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甘剑平:科创板重在鼓励创新,市场会让优秀企业脱颖而出
2020.07.22

科创板开市一周年之际,渶策资本创始合伙人甘剑平(JP Gan)分别接受了《南华早报》与《华尔街日报》的采访,就科创板的发展分享了观点。

 

JP认为一年来科创板发展态势不错,给了许多公司融资机会。科创板最重要的是鼓励创新,而创新的过程就是在高速发展的轨道上向前奔跑的过程,在这个过程中原本就有从高速轨道上滑落的可能性,所以鼓励创新就要包容失败,而市场的力量会让真正优秀的企业脱颖而出,目前科创板的整体趋势是朝这个方向迈进的。

 

许多人会将科创板与纳斯达克作比较,而在纳斯达克既有像苹果、微软这样伟大的公司,也有一些没那么强的公司,科创板亦是,但如果能跑出几家像英特尔这样的公司,就是成功的。就企业本身而言,优秀的公司会做优质的研发、产品,从而获取超额的收入和利润;差的公司则最终会被市场淘汰,但这正是市场的魅力和伟大之处。

 

在采访中,JP还与记者分享了个人比较关注在半导体、先进制造等领域能真实地在中国的产业链中体现价值、做出优秀产品的公司。从企业角度,他看好创始人及团队在海外大公司做过研发、具备产品经验的团队。

 

在《南华早报》(South China Morning Post)题为“SMIC Shares Soar in Shanghai, in a Successful Debut that May Give More Chinese Stocks Confidence to Leave US Market”的文章中,引用了JP的观点:

 

JP Gan, a founding partner of Ince Capital, said the Star Market offers a venue for promising Chinese firms to raise capital and expand their businesses.

 

Some companies traded on the market will derail from the track,” he said. “But when innovation and risk taking are encouraged, a large number of failures should be tolerated as long as a few great companies can emerge.”

 

原文阅读链接:

https://www.scmp.com/business/companies/article/3093370/shares-chinas-largest-chip-maker-smic-more-triple-shanghai

 

在《华尔街日报》(The Wall Street Journal)题为“IPO Frenzy Grips China’s Nasdaq-Style STAR Market”的文章中,JP的观点也被引用:

 

“A lot of early-stage companies going public on the STAR board are raising funds easily, as investors chase them with great passion,” said J.P. Gan, founding partner of INCE Capital, a venture-capital firm based in Shanghai. Money has flowed into sectors that Beijing wants to support such as semiconductors and advanced manufacturing, he said, and while some of the stocks could prove to be worthless, others could be big hits.

 

“When Nasdaq was born, not many people could imagine the boom of Microsoft or Apple,” he said.

 

原文阅读链接:

https://www.wsj.com/articles/ipo-frenzy-grips-chinas-nasdaq-style-star-market-11594893290