Group 1 - The report highlights that the geopolitical situation in the Middle East is affecting risk appetite, with the ongoing tensions leading to a rise in oil prices, which in turn raises concerns about global demand and interest rates [9][10] - The North Exchange 50 index fell by 7.14%, while the average daily trading volume increased by 32% compared to the previous week [9][13] - The report indicates that the energy and chemical sectors, as well as military industries, are expected to perform well, while technology sectors such as commercial aerospace, computing power, and semiconductors are also highlighted for their potential [10][9] Group 2 - This week, two new stocks were listed on the North Exchange: Haifiman and Tongling Technology, with significant first-day gains of 170.42% and 41.42% respectively [24][25] - The report notes that there are currently 297 companies listed on the North Exchange as of March 6, 2026 [24] - The report provides insights into the performance of individual stocks, with notable gainers including Teris and Keli Co., while stocks like Liancheng CNC and Liujin Technology faced declines [34][39] Group 3 - The report mentions that the North Exchange's PE (TTM) average is 91.21 times, with a median of 45.77 times, indicating a decrease in valuation metrics [15][18] - The trading volume for the North Exchange reached 5.339 billion shares, reflecting an increase of 83.03% week-on-week, while the total trading value was 118.436 billion yuan, up 64.89% [21][22] - The report also notes that the margin financing balance decreased by 148 million yuan to 8.39 billion yuan [22]
北交所策略周报：中东局势影响风险偏好，两会召开强调扩内需-20260308