射频连接器制造
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北交所策略专题报告:首颗算力试验卫星将发射,布局北交所太空算力核心标的
KAIYUAN SECURITIES· 2025-11-30 08:43
Group 1 - The first computing power experimental satellite, "Chenguang No. 1," will be launched, with plans for a space computing center to be established in about five years [1][10][14] - The National Space Administration released a plan for the high-quality and safe development of commercial space from 2025 to 2027, aiming for significant growth in the commercial space industry [1][16] - There are currently 13 commercial space-related companies listed on the Beijing Stock Exchange, with a total market value of 55.193 billion yuan as of November 28, 2025 [1][17][19] Group 2 - The information technology sector saw an average increase of 1.41% this week, with the median P/E ratio dropping to 65.5X [2][26][29] - The automotive industry’s median P/E ratio increased to 32.3X, indicating a positive trend in valuations [3][56] - The biotechnology sector's median P/E ratio decreased to 28.9X, reflecting a mixed performance across industries [2][37] Group 3 - Star Map Control (920116.BJ) reported a revenue increase of 15.57% and a net profit increase of 25.28% for the first three quarters of 2025 [21][23] - Fujida (920640.BJ) achieved a revenue growth of 16.62% and a net profit growth of 55.38% in the same period, indicating strong performance in the RF connector market [22][25] - The overall market capitalization of the technology sector rose from 448.767 billion yuan to 452.243 billion yuan, with a median market cap increase from 2.147 billion yuan to 2.155 billion yuan [3][43][49]