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北交所策略专题报告:北交所新质生产力后备军筛选系列二十三,关注彩客科技、美康股份等
KAIYUAN SECURITIES· 2025-07-27 11:45
Group 1 - The report highlights the selection of 12 innovative companies from the North Exchange, focusing on their strong technological attributes and scarcity in the market, with an average revenue of 582 million yuan and an average net profit of 72.05 million yuan for 2024 [2][4][10] - Key selected companies include: - Caike Technology: A specialized fine chemical "little giant" with expected revenue of 454 million yuan and net profit of 115.64 million yuan in 2024 [2][3] - Meikang Co., Ltd.: A leader in medical knowledge base construction, with expected revenue of 245 million yuan and net profit of 91.09 million yuan in 2024 [2][3] - Aikem: A "little giant" in pre-dispersed rubber additives, with expected revenue of 516 million yuan and net profit of 84.22 million yuan in 2024 [2][3] - Fuyin New Materials: A "little giant" in precision functional materials, with expected revenue of 724 million yuan and net profit of 81.83 million yuan in 2024 [3][4] - Tianjian New Materials: A leading company in high-performance modified plastics, with expected revenue of 1.129 billion yuan and net profit of 63.52 million yuan in 2024 [3][4] - Juxin Technology: A "little giant" in semiconductor power devices, with expected revenue of 564 million yuan and net profit of 54.53 million yuan in 2024 [3][4] - Tiniou Technology: Focused on semiconductor cleaning equipment, with expected revenue of 148 million yuan and net profit of 49.08 million yuan in 2024 [3][4] Group 2 - The North Exchange has a rich reserve of new productivity companies, including 189 companies accepted for listing, covering high-end equipment manufacturing, TMT, chemical new materials, consumption, and biomedicine [1][10][13] - Among the companies awaiting approval, 153 are in various stages, with the highest number in high-end equipment (54 companies) and TMT (28 companies), showing an average revenue of 830 million yuan and net profit of 95.79 million yuan for 2024 in the high-end equipment sector [1][13][14] - The report emphasizes the importance of innovation and technology in driving industrial growth and enhancing productivity, aligning with government initiatives to promote a modern industrial system [10][12]