Group 1 - The report highlights that the median price-to-earnings (PE) ratio of North Exchange component stocks in eight industries is lower than that of corresponding A-share and Sci-Tech Innovation Board component stocks [2][56]. - The energy equipment and services industry, computer and peripheral equipment industry, and semiconductor products and equipment industry showed the highest weekly gains of 9.99%, 9.48%, and 6.63% respectively [4][84]. - Among the 248 listed companies on the North Exchange, 163 experienced an increase, with 11 companies rising over 10% and only 2 companies falling over 10% [5][67]. Group 2 - The report details that a precision machinery parts supplier serves globally recognized companies in various sectors, including semiconductor and medical imaging, and has increased investment in product development to enhance quality and market capabilities [7]. - The company specializes in research, production, and sales of power distribution and control equipment for high-speed rail, commercial power generation, and urban rail transit, with products including transformers and complete sets of high and low voltage equipment [8]. - The company has established a stable management team and has received multiple quality certifications, including ISO9001:2015 and ISO14001:2015, reflecting its commitment to quality management [9]. Group 3 - The global small home appliance market is steadily growing, with China being a significant consumer market, as sales volume increased from 3.426 billion units in 2016 to 4.060 billion units in 2021, and market sales rose from $187.6 billion to $253.2 billion [18]. - The report indicates that the LED lighting market is projected to grow from $53.066 billion in 2018 to $125.150 billion by 2025, with a compound annual growth rate (CAGR) of 13.04% [20]. - The report notes that the North Exchange's overall market sentiment is improving, supported by incremental capital inflows, which is aiding in the recovery of the overall market [86].
北交所周报:增量资金助推北证上涨,“920”首股发行强势吸睛
Huaxin Securities·2024-05-27 10:00