北交所半月报：北交所公司业绩快报全部发布，北证50公布新一轮调整方案-20260312

Investment Rating - The industry investment rating is maintained at "Overweight" [2][33] Core Insights - The report highlights that as of March 1, 2026, the average market capitalization of the 296 constituent stocks in the North Exchange is 3.184 billion yuan, with the North 50 index, Shanghai and Shenzhen 300, ChiNext, and Sci-Tech 50 showing respective changes of +0.48%, +1.08%, +1.05%, and +1.20% during the reporting period [6][12] - The top five performing sectors in the North Exchange during this period are Oil and Petrochemicals (+21.79%), Environmental Protection (+7.97%), Transportation (+6.08%), Building Materials (+3.68%), and Nonferrous Metals (+3.13%) [21] - A total of 295 stocks were listed on the North Exchange, with 193 stocks rising, 96 falling, and 6 remaining flat, resulting in a rise ratio of 66.78% [23] Summary by Sections North Exchange Market Overview - As of March 1, 2026, the North Exchange has 296 constituent stocks with an average market capitalization of 3.184 billion yuan. The performance of major indices during the period from February 16 to March 1, 2026, is as follows: North 50 (+0.48%), Shanghai and Shenzhen 300 (+1.08%), ChiNext (+1.05%), and Sci-Tech 50 (+1.20%) [6][12] - The average daily trading volume for North A-shares during this period was 18 billion yuan, a decrease of 8.06% from the previous period [16] New Stocks on the North Exchange - Two new stocks were issued during this period: Haifeiman (920183) and Mirui Technology (920036) [27] Key News from the North Exchange - By February 27, 2026, all 295 companies on the North Exchange had released their 2025 annual performance reports. Of these, 187 companies achieved positive revenue growth, accounting for approximately 63%, with 29 companies experiencing revenue growth exceeding 30%. Additionally, 140 companies reported positive growth or reduced losses in net profit attributable to the parent company, representing about 47% [31] - The new adjustment plan for the North 50 index was announced, with companies such as Guangxin Technology, Tiangong Co., and Jikang Technology being added, effective from March 16 [31] Investment Strategy for the North Exchange - The report expresses optimism for the high-quality development of the North Exchange in 2026, suggesting a focus on sectors such as Data Centers, Robotics, Semiconductors, Consumer Goods, and Military Information Technology [29][32]