北交所策略双周报：北证逆势上涨，关注行业龙头及内需方向-20250421

Group 1 - The report highlights that during the period from April 7 to April 18, 2025, the overall stock market experienced a correction, while the North Exchange (北交所) saw a counter-trend increase, with the North 50 index rising by 4.44% despite declines in major indices such as the CSI 300 (-2.3%) and the ChiNext (-7.33%) [3][5] - The report identifies that the strong performance of the North 50 index constituents is attributed to factors such as smaller market capitalization, policy support expectations, and some companies' earnings growth, which attracted capital inflows [5][9] - The top three performing stocks in the North Exchange during this period were Yizhi Moyu (一致魔芋) with a rise of 79.17%, Minshida (民士达) with 78.69%, and Guangrong International (广容国际) with 58.14% [6][12] Group 2 - The report notes that the North Exchange's industry performance was robust, with significant gains in sectors such as agriculture, diversified chemicals, and consulting services, indicating structural opportunities within the market [9][10] - The report suggests that investors should focus on stocks with competitive advantages in specific industries, such as Yizhi Moyu in agriculture, Minshida in diversified chemicals, and Guangrong International in consulting services, as these companies are likely to continue attracting capital inflows [10][11] - The report emphasizes the importance of monitoring the performance of companies in the context of market sentiment and external factors, as some stocks faced declines due to industry competition and policy changes [7][9]