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科创板周报：科创50估值溢价回归
2024-11-12 07:50

Group 1: Market Overview - The overall trading activity of the Sci-Tech Innovation Board increased, with an average daily trading volume of approximately 149.64 billion yuan, up from 126.99 billion yuan the previous week [7][8] - The Sci-Tech Innovation Board index rose by 11.79%, outperforming other major boards such as the ChiNext and the Shanghai and Shenzhen main boards [7][8] - As of November 8, 2024, there are 577 listed companies on the Sci-Tech Innovation Board, with a total market capitalization of 76,484.82 billion yuan [7][8] Group 2: Sector Performance - All sectors on the Sci-Tech Innovation Board experienced gains, with the computer sector leading at a weekly increase of 19.11%, followed by the electronics sector at 13.75%, while the household appliances sector had the smallest increase of 0.24% [11][16] - The average price-to-earnings (PE) ratio for the Sci-Tech Innovation Board is 48.75, which is higher than other major boards [8][22] - The electronic sector has the highest average PE at 95.96, while the household appliances sector has the lowest at 13.76 [16][22] Group 3: Individual Stock Performance - Notable stock performances include Haooubo with a significant increase of 148.84%, followed by Electric Wind Power at 88.16%, and He Xin Instruments at 68.10%. The largest decline was seen in Huitai Medical at -10.13% [16][19] - The average PE for the Sci-Tech 50 index is approximately 58.51, indicating a premium valuation compared to the overall Sci-Tech Innovation Board [22][23] Group 4: Financial Performance Analysis - The overall revenue growth rate for the Sci-Tech Innovation Board in Q3 2024 was -1.14%, with a net profit growth rate of 29.64% [28][31] - The sectors with the highest revenue growth rates in Q3 2024 include social services, public utilities, electronics, and biomedicine, all exceeding the GDP growth rate for the same period [31][32] - The biomedicine sector showed a remarkable net profit growth rate of 255.92% in Q3 2024, indicating strong performance relative to other sectors [31][32]