北交所策略专题报告：北交所产业链全景图：多线锚定“补链强链”，新质生产力集群蓄势待发

Group 1 - The report categorizes companies on the Beijing Stock Exchange into five major directions and a total of 21 industrial chains, including high-end equipment, consumer services, information technology, chemicals, and biomedicine [1][12][15] - The high-end equipment sector includes sub-industries such as new energy, robotics, and aerospace, focusing on strengthening and supplementing the supply chain [1][15] - The consumer services sector is involved in new consumption hotspots like sports nutrition, konjac, and artificial diamonds [1][15] Group 2 - The new energy and storage sector is a key branch within the high-end equipment industrial chain, with leading positions in the number of companies, market capitalization, and sub-industries [2][15] - The report identifies seven sub-industries within new energy and storage, including power equipment, nuclear power, photovoltaics, wind power, lithium batteries, solid-state batteries, and hydrogen energy [2][15] - The semiconductor industry on the Beijing Stock Exchange has a total market capitalization of 79.33 billion, divided into six segments [2][11] Group 3 - The report highlights core companies within the new quality productivity industrial chain, such as Lintai New Materials, which provides wet paper-based friction plates for domestic passenger vehicles [3][9] - Other notable companies include Kaiter Co., which supplies automotive sensors and components to BYD, and Litong Technology, which specializes in high-pressure hoses for hydrogen refueling [3][9] - The biopharmaceutical sector includes companies like Deyuan Pharmaceutical, which focuses on drugs for endocrine and cardiovascular diseases, reporting a net profit of 97.79 million with a year-on-year growth of 21.94% [3][9] Group 4 - The lithium battery and energy storage industrial chain is significant, with 21 companies and a total market capitalization of 114.68 billion [30][31] - The solid-state battery sector is emerging, with 10 companies and a total market capitalization of 80.63 billion [34] - The deep-sea technology sector includes nine companies with a total market capitalization of 30.13 billion, focusing on products like hydraulic cylinders for offshore drilling platforms [35][36]