北交所周报：北交所板块震荡运行，即将发布专精特新指数-20250613

Investment Rating - The report maintains an "Accumulate" rating for the industry, indicating a positive outlook for the next 6 to 12 months [1][35]. Core Insights - The North Exchange (北交所) is set to launch a specialized index for "specialized, refined, characteristic, and innovative" companies, which will include the top 50 companies based on market capitalization [5][33]. - The North Exchange's overall market performance is expected to improve in 2025, following significant adjustments in previous indices [6][31]. - The report highlights key sectors to watch, including data centers, robotics, semiconductors, consumer goods, and military information technology [6][31]. Summary by Sections North Exchange Market Overview - As of June 6, 2025, there are 274 constituent stocks in the North Exchange, with an average market capitalization of 3.074 billion [3][11]. - The North Exchange 50 Index increased by 1.23% during the week, closing at 1427.06 points, while other indices like the Shanghai and Shenzhen 300 also showed positive growth [3][11]. - The average daily trading volume for the North Exchange constituents was 24.834 billion, a decrease of 2.38% from the previous week [15][16]. Sector Performance - The top-performing sectors from June 3 to June 6, 2025, include pharmaceuticals, banking, media, computing, and textiles, with respective gains of 12.12%, 10.56%, 9.54%, 9.4%, and 9.16% [20][24]. Individual Stock Performance - Out of 267 stocks listed on the North Exchange, 183 stocks rose, 74 fell, and 5 remained unchanged, resulting in an increase ratio of 68.54% [4][24]. New Stocks and Regulatory Updates - No new stocks were issued during the week, but several companies updated their review statuses, with one company submitting registration and five under inquiry [30][29]. Investment Strategy - The report suggests focusing on high-quality development in the North Exchange for 2025, with specific recommendations for companies in data centers, robotics, semiconductors, consumer goods, and military information technology [6][31].