北交所投资机会
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北交所近四成公司晒“成绩单”,盈利修复动能显现
Huan Qiu Wang· 2026-02-04 01:43
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]
北交所百余份“成绩单”出炉
第一财经· 2026-02-03 12:01
13家公司去年扭亏 2026.02. 03 本文字数:2359,阅读时长大约4分钟 作者 | 第一财经 周楠 超四成公司交出"成绩单",北交所2025年的业绩全貌正逐渐清晰。 Wind统计显示,截至1月底,3家北交所公司发布2025年业绩快报,另有123家披露了当期业绩预告,合计占到北交所公司总数的四成以上。上述公司 里,去年实现盈利的有77家,盈利面超过六成。 有6家北交所公司预计2025年净利润过亿元。其中,去年年底上市的蘅东光(920045.BJ)业绩领先,去年预计实现净利润2.7亿元至3.1亿元,增幅 在八成以上。广信科技(920037.BJ)、吉林碳谷(920077.BJ)等去年也增收增利,净利润超亿元。 北证50成份股继续发挥业绩"压舱石"作用,去年净利润排在前列的公司中,多家为该指数成份股,涉及林泰新材(920106.BJ)、富士达 (920640.BJ)等。值得一提的是,逾10家北交所公司有望在去年扭亏为盈。 再从业绩增速来看,一批北交所公司有望在去年扭亏,且利润增幅较大。 根据披露,拾比佰(920768.BJ)2025年预计实现净利润5000万元至6000万元,同比增长1460.54%至17 ...