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北交所周报:北交所上市公司增至260家,林泰新材即将申购
Southwest Securities·2024-12-09 13:04

Summary of Key Points Group 1: Market Overview - The overall performance of the Beijing Stock Exchange (BSE) was weak during the week, with the BSE 50 index increasing by 0.9% from December 2 to December 6, 2024, lagging behind the ChiNext index by approximately 1.1 percentage points [33][40]. - The total market capitalization of the BSE reached 688.07 billion yuan as of December 6, 2024, with a weekly trading volume of 170.74 billion yuan, indicating a slight increase from the previous week [33][25]. - Among the 260 listed companies on the BSE, 109 stocks rose, 6 remained flat, and 145 declined during the week [33][40]. Group 2: New Listings - One new stock, Kolon New Materials (920098.BJ), was listed on the BSE on December 5, 2024, with an initial public offering (IPO) price of 14 yuan per share and a total fundraising amount of approximately 210 million yuan [28][31]. - Kolon New Materials experienced a significant price increase of 201.4% on its first trading day, closing at 42.2 yuan per share [28][33]. Group 3: Upcoming Listings - Next week, Lin Tai New Materials (920106.BJ) is scheduled for roadshow, issuance announcement, subscription, and issuance results announcement [31][32]. - Lin Tai New Materials operates in the automotive sector, focusing on the research, production, and sales of automatic transmission friction plates, with a planned IPO price of 19.8 yuan per share and a post-issue price-to-earnings ratio of 17.9 [31][32]. Group 4: Sector Performance - The average market capitalization of BSE companies is 2.65 billion yuan, significantly lower than the ChiNext's average of 9.8 billion yuan and the Sci-Tech Innovation Board's average of 12.16 billion yuan [25][40]. - The sector performance showed that the defense and military industry had a median sector return of 5.7%, while the food and beverage sector had a median return of -11.5% [42][40]. Group 5: Fund Performance - The overall performance of BSE-related thematic funds was weak, with the Wan Jia BSE Wise Selection Fund showing a gain of approximately 2.1%, outperforming the overall fund performance [43][44]. - The BSE index fund products also exhibited weak performance, with the Chang Jin He Xin BSE 50 Enhanced Index A and C showing a slight decline of about -1.8% [43][44].