Group 1 - The report highlights the successful launch of the satellite internet low-orbit 01 group satellites using the Long March 5B rocket, marking the 552nd flight of the Long March series [5][9] - Fujida (835640.BJ) provided various high-reliability RF connectors and cable components for the satellite launch, ensuring quality and rapid delivery [6][9] - As of December 20, 2024, there are 14 military/aerospace-related companies listed on the North Exchange, with a total market capitalization of 39.163 billion yuan [25][9] Group 2 - From December 16 to December 20, 2024, the total market capitalization of 144 companies in the North Exchange's technology sector decreased from 347.989 billion yuan to 332.261 billion yuan, with a median market capitalization drop from 1.9 billion yuan to 1.791 billion yuan [8][10][56] - The median TTM price-to-earnings (PE) ratio for the smart manufacturing industry decreased from 42.6X to 39.8X, while the electronic industry saw a decrease from 44.3X to 43.6X [11][58][59] - The report notes that the information technology sector's median TTM PE ratio increased from 40.1X to 40.4X, indicating a positive trend in this specific industry [34][54]
北交所策略专题报告：长五B首次一箭多星富士达配套多型产品，本周科技新产业市值下降
KAIYUAN SECURITIES·2024-12-22 11:26