北方股份获机构看好 三季报预增股价震荡

Core Viewpoint - The mining machinery industry is expected to maintain high prosperity due to increasing geopolitical disturbances and countries' demands for self-sufficient supply chains, which is beneficial for the sector where North Industries Corporation operates [1] Industry Analysis - The report from Dongfang Securities indicates that domestic mining machinery has advantages in cost-effectiveness and customization, providing significant room for market share growth, which will positively impact the mining machinery sector [1] Financial Report Analysis - North Industries Corporation's Q3 2025 performance is projected to see a net profit attributable to shareholders ranging from 170 million to 185 million yuan, representing a year-on-year growth of 56.90% to 70.74% [1] - The valuation analysis shows a net profit of 181 million yuan, a year-on-year increase of 67.26%, with a return on equity of 10.51%, indicating a solid fundamental performance [1] Stock Performance - Over the last five trading days (as of February 13, 2026), North Industries Corporation's stock price has increased by 2.99%, although it experienced a single-day decline of 2.60% on February 13, closing at 30.35 yuan [1] - The trading volume reached 161 million yuan on February 10, with a turnover rate of 3.04%, while the trading volume decreased to 96 million yuan on February 13, reflecting cautious market sentiment [1] Recent Events - On February 10, 2026, North Industries Corporation announced the appointment of Su Xiangjun as the secretary of the board, further improving the company's governance structure [1]