北交所定期报告20250807：七部门力推脑机接口产业，我国外贸韧性持续显现

Group 1: Economic Performance - In 2024, China's "three new" economy (new industries, new business formats, new models) contributed 242,908 billion yuan, growing by 6.7% year-on-year, surpassing GDP growth by 2.5 percentage points[13] - The share of the "three new" economy in GDP reached 18.01%, an increase of 0.43 percentage points from the previous year[13] - In the first seven months of 2025, private enterprises' import and export volume was 14.68 trillion yuan, up 7.4% year-on-year, accounting for 57.1% of total foreign trade, a rise of 2.1 percentage points[14] Group 2: Market Trends - As of August 7, 2025, the average market capitalization of the 269 companies listed on the North Exchange was 3.185 billion yuan, with a trading volume of 27.25 billion yuan, an increase of 1.782 billion yuan from the previous trading day[21] - On August 7, 2025, the North Exchange index remained unchanged, while the A-share index rose by 0.16%, and the ChiNext index fell by 0.68%[20] - The top three gainers on the North Exchange were BeiYikang, BenLang New Materials, and AweiTe, with increases of 17.75%, 15.59%, and 11.45% respectively[22] Group 3: Policy and Industry Developments - Seven departments, including the Ministry of Industry and Information Technology, issued guidelines to promote the brain-computer interface industry, aiming to cultivate leading enterprises and support innovation[15] - The 11th batch of national drug centralized procurement has been initiated, involving 55 varieties, with a focus on accurate reporting of demand by medical institutions[18] - Shanghai plans to launch a comprehensive renovation project for urban villages in 2026, aiming for high-quality urban development[19]