北交所市场周报：北交所或迎补涨，关注商业航天、脑机接口、AI应用等主线-20260113

Investment Rating - The report suggests a "steady layout, dual-line advancement" strategy focusing on policy-driven technology growth sectors such as commercial aerospace, artificial intelligence, and robotics [2][33]. Core Insights - The North Exchange market saw an average daily trading volume of 26.13 billion yuan, a 34.7% increase week-on-week. The North Exchange 50 index rose by 5.82%, while the specialized and innovative index increased by 7.34% [1][7]. - The report highlights the performance of individual stocks, with the top five gainers being BeiYikang (45.1%), ZhongCheng Technology (42.9%), TianLi Composite (36.0%), GeLiEr (30.0%), and LianCheng CNC (24.3%). Conversely, the top five losers included TianMing Technology (-19.8%), JinHao Medical (-17.7%), HengHe Co., Ltd. (-16.4%), JiaHe Technology (-13.8%), and FengGuang Precision (-5.3%) [1][14]. Summary by Sections Market Overview - The North Exchange's average daily trading volume reached 26.13 billion yuan, marking a 34.7% increase compared to the previous week. The North Exchange 50 index and the specialized and innovative index both experienced significant gains [1][7][8]. Key News and Policies - Eight departments have issued opinions to support breakthroughs in key technologies such as high-end training chips and artificial intelligence servers, emphasizing the need to enhance AI computing power supply [2][21]. - The Ministry of Industry and Information Technology plans to promote the upgrade of new industrial networks for no less than 50,000 enterprises by 2028, aiming to significantly enhance the integration of industrial internet and artificial intelligence [2][22]. Core Driving Factors - The macroeconomic environment is characterized by a continued implementation of moderately loose monetary policy, which is expected to provide a favorable liquidity environment for the market [30]. - The report identifies commercial aerospace, AI applications, and brain-computer interfaces as key sectors driving market performance, with notable activity in the brain-computer interface sector due to Neuralink's production plans [31]. Investment Recommendations and Strategies - The report recommends focusing on technology sectors driven by policy, such as commercial aerospace and AI, while also considering high-growth, low-valuation stocks, particularly those overlapping with the North Exchange 50 and specialized innovative indices [2][33].