作者 | 第一财经 周楠 年报披露渐入高峰，北交所公司也在陆续交卷。 上周五（3月20日）至今，科创新材（920580.BJ）、星图测控（920116.BJ）等多家北交所公司集 中披露年报业绩，包括这些公司在内，截至目前，共计10家北交所已披露2025年年报。 总的来看，首批发布年报的北交所公司整体业绩向好，8家去年增收增利，其中有2家公司净利增幅 超200%。根据安排，本周（3月23日至27日），北交所将迎来业绩披露高峰，其间将有超10家公司 发布业绩。 记者关注到，目前已披露年报的北交所公司中，北证50成份股有4只，涉及万源通（920060.BJ）、 德源药业（920735.BJ）、民士达（920394.BJ）、星图测控。 2026.03. 24 本文字数：1267，阅读时长大约2分钟 不过，也有部分公司盈利下滑。去年，联迪信息（920790.BJ）、武汉蓝电（920779.BJ）均经历 了营收、利润双双下降。其中，联迪信息当期营收1.9亿元、归母净利润754.08万元，分别下滑了 15.42%和21.55%。 联迪信息解释称，报告期内，公司国内业务受到行业竞争、项目验收审计等因素影响，海外业务受到 地区 ...

Group 1 - The core viewpoint of the articles highlights the performance disclosure of companies listed on the Beijing Stock Exchange (BSE) for the year 2025, indicating a mixed performance trend among these companies [1][3] - As of the end of January, 3 companies have released performance reports, and 123 companies have issued performance forecasts, accounting for over 40% of the total listed companies on the BSE [1] - Among the disclosed companies, 77 reported profits, with a profit margin exceeding 60%, and 6 companies are expected to achieve net profits exceeding 100 million yuan [3] Group 2 - The North Exchange 50 index continues to play a stabilizing role, with companies like Jilin Carbon Valley, Fujida, and Lintai New Materials ranking high in net profit [3] - There is an increase in companies expected to turn losses into profits, with 13 companies projected to achieve this in 2025, a significant rise compared to 2024 [3] - Companies such as Shibibai expect a net profit of 50 to 60 million yuan, with a year-on-year increase of up to 17 times, benefiting from capacity release and improved order acceptance [3] Group 3 - Some companies still face performance pressures, with Haitai New Energy expected to report a loss of 580 to 680 million yuan, potentially marking its first loss since listing in 2022 [3] - Industries showing performance growth are primarily in machinery and automotive sectors, while pharmaceutical and basic chemical industries are under significant pressure [3] - The North Exchange 50 index rebounded by 3.27% to close at 1549.51 points, with trading volume and value increasing by 9.28% and 8.83% respectively [4] Group 4 - Analysts suggest that structural investment opportunities in the BSE are likely to continue, with a focus on companies with positive performance forecasts and core technologies aligned with national strategic directions [4] - The number of qualified investor accounts has surpassed 10 million, indicating a steady increase in market vitality and attractiveness [4]