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北交所周报:北证指数震荡成交缩量,行业呈现涨跌分化
Huaxin Securities·2024-07-01 00:00

Group 1 - The North Exchange Index experienced fluctuations with a decrease of 2.54% this week, closing at 659.33 points, while the North 50 Index fell by 2.96% to 708.97 points, compared to a 0.97% decline in the Shanghai and Shenzhen 300 Index [3][102]. - The average daily trading volume on the North Exchange decreased by 12.48% from the previous week, with an average of 29.27 billion yuan this week [3][65]. - As of June 28, the average PE ratio of 223 listed companies on the North Exchange was 36.29 times, with a median PE of 20.94 times, indicating a right-skewed distribution of PE ratios [10][86]. Group 2 - Among the 33 Wind tertiary industries, 26 recorded gains this week, with the highest increases in the construction materials sector (+5.09%), electronic devices, instruments, and components sector (+3.47%), and computers and peripherals sector (+2.73%) [77][108]. - The electronic devices and components sector had a median PE ratio of 21.38 times, significantly lower than the overall A-share median of 39.08 times [12][130]. Group 3 - The report highlights three companies: Zecheng Electronics, Hengjin Induction, and Huawi Design, which saw significant weekly gains of 30.24%, 10.46%, and 5.98% respectively [33][56]. - Zecheng Electronics specializes in electronic modules and printed circuit boards, while Hengjin Induction focuses on CNC induction equipment manufacturing, and Huawi Design provides engineering design and extended services [110][67][60]. Group 4 - The special chemicals industry includes companies like Runpu Food, Meibang Technology, and Hanwei Technology, with Runpu Food being a major producer of food additives [78][42]. - The food additives market in China has shown stable growth, with a compound annual growth rate of 6.87% in production from 2015 to 2021, indicating a robust demand for food additives [44][119].