Group 1: Market Overview - As of July 19, 2024, the North Exchange Index closed at 700.61 points, with a weekly increase of 7.41%, while the North 50 Index rose by 4.61% during the same period [104] - The average daily trading volume for the week was 76.38 billion, a significant increase of 178.08% compared to the previous week's average of 27.47 billion [106] - Among the 249 listed companies, 232 experienced an increase, with 68 companies rising over 10% and only 2 companies declining more than 10% [100] Group 2: Industry Performance - In the week ending July 19, 31 out of 33 Wind tertiary industries recorded gains, with the highest increases seen in the communication equipment industry (+51.52%), semiconductor products and equipment industry (+15.31%), and specialty retail industry (+14.66%) [16][88] - The communication equipment sector includes companies like Tieda Technology, which specializes in rail transit communication services [45][94] Group 3: Company Insights - Tieda Technology reported a revenue of 2.49 billion with a year-on-year growth of 7.01% for 2023, and a net profit of 0.39 billion, reflecting a 16.61% increase [46] - Kaiteng Precision, a supplier of consumable gravure printing plates, saw a significant weekly increase of 73.93%, with a revenue of 4.21 billion for 2023 [41][100] - Rongyi Precision, a manufacturer of precision metal components, experienced a weekly rise of 71.23%, indicating strong demand in its market [100] Group 4: Financial Metrics - The average PE ratio for the North Exchange A-shares is 38.28, with a median PE of 21.06, indicating a skewed distribution towards lower valuations [33][79] - The communication equipment industry has a median PE of 22.92, which is lower than the overall A-share median [36]
北交所周报:北证指数周内冲高,增量资金博弈底部反转
Huaxin Securities·2024-07-22 03:00