chang)27%。

　　股東結構不斷優化

　　截至(zhi)三(san)季(ji)度(du)末，科(ke)(ke)(ke)創(chuang)(chuang)板(ban)公司(si)機(ji)構股(gu)(gu)東數(shu)量上(shang)升明(ming)顯，專業機(ji)構賬戶數(shu)達到(dao)3.87萬戶，持(chi)(chi)倉流(liu)通(tong)(tong)(tong)市(shi)值(zhi)占比(bi)達到(dao)45%。全部(bu)科(ke)(ke)(ke)創(chuang)(chuang)板(ban)公司(si)的(de)(de)流(liu)通(tong)(tong)(tong)股(gu)(gu)東中包含基(ji)金(jin)股(gu)(gu)東，持(chi)(chi)流(liu)通(tong)(tong)(tong)股(gu)(gu)比(bi)例和持(chi)(chi)倉流(liu)通(tong)(tong)(tong)市(shi)值(zhi)占比(bi)分別(bie)為23%和32%。科(ke)(ke)(ke)創(chuang)(chuang)相關主題ETF基(ji)金(jin)產品達到(dao)26只，基(ji)金(jin)份額合計(ji)達到(dao)907.06萬份，較(jiao)年初(chu)增長48%。164家(jia)公司(si)的(de)(de)基(ji)金(jin)持(chi)(chi)倉占比(bi)超(chao)過30%，以集成電路、新能源、高端醫療器械(xie)為代表的(de)(de)硬科(ke)(ke)(ke)技公司(si)最受基(ji)金(jin)青睞。社保(bao)基(ji)金(jin)、保(bao)險公司(si)、QFII等長線資(zi)金(jin)亦持(chi)(chi)續(xu)增配科(ke)(ke)(ke)創(chuang)(chuang)板(ban)，合計(ji)持(chi)(chi)倉流(liu)通(tong)(tong)(tong)市(shi)值(zhi)占比(bi)超(chao)過5%。同時，科(ke)(ke)(ke)創(chuang)(chuang)板(ban)對外(wai)(wai)資(zi)的(de)(de)吸引力持(chi)(chi)續(xu)提升，截至(zhi)三(san)季(ji)度(du)末，外(wai)(wai)資(zi)機(ji)構持(chi)(chi)倉流(liu)通(tong)(tong)(tong)市(shi)值(zhi)達到(dao)958億元，占比(bi)4%。已有12只科(ke)(ke)(ke)創(chuang)(chuang)50ETF產品在境外(wai)(wai)多地(di)上(shang)市(shi)，為海外(wai)(wai)投資(zi)者開辟了投資(zi)科(ke)(ke)(ke)創(chuang)(chuang)板(ban)的(de)(de)新通(tong)(tong)(tong)道。

　　投資者獲得感持續提升

　　科(ke)創板(ban)公(gong)(gong)(gong)司(si)(si)綜合(he)(he)運用增持(chi)、回購(gou)(gou)(gou)工具維護公(gong)(gong)(gong)司(si)(si)價值(zhi)，積極(ji)發(fa)布分(fen)紅方(fang)案(an)(an)共(gong)享(xiang)成長(chang)(chang)收(shou)益。2022年前三(san)季(ji)度，科(ke)創板(ban)共(gong)70家公(gong)(gong)(gong)司(si)(si)發(fa)布回購(gou)(gou)(gou)方(fang)案(an)(an)，預計(ji)(ji)回購(gou)(gou)(gou)金(jin)(jin)額(e)上限約(yue)65億元(yuan)；共(gong)38家公(gong)(gong)(gong)司(si)(si)發(fa)布增持(chi)方(fang)案(an)(an)，涉及(ji)69名(ming)股(gu)東(dong)，其中54名(ming)為公(gong)(gong)(gong)司(si)(si)董事或管(guan)理人員。其中，三(san)季(ji)度新(xin)增11單(dan)回購(gou)(gou)(gou)計(ji)(ji)劃(hua)，計(ji)(ji)劃(hua)回購(gou)(gou)(gou)金(jin)(jin)額(e)最(zui)高達12億元(yuan)；新(xin)增6單(dan)增持(chi)計(ji)(ji)劃(hua)，計(ji)(ji)劃(hua)增持(chi)金(jin)(jin)額(e)最(zui)高合(he)(he)計(ji)(ji)約(yue)3.6億元(yuan)。2022年以來，累計(ji)(ji)337家公(gong)(gong)(gong)司(si)(si)發(fa)布利(li)潤分(fen)配方(fang)案(an)(an)，其中332家選擇現金(jin)(jin)分(fen)紅，合(he)(he)計(ji)(ji)分(fen)紅金(jin)(jin)額(e)達到289.33億元(yuan)。同時(shi)，科(ke)創板(ban)業績(ji)說明(ming)會繼(ji)續保持(chi)全面(mian)覆(fu)蓋，全部(bu)科(ke)創板(ban)公(gong)(gong)(gong)司(si)(si)均將召開三(san)季(ji)報業績(ji)說明(ming)會，由公(gong)(gong)(gong)司(si)(si)董事長(chang)(chang)、總經(jing)理等(deng)主要負責人通過網(wang)絡直播、文字互動等(deng)方(fang)式(shi)，與投(tou)資(zi)者進行“面(mian)對面(mian)”交(jiao)流(liu)。

　　業績分化有所顯現

　　前(qian)三季度(du)，科(ke)(ke)創板六大行業業績(ji)(ji)存在結構性分化，新能(neng)源、節(jie)能(neng)環保行業業績(ji)(ji)增速領(ling)先(xian)，高端裝備制造、生物醫(yi)藥行業表(biao)現整(zheng)體較好，新一代信息(xi)技術、新材(cai)料行業前(qian)三季度(du)業績(ji)(ji)表(biao)現低于科(ke)(ke)創板整(zheng)體水平(ping)。同時，部(bu)分公司(si)經營業績(ji)(ji)承壓(ya)。其中(zhong)，93家科(ke)(ke)創板公司(si)歸(gui)母凈利(li)(li)潤同比下滑超(chao)過50%，剔除未(wei)盈(ying)利(li)(li)上市企業后，57家公司(si)前(qian)三季度(du)虧損。