技术筑基+绿色转型 北交所上市公司多维谋发展

Core Insights - Several companies listed on the Beijing Stock Exchange have conveyed positive signals to investors through performance briefings, focusing on technology innovation, green transformation, and market expansion [1] Group 1: Technology Development Driving Industry Upgrade - Guangmai Technology has prioritized 5G-A and 6G in its technology layout, successfully applying key technologies in multiple 5G-A projects, which help reduce operational costs for telecom operators [2] - Star Map Measurement and Control is advancing its productization and intelligence strategy in the commercial aerospace sector, planning to launch a space perception satellite constellation next year [2] - Starry Technology has rapidly grown in the renewable energy sector, leveraging its expertise in servo systems to meet market demand, transitioning from a single component supplier to a comprehensive solution provider [3] Group 2: Active Layout for Green Transformation - Air China Ocean is constructing four methanol dual-fuel bulk carriers and two green low-carbon vessels, aiming to increase the proportion of green low-carbon shipping capacity by the end of 2025 [4] - Jun Chuang Technology has accumulated significant experience in the three electric fields of new energy vehicles, enhancing its capabilities in developing and manufacturing electronic and intelligent products [4] - Rongyi Precision's automotive product sales revenue surged by 98.75% year-on-year, with new products like liquid-cooled precision components entering mass production [4] Group 3: Cost Control and Market Expansion - Guangmai Technology reported a 29.20% year-on-year increase in asset operation service revenue, emphasizing future business realization and potential acquisitions for growth [5] - Starry Technology achieved revenue growth while controlling sales and management expenses, resulting in a 4.73% decrease in financial costs [5] - Air China Ocean expects a seasonal recovery in the shipping market in the second half of the year, which may improve profitability despite losses in the first half [5][6]