瑞财经 刘治颖 近日，江苏凯达重工股份有限公司（以下简称：凯达重工）披露北交所IPO辅导工作完 成报告，辅导机构民生证券。 股权方面，凯达重工由江苏国冶控股有限公司（以下简称：国冶控股）、常州嘉融创业投资合伙企业 （有限合伙）（以下简称：嘉融创投）、常州嘉德创业投资合伙企业（有限合伙）（以下简称：嘉德创 投）分别持股70.91%、14.55%、14.55%。 凯达重工的董事长兼总经理许亚南与万亚英为夫妻关系，系公司的实际控制人，分别持有控股股东国冶 控股60%和40%的股权。此外，公司的副总经理万伟华为许亚南的妹夫，董事、副总经理兼董事会秘书 蒋薇为万亚英的外甥女。 除3名独立董事外，凯达重工董事、监事、高级管理人员均为公司股东嘉融创投、嘉德创投的有限合伙 人，并持有嘉融创投、嘉德创投的出资份额。其中，许亚南持有嘉融创投和嘉德创投分别78.54%和 68.96%的出资份额，唐留平、钱百能、蒋薇各持有嘉融创投1.67%的出资份额，周国祥、万伟华各持有 嘉融创投1.46%的出资份额，蒋国耀、张伟国各持有嘉融创投1.25%的出资份额，季留平持有嘉融创投 1.04%的出资份额。 2023年10月16日，民生证券与辅导 ...

瑞财经 刘治颖 近日，四川美康医药软件研究开发股份有限公司（以下简称：美康股份）披露北交所IPO辅导工作完成报告，辅导机构东兴证券。 2024年12月26日，东兴证券与美康股份签署了《辅导协议》，美康股份于2024年12月31日正式进入辅导期。截至本报告签署日，东兴证券共开展了一期辅导 工作。 股权方面，赖琪直接持有公司1.02%的股权，通过新鑫美康间接控制公司48.84%的股份，合计控制公司49.86%的股份，并担任公司董事长、总经理，其控制 的股份足以对公司股东大会的决议产生重大影响，为公司的实际控制人。 瑞财社注意到，美康股份80后女高管张芷菱身兼三职，既是财务总监、董事会秘书，又是副总经理。 公开资料显示，张芷菱，1980年10月出生，中国国籍，无境外居留权，毕业于东北财经大学，ACCA。2007年1月至2008年10月，任Harrods Ltd.财务部财务 助理；2008年10月至2011年12月，历任LCCO&CO注册会计师事务所会计、审计经理；2012年3月至2012年12月，任四川省文君酒经营有限责任公司财务部 财务内控主任；2013年1月至2014年11月，任北京威科亚太信息技术有限公司财务 ...

5月22日，北交所市场突现剧烈震荡，北证50指数单日重挫6.15%，全市场超九成个股下跌，与前一交易日 触及1500点历史新高形成鲜明对比。 值得关注的是，在市场此前快速上涨吸引资金加速涌入的背景下，易方达、广发等多家基金公司已率先对北交 所主题产品实施限购，单日申购上限低至3000元甚至1000元，试图通过流动性管理与投资者保护应对市场波 动，而这一调整恰与当日市场的"急刹车"形成共振。 年内涨幅42%后出现"急刹车" 作为北交所市场情绪"晴雨表"的北证50指数，在经历年初至今42.03%的累计涨幅、显著跑赢沪深300等主流指 数后，22日迎来"急刹车"。当日全市场仅17只个股收涨，超134只个股跌幅超5%，锦波生物以14.55%的跌幅领 跌成分股，机械设备、医药生物等前期强势板块集体回调。 资金涌入引发基金限购潮 自年初以来，北交所市场快速上涨吸引了资金加速涌入。Wind数据显示，2025年一季度公募重仓北交所股票 市值达67.43亿元，较2024年末增长48%。北证50指数基金规模同比增长22.63%，被动资金流入显著。 另外数据显示，散户资金正加速入场参与北交所投资，基金年报显示，华夏北交所创新中小企 ...

接下来结合盘面来跟大家说说我对今天的理解。首先一点指数最近调整完确实继续向上，但是要记得最 近的成交量一直维持万亿出头，那其实从变盘的角度上来说，要向下变盘的概率更大，情绪上昨天也有 冰点，今天也是冰点，那明天如果在冰点偏薄一点了，这两天应该是多防守，容错率太低，炸板率今天 高达40%以上，要思考，如果指数继续向下到20日均线附近，个股也不会太好过的。前期的抱团票上目 前还没有出现跌幅达到30%以上的，中意达目前整体调整20%左右。从高位股下杀的幅度上来说，高位 票从高位下杀30%左右，可以适当去博弈核心票的反抽预期。 因为调整也不会是直接一路向下，过程也会有反复，而永安乐山王子还有丽君今天扛住了退潮，现在是 抱团活口，想博弈的也是走穿越，但是博弈穿越的性价比，我之前也跟大家说过纯赌，要不平铺要不放 弃。昨天北郊的锦波在短线这里热度太高了，今天直接被吹死了，所以北郊也直接开崩。当下节点不 明，有天地也有地，天退潮期中很正常，有些看似的机会也很容易误导，就比如正中的走势就坑过不少 人，仍然操作上试错，小心出手，控制回撤，该空仓时空仓才能磨练自己的性格。 （原标题：和讯投顾李嘉乐：情绪退潮指数调整下周还有端午节， ...

Group 1 - The Beijing Stock Exchange (BSE) is experiencing a strong market performance, with the BSE 50 Index surpassing the 1500-point mark, indicating a significant upward trend [1] - Institutional investors are increasingly attracted to the BSE due to its unique market position and the scarcity of listed companies, leading to a rise in public fund allocations [1] - In the first quarter, 72 funds included BSE companies in their top ten holdings, with a notable increase in both the number and scale of funds focusing on the BSE market [2] Group 2 - The total scale of BSE-themed funds has exceeded 13 billion yuan, with both active and passive funds showing a preference for companies with low valuations and strong growth potential [2] - The BSE 50 Index fund reached a scale of 9.26 billion yuan, increasing by 1.48 billion yuan from the previous quarter [2] - Several BSE-themed funds have adjusted their subscription and redemption plans to manage scale and mitigate risks associated with heavy stock positions [4] Group 3 - New BSE-themed funds are still being launched, allowing ordinary investors to participate in BSE investments, with the Dachen BSE 50 Index fund set to be issued from May 19 to May 23 [5] - The Dachen fund aims to replicate the index with a management fee of 0.5% and a custody fee of 0.1% [5]

华夏时报（www.chinatimes.net.cn）记者 王兆寰 北京报道 "200元没舍得买，这下上了500元更买不起了，错过一个亿"。 自3月初以来，有"重组胶原蛋白第一股"之称的锦波生物（832982.BJ)股价一路上扬，近期，随着北证A股市场的 持续火热，其股价轻松越过500元后持续飙升，错过的投资者们肠子都悔青了。 锦波生物 V 832982 陆 市值511.16亿 量比 1.79 577.50 577.50 # 流通 265.02亿 换 3.29% 522.31 48.50 9.17% 开 市盈™ 63.94 8.39亿 522.32 图 异动解读:重组胶原蛋白+新品发布+- 理 前 日K 周K 月K 五日 更多▼ 分时 (0) 日线 M5:519.42 M10:482.52 M20:441.29 前复权 均鐵 ▼ M30:410.13 -593.05- 500.40 407.76 315.11 __ 2025-03-05 3-21 04-10 04-29 05-21 锦波生物股价走势图 5月21日，北证50指数震荡走强，午盘后创出新高1500.31点，截至收盘，北证50收于1479.81点；北 ...

| 831010 | 凯添燃气 | 14.33 | -3.31 | 6.13 | 15691.47 | | --- | --- | --- | --- | --- | --- | | 835508 | 殷图网联 | 36.67 | 1.86 | 16.07 | 15666.07 | | 430047 | 诺思兰德 | 17.69 | -0.56 | 4.81 | 15644.07 | | 831856 | 浩淼科技 | 26.85 | -4.85 | 11.87 | 15480.17 | | 430139 | 华岭股份 | 25.58 | -2.18 | 2.28 | 15323.77 | | 836720 | 吉冈精密 | 22.28 | -2.02 | 13.50 | 15307.95 | | 839725 | 惠丰钻石 | 30.61 | -5.67 | 11.72 | 15300.99 | | 833230 | 欧康医药 | 23.33 | 2.87 | 17.71 | 15244.68 | | 873167 | 新赣江 | 27.65 | -2.98 | 12.75 | 15191.34 | | 8 ...

每经记者｜任飞 每经编辑｜叶峰 近期，A股市场缩量震荡，题材板块继续快速轮动，而北证50指数则持续走强，创出历史新高。 记者注意到，今年以来，生物医药、人工智能以及北交所等行业及主题基金的表现依然不俗，在年内的净值排行当中，居于前列的产品普遍有此类基金的身 影。 值得注意的是，基金公司也在调整部分产品的申赎政策，近期又有一些基金公告限购方案，如易方达北证50成分指数、东财北证50指数发起等多只基金近期 公告了相关内容。有分析指出，在关注热门行业投资机会的同时，仍需关注外部不确定性带来的风险，并控制加仓节奏。 北证50指数再创新高，基金公司调整限购措施 近期，A股市场板块轮动依然较快，尽管单日上涨家数高于下跌家数的情况多次出现，但个股的赚钱效应却不佳，各宽基指数呈现出震荡走势。然而，北证 50指数却在近期表现活跃。 5月21日，北证50指数低开高走，再次创出历史新高，截至收盘，报收1479.81点。从《每日经济新闻》记者同业内人士交流的情况来看，基于目前北交所个 股量化交易的程度较低，资金仍有继续博弈的可能，不过，这也使得北交所相关主题基金的净值又一次提升。 Wind统计显示，截至5月20日，年内基金的净值收益 ...

Group 1 - Multiple North Exchange funds have announced purchase limits due to significant net value increases, with nearly 80% of products seeing over 30% growth this year [1] - Specific funds like E Fund and Pengyang have set purchase limits at 3,000 yuan and 50,000 yuan respectively [1] - Other funds such as Fuguo and Tibet Dongcai have also implemented purchase restrictions [1] Group 2 - Four Hong Kong stock theme funds were reported on May 19, with a total of 19 funds submitted in May, covering sectors like technology, dividends, automotive, and pharmaceuticals [2] - Fund companies like Huatai-PB and Jiashi have submitted multiple products, indicating strong interest in the Hong Kong market [2] Group 3 - Public funds have invested nearly 10 billion yuan in private placements this year, with 21 public institutions participating in 31 A-share companies [3] - Haohua Technology was the most favored stock, attracting 1.628 billion yuan from three public funds [3] - Other stocks like Guolian Minsheng and Dize Pharmaceutical also received significant allocations exceeding 500 million yuan [3] Group 4 - The enthusiasm for public funds to research North Exchange companies is increasing, with over 30 institutions, including Huatai-PB, conducting recent surveys [4] - Companies like Yichang Magic Yam have also engaged in multiple investor meetings, reflecting growing interest [4] Group 5 - The public fund industry is experiencing a "retirement wave," with over 10 senior executives and research personnel retiring or nearing retirement in 2025 [5] - Notable retirements include Wu Xianling from Guohai Franklin Fund and Wu Ruoman from Xingyin Fund [6] Group 6 - Liu Gesong and Li Yuanbo have increased their stakes in Rongxin Culture, with Liu's fund holding 2.02% and Li's fund holding 0.97% of the company's total shares [7] Group 7 - On May 21, the market saw a slight increase, with the Shanghai Composite Index rising by 0.21% and the Shenzhen Component Index by 0.44%, with a total trading volume of 1.17 trillion yuan [8] - Gold-related stocks performed well, with gold ETFs showing strong gains [9] - Conversely, the S&P Consumer ETF led declines with a drop of 2.29% [10]

Group 1 - The North Exchange 50 Index reached a historical high of 1479.81 points, with an intraday peak of 1500 points, marking a 0.39% increase for the day [2] - All 36 North Exchange funds reported positive returns this year, with 29 funds achieving returns over 30%, representing more than 80% of the total [2] - The top-performing fund, 华夏北交所创新中小企业精选两年定开, achieved a return of 80.79% year-to-date, ranking first among similar products [4] Group 2 - The fund has a strong historical performance, with an annualized return of 28.94% since its inception in November 2021, and returns of -33.30%, 58.55%, and 28.16% for the years 2022, 2023, and 2024 respectively [4] - The fund's top ten holdings include companies like 锦波生物, which has seen a stock price increase of 179% this year [4] - The North Exchange's revenue for Q1 was 403.58 billion, a year-on-year increase of 5.83%, with 63% of companies reporting revenue growth [7] Group 3 - Due to high trading activity, several fund companies have implemented purchase limits on North Exchange-related products [5][6] - Recent policy changes, including the introduction of a "small-scale rapid" review mechanism for mergers and acquisitions, are expected to enhance market activity [7] - Analysts suggest that the North Exchange's consumer sector may see marginal improvements in demand due to policies aimed at expanding domestic demand and promoting consumption [8]