北交所周报：交投活跃度回暖，北证公司分红意愿提升

Core Insights - The trading activity on the Beijing Stock Exchange (BSE) has shown signs of recovery, with an average daily trading volume of approximately 14.546 billion yuan, up from 13.350 billion yuan the previous week [2][4] - The willingness of listed companies on the BSE to distribute dividends has significantly increased, with 249 companies planning cash dividends totaling over 6.2 billion yuan in 2024, representing a year-on-year growth of over 20% [2][46] - The overall price-to-earnings (P/E) ratio for the BSE is around 33.5 times, remaining stable compared to the previous week [2][20] Market Overview - The BSE 50 Index experienced a slight decline of 0.01% this week, with 122 out of 263 listed companies reporting positive weekly gains [2][10] - Notable gainers included Jun Chuang Technology (+34.31%), Hua Wei Design (+31.60%), and Jiu Ling Technology (+24.89%), while Zhejiang Da Nong saw the largest decline at -18.05% [2][10] - The construction and decoration, home appliances, and automotive sectors showed significant gains, while public utilities, food and beverage, and light industry sectors faced declines [2][10] Trading Activity - The total trading volume for the week reached 72.73 billion yuan, with a trading volume of 4.266 billion shares and a turnover rate of 28.56%, which is higher than that of the Sci-Tech Innovation Board, Growth Enterprise Market, and Shanghai-Shenzhen Main Board [2][4][5] - The BSE has maintained a relatively high turnover rate, indicating strong market interest and activity [2][4] Dividend Distribution - The trend of multiple cash dividends per year is becoming more common among BSE-listed companies, reflecting their commitment to shareholder interests and confidence in future market conditions [46][47] - Companies such as Better Ray, Ying Tai Biology, and Jin Bo Biology have announced cash dividends exceeding 100 million yuan for the year [46] Investment Strategy - The report recommends focusing on three main investment directions for 2025: 1. Targeting companies with growth potential and strong R&D investments, particularly those with high performance growth and capacity expansion from fundraising projects [2][27] 2. Monitoring companies that are diversifying and expanding their industrial chains, especially those planning overseas operations [2][27] 3. Paying attention to state-owned enterprises with stable operations and strong growth capabilities [2][27]