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北证强势股占比行至低位,关注北证微盘股破位现象:北交所策略周报(20250922-20250928)-20250928
Shenwan Hongyuan Securities·2025-09-28 12:50

Group 1 - The report indicates that the proportion of strong stocks on the Beijing Stock Exchange (北交所) has dropped to a low level, specifically to 20.9%, reflecting a continuous decline in market enthusiasm since the reversal of micro盘 factors in the first half of the year [8][11][14] - The North Exchange 50 index fell by 3.11% this week, underperforming compared to other indices such as the Shanghai Composite Index and the ChiNext Index, with a trading atmosphere declining ahead of the holiday [8][17][18] - The report highlights that sectors such as semiconductors, precious metals, and consumer electronics are performing well, while the consumer and service industries are weaker [8][17] Group 2 - This week, one new stock, JinHua New Materials, was listed on the North Exchange, with a first-day increase of 133% and a turnover rate of 91.23% [30][31] - The report notes that the trading volume on the North Exchange was 4.549 billion shares, a decrease of 20.67% week-on-week, and the trading amount was 106.686 billion yuan, down 21.65% [25][27] - The report mentions that 20 stocks rose while 256 stocks fell, resulting in a rise-fall ratio of 0.08, with notable gainers including Chuangyuan Xinke and Guangxin Technology [37][40]