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北交所策略专题报告:开源证券北交所新质生产力后备军筛选系列十八,关注睿健医疗、康华股份等
KAIYUAN SECURITIES· 2025-05-28 09:13
Group 1 - The report highlights the selection of 94 companies in the North Exchange, covering various sectors including high-end equipment manufacturing, TMT, chemical new materials, consumption, and biomedicine, with a focus on new productivity companies [2][11][19] - The report emphasizes the importance of specialized and innovative companies, particularly "little giant" enterprises, in driving the new productivity construction [2][3][19] - The five selected companies for this report are Ruijian Medical, Kanghua Co., Tongbao Optoelectronics, Zuxing New Materials, and Peicheng Technology, with an average revenue of 626 million yuan and an average net profit of 95.72 million yuan for 2024 [4][19][20] Group 2 - Ruijian Medical specializes in blood purification products, achieving a revenue of 483 million yuan and a net profit of 127.93 million yuan in 2024, with a gross margin of 51.05% [4][28][30] - Kanghua Co. focuses on POCT in vitro diagnostics, reporting a revenue of 728 million yuan and a net profit of 125.07 million yuan in 2024, with a gross margin of 66.68% [4][35][40] - Tongbao Optoelectronics, which specializes in automotive lighting components, achieved a revenue of 588 million yuan and a net profit of 83.09 million yuan in 2024, reflecting an 11.02% increase in revenue [4][39][40] - Zuxing New Materials is an internationally recognized aluminum pigment manufacturer, with a revenue of 707 million yuan and a net profit of 58.72 million yuan in 2024 [5][39][40] - Peicheng Technology, a third-party BMS "little giant," reported a revenue of 733 million yuan and a net profit of 93.44 million yuan in 2024 [5][39][40]