北交所市场点评：放量修复，关注无人驾驶及稳定币等热点

Investment Rating - The report indicates a positive market sentiment with a recommendation for mid-term positioning in sectors such as autonomous driving, artificial intelligence, and high-end manufacturing, suggesting a favorable outlook for these industries [8][24]. Core Insights - The North Exchange A-shares saw a trading volume of 28.18 billion yuan on May 29, 2025, marking an increase of 4.056 billion yuan from the previous trading day, with the index rising by 2.7% [5][14]. - Among the 266 companies listed on the North Exchange, 246 experienced price increases, while only 19 saw declines, indicating strong market performance [21][22]. - Key stocks that performed well included Sanyou Technology (30.0%), Luchao Information (30.0%), and Xinan Clean (17.0%), while the biggest losers were Tianli Composite (-4.3%) and Jinbo Biological (-3.6%) [21][23]. Summary by Sections Market Review - The North Exchange A-shares had a trading volume of 28.18 billion yuan, with a turnover rate of 6.0%, leading among various sectors [14][17]. - The North Exchange 50 index closed at 1415.84 points, reflecting a 2.7% increase, with the day's trading showing a pattern of high opening and rising prices [8][18]. Important News - The Central Committee and the State Council issued an opinion aimed at enhancing the market-oriented allocation of resource and environmental factors, with goals set for 2027 to improve trading systems for carbon emissions and water rights [6][24]. Key Company Announcements - Zhonghang Taida announced plans for a major shareholder to reduce holdings by 2.25 million shares, representing 1.59% of total equity, due to personal financial needs [7][26]. - Most Nan Technology plans to use up to 80 million yuan of idle funds for cash management, focusing on safe and liquid financial products [7][27]. - Jike Co. intends to utilize up to 250 million yuan of idle funds for cash management to enhance fund efficiency [7][31].