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北交所日报:指数缩量连调,成交萎缩创年内新低
Nanjing Securities·2024-03-19 16:00

Market Overview - The North Exchange 50 Index continued to adjust, closing down 16.11 points, a decrease of 1.82%, with a transaction volume of 5.872 billion yuan, marking a new low for the year [2][41]. - All three major A-share indices closed lower, with the Shanghai Composite Index down 0.4%, the Shenzhen Component Index down 0.27%, and the ChiNext Index down 0.57%. The total transaction amount was 1,054.8 billion yuan, a decrease of 90.6 billion yuan from the previous day [2][41]. - The North Exchange's transaction amount has fallen below 10 billion yuan for eight consecutive days, indicating a significant decline in active capital's interest in the North Exchange [41]. Company Announcements - Jianbang Technology (837242.BJ) announced that its wholly-owned subsidiary obtained the IATF16949 certification, covering the design and production of controllers, sensors, and motors [8]. - Shunyu Precision (831906.BJ) received a patent for an invention titled "A Single Motor Control Car Air Outlet," enhancing its intellectual property portfolio and competitive edge [9][56]. - Klate (831689.BJ) announced the acquisition of two invention patents related to cooling mechanisms for offshore wind turbine cabins, which are expected to improve the company's technological innovation and market competitiveness [10][48]. Company Insights - Jianbang Technology focuses on the automotive aftermarket, developing and selling non-wear parts, with a significant portion of its revenue coming from overseas markets, indicating strong international demand [26][46]. - Shunyu Precision has developed a robust technical foundation in automotive interior components and AGV integration solutions, with a growing number of patents that enhance its market position [47]. - Klate specializes in high-efficiency cooling solutions for various industries, including rail transportation and renewable energy, with a projected revenue growth of 20.44% in 2023 [48]. Investment Opportunities - The report suggests that the automotive aftermarket presents substantial growth potential, particularly in electronic components, as the demand for electric vehicles increases [26][46]. - Companies like Jianbang Technology and Shunyu Precision are well-positioned to benefit from the ongoing trends in the automotive industry, including the shift towards electric vehicles and advanced manufacturing solutions [26][47].