北交所2024年11月月报：北交所开市三周年，市场交投活跃

Core Insights - The report highlights that the Beijing Stock Exchange (BSE) has seen significant growth, with a total of 259 listed companies and a total market capitalization reaching a new high of 686.5 billion yuan, which briefly surpassed 700 billion yuan during the month [2][12] - The trading activity on the BSE has increased, with monthly trading volume and value rising by 9.5% and 33.4% respectively, reaching 43.1 billion shares and 833.6 billion yuan [2][23] - The BSE 50 Index's price-to-earnings ratio (PE-TTM) stands at 54.82, placing it in the 96.89th percentile over the past two years, while the price-to-book ratio (PB-MRQ) is at 8.07, also in the 96th percentile [2][29] Market Overview - In November 2024, the BSE added three new companies: Juxing Technology, Wanyuantong, and Shengye Electric, contributing to the total of 259 listed companies [2][12] - The total market capitalization reached 686.5 billion yuan, with a circulating market value of 402.1 billion yuan, reflecting increases of 13.5% and 12.7% month-over-month [12][23] Trading Activity - The trading volume for November was 431 billion shares, with a trading value of 833.6 billion yuan, marking a significant increase from the previous month [12][23] - The average daily trading value was approximately 397 billion yuan, which is a 14.4% increase compared to the previous month [25] Index Performance - The BSE 50 Index experienced a slight increase of 1.25% by the end of the month, indicating a volatile trading pattern with initial gains followed by a decline [38] - Compared to other major A-share indices, the BSE 50 Index performed moderately, ranking behind the Sci-Tech 50 and ChiNext indices [38] Industry Performance - Most industries recorded gains, with leading sectors including food and beverage, textiles, home appliances, public utilities, transportation, and agriculture, all showing increases of over 30% [46] - The previous month's leading sectors, such as communications, media, electronics, construction materials, and environmental protection, saw a significant reduction in growth rates, with some even experiencing slight declines [46] Individual Stock Highlights - The top ten stocks by monthly increase included Zhu Laoliu, Lingge Technology, Dadi Electric, and others, with increases exceeding 100% for some [53] - The top ten stocks by trading volume included Airong Software, Hualing Shares, and Naconoer, indicating strong investor interest in these companies [56] Policy and Events - The BSE celebrated its third anniversary, establishing itself as a primary platform for innovative small and medium-sized enterprises, with over 760,000 qualified investors and cumulative financing exceeding 54 billion yuan [2][12] - Future plans for the BSE include improving listing standards, optimizing review mechanisms, and enhancing collaboration with various departments to support the development of small and medium enterprises [2][12]