北交所行业周报：本周北证50阶段性回调，下周世昌股份、志高机械上会、交大铁发申购-20250526

Investment Rating - The report maintains a positive outlook on the industry, suggesting a "Buy" rating for specific stocks and highlighting the overall investment value of the North Exchange market in 2025 [2][3]. Core Insights - The North Exchange 50 Index experienced a slight decline of 3.68% as of May 23, 2025, closing at 1370.04 points, while the average market capitalization of the 266 A-share constituent stocks is 2.936 billion [8][19]. - The report identifies key sectors with significant performance, including Environmental Protection (up 8.16%), Beauty Care (up 2.62%), and Construction Materials (up 0.97%), while sectors like Transportation and Public Utilities faced declines of -20.33% and -11.41% respectively [19][22]. - The report emphasizes the importance of focusing on companies with stable growth and reasonable valuations, recommending stocks such as Tongli Co., Ltd. and Wuxin Tunnel Equipment for their low valuations and potential benefits from infrastructure investments [2][3]. Summary by Sections North Exchange Market Overview - As of May 23, 2025, the North Exchange 50 Index showed a decline of 3.68%, while the average market capitalization of constituent stocks was 2.936 billion [8][19]. - The daily average trading volume for the North Exchange 50 was 35.949 billion, reflecting a 3.65% increase from the previous week [22]. Stock Performance - In the week from May 19 to May 23, 2025, 41 stocks rose, while 225 fell, indicating a 15.41% increase in the number of rising stocks, a decrease of 51.88% week-on-week [13][19]. Key Companies and Earnings Forecast - Recommended stocks include: - Tongli Co., Ltd. (stock code: 834599.BJ) with an EPS forecast of 1.99 for 2025 and a PE ratio of 10.66, rated as "Buy" [3]. - Wuxin Tunnel Equipment (stock code: 835174.BJ) with an EPS forecast of 1.64 for 2025 and a PE ratio of 25.16, also rated as "Buy" [3]. - Other companies such as Kaide Quartz and Hualing Co., Ltd. are rated as "Hold" with potential for growth [3]. New Stock Updates - No new stocks were listed this week, but Yuli Intelligent submitted for registration, with upcoming meetings for Shichang Co. and Zhigao Machinery [25][27].