北交所2024年中报业绩总结

Group 1 - The performance of the Beijing Stock Exchange (BSE) shows a positive turn in revenue growth for H1 2024, with average revenue of 290 million yuan and a year-on-year growth of 0.9%, while net profit decreased by 15% [2][14] - The average market capitalization of BSE companies has shown a declining trend, with an average market cap of 1.13 billion yuan as of September 15, 2024, down from a peak of 1.56 billion yuan in late 2023 [4][6] - The dynamic price-to-earnings (PE) ratio of BSE is significantly lower than that of the ChiNext and STAR Market, with averages of 18.1x, 64.3x, and 69.4x respectively as of August 2024, indicating a valuation gap [2][10] Group 2 - The mechanical equipment sector is under pressure, with average revenue and net profit growth rates turning negative, at -8.1% and -24.3% respectively for H1 2024 [22][23] - Investment strategies in the mechanical equipment sector include focusing on the shipbuilding industry, which is entering a replacement cycle, and recommending companies like KLA-Tencor and Wuxi Dingbang [26] - The electric power equipment sector is expected to benefit from the steady growth of new energy vehicles and battery technology, with companies like Naconor and Lijia Technology being highlighted [3][22] Group 3 - The computer sector is poised for investment opportunities driven by the expansion of AI computing power and financial technology innovations, with companies like Airosoft and Shuguang Digital being of interest [3] - The consumer sector, particularly in beauty care and food and beverage, is expected to see demand recovery, with companies like Jinbo Biological and Kangbiter being monitored [3] - The automotive sector is focusing on leading companies in the automotive parts market, with recommendations for companies like Suzhou Axle and attention to Mingyang Technology [3]