北交所定期报告20250710：中美经贸互动持续推进，多领域行业动态凸显市场机遇

Market News - The Chinese Ministry of Commerce confirmed ongoing high-level trade talks with the U.S., aiming to stabilize economic relations following agreements reached in Geneva and London[6] - President Trump announced a 50% tariff on all products from Brazil, contributing to a nearly 3% drop in the Brazilian real against the dollar[7] Industry News - Tesla's CEO Elon Musk launched Grok4, claiming it to be the world's strongest AI model, which has led to a surge in AI-related stocks[8] - In the first half of 2025, China's automotive industry saw production and sales exceeding 15 million units, with a year-on-year growth rate of over 10%[10] - Significant breakthroughs in mineral exploration were reported, with 38 new mineral sites discovered, marking a 31% increase year-on-year, and non-oil mineral exploration investment reaching 6.693 billion yuan, up 23.9%[11] Market Performance - On July 10, 2025, the A-share index rose by 0.48%, with the Shanghai Composite Index also increasing by 0.48%[12] - The North Exchange A-share component stocks totaled 268, with an average market capitalization of 3.069 billion yuan and a trading volume of 16.607 billion yuan, an increase of 664 million yuan from the previous trading day[12] - Among individual stocks, 158 rose, with the top gainers being Guoyi Bidding (30.00%), Guangzi International (29.96%), and Zhongshi Consulting (13.16%) while the biggest losers included Jinbo Bio (3.58%) and Shengnan Technology (3.20%)[13]