Investment Rating - The report indicates a positive investment sentiment towards the industry, highlighting a recent upward trend in the market [7][21]. Core Insights - The North Exchange A-shares saw a trading volume of 34.76 billion yuan on June 27, 2025, with a turnover rate of 6.0%, leading among various sectors [13][14]. - The North Exchange 50 index increased by 1.06% to 1439.63 points, continuing a rebound trend with a cumulative increase of 6.84% for the week, showcasing the advantages of small-cap and Beta style stocks [7][21]. - The market is currently driven by themes such as specialized and innovative small giants, with significant interest in emerging sectors like humanoid robots, AI, low-altitude economy, and solid-state batteries, indicating strong policy support for innovative SMEs [7][21]. Summary by Sections Market Review - On June 27, 2025, among 268 companies listed on the North Exchange, 152 stocks rose, 7 remained flat, and 109 declined. The top five gainers included Guoyuan Technology (16.5%), Tianma New Materials (11.8%), and Lintai New Materials (10.8%) [4][24]. - The top five decliners were Youji Co., Ltd. (-14.8%), Yunchuang Data (-8.7%), and Tonghui Information (-8.3%) [24][27]. Important News - The People's Bank of China emphasized the need for a moderately loose monetary policy to enhance counter-cyclical adjustments, aiming to maintain stable economic growth and reasonable price levels [28]. - Key company announcements included Jin Hao Medical's shareholding changes and Huiwei Intelligent's plans for cash management using idle funds [28][29][32]. Key Company Announcements - Jin Hao Medical reported a change in shareholding structure due to a buyback program, while Huiwei Intelligent and Keli Co., Ltd. announced plans to manage idle funds through low-risk financial products [28][29][32].
北交所市场点评：上涨势态延续，锦波生物拟定增引入养生堂
Western Securities·2025-06-30 11:27