北交所日报-20250908

Core Insights - The North Exchange 50 index increased by 1.78% to close at 1647.01 points on September 8, 2025, outperforming the Shanghai Composite Index and the CSI 300 Index, which rose by 0.38% and 0.16% respectively [3][4] - The overall trading volume on the North Exchange reached 44.715 billion yuan, with a turnover rate of 7.42%, indicating a significant increase compared to the previous week's average daily trading volume of 35.971 billion yuan [3][4] - The sectors that saw the largest gains included power equipment (+21.3%), transportation (+4.2%), media (+2.5%), and household appliances (+1.7%), while the sectors with the largest declines were building materials (-5.9%), light industry manufacturing (-3.9%), and textiles and apparel (-1.6%) [3][4] Market Performance - Among the 275 listed companies on the North Exchange, 132 companies saw their stock prices rise, while 142 experienced declines. The top performer was Sanxie Electric, which surged by 785.62%, followed by Huami New Materials (+15.76%) and Chuangyuan Xinke (+15.23%) [3][4][8] - The overall valuation of the North Exchange listed companies was approximately 56.56 times earnings, which is higher than the valuations of companies on the Sci-Tech Innovation Board (67.12 times) and the Growth Enterprise Market (43.04 times) [3][4][12] Industry Analysis - The average price-to-earnings (P/E) ratio for the computer sector was the highest at 188.1 times, followed by light industry manufacturing (147.0 times) and building materials (106.1 times). In contrast, the sectors with lower P/E ratios included machinery, defense, and basic chemicals [3][12] - The trading activity was notably high for companies like Sanxie Electric (95.95% turnover rate), Tianhong Lithium Battery (42.58%), and Kexin New Materials (38.60%) [3][4][9]