北交所策略周报（20260223-20260301）：广信科技等调入北证50指数，美伊局势升温加强通胀交易线-20260301

Group 1 - The core viewpoint of the report indicates that the North Exchange 50 Index has increased by 0.48%, but the average daily trading volume has decreased by 3.3% after the Spring Festival, suggesting a weak trading atmosphere [6][10][11] - The report highlights that the main trading theme in the A-share market is "real asset re-inflation," with a focus on cyclical and military-related stocks, particularly in light of the escalating US-Iran tensions [7][10] - The North Exchange 50 Index will undergo a new adjustment, with companies such as Guangxin Technology being added, effective from March 16 [7][10] Group 2 - The report notes that the North Exchange's trading volume for the week was 2.917 billion shares, a decrease of 18.41% compared to the previous week, and the trading amount was 71.825 billion yuan, down 22.66% [14][15] - The report states that 193 stocks on the North Exchange rose, while 96 fell, resulting in a rise-to-fall ratio of 2.01, with *ST Yunchuang and Keli Co., Ltd. leading the gains [26][34] - The report mentions that the average PE (TTM) for the North Exchange is 94.68 times, with a median of 46.13 times, indicating a slight increase [12][17] Group 3 - The report details that one new stock, Tongbao Optoelectronics, was listed this week, with a first-day price increase of 70.01% and a trading volume of 5.54 billion yuan [19][33] - The report indicates that three companies were newly listed on the New Third Board, while seven were delisted, with no new financing planned or completed during the week [36][38] - The report highlights that the strong stock proportion on the North Exchange has risen to 38% [13]