北交所主题基金开放申购,关注航空航天、机器人等主题机会
Soochow Securities·2025-12-07 06:02

Group 1: Market Performance - As of December 5, 2025, the North Exchange A-share index consists of 286 stocks with an average market capitalization of 2.905 billion [18] - The North Exchange 50 index increased by 1.49% during the week of December 1 to December 5, closing at 1,408.34 points [18] - The average daily trading volume for the North Exchange A-shares reached 13.883 billion, a 4.24% increase from the previous week, with a daily turnover rate of 16.10% [18][19] Group 2: New Listings - Jingchuang Electric (stock code: 920035.BJ) was listed on December 2, 2025, focusing on the research, production, and sales of intelligent controllers for cold chain equipment, with 86.69% of its revenue coming from cold chain intelligent control products [2][27] - The company reported a gross margin of 45.55% for its core products, indicating strong profitability [2][27] Group 3: Investment Recommendations - The valuation gap between the North Exchange and the ChiNext is narrowing, suggesting increasing investment value, with PE ratios for North Exchange A-shares at 44.24 and ChiNext at 42.34 as of December 5, 2025 [28] - Short-term investment opportunities are recommended in sectors such as aerospace, humanoid robots, AI, and intelligent driving, while long-term focus should be on high-growth stocks with specialized attributes and strong earnings expectations [28]