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每周股票复盘:北方股份(600262)股东减持170.0万股,2025年力争营收30亿

Core Viewpoint - The stock of Northern Shares (600262) has shown a significant increase, with a closing price of 21.9 yuan as of May 9, 2025, reflecting a 2.82% rise from the previous week, and reaching a near one-year high of 23.63 yuan on May 7, 2025 [1][2] Shareholder Changes - On May 7, 2025, Northern Shares announced that its shareholder, Tewo (Shanghai) Enterprise Management Consulting Co., Ltd., reduced its holdings by 1.7 million shares, accounting for 1.0% of the company's total share capital, during a period when the stock price increased by 18.45% [2][4] Revenue Expectations - The company aims to achieve a consolidated revenue of no less than 30 billion yuan in 2025, following a target of at least 26 billion yuan for 2024. The company reported a consolidated revenue of 29.18 billion yuan for the previous period, marking a year-on-year growth of 21.43%. However, achieving the 2025 target poses significant challenges due to market uncertainties, particularly in the current trade environment [5] International Market Expansion - Northern Shares has expanded its products to 67 countries and regions, establishing itself as a competitive national brand in various mining sectors. The company has experienced rapid growth in overseas markets and aims to further increase its market share to support high-quality development [5] Response to Tariff Policies - To mitigate the impact of tariff policies, the company is considering establishing assembly plants overseas. This strategy is part of its efforts to address the challenges posed by high export ratios and to explore various ways to adapt to changing trade regulations [5]