Group 1 - 60% of companies achieved revenue growth, but profitability weakened due to macroeconomic factors and international situations [2][10][25] - The average revenue of companies in the North Exchange for H1 2024 was 313 million, with a median of 177 million, showing a slight increase but a slowdown in growth [2][10][19] - The average net profit for H1 2024 was 21.51 million, with a median of 15.13 million, indicating a decline in both scale and growth rate [2][19][25] Group 2 - The electric power equipment sector maintained high growth, while the automotive, electronics, light industry, and home appliance sectors showed positive trends [2][37][41] - In H1 2024, the electric power equipment, basic chemicals, and mechanical equipment sectors contributed 58% of total revenue, with home appliances and light industry showing rapid revenue growth [2][41][43] - The automotive sector experienced improved performance metrics, with increased average revenue, net profit, and profit margins compared to the previous year [37][41][43] Group 3 - Investment recommendations focus on high dividend, high growth, and low valuation stocks, with specific companies highlighted for their favorable conditions [3][10] - Companies such as Haidaer, Lijia Technology, and Shisheng Intelligent are noted for their high dividend yields, while Kete Co., Hefei High-Tech, and others are recognized for their low valuations [3][10] - High-growth companies identified include Haosheng Electronics, Derui Lithium Battery, and Changhong Energy, which have shown significant revenue and profit growth [3][10]
北交所2024年中报总结:营收稳中有升,盈利略有下行,关注高股息、高成长、低估值个股
Shanxi Securities·2024-09-11 11:18