Group 1 - The overall performance of the North Exchange was relatively weak during the week, with the North Exchange 50 index declining by 1.9% from the opening on June 17, 2024, and the total market capitalization reaching 318.84 billion yuan [20][63]. - The North Exchange's trading volume for the week was 16.72 billion yuan, with an average weekly trading amount of 0.67 billion yuan and a turnover rate of 15.39%, indicating a slight increase in liquidity compared to the previous week [2][6][31]. - The North Exchange is seen as a gathering place for "specialized, refined, distinctive, and innovative" enterprises, with a positive long-term outlook for its development, suggesting that more patient capital is expected to enter the market [1]. Group 2 - The North Exchange has resumed IPO activities, with two companies passing the listing committee review and three companies' applications being accepted within a week [3][19][55]. - The average market capitalization of companies in the North Exchange is 1.28 billion yuan, significantly lower than the average market capitalization of 7.27 billion yuan for the ChiNext and 9.49 billion yuan for the Sci-Tech Innovation Board [2][31]. - The North Exchange's price-to-earnings (PE) ratio (TTM, median) is 19.0 times, which has increased by 0.5 times compared to the previous week [2][31]. Group 3 - Among the 249 stocks in the North Exchange, 149 stocks increased, 3 remained flat, and 97 stocks decreased during the week, with Lifan Holdings seeing a significant increase of 77.8% [36][40]. - The machinery equipment industry performed relatively well, with a median increase of 10.4%, while the automotive industry showed a median decrease of -5.5% [40]
北交所周报:北交所IPO受理恢复,成电光信与太湖远大成功过会
Southwest Securities·2024-06-24 08:30