北交所策略周报：新股发行提至一周两家，继续关注戈碧迦等成长品种-20250817

Group 1 - The report highlights that the issuance of new stocks has increased to two per week, with a focus on growth stocks like Ge Bi Jia [10][11] - The North Exchange 50 index rose by 2.4%, and the average daily trading volume increased by 7.7% [10][14] - The market sentiment has improved, with significant gains in sectors such as liquid cooling, consumer electronics, and semiconductors [10][11] Group 2 - This week, one new stock, Zhi Gao Machinery, was listed, and two stocks, Ke Ma Materials and Da Peng Industry, were approved for issuance [26][32] - The upcoming subscription for Ba Lan Shi is expected to attract significant investor interest due to its fundraising amount of 345 million yuan [11][32] - The report notes that the strong stocks on the North Exchange account for 43.2% of the market, indicating a positive market atmosphere [17][22] Group 3 - The report identifies key companies to watch, including Ge Bi Jia, Lin Tai New Materials, and Min Shi Da, due to their potential for recovery and growth [11][12] - The trading volume on the North Exchange reached 5.227 billion shares, with a total transaction value of 127.978 billion yuan, reflecting a robust trading environment [22][25] - The report emphasizes the importance of monitoring companies with strong interim results, particularly those that have underperformed recently [11][35]