北交所周观察第三十二期：北交所公司首次拟收购新三板公司提供新范式，关注有并购预期相关公司

Group 1: Acquisition Insights - Keda Automation plans to acquire 51% of Haitu Technology for CNY 209 million, becoming its controlling shareholder[2] - Haitu Technology's valuation is CNY 413 million, with a projected net profit of CNY 41.65 million for 2024, resulting in a PE ratio of approximately 10X[6] - The acquisition is expected to significantly enhance Keda Automation's performance, with Haitu's net profit commitments of CNY 38 million, CNY 42 million, and CNY 46 million for 2025, 2026, and 2027 respectively, or a cumulative net profit of CNY 126 million over the same period[6] Group 2: Market Performance - The North Exchange 50 Index rose by 6.84% this week, closing at 1,439.63 points[17] - The average PE ratio for North Exchange A-shares increased from 48.13X to 51.33X, while the average daily trading volume rose to CNY 347 billion, a 20% increase from the previous week[16] - The overall market sentiment remains optimistic, with a focus on companies with merger and acquisition expectations and those exceeding Q2 performance forecasts[2] Group 3: IPO and New Listings - One company, Guangxin Technology, was listed this week, bringing the total number of new listings on the North Exchange to 29 since January 1, 2024[22] - As of June 27, 2025, 48 companies are in the process of IPO review, with one company, Jinhua New Materials, scheduled for review next week[31]