北交所策略专题报告:北交所新质生产力后备军筛选系列十一,本期可关注瑞克科技等
KAIYUAN SECURITIES·2024-12-30 13:34

Group 1 - The North Exchange has accepted 79 companies, covering high-end equipment manufacturing, TMT, chemical new materials, consumption, and biomedicine [2][8] - The report highlights five selected companies from the North Exchange's "back-up army," including Ruike Technology, Aisheren, Sanyue Electric, Huixing Intelligent Manufacturing, and Sirui Optical [29][30] - The average revenue of these five companies in 2023 is 409 million yuan, with an average net profit of 50.11 million yuan [30][31] Group 2 - Ruike Technology (873384.NQ) is a "little giant" in coal chemical and new energy catalysts, achieving a revenue of 363 million yuan and a net profit of 67.51 million yuan in 2023 [32][16] - Aisheren (874105.NQ) ranks among the top ten medical dressing export companies in China, with a revenue of 575 million yuan and a net profit of 66.96 million yuan in 2023 [32][16] - Sanyue Electric (873669.NQ) focuses on micro-motors, with a revenue of 362 million yuan and a net profit of 48.64 million yuan in 2023 [32][16] - Huixing Intelligent Manufacturing (839258.BJ) specializes in intelligent manufacturing solutions, achieving a revenue of 485 million yuan and a net profit of 36.16 million yuan in 2023 [32][16] - Sirui Optical (873911.BJ) provides photography equipment and precision optical components, with a revenue of 141 million yuan and a net profit of 10.44 million yuan in the first half of 2024 [32][16]