北交所日报-20260130

Market Performance - On January 30, 2026, the North Exchange 50 index decreased by 0.29%, closing at 1,531.55 points[1] - The overall trading volume on the North Exchange was 27.211 billion CNY, with a turnover rate of 4.50%[1] - The North Exchange's total market capitalization was 936.302 billion CNY, with a circulating market value of 580.261 billion CNY[1] Industry Trends - The top-performing sectors included Communication (+2.4%), Agriculture, Forestry, Animal Husbandry, and Fishery (+2.2%), and Media (+0.8%)[1] - The sectors with the largest declines were Oil and Petrochemicals (-14.4%), Utilities (-8.2%), and Computers (-3.8%)[1] Stock Performance - Among the 292 listed companies, 93 saw an increase, 6 remained flat, and 193 experienced a decline[1] - The stock with the highest increase was Meidel (美德乐) at +161.46%, followed by Qiule Seed Industry (+10.22%) and Hengdong Light (+9.56%)[1] - The largest declines were seen in *ST Yunchuang (-28.28%), Tongguan Mining Construction (-14.43%), and Keli Co. (-14.39%)[1] Valuation Insights - The overall valuation of the North Exchange was approximately 47.75 times earnings, which is higher than the ChiNext's 45.80 times but lower than the Sci-Tech Board's 79.88 times[1] - The highest sector valuation was in Nonferrous Metals at 133.7 times, followed by Oil and Petrochemicals at 90.9 times and Communication at 87.4 times[1] Risk Factors - Risks include lower-than-expected policy support, insufficient technological innovation, intensified market competition, and market volatility[1]