北交所定期报告：北证指数震荡回调，继续看好长期向好趋势

Market Performance - The North Exchange 50 Index decreased by 1.03%, closing at 1282.39 points as of November 29, 2024, while the Shanghai and Shenzhen 300 Index increased by 1.32%, the ChiNext Index rose by 2.23%, and the Sci-Tech 50 Index increased by 3.92% [1][25]. - The North Exchange A-share component stocks totaled 259, with an average market capitalization of 2.651 billion yuan. The trading volume for the week reached 164.08 billion yuan, a decrease of 19.04% compared to the previous week, with a turnover rate of 58.13% [1][25][26]. Industry News - The "National Unified Electricity Market Development Plan Blue Book" was released on November 29, 2024, aiming to advance the construction of a unified electricity market in China, with a roadmap and timeline established for its implementation [2][24]. - The manufacturing PMI for November was reported at 50.3%, reflecting a slight increase of 0.2 percentage points from the previous month, indicating a modest acceleration in manufacturing expansion [2][24]. New Stock Issuance - Shengye Electric (920128.BJ) focuses on the research, production, and sales of film capacitors and power quality management products, applicable in various sectors including home appliances, power transmission, and renewable energy [3][40]. - Kolong Technology (920098.BJ) specializes in the research and production of rubber and plastic new materials, as well as auxiliary transportation equipment for coal mines [3][40]. Investment Recommendations - The report suggests focusing on companies with valuation advantages in niche sectors, those with a high proportion of overseas revenue, and those with strong historical financial performance, as the market is currently experiencing high volatility [3][44].