北交所市场点评：节前观望情绪趋浓，题材快速轮动

Investment Rating - The report does not explicitly provide an investment rating for the industry, but it suggests a balanced allocation strategy focusing on technology growth and policy themes [3][26]. Core Insights - The market is currently experiencing a phase of rapid rotation in themes, with a focus on new consumption and nuclear fusion sectors. The report highlights the performance of specific stocks and sectors, indicating a mixed market sentiment [3][20]. - The electronic information manufacturing industry is expected to see significant advancements, with key processes becoming over 85% numerically controlled by 2027, and a complete data infrastructure by 2030 [20]. - The report emphasizes the importance of monitoring the upcoming policy changes and potential market pressures, particularly in June and July, which may affect stock performance [3]. Summary by Sections Market Review - On May 27, the North Exchange A-share trading volume reached 25.37 billion yuan, an increase of 1.27 billion yuan from the previous trading day, with the index rising by 0.1%. Among 266 companies, 98 saw gains, 2 remained flat, and 166 experienced declines [1][7][17]. - The top five gainers included Huaxi Technology (10.8%), Luheng Technology (9.9%), and Ruqi Intelligent Manufacturing (8.9%), while the top five losers were Zhongke Meiling (-9.1%) and Zhonghang Taida (-8.6%) [1][17]. Important News - The report discusses the government's initiative to enhance new information infrastructure, aiming for significant advancements in electronic information manufacturing by 2027 and 2030 [20]. Key Company Announcements - Wan Yuan Tong announced the lifting of restrictions on 6,200,000 shares, accounting for 4.08% of its total share capital, effective May 30, 2025 [21]. - Shunyu Precision Engineering reported a change in shareholder equity exceeding 1% due to share reductions by a major shareholder [22][23]. - Ge Bi Jia also reported a change in shareholder equity due to stock incentive plan adjustments [24].