北交所策略专题报告：Sora正式向用户开放、北证AI标的达22家，科技新产业市值下降

Group 1 - The Sora AI video generation model has been officially launched by OpenAI, with a total market capitalization of AI-related stocks on the North Exchange reaching 720 billion [2][16][24] - The overall market capitalization of the technology new industry has decreased, with a median change of -10.31% among 144 companies, and the median price-to-earnings (P/E) ratio dropping from 47.5X to 42.3X [3][29][31] - The total market capitalization of the 144 companies decreased from 3794.65 billion to 3479.89 billion, with the median market capitalization falling from 21.03 billion to 19.00 billion [3][31][35] Group 2 - The median TTM P/E ratio for the intelligent manufacturing industry decreased from 47.8X to 42.6X, with the top gainers being Wuxin Tunnel (+36.31%), Weibao Hydraulic (+32.85%), and Zhuo Zhao Point Glue (+1.88%) [4][39][40] - The median TTM P/E ratio for the electronics industry fell from 50.1X to 44.3X, with the top gainers being Ret Technology (+5.34%), Zecheng Electronics (+1.06%), and Bei Yikang (+0.35%) [4][41][42] - The median TTM P/E ratio for the automotive industry decreased from 31.0X to 30.0X, with the top gainers being Huayang Racing (+22.48%), Shunyu Precision (+3.54%), and Jun Chuang Technology (-1.29%) [4][44][45] - The median TTM P/E ratio for the information technology industry dropped from 42.7X to 40.1X, with the top gainers being Meideng Technology (+9.22%), Parallel Technology (+3.81%), and Lian Di Information (+2.24%) [4][46][47] Group 3 - Wuxin Tunnel has announced a restructuring plan with a total transaction price not exceeding 3 billion, with 86% of the payment made in shares and 14% in cash [5][49][50] - The North Exchange currently has 22 AI-related stocks, with a total market capitalization of 719.80 billion as of December 13, 2024, covering various segments including AI computing centers, high-performance chip testing, and AI terminal applications [2][24][22]