20240506-浙商证券-北交所定期报告（24W18）_北京将推动人工智能企业优先在北交所上市_14页_839kb

报告摘要

Indices: The BEV50 Index rose 7%, outperforming the CSI 300 (-0.6%) and SSE Index (+0.5%). The average BEV stock return was +14% for non-new-listed stocks, with 166 stocks rising (66.9%), though higher than the broader A-share market.
Valuation: PE ratios remained stable, with BEV stocks at 0.73x compared to the full A-stock market.
Sectors: Leading sectors included Light Industry (+54%), Healthcare (+52%), and Beauty Care (+39%); laggards were Defense (-46%), Environmental Protection (-20%), and Metals (-19%).
Top Stocks: Gainers included Ocean Pharmaceutical (+417%), Dezhong Auto (+186%), and Xujie Technology (+173%); losers included Zhonghang Taoda (-149%), Kangpu Chemical (-132%), and Litong Technology (-128%).

Activity: No new stocks listed or coming to market next week. Year-to-date, no new listings.
Policy Impact: Beijing is promoting AI companies to prioritize listing in the NESE, as part of a new policy aiming for 100 billion yuan in investment over five years.

Key Policy: On April 29, Beijing released measures to support AI, including facilitating listings in the NESE.
Company Announcements: Bond Co. received patents; Autumn Equity Distribution Plan announced.

Filing Status: One company submitted prospectus filing materials (Pomelo Marine, a nutritional agent producer). One gained NESE review acceptance (Ma Ge Home, a smart furniture maker). No IPO terminations this week.
Backlog: No companies completed辅导, but filings are increasing.