Group 1 - The overall performance of the North Exchange was strong during the period, with a closing market value of 798.74 billion yuan on March 14, 2025, and 253 out of 264 stocks rising [1][15] - The North Exchange 50 Index increased by 7.9% compared to the opening market value on March 3, 2025, outperforming the ChiNext Index by approximately 5.3 percentage points [1][15] - The first annual report from the North Exchange was released, with Xingtu Measurement and Control reporting a revenue of 290 million yuan for 2024, a year-on-year increase of 25.9%, and a net profit of 84.974 million yuan, up 35.7% year-on-year [1][29] Group 2 - The North Exchange had 264 constituent stocks with an average market value of 30.26 billion yuan, while the average market value of ChiNext stocks was 101.5 billion yuan and the Sci-Tech Innovation Board was 132.5 billion yuan [4][11] - The trading volume for the North Exchange during the period was 437.38 billion yuan, with an average trading amount of 16.57 billion yuan per stock and a turnover rate of 117.96% [4][10] - The price-to-earnings ratio (PE) for the North Exchange was at a historical high of 49.0 times [4][10] Group 3 - In the individual stock performance, 253 stocks rose, with notable increases from Meixin Yishen (up 129.0%) and Lifang Holdings (up 117.6%) [1][18] - The stocks that experienced the highest increases were concentrated in the computer and machinery equipment sectors, with 131 stocks having a PE ratio exceeding 50 times [22][18] - The report highlighted the strong liquidity of the North Exchange, with a turnover rate that increased compared to the previous period [4][10] Group 4 - The North Exchange had no new stock listings during the period, but one company, Kai Fa Technology, is set to update its new stock dynamics next week [26] - There are 12 companies updating their listing project review dynamics, indicating a robust pipeline for future listings [26] - The report noted that the North Exchange has a sufficient reserve of potential listings, with various companies at different stages of the registration process [26]
北交所双周报:北证首份2024年报亮眼,关注年报绩优标的
西南证券·2025-03-17 09:12