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股市特别报道·财经聚焦丨北交所将于月底开启“双指数”时代, 业内称北证市场的影响力将提升
Shen Zhen Shang Bao· 2025-06-12 13:33
北证专精特新指数拟于6月30日上线,这意味着北京证券交易所(即北交所)即将开启"双指数"时代。 北交所最新总市值已超过8000亿元,其中专精特新"小巨人"企业总市值过半。业内称北证专精特新指数 的推出有助于提升北证市场的影响力,有助于指数ETF等投资产品的开发,有助于投资者参与北证市场 的投资。 首创证券(601136)分析师邹序元指出,北证专精特新指数在样本公司的总市值、经营状况、财务状 况、流动性等方面进行了充分考量,是具有价值特征的指数。"北证专精特新指数的推出有助于提升北 证市场的影响力,有助于指数ETF等投资产品的开发,有助于投资者参与北证市场的投资。"投资主线 方面,投资者可继续重点关注稳定币、创新药BD模式、科技产业边际变化、并购重组等相关方向的投 资标的。 中泰证券分析师冯胜指出,2025年北交所的高质量发展有望取得显性成果,看好新的一年北交所的整体 表现,建议投资者关注机器人领域的滚针轴承龙头企业苏轴股份、超声波传感器"小巨人"奥迪威等,半 导体领域的半导体第三方测试领军企业华岭股份等,大消费领域的新国货丝绸第一股太湖雪、北交所宠 物食品第一股路斯股份、北交所运动营养第一股康比特等。 同花顺 ...
长“大”了、变“新”了!丨一文看懂15岁“生日”的创业板指
Zheng Quan Shi Bao· 2025-06-01 05:05
Group 1 - The ChiNext Index has grown significantly over 15 years, from a market cap of 0.36 trillion yuan to 5.64 trillion yuan, representing over 15 times growth [5][9] - The ChiNext Index has accumulated a total increase of 99.3% since its launch, outperforming other indices like the CSI 300 and Wind All A [5][6] - The index is recognized as a leading indicator during bull markets, often associated with strong returns for investors [5][6] Group 2 - In 2024, companies within the ChiNext Index reported total revenues of 1.7 trillion yuan and net profits of approximately 180 billion yuan, indicating growth in both revenue and profit [9] - Nearly 70% of the sample companies achieved positive revenue growth, and over 40% saw revenue and net profit growth exceeding 10% [9][10] - The index's sample companies have shown a 12% increase in gross profit and a 16% increase in cash flow year-on-year [9] Group 3 - The ChiNext Index has undergone 53 adjustments since its inception, allowing it to adapt to changing market themes and maintain relevance [11] - The top three sectors by weight in the index currently include power equipment, pharmaceuticals, and electronics, aligning with national development strategies [13] Group 4 - The index focuses on companies that embody innovation and high growth, with significant representation from sectors like semiconductors, AI, and renewable energy [15] - R&D investment among sample companies reached 88 billion yuan in 2024, with over 20% of companies investing more than 15% of their revenue in R&D [15] Group 5 - Cash dividends from the ChiNext Index have increased from 8.69 billion yuan in 2015 to 81.23 billion yuan in 2024, reflecting a growth rate of 8.35 times [17] - The dividend payout ratio has risen from 25% to 45.95%, indicating improved financial health among companies in the index [17] Group 6 - As of May 30, 2025, there are 83 public index funds tracking the ChiNext Index, with a total scale exceeding 140 billion yuan, providing diverse investment options [20] - The ChiNext Index has gained international attention, with ETFs linked to it being launched in various countries, including Brazil [22] Group 7 - The ChiNext Index will implement significant changes to its compilation method, including an ESG negative screening mechanism and a weight cap for individual stocks, effective June 16, 2025 [24][25] - These changes aim to enhance the index's representativeness, investability, and risk control capabilities [26]