北交所周报：成电光信注册生效，科力股份上会在即

Group 1 - The overall performance of the North Exchange was strong during the week, with the North Certificate 50 Index outperforming the ChiNext Index by approximately 1.6 percentage points and the CSI 300 by about 1.0 percentage points [2][13] - The North Exchange had a total market capitalization of 3118.68 billion yuan, with an average market capitalization of 12.52 billion yuan for its constituent stocks [3][9] - The trading volume for the North Exchange during the week was 217.43 billion yuan, with an average weekly trading amount of 0.87 billion yuan and a turnover rate of 18.95% [3][10] Group 2 - The North Exchange has resumed its IPO process, with Chengdian Light Communication registering successfully on August 2, and Keli Co., Ltd. scheduled for a meeting on August 9 [2][12] - The report highlighted the strong performance of the "low-altitude economy" concept, which saw significant gains in related stocks following remarks from President Xi Jinping [2][12] - The report noted that as of August 2, 2024, there were 249 companies listed on the North Exchange, with 128 of them classified as "specialized, refined, distinctive, and innovative" enterprises, accounting for 52% of the total [3][12] Group 3 - The report indicated that the half-year results for companies such as Guangsha Huaneng showed a 31.6% year-on-year growth in net profit for the first half of 2024, while Huayang Racing projected a growth of 44.6% to 50.2% [2][25] - The average price-to-earnings (PE) ratio for the North Exchange was reported at 19.1 times, remaining stable compared to the previous week [3][9] - The report emphasized the potential for increased attention from "patient capital" towards high-growth companies on the North Exchange as more half-year reports are disclosed [2][3] Group 4 - The report detailed the performance of specific stocks, with Hengtuo Kaiyuan and Oukang Medicine being among the top gainers, while Zicheng Electronics and Youji Co., Ltd. faced significant declines [16][18] - The report also highlighted the performance of various sectors, noting that the beauty and personal care sector had a median increase of 6.3%, while the home appliance sector saw a median decrease of -5.2% [21][22] - The North Exchange's thematic funds showed mixed performance, with the Jia Shi North Exchange Selected Fund performing relatively well, while other funds lagged behind [22][24]