Group 1 - The market sentiment is positive, with the North Exchange 50 index rising by 1.19% and the trading volume decreasing by 11.69% compared to the previous week [2][12][16] - Key market themes include commercial aerospace, Hainan "closure" theme, liquid cooling, lithium battery material price increases, and rising copper prices, indicating active thematic investments in future industries such as quantum technology, biomanufacturing, hydrogen energy, nuclear fusion, brain-computer interfaces, embodied intelligence, and sixth-generation mobile communication [12][13][14] - The report maintains a positive outlook on the North Exchange thematic market during the spring rally, emphasizing the importance of timing in thematic investments and highlighting specific stocks to watch, including Fujida, Xingtou Measurement and Control, and others in emerging technology sectors [13][14] Group 2 - The North Exchange saw one new stock listed this week, Jiangtian Technology, which had a significant first-day increase of 180.58% [26][7] - The report notes that the quality of new stocks on the North Exchange is expected to continue improving, with attention on the upcoming listing of Hengtong Light [14][26] - The new three-board market saw 10 new listings and 42 delistings this week, with a total of 5,956 companies currently listed [47][49]
北交所策略周报：春季躁动关注未来产业，蘅东光元旦前上市-20251228