北交所策略专题报告：政府工作报告12大产业方向全梳理：北交所“新质生产力”资产图谱解析-20260308

Group 1 - The report emphasizes the development of six emerging pillar industries and six future industries, including integrated circuits, aerospace, biomedicine, low-altitude economy, new energy storage, and intelligent robotics [13][16] - The total market value of integrated circuit-related companies on the North Exchange is 81.57 billion yuan, with 19 companies listed [18] - The aerospace and low-altitude economy sectors have a total of 16 related companies, with a combined market value of 79.26 billion yuan [22] Group 2 - The biomedicine sector includes 27 companies with a total market value of 80.00 billion yuan, highlighting the performance of companies like Deyuan Pharmaceutical, which reported a net profit of 236.93 million yuan, a year-on-year increase of 33.87% [28][30][32] - The new energy storage sector consists of 22 companies with a total market value of 105.24 billion yuan, featuring companies like Better Ray, which specializes in lithium battery anode materials [35][36] - The intelligent robotics sector comprises 22 companies with a total market value of 71.25 billion yuan, showcasing companies like Dingzhi Technology, which focuses on servo motors and related products [39]