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Investor Presentaiton

A-share IPOs: sector analysis (cont'd) 2020 YTD: Top 5 sectors - by total funds raised Total funds raised = RMB 461.0B ■A-share (traditional market) ■New ChiNext Board ■STAR Market 1% 1% 40% 35% 30% 25% 26% 20% 9% 15% 3% 2% 10% 10% 3% 13% 5% 5% 1% 9% 7% 5% 2% 3% 0% TMT Industrials Healthcare / Consumer Life Sciences Markets Transport, Logistics and Others Others Source: Wind and KPMG analysis + Healthcare/Life Sciences The sector ranked third in both the number of new listings and total funds raised, backed by a strong showing of healthcare/life sciences IPOs in the STAR Market. It accounts for approximately 13 percent of the proceeds in the market for the year. Seven pre-profit biotech companies were listed in the STAR Market during the year demonstrating the bourse's flexibility and presence for biotech firms. Amid the ongoing development of the pandemic, fueled by an ever-growing demand for healthcare for the world's largest population, healthcare/life sciences is expected to be one of the driving forces of the A-share IPO market. 35% 2019: Top 5 sectors - by total funds raised Total fundraising = RMB 253.2B A-share (traditional market) STAR Market 30% 25% 20% 18% 7% 15% 27% 10% 1% 15% 5% 10% 7% 6% 8% 1% 960 TMT Financial Services Industrials Energy and Natural Resources Healthcare/ Life Sciences Others % EES Source: Wind and KPMG analysis Note: All analysis is based on a combination of data as at 6 December 2020 and KPMG estimates, unless otherwise stated. Excludes listings by introduction. KPMG Consumer Markets The sector ranked fourth in terms of both funds raised and the number of IPOs. Yihai Kerry Arawana Holdings Co., Ltd, a food wholesaler and distributor was listed in the ChiNext board, raising a total of RMB 13.9 billion, is the third largest IPO in the A-share market during the year. The sector has maintained a strong pipeline, as of 6 December 2020, there were 81 active applicants from the sector, which account for approximately 10 percent of the overall A-share pipeline. © 2020 KPMG, a Hong Kong partnership and a member firm of the KPMG global organisation of independent member firms affiliated with KPMG International Limited ("KPMG International"), a private English company limited by guarantee. All rights reserved. 6
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