北交所周报：北交所板块涨幅领先，多家拟上市企业更新审核状态-20250508

Investment Rating - The report maintains an "Increase" rating for the industry, indicating an expected growth of over 10% relative to the benchmark index in the next 6 to 12 months [2][28]. Core Insights - The overall market performance of the North Exchange shows a positive trend, with the North Exchange 50 Index increasing by 2.38% to close at 1331.13 points as of April 30, 2025. In contrast, the Shanghai Composite Index and the Shenzhen 300 Index experienced declines of -0.43% and slight increases of 0.04%, respectively [3][9]. - The average market capitalization of the 265 constituent stocks on the North Exchange is 2.78 billion yuan, with a total market value of 737.72 billion yuan [2][9]. - The top five performing sectors in the A-share market during the reporting period were Media, Computer, Machinery Equipment, Electronics, and Household Appliances, with respective increases of 2.7%, 2.5%, 1.6%, 1.3%, and 1.1% [15]. Summary by Sections North Exchange Market Overview - As of April 30, 2025, the North Exchange comprises 265 constituent stocks, with an average market capitalization of 2.78 billion yuan. The North Exchange 50 Index rose by 2.38% during the week, while the Shanghai 300 Index fell by 0.43% [3][9]. - The average daily trading volume for the North Exchange was 21.597 billion yuan, a decrease of 28.17% from the previous week, with a turnover rate of 6.04% [13][14]. New Stocks on the North Exchange - No new stock issuances occurred during the reporting period. However, several companies updated their review statuses: Zuxing New Materials, Yongda Co., and Tongbao Optoelectronics were accepted; Dingli Technology, Nante Technology, Ruijian Medical, and Aisheren were inquired; and SIRUI Optics was terminated [4][23]. Key News - There were no significant news disclosures during the reporting period [25]. Investment Strategy - The report suggests focusing on sectors expected to perform well in 2025, including Data Centers (Klaite and Shuguang Data Creation), Robotics (Suzhou Axis, Audiwei, Jun Chuang Technology, and Fuheng New Materials), Semiconductors (Hualing Co. and Kaide Quartz), Consumer Goods (Taihu Snow, Boshenglong, Lusi Co., Kangbiter, and Thunder God Technology), and Military Information Technology (Chengdian Optoelectronics and Xingtian Measurement and Control) [6][26].