罗兵咸:中资TMT上半年私募股权投资下跌 料港推18C章可吸引企业上市
罗兵咸永道发表今年上半年中国科技、媒体及通讯(TMT)行业报告,指出受疫情及地缘政治等因素影响,今年上半年TMT行业私募股权投资与整体市场下跌走势保持一致,首季投资宗数及金额分别按季下跌13%及21%,达到857宗及143.18亿美元;次季则下跌7%及48%,达到798宗及74.29亿美元。
细分行业中,科投行业的私募投资仍然最炽热,上半年科投行业投资宗数及金额占TMT整体行业约81%及77%。该行中国审计业务合伙人陈建孝表示,在国家新基建政策不断深化以及「十四五」规划的带动下,TMT行业仍将是最受资本青睐的行业。
陈建孝指出,为应对美国监管不确定性,上半年部分中概股于香港进行二次上市,近期亦有消息指港交所(00388.HK)为未盈利科技企业订立上市要求已有初步方案,增设上市规则《第18C章》以吸引硬科技企业上市,可能会于下半年实行,相信会吸引到不少中资科技公司来况筹集资金,进一步加快科技行业成长。
罗兵咸永道展望,9月份中国人工智能(AI)大会召开,促进AI等前沿科技交流发展,预期与元宇宙行业可为TMT企业带来新机遇;另外美国8月实施芯片与科学法案,为中国半导体产业带来外部压力,迫使国产替代进程加快,亦刺激市场发展。
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