北交所点评报告：北交所发布北证专精特新指数，开启“双指数”时代

Investment Rating - The industry investment rating is "Increase Holding" [19] Core Insights - The North Exchange will officially launch the North Certificate Specialized, Refined, Unique, and New Index on June 30, 2025, providing multi-dimensional investment targets and performance benchmarks [3][13] - The index will consist of the 50 largest market capitalization stocks from the North Exchange's specialized, refined, unique, and new "small giant" companies, reflecting the overall performance of these listed companies [5][13] - The index will be based on a reference date of June 28, 2024, with a base point of 1000 [3][13] Summary by Sections North Certificate Specialized, Refined, Unique, and New Index - The index is designed to select well-performing companies with no legal violations and stable financial reports, ranked by average daily trading volume over the past six months [5][14] - The index will undergo semi-annual reviews to adjust its sample based on stability and dynamic tracking principles, with a maximum adjustment ratio of 20% [5][14] Investment Strategy for North Exchange - The report anticipates significant achievements in the high-quality development of the North Exchange in 2025, recommending attention to specific sectors: 1. Data Centers: Companies like Krait and Shuguang Data Creation are highlighted for their advantages in nuclear power and liquid cooling technology [15] 2. Robotics: Companies such as Suzhou Axis and Audiwei are noted for their leadership in needle bearings and ultrasonic sensors [15] 3. Semiconductors: Hualing Co. and Kaide Quartz are recognized as leaders in semiconductor testing and quartz devices [15] 4. Consumer Goods: Companies like Taihu Snow and Baixinglong are mentioned for their innovative products in silk and packaging [15] 5. Military Information Technology: Chengdian Optoelectronics and Xingtian Measurement Control are identified as key players benefiting from military upgrades and satellite internet construction [15]