Group 1 - The report indicates a significant decline in market risk appetite, with the North Exchange 50 index dropping by 4.91%, which is less than the declines of the Sci-Tech 50 (-6.16%) and the Growth Enterprise Board (-5.71%) [9][15][20] - The report highlights that the proportion of strong stocks in the North Exchange has fallen below 10%, suggesting that while the index is still adjusting, the relative weakness has been fully reflected over the past quarter, indicating potential accumulation of rebound momentum [9][10] - The report suggests maintaining focus on core assets in the North Exchange and companies with marginal changes, especially with several significant events expected in late October, including the release of third-quarter economic data and company reports [9][10] Group 2 - The North Exchange saw a total trading volume of 39.58 billion shares and a trading value of 925.82 billion yuan, with an average daily trading value of 185.16 billion yuan, reflecting a slight decrease of 2.57% week-on-week [21][15] - The report notes that the North Exchange's PE (TTM) average is 77.79 times, with a median of 45.06 times, indicating a decrease in valuation metrics compared to previous weeks [23][24] - The report mentions that there was one new stock listed this week, Changjiang Nengke, which had a first-day price increase of 254.03% and a turnover rate of 67.65% [26][29] Group 3 - The report states that 34 stocks in the North Exchange rose while 244 fell, resulting in a rise-fall ratio of 0.14, with Lituo Technology and Wantong Hydraulic leading the gains [35][38] - The report lists the top five stocks by turnover rate, with Jinhua New Material having a turnover rate of 137.56% despite a slight decline in price [41] - The report provides updates on new three-board listings, with 10 new companies listed and 1 delisted, raising a planned financing amount of 453 million yuan and completing 166 million yuan in financing [44][45]
北交所策略周报：风险偏好继续下降，北证短线交易指标已至绝对低位-20251019