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本周北证50实现领涨、交投活跃度明显提升,下周天工股份上市
Guohai Securities·2025-05-12 09:48

Investment Rating - The industry investment rating is positive, indicating a favorable outlook for the sector, particularly for the North Exchange market, which has outperformed the Shanghai and Shenzhen indices [34]. Core Insights - The North Exchange 50 Index has shown significant growth, with a 3.62% increase in the week ending May 9, 2025, closing at 1379.31 points. This performance is notably better than the Shanghai 300 Index, which increased by 2.00% during the same period [9][19]. - The average market capitalization of the 265 A-share constituent stocks in the North Exchange is 2.936 billion [9]. - The liquidity in the North Exchange has improved, with an average daily trading volume of 31.119 billion, up 44.96% from the previous week, and a turnover rate of 3.35% [22]. Summary by Sections North Exchange Market Overview - As of May 9, 2025, the North Exchange has 265 A-share constituent stocks, with an average market capitalization of 2.936 billion. The North Exchange 50 Index has increased by 3.62% in the last week, outperforming other indices [9][19]. - The individual stock performance shows that 243 stocks increased, 22 decreased, and none remained flat, resulting in an increase ratio of 91.70%, which is a 37.36 percentage point increase from the previous week [14]. Industry Performance - The top five performing industries in the North Exchange from May 6 to May 9, 2025, are Defense and Military Industry (21.52%), Textile and Apparel (20.65%), Agriculture, Forestry, Animal Husbandry, and Fishery (9.84%), Social Services (8.71%), and Media (7.75%). The bottom five are Food and Beverage (2.94%), Computer (3.29%), Environmental Protection (3.97%), Communication (3.99%), and Pharmaceutical and Biological (4.01%) [19][20]. New Stock Updates - No new stocks were listed this week. One company, Danna Biology, submitted registration, and another, Jiaoda Iron and Steel, completed registration. Next week, one company (Youli Intelligent) will be reviewed, and one company (Tian Gong Co., Ltd.) will be listed [25][26]. Key Companies and Earnings Forecast - Key companies highlighted include: - Tongli Co., Ltd. (Stock Code: 834599.BJ) with a current price of 21.11, projected EPS of 1.99 for 2025, and a buy rating [4]. - Wuxin Tunnel Equipment (Stock Code: 835174.BJ) with a current price of 32.85, projected EPS of 1.64 for 2025, and a buy rating [4]. - Kaide Quartz (Stock Code: 835179.BJ) with a current price of 34.05, projected EPS of 1.03 for 2025, and a hold rating [4]. - Hualing Co., Ltd. (Stock Code: 430139.BJ) with a current price of 25.04, projected EPS of 0.34 for 2025, and a hold rating [4]. - Hengtai Open Source (Stock Code: 834415.BJ) with a current price of 17.38, projected EPS of 0.22 for 2025, and a hold rating [4]. - Tianli Composite (Stock Code: 873576.BJ) with a current price of 31.50, projected EPS of 1.03 for 2025, and a buy rating [4].