北交所定期报告:北证50指数振幅扩大,建议把握北交所配置机遇
Soochow Securities·2025-01-05 12:52

Group 1 - The report highlights that the North Exchange 50 Index experienced increased volatility, suggesting that investors should seize the opportunity for allocation in the North Exchange [1] - As of January 3, 2025, the North Exchange A-share component stocks totaled 263, with an average market capitalization of 2.042 billion [14][15] - The North Exchange A-share trading volume reached 55.399 billion, down 21.34% from the previous week, with a turnover rate of 20.33% [14][15] Group 2 - The North Exchange has been expanding, with a total of 21 new companies listed in December 2024, and the average net profit of newly listed companies has been steadily increasing [14] - The report indicates that the National Development and Reform Commission expressed confidence in the macroeconomic policies for 2025, emphasizing the effectiveness of previous policies and the potential for continued economic recovery [13] - The report suggests focusing on leading companies in niche sectors with valuation advantages and strong financial performance, as the market is currently in a phase of correction [24]