北交所策略专题报告：北交所“十五五”策略蓝图：新质生产力为舵，专精特新为主航道

Group 1 - The report emphasizes the importance of building a modern industrial system and developing new quality productivity as outlined in the "14th Five-Year Plan" [10][11][12] - The focus is on supporting innovative small and medium-sized enterprises, particularly in advanced manufacturing and modern service industries, to promote high-quality economic development [14][20] - As of October 24, 2025, there are 252 specialized and innovative small giant enterprises listed on the Beijing Stock Exchange, accounting for 90.32% of the total, with 151 being national-level [14][24] Group 2 - The Beijing Stock Exchange's market performance shows that the North Exchange 50 Index rose to 1,472.08 points, with a week-on-week increase of 2.74% [34][38] - The overall PE ratio for North Exchange A-shares increased to 49.59X, while the specialized and innovative index reached 78.41X [26][34] - The report highlights the performance of five major industries: high-end equipment, information technology, chemical new materials, consumer services, and biomedicine, with respective PE ratios of 42.10X, 96.98X, 45.31X, 55.12X, and 42.08X [45][47] Group 3 - The report identifies key investment opportunities in the technology growth sector and undervalued stocks, particularly those with strong new quality productivity attributes [50][51] - Recommended stocks include those in the information technology sector such as Fujida and Wanyuantong, and in the chemical new materials sector such as Better Ray and Andatech [50][51] - The report suggests that companies with unexpected performance in the upcoming third-quarter reports should be closely monitored for potential investment [50]