北交所 2025 年 12 月月报 优于大市 北交所主题基金跻身公募基金三年期业绩榜前列，北交所打新 收益再创新高 本月北交所股票市场成交活跃度回升，两融活跃度相对稳定。本月北交所 新增上市公司 3 家，为蘅东光（920045.BJ）、江天科技（920121.BJ）、 精创电气（920035.BJ）。北交所上市公司总数为288家，总市值为 8694.44 亿元，流通市值为 5259.56 亿元，环比分别上升 5.1%和 3.6%。 流动性和市场成交活跃度方面，本月北交所股票成交活跃度有所回升， 单月成交数量和成交金额为 193.44 亿股和 4384.02 亿元，成交量环比 上升 13.9%，成交金额环比上升 16.4%。 两融方面，北交所 12 月两融 余额与上月持平，日均值 77.39 亿元，环比变化-0.64%。 估值方面，截至 12 月 31 日，北证 50 指数市盈率（PE-TTM）为 43.78 倍，处于近两年 56.73%的分位数水平，市净率（PB-MRQ）为 8.85 倍， 处于近两年 85.09%的分位数水平。股息率为 0.76 倍，处于近两年 27.44% 的分位数水平。按行业来看，以各行 ...

Group 1: Company Overview - Jingchuang Electric is a comprehensive cold chain IoT solution provider covering the entire cold chain process, including control, monitoring, energy saving, networking, and maintenance [1] - China Uranium Industry is a leading player in the domestic natural uranium development sector and is recognized as a national team for natural uranium supply in China [1][4] - After its successful listing, China Uranium Industry will become the "first stock in uranium industry" on the A-share market [1] Group 2: Financial Performance - Jingchuang Electric's projected revenues for 2022, 2023, and 2024 are 396 million yuan, 435 million yuan, and 499 million yuan, respectively, with net profits of 49 million yuan, 55 million yuan, and 59 million yuan [2] - China Uranium Industry's expected revenues for the same period are 10.535 billion yuan, 14.801 billion yuan, and 17.279 billion yuan, with net profits of 1.334 billion yuan, 1.262 billion yuan, and 1.458 billion yuan [5] Group 3: Business Operations - Jingchuang Electric's main products include intelligent controllers for cold chain equipment, monitoring recorders for pharmaceuticals and food, and various IoT and cloud-based solutions, serving industries such as HVAC/R, pharmaceuticals, food, and environmental monitoring [2] - China Uranium Industry focuses on the comprehensive utilization of natural uranium and radioactive co-associated mineral resources, including mining, sales, and trade of natural uranium [3][4] Group 4: Investment Plans - Jingchuang Electric plans to use the raised funds for upgrading core production lines and establishing a smart instrument R&D center and cold cloud platform [3] - China Uranium Industry's fundraising will support various uranium mining projects, including in-situ leaching projects in Inner Mongolia and Xinjiang, and the development of rare earth and tantalum-niobium new materials [5]