北交所市场点评：缩量冲高回落，关注中线布局

Market Overview - On May 23, the North Exchange A-shares trading volume reached CNY 27.18 billion, a decrease of CNY 10.01 billion from the previous trading day, with the index closing down by 1.4%[1] - Among 266 companies listed, 57 rose, 1 remained flat, and 208 declined, indicating a broad market downturn[1] Stock Performance - The top five gainers were: - Chen Guang Medical (15.0%) - Changfu Co. (10.1%) - Senxuan Pharmaceutical (9.7%) - Wangcheng Technology (9.3%) - Haisheng Pharmaceutical (7.9%) [1] - The top five losers were: - Kexin New Materials (-9.0%) - Shengnan Technology (-8.5%) - Guohang Ocean (-7.9%) - Wuxin Tunnel Equipment (-7.3%) - Weimao Electronics (-7.1%) [1] Market Trends - The North Exchange 50 index experienced a 1.4% decline, with a trading volume decrease of 26.9% compared to the previous day[6] - Despite the overall market decline, sectors such as innovative drugs and nuclear fusion showed resilience, attracting investment due to policy and industry trends[6] Investment Strategy - Short-term focus on event-driven opportunities, including nuclear fusion equipment tenders and the industrialization of elder care robots[6] - Long-term investment should concentrate on technology growth sectors, including humanoid robots, third-generation semiconductors, and AI applications, while considering the advantages of specialized enterprises and potential valuation recovery of state-owned enterprises[6] Risks - Potential risks include policy regulatory risks, unexpected changes in North Exchange policies, and intensified industry competition[30]