进展神速!中芯国际已接受科创板上市辅导,半导体板块“涨声相迎”
作者:徐蔚
来源: 上海证券报
中芯国际回归A股指日可待。
5月7日晚间,上海证监局官网发布的信息显示,中芯国际集成电路制造有限公司(以下简称“中芯国际”)已接受上市辅导。辅导机构为海通证券与中金公司。

有资深投行人士告诉记者,科创板项目辅导期长短视发行人具体情况而定,一般情况在3个月以上。不过,此前也有极少数拟登陆科创板的企业辅导时间缩短至2个月,较A股其他板块大为提速。
回A进展神速
具体来看,海通证券、中金公司依据中国证监会《证券发行上市保荐业务管理办法》和《中芯国际集成电路制造有限公司与海通证券股份有限公司首次公开发行股票并上市辅导协议》及《中芯国际集成电路制造有限公司与中国国际金融股份有限公司首次公开发行股票并在科创板上市之辅导协议》的有关规定,对中芯国际进行辅导工作。
上海证监局披露的中芯国际首次公开发行股票辅导备案情况报告表的落款日期为5月6日。
此前4月30日,中国证监会发布实施《关于创新试点红筹企业在境内上市相关安排的公告》,下调了上市红筹企业回归A股的门槛。
当日,中芯国际董事会便审议了通过境内(A股)上市的议案,可见公司是有备而来的。
更超出预期的是,5月5日,中芯国际便迫不及待地官宣了拟于科创板上市的消息。

在A股上市,中芯国际预估筹集大约234亿元资金,其中约40%用于投资于12英寸芯片SN1项目,约20%用作为公司先进及成熟工艺研发项目的储备资金,及约40%用作为补充流动资金。
纯正“中国芯”引爆半导体行情
中芯国际是中国内地规模最大、技术最先进的晶圆代工企业。其主要业务是为客户提供14纳米至0.35微米晶圆代工和技术服务。当前,中芯国际是国内企业中,唯一能够提供14纳米制程的晶圆代工企业。
中芯国际回归的消息在资本市场掀起了一片浪花。
中芯国际是港股上市公司,截至5月7日收盘,股价为16.94港元,总市值约为873亿港币。在中芯国际正式宣布回科创板上市后,港股股价连续上涨,昨日早盘创近三个月新高。美银美林、中信证券等多家投行接连上调目标价和评级。
A股小伙伴就更嗨了,5月以来半导体领涨沪深两市,并带动科技股大幅走高。
其中,沪硅产业、聚辰股份、晶晨股份、芯源微、中微公司、南大光电、兆易创新等概念股股纷纷高潮。
方正证券判断,国产半导体在2020年将迎来拐点之年,“中芯国际产业链”在中芯国际拟登陆科创板之际,有望开启加速成长。
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