Group 1 - The report highlights that 49 companies from the Beijing Stock Exchange (BSE) entered the top ten holdings of various funds, with a total market value of 5.418 billion yuan in the fourth quarter of 2024 [10][11][12] - Among these, Jinbo Biological, Tongli Co., and Better Battery were the most heavily weighted stocks, with Jinbo Biological being held by 35 funds [10][11][12] - The report indicates a significant increase in the scale of passive funds, with the North Certificate 50 Index fund reaching 7.78 billion yuan, a 92.1% increase from the previous quarter [47][49] Group 2 - The report notes that 63 funds included BSE companies in their top ten holdings, with over 50% being non-BSE themed funds, indicating growing market interest [10][12][13] - Active theme funds showed an overall increase in value, outperforming the index, with an average increase of around 26% in the fourth quarter of 2024 [16][17] - The report identifies a trend where funds are favoring companies with low valuations and strong growth potential, such as Jinbo Biological and Su Axis Co. [24][25] Group 3 - The report emphasizes the importance of monitoring companies with positive earnings forecasts, as 31% of the companies that released forecasts showed growth or a turnaround [51][52] - Specific companies like Jinbo Biological, Lin Tai New Materials, and Kangnong Seed Industry are highlighted for their strong growth potential [51][52] - The overall market performance of BSE A-shares saw a decline in PE ratio to 35X, with average daily trading volume dropping to 12.8 billion yuan [53][54] Group 4 - The report mentions that there were no new IPOs during the week, but a total of 24 companies have been listed from January 1, 2024, to January 24, 2025 [59][61] - The report indicates that 29 companies are currently under inquiry for new listings, reflecting ongoing market activity [67]
北交所周观察第十一期：全市场基金关注北交所市场的趋势正凸显，北证被动基金产品规模大幅提升
Hua Yuan Zheng Quan·2025-01-26 13:31