北交所定期报告20250814：数据产权制度今年将推出，北证指数收跌

Capital Market News - The introduction of over 10 new systems, including data property rights, is expected this year, as stated by Liu Liehong, a member of the National Development and Reform Commission and head of the National Data Bureau [6] - The A-share refinancing market has significantly rebounded this year, with the refinancing amount exceeding the total for the previous year by July 31, reflecting policy adjustments and the capital market's precise service to the real economy [7] Industry News - A total of 149 energy storage companies have voiced against industry "involution," with the China Chemical and Physical Power Industry Association initiating a proposal to maintain fair competition and promote healthy development in the energy storage sector [8] - The State Administration for Market Regulation and the Ministry of Industry and Information Technology are seeking public opinions on a draft notice to strengthen the management and supervision of intelligent connected new energy vehicles, emphasizing that combined driving assistance should not be mistaken for autonomous driving [9][10] Market Performance - As of August 14, 2025, the North Exchange 50 Index fell by 1.99%, while the overall A-share market showed mixed results, with the Sci-Tech 50 Index rising by 0.75% and the ChiNext Index declining by 1.08% [11] - The North Exchange consists of 270 constituent stocks with an average market capitalization of 3.085 billion yuan and a trading volume of 27.385 billion yuan, which increased by 2.698 billion yuan compared to the previous trading day [11] Company Announcements - Hefei Gaoke announced that a shareholder holding more than 5% intends to reduce their stake by no more than 1%, with the reduction method being either centralized bidding or block trading [22] - Hongyu Packaging reported total operating revenue of 321 million yuan for the reporting period, a year-on-year increase of 5.54%, with a profit total of 14 million yuan, up 184.69%, and a net profit attributable to shareholders of 12 million yuan, up 147.37% [23][24] - Binhang Technology has signed contracts for the purchase of AI computing servers and graphics cards, with a total contract value of 82.1625 million yuan (including VAT) [25]