逾百家北交所公司披露一季报，四成营收和归母净利润实现双增长

Group 1 - As of April 26, over 100 companies listed on the Beijing Stock Exchange (BSE) have disclosed their Q1 reports, with more than 40 companies achieving both revenue and net profit growth year-on-year [1] - The industries with positive net profit growth include machinery, automotive (auto parts), power equipment, and basic chemicals, indicating the resilience and growth potential of BSE companies in niche markets [1] - Notable companies with significant Q1 performance include Yantai Minshida Special Paper Co., Ltd., which reported a revenue of 115 million yuan, up 27.43%, and a net profit of 30.55 million yuan, up 49.92% [2] Group 2 - Jiangsu Lintai New Material Technology Co., Ltd. achieved remarkable growth with total revenue of 101 million yuan, a 107.43% increase, and a net profit of 38.36 million yuan, up 287.62% [2] - Huaguang Yuanhai International Logistics Group Co., Ltd. reported a net profit of 10.65 million yuan, a 199.60% increase, with total revenue of 481 million yuan, up 16.45% [2] - Other companies with over 100% year-on-year net profit growth include Jiangsu Dingzhi Intelligent Control Technology Co., Ltd., Changzhou Tonghui Electronics Co., Ltd., Zhongyu Hose Technology Co., Ltd., and Henan Tongxin Transmission Co., Ltd. [3] Group 3 - The strong performance of BSE-listed companies has attracted significant attention from institutional investors, with nearly 20 companies undergoing institutional research in the past month [4] - Among the researched companies, Minshida had the highest number of participating institutions at 139, followed by Hubei Yizhi Konjac Biotechnology Co., Ltd. and Luoyang Litong Hydraulic Technology Co., Ltd. [4] - Public funds have shown a preference for high-performing BSE companies, with a market value of 6.743 billion yuan in BSE stocks, a 24.5% increase quarter-on-quarter [4] Group 4 - The active equity public funds have increased their focus on BSE stocks, with the North Exchange 50 Index rising over 30% since the beginning of 2025, indicating a strong market performance [5] - The proportion of active public funds in sectors such as beauty care, light manufacturing, and agriculture has increased, while the proportion in power equipment, machinery, and automotive sectors has decreased [5] - The investment strategy emphasizes sectors that align with policy support and clearer performance expectations, such as beauty care and agriculture [5]