北交所策略专题报告：开源证券北交所新质生产力后备军筛选系列十九，关注雅图高新、悦龙科技等

Group 1 - The report highlights that as of June 8, 2025, the Beijing Stock Exchange (BSE) has accepted 98 companies, covering various sectors including high-end equipment manufacturing, TMT, chemical new materials, consumption, and biomedicine [3][12][13] - The focus is on selecting "back-up troops" from the new productivity sector, particularly those in intelligent connected new energy vehicles, hydrogen energy, new materials, innovative drugs, and commercial aerospace [3][4] - The report identifies six key companies: Yatu High-tech, Yuelong Technology, Daya Co., Yongli Precision, Haiseng Medical, and Haode CNC, which are recognized as national-level specialized and innovative "little giant" enterprises [5][23] Group 2 - Yatu High-tech specializes in high-performance industrial coatings, with a projected revenue of 742 million yuan and a net profit of 149 million yuan for 2024, reflecting a year-on-year revenue growth of 16.68% [28][34] - Yuelong Technology focuses on flexible pipelines for fluid transport, expecting a revenue of 262 million yuan and a net profit of 84 million yuan in 2024, with a revenue growth of 19.62% [5][24] - Daya Co. is a leader in metal surface treatment, with a projected revenue of 1.199 billion yuan and a net profit of 150.93 million yuan for 2024, showing a revenue increase of 23.86% [6][24] - Yongli Precision specializes in automotive shock absorber components, anticipating a revenue of 568 million yuan and a net profit of 94.81 million yuan in 2024, with a revenue growth of 11.72% [6][24] - Haiseng Medical produces anesthesia and monitoring medical devices, with expected revenue of 304 million yuan and a net profit of 70.92 million yuan for 2024, indicating a slight decline in revenue [6][24] - Haode CNC is recognized for its machinery used in panel furniture production, with a projected revenue of 458 million yuan and a net profit of 66.69 million yuan in 2024, reflecting a decrease in revenue [6][24]