深圳商报·读创客户端记者 陈燕青 北交所市场今年以来走势强劲，北证50指数涨逾三成，可谓是一枝独秀。继去年四季度后，公募基金今 年一季度继续增持北交所。根据开源证券统计，一季度末公募重仓配置北交所金额创新高，较去年底增 长逾两成。对此，业内人士认为，北交所部分公司在细分领域具有较强的竞争力，中长期值得关注。 开源证券数据显示，一季度末公募重仓配置北交所金额创新高，为67.43亿元，较去年末增长24.45%； 占比公募在A股市值的0.11%，较2024年末增长0.02个百分点。 从公募在北交所配置家数来看，一季度末公募基金在北交所配置家数创新高，有34家公募配置北交所股 票，较去年末增长17.24%。 从被动指数基金规模角度来看，截至4月30日，今年以来北证50指数基金规模为95.39亿元，同比增长 22.63%。截至4月30日，11家北交所主题基金全部公布一季报， 11家基金总规模达43.51亿元，10家北 交所主题产品基金净值在1元以上，11家北交所主题基金今年至今取得平均33.48%的收益，且全部取得 正收益。 据年报统计，在265家北交所上市公司中，31家公司营业收入超过10亿元，超六成公司实现收入正增 ...

构建政策支持体系。出台促进中小企业专精特新发展政策文件，构建科学完备的梯度培育体系，完善创新型中小企业、省级专精特新 和"小巨人"梯度培育库；打造协同高效的企业创新生态，深化"科技成果赋智""质量标准品牌赋值"行动；提供精准全面的要素保障，加 强金融、人才、市场、用地等方面支持；推动中小企业数字化转型、智能化改造。建立专精特新中小企业高质量发展联席工作制度，完 善中小企业培育牵头抓总机制。落实促进中小企业特色产业集群、中小企业公共服务平台、基地的认定管理办法，发挥集群、平台、基 地在资源对接、要素整合、管理服务等方面的职能作用，促进中小企业集聚集约发展。 健全公共服务体系。以市县两级中小企业发展促进中心为骨干，加大社会服务机构引导管理力度，持续推进中小企业志愿服务，形成"政 府引导、市场运作、社会参与"的公共服务体系，为中小企业提供"一站式"全生命周期服务。深入开展"融链固链"行动，构建大中小企业 融通创新发展格局，举办市级以上对接活动20场左右，带动市县开展融通对接活动100场以上。深化"政金企"对接，加强与人民银行、金 融监管局、区域性股权市场及各商业银行的信息共享，精准对接企业需求，推动产业、金融深度融 ...

地处北京西南，房山区素有"人之源""城之源"和"都之源"的美誉。近年来，房山持续焕发新气象，围绕北京市未来产业整体布局，房山因地制宜发展新质生 产力，把新能源、新材料作为构建现代产业体系的重要基点，加快打造新材料、新能源、医药健康、智能制造四大高精尖产业集群。 日前，新京报贝壳财经记者走进房山区，探访由小小液晶孕育出的新材料"小巨人"北京八亿时空液晶科技股份有限公司，水处理、膜分离催生出的新工 艺"小巨人"北京科泰兴达高新技术有限公司，无人机衔来的新技术"小巨人"北京航景创新科技有限公司。 近年来，房山通过一系列积极有效的措施和政策扶持，全区中小企业特别是创新型中小企业和专精特新企业实现了快速增长，展现出了强劲的发展势头。 2024年，新增"专精特新"中小企业92家，累计达到244家。 放眼2025年，房山区将加大对民营企业的财政、税收、金融等方面的支持力度。加强人才培养和引进，提升企业竞争力，鼓励民营企业加大技术创新和品牌 建设力度。拓展企业发展空间，加强区域规划和土地资源管理，盘活闲置土地和厂房。推进京津冀区域合作，围绕长安汽车先进制造中心建设，推动新能源 汽车零部件配套合作业务。 八亿时空：小小液晶孕育 ...

Group 1 - The "Beijing Products Going Global" promotion event was held as part of the 27th Beijing Science and Technology Expo, aiming to enhance the international competitiveness of specialized and innovative enterprises in Beijing [1][2] - The Beijing government has significantly increased support for specialized and innovative enterprises, resulting in a notable rise in their overseas market expansion [1][2] - As of the end of 2024, Beijing has 2.133 million active small and medium-sized enterprises, with 10,199 specialized and innovative enterprises and 1,035 national "little giant" enterprises, maintaining its position as the leading city for "little giants" in China for three consecutive years [2] Group 2 - The "Beijing Specialized and Innovative Enterprises Export Products Reference Directory" was officially released, collecting information from 161 enterprises across various industries, including robotics, biomedicine, and electronic communication technology [2] - Successful case studies of enterprises that have successfully expanded overseas were shared, highlighting replicable "going global" experiences in fields such as smart manufacturing and medical devices [2][3] - The event included product promotion sessions where companies showcased innovative products and technologies, attracting attention from domestic and international business associations and investment institutions [3]

Group 1 - The core viewpoint of the articles highlights the performance and market position of 麦澜德 in the medical device industry, showcasing its recent achievements and financial metrics [1][2] - 麦澜德's stock closed at 29.62 yuan, with a rolling PE ratio of 28.17, marking a new low in 32 days, and a total market capitalization of 29.62 billion yuan [1] - The company ranks 62nd in the medical device industry, which has an average PE ratio of 49.20 and a median of 36.56 [1][2] Group 2 - For Q1 2025, 麦澜德 reported revenue of 1.18 billion yuan, reflecting a year-on-year increase of 13.36%, and a net profit of 3985.97 million yuan, up by 9.85%, with a gross margin of 70.85% [2] - The company specializes in the research, production, sales, and services of products related to pelvic floor and obstetric rehabilitation, focusing on women's health [1] - 麦澜德 has been recognized as a "national manufacturing single champion" and is the first national-level specialized and innovative "little giant" enterprise in its field, indicating strong market competitiveness and innovation capabilities [1]

告 l = ** f 2 JUNES FE = NE FEAD K CCB Pr 111 这个 里肩有招! 0 Y 0000 本の原因が起きるな やっていていていていている F 精尖行业 航空装备 "专精特新"企业 占科创板企业总数的 4% 2024年, 科创板企业营业 收入同比增长超 数据来源:上交所、WIND,"专精持新"企业数据截至2025年3月11日,营业收入同比增长数据截至2024 年12月31日。 科技投资浪潮起,我好江具是关键。 布局科创板,掘金"硬科技核心资产" 建信基金"工具箱"里真有招! 更全面: 一 "指" 打包科创板 建育上证科创板综合ETF 5898830 联接基金 A类023743 C类023744 日ZU19年7月71P/X本,伴出似家乐晚付以, 挥改革"试验田"功能,作为培育新质生产力的主阵 地,科创板也成为中国高科技领域快速发展的见证者。 "试验用"到"新高地" 7 自开市以来,科创板上市公司数量、总市值持续攀升, 目前分别较2019年底增长7倍多和8倍多。 数量 视 目前 585家 目前 83091.75亿元 2019年底 70家 2019年底 8809.90亿元 数据来源 ...

Core Viewpoint - The collaboration between MTR Lab and Tsinghua Unigroup aims to enhance technological innovation and industrial upgrades in smart cities, smart transportation, and green transformation, marking a significant step in deepening cooperation between the mainland's innovation ecosystem and Hong Kong enterprises [1][2][4]. Group 1: Collaboration Details - MTR Lab and Tsinghua Unigroup will focus on discovering high-potential technology companies and investment opportunities, particularly in smart cities, smart transportation, and green transformation [2][4]. - The partnership will leverage Hong Kong's international capital and legal systems to accelerate the listing and expansion of enterprises into overseas markets [4][6]. - A joint working group will be established to recommend at least 20 high-potential companies annually, facilitating resource integration and supporting innovation companies in technology upgrades and market expansion [4][6]. Group 2: Strategic Focus Areas - The collaboration will emphasize vertical synergies in areas such as green low-carbon initiatives, sustainable development, and the digital transformation of transportation, construction, and energy management [6][7]. - MTR Lab is particularly interested in the integration of rail, autonomous driving, and low-altitude transportation technologies, while Tsinghua Unigroup will assist Hong Kong companies in connecting with mainland supply chains [7][8]. - The partnership aims to create a dual empowerment strategy, utilizing Hong Kong's international network to help overseas companies adapt to Asian and Chinese markets [8][9]. Group 3: Future Outlook - The collaboration is expected to enhance the success rate of technology companies through market-oriented operations and will focus on AI technology and its applications in smart cities and transportation [11]. - Both companies will explore new cooperation models and welcome international capital participation to advance high-quality technology solutions [11]. - The Greater Bay Area is viewed as a "new testing ground" for innovative practices, promoting regional integration and attracting domestic and international innovation forces [11].

2025年05月07日，双飞集团2024年度业绩说明会在全景网顺利举行。出席本次业绩说明会的人员有董事 长、总经理周引春、董事、董事会秘书浦四金、董事、财务总监单亚元、独立董事汪萍。 5、问：公司今年的发展规划是什么 根据全景数据后台统计，在今天的交流过程中，来自全国多个省、市地区的投资者共向上市公司提问26 个，公司嘉宾共回答问题25个，答复率96.15%，充分实现了上市公司与投资者的良好互动。 以下为业绩说明会问答实录： 1、问：贵公司与长盛公司同处浙江嘉善，主营相同，都从事无油轴承、滑动轴承的生产，有相同的三 层复合、双金属和铜基镶嵌固体润滑轴承，两公司营收和行业地位相差不大。长盛公司市值值240亿， 贵司才60亿，严重低估，希望公司管理层加强市值管理回报股东。 回答：公司暂未回复。 2、问：公司在未来如何平衡利润分配与业务扩展，以确保股东回报的可持续性？【征集问题】 回答：6688你好！每年分红是企业的作风，企业上市之前就每年分红，利润分配后不影响正常的业务扩 大所需的流动资金，企业努力谋求发展，确保每年分红只增不减。 3、问：领导，您好！我来自四川大决策自润滑轴承行业竞争激烈，公司如何通过材料研发或 ...

Core Insights - The Beijing Stock Exchange (BSE) reported that 265 companies achieved a total net profit of 11.03 billion yuan in 2024, with 225 companies profitable, resulting in a profitability rate of 85% [1][2] - Companies listed on the BSE increased their R&D investment to over 9.1 billion yuan in 2024, demonstrating a commitment to innovation and quality improvement [1][4] Financial Performance - The total operating revenue for BSE companies was 180.845 billion yuan, remaining stable compared to the previous year, with 31 companies exceeding 1 billion yuan in revenue [2] - 120 companies reported a year-on-year increase in net profit, with 42 companies achieving positive net profit growth for three consecutive years [2] - The top three companies by net profit were Better Energy, Tongli Co., and Jinbo Bio, with net profits of 930 million yuan, 793 million yuan, and 732 million yuan respectively [2] Industry Trends - The consumer and automotive sectors showed signs of recovery, with net profit growth of 8.75% in automotive-related industries, driven by policies promoting automotive consumption [3] - The home appliance and textile sectors experienced net profit increases of 18.99% and 14.40% respectively, while the engineering machinery sector saw a 13.44% rise in net profit [3] - Conversely, the basic chemical and photovoltaic equipment sectors faced declines in net profit of 72.93% and 43.12% respectively due to market adjustments [3] R&D and Innovation - BSE companies collectively invested over 9.1 billion yuan in R&D, with more than 60% of companies increasing their R&D spending year-on-year [4] - The average R&D intensity reached 5.04%, with 41 companies exceeding a 10% R&D intensity [4] - Over half of the companies on the BSE are recognized as national "little giant" enterprises, highlighting their innovative capabilities [4] Mergers and Acquisitions - The BSE has seen five companies complete refinancing, raising a total of 1.35 billion yuan, and three companies plan to issue targeted convertible bonds to raise 370 million yuan [5] - Companies are actively pursuing mergers and acquisitions to enhance innovation and expand production capabilities, with notable examples including Jiahua Technology's acquisition of a Vietnamese paper products company [5] Shareholder Returns - Over 90% of profitable companies announced dividend plans, totaling 5.968 billion yuan in 2024, with more than 30% of companies distributing over 50% of their net profits as dividends [6] - The BSE also saw a high volume of share buyback plans, with 28 new buyback plans announced in 2024, totaling over 798 million yuan [6] - Investor relations management improved significantly, with over 7,000 institutional surveys conducted and more than 300 investor engagement activities held throughout the year [6]