掘金北交所后备军：三维视觉龙头先临三维及光器件鑫巨宏受理中

Group 1 - The report highlights the rich reserve of "back-up troops" in the North Exchange, covering high-end equipment manufacturing and other sectors, with 214 companies accepted as of February 1, 2026 [2][12] - Among the accepted companies, 163 are awaiting meetings, with the highest number in high-end equipment (64 companies) and TMT (27 companies), indicating a diverse range of industries [17] - The average revenue for companies awaiting meetings in the high-end equipment sector is projected to be 8.37 billion, with an average net profit of 92.59 million [17] Group 2 - The report focuses on 16 selected companies from the North Exchange, including Xianlin Sanwei, Xinjuhong, and Baimaike, which are characterized by strong technological attributes and scarcity [4][5] - Xianlin Sanwei is noted for its 3D visual products, with projected revenue of 1.202 billion and net profit of 212.38 million in 2024 [4][9] - Xinjuhong, a key supplier in the optical module industry, is expected to achieve revenue of 465 million and net profit of 87 million in 2024 [4][9] Group 3 - Baimaike, recognized as a "little giant" in surgical sutures, is projected to generate revenue of 185 million and net profit of 69.19 million in 2024 [5][9] - Yunyanshijie focuses on smart city solutions, with expected revenue of 322 million and net profit of 43.85 million in 2024 [5][9] - Tianyuan Heavy Industry specializes in load-bearing components for suspension bridges, with projected revenue of 613 million and net profit of 58 million in 2024 [5][9] Group 4 - The report emphasizes the importance of innovation in driving industrial transformation and enhancing productivity, aligning with government initiatives to promote modern industrial systems [12] - The average revenue for companies that have passed meetings and are registered is 662 million, with an average net profit of 87.37 million for 2024 [12][13] - The report identifies a total of 33 companies that have passed meetings and are registered, showcasing a variety of sectors including automotive electronics and medical devices [13][15]