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北交所周观察第十四期:即将迎来业绩快报发布密集期,关注基本盘扎实+布局第二增长曲线公司
Hua Yuan Zheng Quan·2025-02-24 01:11

Group 1 - The report highlights the upcoming performance announcements period, emphasizing companies with solid fundamentals and those positioning for a second growth curve [2][7] - As of February 21, 2025, 25 companies on the Beijing Stock Exchange have released their 2024 performance reports, with 10 companies showing growth in both revenue and net profit attributable to shareholders [3][8] - Companies with revenue and net profit growth exceeding 10% include Weimao Electronics, Juxing Technology, Langhong Technology, Hefei Gaoke, and Deyuan Pharmaceutical [3][9] Group 2 - Weimao Electronics expects a revenue of 260 million yuan (+14%) and a net profit of 44.69 million yuan (+15%) for 2024, driven by new projects in smart appliances and new energy vehicles [9] - Juxing Technology anticipates a revenue of 1 billion yuan (+66%) and a net profit of 116 million yuan (+51%) for 2024, benefiting from increased sales of various products [9] - Langhong Technology projects a revenue of 159 million yuan (+37%) and a net profit of 57.95 million yuan (+28%) for 2024, supported by a favorable consumer electronics market [9] Group 3 - The report notes that the overall PE ratio of the North Exchange A-shares has risen to 42X, indicating a recovery in valuations across the market [15][16] - The average daily trading volume for North Exchange A-shares remains above 30 billion yuan, with a weekly increase of 9.30% in the North 50 Index [3][14] - The North 50 Index closed at 1,345.29 points, reflecting a strong performance compared to other indices [21]