7月北交所有哪些催化事件？ 6月即将结束，北交所在这里的走势强于我们的预期，7月有哪些时间值得我们提前关注和布局呢？请见 阅读催化盘点—— ...

"9·3阅兵"已确认，北交所该如何参与？ 今年的"9·3阅兵"已经正式敲定！恰逢一个国际事件频发的时代，今年的阅兵意义非凡，北交所有哪些 可供参与的选择？一起看看吧—— ...

广信科技（920037.BJ）今日上市！近几日北交所行情很好，公司赶上了绝佳的上市时点，再加上自身 质地出色、发行估值又很低，从网上发行开始就遭"疯抢"，市场对其上市表现满怀期待。 而对于打新投资者来说，最关心的莫过于上市首日涨幅，尤其是最大涨幅和均价涨幅，对于上市涨幅的 测算，北研君在之前的文章中就给出过一套方法，通过这套方法，我们得出首日涨幅区间为： +433%~+586% 。具体的测算过程及最大涨幅、均价涨幅，请前往北研君小号翻阅。 超低估值的电网材料龙头，广信科技上市能涨多少？ ...

Core Viewpoint - The article highlights the impressive performance of the Beijing Stock Exchange (北交所) in the first half of 2025, with a significant index increase of 37% and 93% of listed companies experiencing gains [1] Summary by Sections - Performance Overview - The Beijing Stock Exchange has shown outstanding profitability in the first half of 2025, with an index rise of 37% [1] - A remarkable 93% of companies listed on the exchange have reported gains during this period [1] - Leading Stocks - The article invites readers to explore which stocks led the market rally, indicating a focus on identifying top-performing companies [1] - Community Engagement - The article encourages participation in a poll regarding personal investment performance, fostering community interaction among investors [1]

月初，北交所就公布了"北证专精特新指数"的首批成分股名单，伴随着当前北交所行情火爆， 预计相 关指数基金会快速落地，并成长起一定规模 。今天我们将北证50套利的逻辑应用与这一新的指数，看 看哪些成分股最具套利价值。记得关注我们的小号~ 新指数将登陆北交！哪些成分股最具套利潜力？ ...

Group 1 - The article highlights that July, along with April, is a critical month for performance evaluation in the A-share market, where stock price movements are closely correlated with quarterly earnings growth rates [1] - It emphasizes that this period can be considered a "fundamental window period," indicating a strong relationship between stock performance and earnings growth [1] - The article mentions that a detailed analysis of companies with the highest growth potential for the first half of 2025 on the Beijing Stock Exchange has been conducted [1]

昨日北交所大跌近2个点，仅从北证50指数来看跌幅不算很大，自1500点以来只能排到第三，第一和第 二分别是5月22日的-6.15%和6月13日的-2.92%。然而从个股涨跌分布来看，昨日下跌股达到241只，明 显多余6月13日的213只，而与5月22日的245只相差无几。因此如果单看北证50指数，其实并没有完全反 映昨天下跌的"惨烈"， 昨天的行情可以看做近几日北交所情绪向下的一次集中释放 。 可见， 二级市场估值的大幅抬升并没有让IPO发得更贵 ，但板块总市值、交易量显著上升还是助力了募 资扩容步伐， 凸出了我国资本市场的核心定位 。 对比北交所的第一、二阶段（2024.9.13-至今），共发行了16只个股，平均发行PE为13.85X、平均募资 规模2.75亿，总共募了44亿，在阶段涨幅和二级估值与创业板接近的情况下，发行估值更低、募资规模 更小，随着未来估值进一步拔高、交投活跃，我们猜测 IPO加速的空间也会更大 ，有望再现"每两天发1 家"的节奏，与此同时IPO发行估值也有可能继续保持较为便宜的价格 。 免责声明： 文章中的数据和资料来自于公司财报、券商研报、行业报告、企业官网、公众号、百度百科等公开资 ...

Core Viewpoint - The recent performance of new stocks on the Beijing Stock Exchange (BSE) has been impressive, with significant first-day gains, leading to questions about the sustainability and attractiveness of participating in new stock offerings [1][2]. Group 1: New Stock Performance - The first-day performance of newly listed stocks on the BSE has shown substantial gains, with average increases around 310%, and some stocks experiencing maximum gains close to 400% [1][2]. - The valuation trend indicates that most companies are trading at a price-to-earnings (PE) ratio of 35-45 times, which is considered a fair pricing mechanism for new stocks on the BSE [1][2]. - The performance of new stocks is influenced by their initial pricing and total market capitalization, with lower-priced and smaller-cap stocks generally achieving higher first-day gains [1][2]. Group 2: Subscription Data and Trends - The subscription data reveals that larger fundraising companies tend to attract more subscription funds, but the difference in subscription amounts is not as significant as the variance in fundraising scales among different companies [3][4]. - The average subscription rate for larger companies is higher, while smaller companies tend to have lower subscription rates but potentially higher single-stock returns [4][5]. Group 3: Investment Returns - The calculated returns from participating in new stock offerings show that the highest returns are associated with larger companies, while smaller companies yield lower returns [5][6]. - The average return from new stock subscriptions this year is significantly lower than last year's, indicating a trend of decreasing profitability in new stock investments [5][6]. - If the BSE continues to list over 30 new stocks annually, even with lower individual stock returns, it could still outperform traditional cash management strategies like money market funds [6].

Core Viewpoint - The North Exchange 50 Index has been in a consolidation phase since reaching its peak on November 8, 2024, and is now facing a potential new adjustment period due to external influences [1] Market Performance - The North Exchange 50 Index closed at 1382.74, down 2.92% from the previous day, with a trading volume of 16.66 million lots and a turnover of 36.93 billion [2] - The index has experienced a maximum drawdown of 31.14% since its peak, with a current P/E ratio of 52.41 [10] Historical Comparison - The current market conditions of the North Exchange are likened to the historical performance of the ChiNext board from 2012 to 2015, indicating potential similarities in market behavior and phases [6][9] - The North Exchange has seen a significant increase in trading volume, from 3.84 billion to 36.93 billion, similar to the ChiNext's growth during its early stages [10] Future Predictions - The North Exchange 50 Index is expected to experience a maximum drawdown of around 30% in the next phase, with new stock issuances accelerating [13] - Predictions suggest that the index could potentially exceed 3000 points, with trading volumes surpassing 1000 billion [13]

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