Group 1 - The report highlights the significance of the upcoming military parade on September 3, 2025, showcasing China's domestic military capabilities and innovations in weaponry [1][11][12] - There are currently 17 military-related companies listed on the Beijing Stock Exchange, with a total market capitalization of 73.434 billion yuan as of June 27, 2025 [1][12][13] - Key companies include Star Map Control (920116.BJ), which specializes in aerospace measurement and control management, and Minshida (833394.BJ), known for its aramid paper products used in various critical industries [1][19][20] Group 2 - The five major industries on the Beijing Stock Exchange saw average weekly gains, with high-end equipment, information technology, chemical new materials, consumer services, and pharmaceutical biology showing increases of +6.80%, +12.82%, +5.33%, +4.65%, and +5.18% respectively [2][24] - The average price-to-earnings (P/E) ratios for these industries have also risen, with high-end equipment reaching 47.2X and information technology at 93.0X [2][26] Group 3 - In the technology sector, 145 out of 150 companies experienced stock price increases, with an average gain of +7.42% during the week [3][37] - The overall market capitalization for these companies rose from 443.941 billion yuan to 478.908 billion yuan, with the median market capitalization increasing from 22.40 million yuan to 23.57 million yuan [3][40] Group 4 - Star Map Control reported a revenue increase of 25.90% year-on-year for 2024, with a net profit growth of 35.68% [16][18] - Minshida achieved a revenue of 408 million yuan in 2024, reflecting a growth of 19.82%, and a net profit of 101 million yuan, up by 23.14% [20][22]
北交所策略专题报告：阅兵官宣展示新域新质战力，关注北交所国防力量