北交所市场点评20250522：深度调整，关注超跌反弹及中线策略

Market Overview - On May 22, the North Exchange A-shares recorded a trading volume of 37.19 billion yuan, a decrease of 3.92 billion yuan from the previous trading day, with the index closing down by 6.1% [1][5] - Among the 266 companies listed on the North Exchange, only 21 saw an increase in stock prices, while 245 experienced declines, indicating a significant market adjustment [5][23] Key News - The People's Bank of China and other regulatory bodies have indicated support for top-tier private equity firms in issuing bonds, which may enhance financing opportunities for small and micro enterprises [4][26] - The Ministry of Science and Technology plans to refine the technology finance system to implement policy measures effectively [26] Investment Strategy - The report suggests focusing on high-quality stocks that are experiencing a rebound after significant declines in the short term, while also monitoring policy-driven mergers and acquisitions, as well as themes related to nuclear fusion and elder care robotics [5] - For medium to long-term investments, the emphasis is on technology growth sectors such as humanoid robots, semiconductors, and specialized enterprises with stable cash flows, while also identifying undervalued high-growth stocks [5] Company Announcements - Naconoer plans to use up to 200 million yuan of idle fundraising for cash management, targeting an annualized return of 1.75%-1.80% [27] - Yingtai Bio announced the lifting of restrictions on 6,002,500 shares, representing 0.49% of its total share capital, effective May 27, 2025 [28]