Market Performance - On January 29, 2026, the North Exchange 50 index decreased by 1.69%, closing at 1,536.00 points[1] - The overall trading volume on the North Exchange was 29.703 billion CNY, with a turnover rate of 4.79%[1] - The total market capitalization of the North Exchange was 937.031 billion CNY, with a circulating market value of 583.083 billion CNY[1] Sector Performance - The top-performing sectors included Oil & Petrochemicals (+30.0%), Media (+19.8%), and Food & Beverage (+5.1%) on the same day[1] - The sectors with the largest declines were Non-ferrous Metals (-3.3%), Electric Power Equipment (-2.5%), and Social Services (-1.9%)[1] Stock Performance - Among the 291 listed companies, 85 saw an increase, 3 remained flat, and 203 experienced a decline[1] - The leading gainers included Keli Co. (+29.99%), Liujin Technology (+19.82%), and Meibang Technology (+12.70%) while the largest decliners were Nongda Technology (-12.93%), Guangxin Technology (-9.91%), and Aweite (-7.91%)[1] Valuation Metrics - The overall valuation of the North Exchange was approximately 48.50 times earnings, which is higher than the ChiNext's 45.59 times but lower than the Sci-Tech Innovation Board's 79.67 times[1] - The highest average P/E ratio by sector was in Non-ferrous Metals at 140.1 times, followed by Oil & Petrochemicals at 106.2 times and Food & Beverage at 90.1 times[1] Risks - Potential risks include lower-than-expected policy support, insufficient technological innovation, intensified market competition, and market volatility[1][16]

AI 驱动权威信源回流，渠道资源壁垒深厚 ——流金科技点评报告 电视广播Ⅱ 执业证书编号：S0740519050004 Email：fengsheng@zts.com.cn 执业证书编号：S0740525020002 Email：xianglan@zts.com.cn | 基本状况 | | --- | | 总股本(百万股) | 309.00 | | --- | --- | | 流通股本(百万股) | 232.84 | | 市价(元) | 10.85 | | 市值(百万元) | 3,352.65 | | 流通市值(百万元) | 2,526.34 | 1、《核心业务承压，技术转型蓄力 未来增长》2025-06-24 2、《电视频道覆盖龙头服务商，微 2025-03-19 流金科技（920021.BJ） 证券研究报告/公司点评报告 2026 年 01 月 29 日 | 评级： | 增持（维持） | 公司盈利预测及估值 | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 指标 | | | | 2023A | 2024A | 2 ...

证券代码：920021 证券简称：流金科技 公告编号：2026-003 北京流金岁月传媒科技股份有限公司 2025 年年度业绩预 告公告 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假记载、 误导性陈述或者重大遗漏，并对其内容的真实性、准确性和完整性承担个别及连 带法律责任。 2025 年 1 月 1 日至 2025 年 12 月 31 日。 (二)业绩预告情况 √年度净利润实现扭亏为盈 单位：万元 | 项目 | 本报告期 | 上年同期 | 变动比例% | | --- | --- | --- | --- | | 归属于上市 公司 | 825～1,070 | -2,408.97 | 134.25%～144.42% | | 股东的净利润 | | | | 二、本期业绩重大变化的主要原因 报告期内归属于上市公司股东的净利润同比增长，主要因以下几方面影响： （1）公司加强应收账款管理，本期业务回款良好，本期计提的信用减值损 特别提示：本公告所载 2025 年年度主要财务数据为初步核算数据，未经会 计师事务所审计，具体数据以公司 2025 年年度报告中披露的数据为准，提请投 资者注意投资风险。 一、本期业 ...

Group 1 - The core point of the article is that Liujin Technology (stock code: 920021) experienced significant trading activity on January 29, 2026, with a price fluctuation of 36.28% and a trading volume of 101 million shares, amounting to a total transaction value of 1.279 billion yuan [1][3]. Group 2 - The top buying seat was from Changcheng Securities Co., Ltd. Northwest Branch, which purchased shares worth approximately 38.98 million yuan [2]. - The top selling seat was from Dongguan Securities Co., Ltd. Sichuan Branch, which sold shares worth approximately 19.75 million yuan [2]. - Other notable buying and selling activities included various securities firms, with significant amounts traded by institutions and other branches of Dongfang Caifu Securities [2].

Group 1 - The core point of the article highlights that Liujin Technology, listed on the Beijing Stock Exchange, experienced significant trading activity on January 27, 2026, with a turnover rate of 26.46% and a transaction volume of 61.6024 million shares, amounting to 758 million yuan [1] - The top buying seat was from Dongfang Caifu Securities Co., Ltd., which purchased shares worth 13.5465 million yuan, while the top selling seat was from Guoxin Securities Co., Ltd., which sold shares worth 33.5538 million yuan [1]

北交所公开信息显示，当日该股因日换手率达26.46%上榜，机构专用席位净卖出292.78万元。 证券时报·数据宝统计显示，上榜的前五大买卖营业部合计成交1.53亿元，其中，买入成交额为6119.42 万元，卖出成交额为9194.64万元，合计净卖出3075.22万元。 具体来看，今日上榜的营业部中，共有1家机构专用席位现身，即买四、卖三，买入金额907.19万元， 卖出金额1199.96万元，合计净卖出292.78万元。 近半年该股累计上榜龙虎榜10次，上榜次日股价平均涨1.62%，上榜后5日平均涨5.08%。（数据宝） 流金科技1月27日交易公开信息 | 买/ | 会员营业部名称 | 买入金额（万 | 卖出金额（万 | | --- | --- | --- | --- | | 卖 | | 元） | 元） | | 买一 | 东方财富证券股份有限公司拉萨团结路第一证券营业部 | 1354.65 | 1238.10 | | 买二 | 东方财富证券股份有限公司拉萨东环路第二证券营业部 | 1056.77 | 1056.54 | | 买三 | 东方财富证券股份有限公司拉萨金融城南环路证券营业 部 | 946.63 | ...

北交所个股今日成交明细 | 代码 | 简称 | 收盘价（元） | 涨跌幅（%） | 换手率（%） | 成交额（万元） | | --- | --- | --- | --- | --- | --- | | 920368 | 连城数控 | 59.00 | 17.27 | 15.39 | 182710.48 | | 920021 | 流金科技 | 12.22 | 3.12 | 26.46 | 75827.74 | | 920045 | 蘅东光 | 325.77 | 2.88 | 10.48 | 69411.06 | | 920493 | 并行科技 | 168.50 | 2.37 | 9.45 | 68017.42 | | 920576 | 天力复合 | 99.86 | 1.88 | 5.94 | 65177.04 | | 920116 | 星图测控 | 117.63 | 0.62 | 3.34 | 60644.17 | | 920414 | 欧普泰 | 19.24 | 7.85 | 42.55 | 42354.36 | | 920522 | 纳科诺尔 | 74.35 | -4.74 | 4.20 | 40744.38 ...

Group 1 - SpaceX plans to launch the second generation of its Starlink satellite communication system in 2027, with overall capacity expected to increase by over 100 times and data throughput capability to improve by more than 20 times compared to the first generation [2][12] - The global rocket launch service market reached USD 16.45 billion in 2023 and is projected to exceed USD 50 billion by 2032, with a compound annual growth rate (CAGR) of 13% from 2023 to 2032 [2][25] - The upstream materials and core components account for 85%-90% of the total cost of rockets, with liquid engine manufacturing constituting approximately 50% of the total cost [2][18] Group 2 - The North Exchange technology growth stocks saw a median price change of +1.25% from January 19 to January 23, 2026, with 108 companies (71%) experiencing an increase [2][44] - The median price-to-earnings (P/E) ratio for the information technology industry increased by 7.40% to 83.6X, while the median market capitalization rose from CNY 2.68 billion to CNY 2.77 billion [2][50] - The North Exchange electronic equipment industry saw its median P/E ratio rise from 62.3X to 65.8X, with the total market capitalization increasing from CNY 148.39 billion to CNY 153.9 billion [2][52] Group 3 - The North Exchange rocket industry chain includes six companies: Xingtou Measurement and Control, Minshida, Suzhou Axis, Xingchen Technology, Kelong New Materials, and KQ Co., Ltd [2][40] - The average launch cost for China's satellite launches is expected to reach CNY 45,000 per kilogram by 2029, while SpaceX's Falcon 9 has a launch cost of CNY 20,000 per kilogram [2][38][37] - The commercial space market in China is projected to grow at an annual rate of over 20%, potentially reaching CNY 9 trillion by 2030 [2][24]

Core Viewpoint - LiuJin Technology (920021) experienced an increase of 8.52% in its stock price, with a turnover rate of 33.70% and a total transaction amount of 983 million yuan on the trading day [2] Group 1: Trading Activity - The stock was listed on the Dragon and Tiger List due to its turnover rate reaching 33.70%, with institutional net purchases amounting to 6.69 million yuan [2] - The top five trading departments on the list had a combined transaction amount of 180 million yuan, with a buying amount of 89.71 million yuan and a selling amount of 90.77 million yuan, resulting in a net selling of 1.06 million yuan [2] - Over the past six months, the stock has appeared on the Dragon and Tiger List nine times, with an average price increase of 2.45% the day after being listed and an average increase of 6.84% over the following five days [2] Group 2: Institutional Participation - Among the trading departments, one institutional special seat was present, with a buying amount of 16.93 million yuan and a selling amount of 10.24 million yuan, leading to a net purchase of 6.69 million yuan [2] - The top buying departments included Guosen Securities and Dongfang Caifu Securities, with significant buying and selling amounts recorded [2]

每经讯，2026年1月23日，北交所上市公司流金科技（920021，收盘价：12.48元）登上龙虎榜，交易方式是连续竞价，披露原因 是当日换手率达到33.70%，成交数量7845.99万股，成交金额9.83亿元。买一席位为机构专用，买入1693.38万元；卖一席位为东 吴证券股份有限公司苏州西北街证券营业部，卖出1636.44万元。 免责声明：本文内容与数据仅供参考，不构成投资建议，使用前核实。据此操作，风险自担。 每日经济新闻 （记者 曾健辉） ...