Summary of Key Points Core Viewpoint - As of August 29, the total margin financing and securities lending balance on the Beijing Stock Exchange (BSE) was 7.372 billion yuan, showing a decrease of 13.6454 million yuan from the previous trading day, marking a continuous decline for two consecutive trading days [1]. Group 1: Margin Financing and Securities Lending - The margin financing balance was 7.371 billion yuan, down by 13.6872 million yuan from the previous trading day [1]. - The securities lending balance increased to 47.38 million yuan, up by 41,800 yuan from the previous trading day [1]. - The stocks with the highest margin financing balances included Jinbo Biological, Shuguang Digital Innovation, and Aifeng Software, with balances of 332 million yuan, 257 million yuan, and 182 million yuan respectively [1]. Group 2: Net Buying and Selling - On August 29, 95 stocks had net margin purchases, with 10 stocks having net purchases exceeding 5 million yuan [2]. - Shuguang Digital Innovation led with a net purchase of 35.7467 million yuan, followed by Better Energy and Keda Control with net purchases of 13.1971 million yuan and 9.8602 million yuan respectively [2]. - The stocks with the highest net margin sales included Minshida, Nuo Si Lan De, and Kang Bi Te, with net sales of 8.4796 million yuan, 7.9776 million yuan, and 6.9634 million yuan respectively [1]. Group 3: Industry Performance - The industries with the most stocks receiving net purchases over 5 million yuan were computer, electronics, and power equipment, with 3, 2, and 2 stocks respectively [2]. - The average increase for stocks with net purchases over 5 million yuan was 1.99%, with Keda Control, Better Energy, and Tianming Technology showing increases of 14.94%, 13.58%, and 3.08% respectively [2]. - The average turnover rate for these stocks was 5.34%, with Keda Control, Gebijia, and Yada Shares having turnover rates of 20.50%, 10.01%, and 8.23% respectively [2].

Group 1 - The report indicates that the financing balance of the North Exchange is still low, with a recent increase but only accounting for 1.23% of the circulating market value compared to 2.29% for the entire A-share market, suggesting room for growth [13][9][20] - The North Exchange 50 index rose by 1.56% this week, while the trading volume decreased by 5.33%, indicating a mixed market performance with individual stocks showing increased activity despite lower index gains [9][20][21] - New stock issuance is accelerating, with the subscription for Zhigao Machinery reaching a record high of 731.5 billion yuan, and the upcoming subscription for Hongyuan Co. on August 11 [10][11][12] Group 2 - The report highlights that the North Exchange has seen a total of 270 companies listed as of August 8, 2025, with the recent listing of Youli Intelligent and the upcoming subscriptions for Hongyuan Co. and others [37][38] - The report notes that the top-performing stocks this week included Huami New Materials and Jiaoda Iron Development, with significant price increases of 33.97% and 25.58% respectively [44][49] - The report provides insights into the new third board, indicating that six new companies were listed and two were delisted, with a total of 6026 companies currently listed [56][58]

Summary of Key Points Core Viewpoint - As of July 4, the total margin financing and securities lending balance on the Beijing Stock Exchange (BSE) is 5.865 billion yuan, showing a decrease of 55.25 million yuan from the previous trading day, indicating a slight contraction in market activity [1]. Financing and Margin Data - The financing balance on the BSE is 5.864 billion yuan, down by 55.27 million yuan from the previous day, while the securities lending balance is 89.18 thousand yuan, which increased by 1.67 thousand yuan [1]. - The stocks with the highest financing balances include Jinbo Biological (366.95 million yuan), Airong Software (169 million yuan), and Better Energy (158 million yuan) [1]. - The average financing balance as a percentage of market capitalization for these stocks is 1.15%, with Tian Gang Co., Shengye Electric, and Juneng Co. having the highest ratios at 5.64%, 4.18%, and 3.46% respectively [1]. Sector Performance - Among the stocks with net financing purchases exceeding 1 million yuan, the electronics, power equipment, and machinery sectors are the most represented, with 6, 5, and 5 stocks respectively [2]. - On July 4, stocks with net financing purchases over 1 million yuan experienced an average decline of 3.15%, with Tonghui Information and Xinghao Pharmaceutical showing gains of 8.42% and 0.04% respectively [2]. - The stocks with the highest net financing purchases include Jinbo Biological (11.18 million yuan), Wuhan Land Electric (4.08 million yuan), and Deyuan Pharmaceutical (3.99 million yuan) [1][2]. Trading Activity - The weighted average turnover rate for stocks with net financing purchases over 1 million yuan on July 4 is 5.38%, with Tonghui Information, Guangxin Technology, and Ningxin New Materials having turnover rates of 40.33%, 26.68%, and 18.10% respectively [2]. - The average daily turnover rate for BSE stocks on the same day is 4.76% [2].