511 lines
38 KiB
HTML
511 lines
38 KiB
HTML
北京价值前沿科技有限公司 AI投研agent：“价小前投研” 进行投研呈现，本报告为AI合成数据，投资需谨慎。
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<title>深度研报：北交所概念</title>
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<h1 class="text-5xl md:text-7xl font-bold font-oxanium text-transparent bg-clip-text bg-gradient-to-r from-cyan-400 via-purple-400 to-pink-500 py-4">
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北交所概念
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</h1>
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<p class="text-lg text-slate-400 mt-2">深度行业研究报告</p>
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<p class="text-xs text-slate-500 mt-4">由 北京价值前沿科技有限公司 AI投研agent：“价小前投研” 生成</p>
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<p class="text-xs text-slate-600">本报告为AI合成数据，投资需谨慎。</p>
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</header>
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<!-- Core Summary Section -->
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<section class="mb-12">
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<div class="glass-card p-8">
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<h2 class="section-title">核心观点摘要</h2>
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<p class="text-lg leading-relaxed text-slate-300">
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“北交所概念”已走过单纯依靠政策红利预期的普涨阶段，正迈入“高质量扩容”与“流动性改善”双轮驱动的价值发现新时期。其核心驱动力在于国家层面为“专精特新”中小企业打造的专属、高效的资本市场平台。未来潜力在于，随着优质公司供给增加和多元化资金持续入场，北交所市场有望迎来业绩增长与估值提升的“戴维斯双击”。
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</p>
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</div>
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</section>
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<hr class="glow-divider" />
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<!-- Development Timeline Section -->
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<section class="mb-12">
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<h2 class="section-title text-center">概念发展脉络</h2>
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</div>
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<div class="timeline-end md:text-end mb-10 glass-card p-6">
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<time class="font-mono italic text-slate-400">2021-2023 H1</time>
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<div class="text-xl font-black text-primary font-oxanium">奠基与探索期</div>
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2021年11月15日，北京证券交易所正式揭牌开市，定位服务创新型中小企业，尤其是“专精特新”企业。此阶段市场流动性不足，日均成交额仅6.63亿元，为后续改革埋下伏笔。
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</div>
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<hr class="bg-primary"/>
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<div class="timeline-item">
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<hr class="bg-primary"/>
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<div class="timeline-middle">
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<svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 20 20" fill="currentColor" class="h-5 w-5 text-purple-400"><path fill-rule="evenodd" d="M10 18a8 8 0 100-16 8 8 0 000 16zm3.857-9.809a.75.75 0 00-1.214-.882l-3.483 4.79-1.88-1.88a.75.75 0 10-1.06 1.061l2.5 2.5a.75.75 0 001.06 0l4.00-5.5z" clip-rule="evenodd" /></svg>
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</div>
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<div class="timeline-start mb-10 glass-card p-6">
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<time class="font-mono italic text-slate-400">2023 H2 - 2024</time>
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<div class="text-xl font-black text-secondary font-oxanium">政策强催化与流动性引爆期</div>
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2023年9月1日证监会发布“深改19条”，降低投资者门槛，引爆市场情绪，指数一个半月内上涨130%。日均成交额跃升至99.24亿元。期间，“并购六条”适用、IPO常态化等政策密集落地。
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</div>
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<div class="timeline-item">
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<hr class="bg-secondary"/>
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<div class="timeline-middle">
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<svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 20 20" fill="currentColor" class="h-5 w-5 text-pink-400"><path fill-rule="evenodd" d="M10 18a8 8 0 100-16 8 8 0 000 16zm3.857-9.809a.75.75 0 00-1.214-.882l-3.483 4.79-1.88-1.88a.75.75 0 10-1.06 1.061l2.5 2.5a.75.75 0 001.06 0l4.00-5.5z" clip-rule="evenodd" /></svg>
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</div>
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<div class="timeline-end md:text-end mb-10 glass-card p-6">
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<time class="font-mono italic text-slate-400">2025年至今</time>
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<div class="text-xl font-black text-accent font-oxanium">高质量发展与价值发现期</div>
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市场在经历过热后趋于理性，核心逻辑转向深度挖掘。“920”新代码启用，专精特新指数发布，定向可转债、“北+H”等工具不断丰富。IPO供给质量显著提升，新增受理企业利润中值超8000万，远高于存量。
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</div>
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<hr/>
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</div>
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</div>
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</section>
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<hr class="glow-divider" />
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<!-- Core Logic & Market Analysis -->
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<section class="mb-12">
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<h2 class="section-title text-center">核心逻辑与市场认知</h2>
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<div class="grid grid-cols-1 lg:grid-cols-2 gap-6 mt-8">
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<!-- Core Driving Force -->
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<div class="glass-card p-8 col-span-1 lg:col-span-2">
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<h3 class="text-2xl font-bold font-oxanium mb-4 text-cyan-300">核心驱动力：政策驱动下的专属生态构建</h3>
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<p class="text-slate-300">北交所的根本逻辑是 <strong>政策自上而下地为中国庞大的“专精特新”中小企业群体，构建一个独立的、全功能、全链条的资本市场生态系统</strong>。这并非简单增加交易板块，而是系统性解决中小企业融资难、发展慢、退出渠道单一的核心痛点。</p>
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<ul class="list-disc list-inside mt-4 space-y-2 text-slate-400">
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<li><strong class="text-slate-200">精准定位：</strong>服务创新型中小企业，尤其是国家级专精特新“小巨人”企业（占比超50%），形成差异化竞争。</li>
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<li><strong class="text-slate-200">制度创新：</strong>通过“深改19条”、“并购六条”、“920代码”、“北+H”、定向可转债等，降低融资门槛，丰富融资工具。</li>
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<li><strong class="text-slate-200">生态闭环：</strong>打通从新三板到北交所的“层层递进”上市路径，为企业提供全生命周期服务，并为PE/VC激活关键退出渠道。</li>
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</ul>
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</div>
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<!-- Market Heat -->
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<div class="glass-card p-8">
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<h3 class="text-2xl font-bold font-oxanium mb-4 text-purple-300">市场热度与情绪：从狂热走向分化</h3>
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<p class="text-slate-300">市场情绪经历显著起伏。2024年底政策催化下热度达顶峰，日均成交额破百亿，PE飙升至历史高位。进入2025年，市场情绪分化：一方面，打新效应火爆（首日平均涨幅超350%）、公募基金持仓环比大增，显示资金参与意愿强劲；另一方面，投资策略转向“自下而上优选绩优股”，表明市场正从情绪驱动向基本面驱动过渡。整体情绪是 <strong>结构性乐观，但操作上更趋谨慎</strong>。</p>
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</div>
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<!-- Expectation Gaps -->
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<div class="glass-card p-8">
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<h3 class="text-2xl font-bold font-oxanium mb-4 text-pink-300">预期差分析：认知与现实的动态博弈</h3>
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<ul class="space-y-4 text-slate-400">
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<li><strong>估值差：</strong>从静态“洼地”到动态“泡沫”。北交所估值受流动性影响极大，两个月内PE可从18倍飙升至43倍。机会在于挖掘业绩增速能匹配估值扩张的公司。</li>
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<li><strong>流动性差：</strong>从“匮乏”到“结构性改善”。日均成交额实现数量级跃升，且流动性正向优质龙头集中。头部公司的流动性溢价将愈发显著。</li>
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<li><strong>扩容压力差：</strong>从“分流资金”到“优化结构”。新增IPO企业质地远优于存量（利润中值8000万 vs 3500万），这是吸引长期资金的核心利好，是实现“戴维斯双击”的根本前提。</li>
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</ul>
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</div>
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</div>
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</section>
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<hr class="glow-divider" />
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<!-- Data Visualization Section -->
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<section class="mb-12">
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<h2 class="section-title text-center">市场数据透视</h2>
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<div class="grid grid-cols-1 md:grid-cols-2 lg:grid-cols-3 gap-6 mt-8">
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<div class="glass-card p-6 col-span-1 md:col-span-2 lg:col-span-1">
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<h3 class="text-xl font-bold text-center font-oxanium mb-2">流动性飞跃</h3>
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<div id="liquidityChart" style="width: 100%; height: 300px;"></div>
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</div>
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<div class="glass-card p-6 col-span-1 md:col-span-2 lg:col-span-1">
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<h3 class="text-xl font-bold text-center font-oxanium mb-2">估值水平对比 (PE TTM)</h3>
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<div id="peChart" style="width: 100%; height: 300px;"></div>
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</div>
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<div class="glass-card p-6 col-span-1 md:col-span-2 lg:col-span-1">
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<h3 class="text-xl font-bold text-center font-oxanium mb-2">盈利能力对比 (ROE)</h3>
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<div id="roeChart" style="width: 100%; height: 300px;"></div>
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</div>
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</div>
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</section>
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<hr class="glow-divider" />
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<!-- Catalysts & Future Path -->
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<section class="mb-12">
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<h2 class="section-title text-center">关键催化剂与未来发展路径</h2>
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<div class="grid grid-cols-1 md:grid-cols-2 gap-6 mt-8">
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<div class="glass-card p-8">
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<h3 class="text-2xl font-bold font-oxanium mb-4 text-cyan-300">近期催化剂 (未来3-6个月)</h3>
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<ul class="list-disc list-inside space-y-2 text-slate-300">
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<li><strong>专精特新指数ETF落地：</strong>代码630930，预计Q4推出，引入增量被动资金。</li>
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<li><strong>“北+H”首单成功上市：</strong>验证国际化路径，打开估值重塑新窗口。</li>
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<li><strong>三季报业绩验证：</strong>检验前期高涨幅个股成色，业绩超预期公司或开启新行情。</li>
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<li><strong>并购重组标杆案例：</strong>重大并购案例将提振市场对外延式增长的信心。</li>
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</ul>
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</div>
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<div class="glass-card p-8">
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<h3 class="text-2xl font-bold font-oxanium mb-4 text-purple-300">长期发展路径</h3>
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<ol class="list-decimal list-inside space-y-2 text-slate-300">
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<li><strong class="text-white">政策奠基与流动性激活 (已完成)</strong></li>
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<li><strong class="text-white">高质量扩容与结构分化 (当前)</strong></li>
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<li><strong class="text-white">生态成熟与价值重估 (未来1-2年)</strong></li>
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<li><strong class="text-white">多层次市场枢纽 (远景)</strong></li>
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</ol>
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</div>
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</div>
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</section>
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<hr class="glow-divider" />
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<!-- Industry & Core Companies -->
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<section class="mb-12">
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<h2 class="section-title text-center">产业链图谱与核心公司</h2>
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<div class="glass-card p-8">
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<div class="bento-grid">
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<div class="glass-card p-6 col-span-1 md:row-span-2">
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<h4 class="text-xl font-bold font-oxanium mb-3 text-cyan-200">上游：基础技术与材料</h4>
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<p class="text-sm text-slate-400 mb-4">半导体、新材料等核心技术底座。</p>
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<ul class="space-y-1 text-sm">
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<li><strong>半导体/芯片:</strong> 凯德石英, 华岭股份</li>
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<li><strong>新材料:</strong> 民士达, 天力复合, 利通科技</li>
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</ul>
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</div>
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<div class="glass-card p-6 col-span-1">
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<h4 class="text-xl font-bold font-oxanium mb-3 text-purple-200">中游：高端装备与核心零部件</h4>
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<p class="text-sm text-slate-400 mb-4">AI算力、机器人、新能源车等高景气赛道。</p>
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<ul class="space-y-1 text-sm">
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<li><strong>AI算力:</strong> 曙光数创, 海达尔, 并行科技</li>
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<li><strong>机器人:</strong> 丰光精密, 苏轴股份</li>
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<li><strong>新能源车/锂电:</strong> 贝特瑞, 德瑞锂电</li>
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</ul>
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</div>
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<div class="glass-card p-6 col-span-1">
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<h4 class="text-xl font-bold font-oxanium mb-3 text-pink-200">下游：应用与解决方案</h4>
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<p class="text-sm text-slate-400 mb-4">TMT、生物医药、大消费等终端应用。</p>
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<ul class="space-y-1 text-sm">
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<li><strong>TMT/软件:</strong> 艾融软件, 奥迪威</li>
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<li><strong>生物医药:</strong> 锦波生物, 德源药业</li>
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<li><strong>大消费:</strong> 康比特, 路斯股份</li>
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</ul>
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</div>
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</div>
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<div class="mt-8">
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<h4 class="text-2xl font-bold font-oxanium mb-4 text-slate-100">核心玩家对比</h4>
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<div class="overflow-x-auto">
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<table class="table table-zebra bg-transparent">
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<thead>
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<tr class="text-white">
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<th>类型</th>
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<th>公司</th>
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<th>核心逻辑</th>
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</tr>
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</thead>
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<tbody>
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<tr>
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<td class="font-bold text-cyan-300">领导者</td>
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<td>贝特瑞 (920185), 锦波生物 (920982)</td>
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<td>全球行业龙头地位，机构配置首选；技术壁垒高，成长性强的稀缺标的。</td>
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</tr>
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<tr>
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<td class="font-bold text-purple-300">追赶者/细分龙头</td>
|
||
<td>曙光数创 (920808), 同力股份</td>
|
||
<td>卡位AI算力核心赛道，逻辑纯粹；“价值+成长”代表，受益于新能源化与出海。</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-bold text-pink-300">成长新秀</td>
|
||
<td>海达尔, 利通科技</td>
|
||
<td>切入大客户供应链，从0到1的成长故事；从传统业务延伸至固态电池等新领域。</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<hr class="glow-divider" />
|
||
|
||
<!-- Roadshows Section -->
|
||
<section class="mb-12" x-data="{ tab: '2025-09-21' }">
|
||
<h2 class="section-title text-center">机构路演精粹</h2>
|
||
<div class="glass-card p-4 md:p-8">
|
||
<div role="tablist" class="tabs tabs-boxed bg-black/20 mb-6">
|
||
<a role="tab" class="tab" :class="{ 'tab-active': tab === '2025-09-21' }" @click.prevent="tab = '2025-09-21'">25.09.21: 北+H & 可转债</a>
|
||
<a role="tab" class="tab" :class="{ 'tab-active': tab === '2025-07-06' }" @click.prevent="tab = '2025-07-06'">25.07.06: H1总结</a>
|
||
<a role="tab" class="tab" :class="{ 'tab-active': tab === '2025-01-20' }" @click.prevent="tab = '2025-01-20'">25.01.20: 投资策略</a>
|
||
<a role="tab" class="tab" :class="{ 'tab-active': tab === '2024-09-14' }" @click.prevent="tab = '2024-09-14'">24.09.14: 并购交易</a>
|
||
<a role="tab" class="tab" :class="{ 'tab-active': tab === '2024-07-28' }" @click.prevent="tab = '2024-07-28'">24.07.28: 指数纳入</a>
|
||
</div>
|
||
|
||
<div x-show="tab === '2025-09-21'" class="prose max-w-none text-slate-300">
|
||
<h4>主题：北交所“北+H”及定向可转债制度与实践</h4>
|
||
<ul>
|
||
<li><strong>定向可转债制度：</strong>与沪深公募可转债相比，北交所定向可转债在发行方式、定价机制、条款设计上更市场化，“一事一议”特征显著。典型案例包括优机股份、万通液压，募资规模1-2亿元，符合“小而精”需求。</li>
|
||
<li><strong>“北+H”两地上市：</strong>政策框架已建立，最新案例包括嘉祥股份（PVC环保助剂）、奥迪威（超声波传感器）等筹划H股发行，预计Q4至26年迎来小高峰。</li>
|
||
<li><strong>市场展望：</strong>短期成交回落，但高质量扩容、代码切换、指数基金发行等预期仍在，维持“震荡上行”判断。建议自下而上优选估值合理、具备强势产业主题的绩优股。</li>
|
||
</ul>
|
||
</div>
|
||
<div x-show="tab === '2025-07-06'" class="prose max-w-none text-slate-300">
|
||
<h4>主题：北交所2025年上半年市场总结与展望</h4>
|
||
<ul>
|
||
<li><strong>指数表现：</strong>北证50上半年涨39%，专精特新指数涨49%，显著跑赢主流指数。市值结构改善，北证50市值中位数接近50亿。</li>
|
||
<li><strong>流动性与打新：</strong>日均成交维持250-300亿中枢。上半年6只新股首日涨幅均值超300%，打新策略超预期。</li>
|
||
<li><strong>IPO与供给：</strong>供给质量提升，新增受理企业利润中值超8000万。政策鼓励并购重组，支持跨行业并购。</li>
|
||
<li><strong>前景展望：</strong>优质标的持续涌入叠加增量资金入场，有望迎来“戴维斯双击”。投资策略建议主题与基本面双主线并行，关注中报业绩。</li>
|
||
</ul>
|
||
</div>
|
||
<div x-show="tab === '2025-01-20'" class="prose max-w-none text-slate-300">
|
||
<h4>主题：北交所2025年投资策略</h4>
|
||
<ul>
|
||
<li><strong>市场特征：</strong>高弹性与高风险并存，政策驱动特征明显。流动性已大幅提升，日均成交额突破300亿元，但公募基金持仓占比仍不足1%，增量空间巨大。</li>
|
||
<li><strong>2025年主线：</strong>1）新生产力（低空经济、AI、机器人）；2）大消费复苏（食品、健康营养）；3）并购重组驱动。</li>
|
||
<li><strong>核心逻辑：</strong>北交所将从“数量扩张”迈向“质量提升”，政策支持、流动性改善与并购重组是三大核心驱动力。</li>
|
||
</ul>
|
||
</div>
|
||
<div x-show="tab === '2024-09-14'" class="prose max-w-none text-slate-300">
|
||
<h4>主题：北交所并购交易怎么看</h4>
|
||
<ul>
|
||
<li><strong>核心逻辑：</strong>内生动力来自企业成长需求与充足现金储备；外生动力来自IPO节奏放缓，PE/VC退出压力转向并购。</li>
|
||
<li><strong>案例解析：</strong>典型案例包括凯德石英、嘉兴股份等产业并购，以及微创光电等反向并购。</li>
|
||
<li><strong>挑战与机遇：</strong>挑战在于估值偏低制约换股并购。但趋势已启动，2024年并购案例数占比超10%，长期有望通过并购整合形成行业龙头。</li>
|
||
</ul>
|
||
</div>
|
||
<div x-show="tab === '2024-07-28'" class="prose max-w-none text-slate-300">
|
||
<h4>主题：北交所标的持续纳入全市场指数，有何影响？</h4>
|
||
<ul>
|
||
<li><strong>进展：</strong>已有87只北交所股票被纳入中证全指，贝特瑞等头部企业被纳入国证指数。</li>
|
||
<li><strong>资金影响：</strong>目前权重较低（中证全指仅0.015%），带来的被动增量资金有限（约3-6亿元），象征意义大于实际影响。</li>
|
||
<li><strong>未来预期：</strong>下一轮可能有吉林碳谷、连城数控等13家公司入选，随着更多公司被纳入，被动资金配置将逐步增加。</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<hr class="glow-divider" />
|
||
|
||
<!-- Risks Section -->
|
||
<section class="mb-12">
|
||
<h2 class="section-title text-center">潜在风险与挑战</h2>
|
||
<div class="glass-card p-8">
|
||
<div class="grid grid-cols-1 md:grid-cols-2 lg:grid-cols-3 gap-6">
|
||
<div class="alert bg-red-900/30 border-red-500/50">
|
||
<svg xmlns="http://www.w3.org/2000/svg" class="stroke-current shrink-0 h-6 w-6 text-red-400" fill="none" viewBox="0 0 24 24"><path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M12 9v2m0 4h.01m-6.938 4h13.856c1.54 0 2.502-1.667 1.732-3L13.732 4c-.77-1.333-2.694-1.333-3.464 0L3.34 16c-.77 1.333.192 3 1.732 3z" /></svg>
|
||
<div>
|
||
<h3 class="font-bold">政策风险</h3>
|
||
<div class="text-xs">北交所是典型的政策驱动型市场，任何改革节奏放缓或支持力度减弱，都将直接冲击市场情绪和估值体系。</div>
|
||
</div>
|
||
</div>
|
||
<div class="alert bg-orange-900/30 border-orange-500/50">
|
||
<svg xmlns="http://www.w3.org/2000/svg" class="stroke-current shrink-0 h-6 w-6 text-orange-400" fill="none" viewBox="0 0 24 24"><path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M12 9v2m0 4h.01m-6.938 4h13.856c1.54 0 2.502-1.667 1.732-3L13.732 4c-.77-1.333-2.694-1.333-3.464 0L3.34 16c-.77 1.333.192 3 1.732 3z" /></svg>
|
||
<div>
|
||
<h3 class="font-bold">流动性风险</h3>
|
||
<div class="text-xs">尽管已大幅改善，但整体流动性仍偏弱，个股分化严重，可能导致市场下行时价格波动剧烈。</div>
|
||
</div>
|
||
</div>
|
||
<div class="alert bg-yellow-900/30 border-yellow-500/50">
|
||
<svg xmlns="http://www.w3.org/2000/svg" class="stroke-current shrink-0 h-6 w-6 text-yellow-400" fill="none" viewBox="0 0 24 24"><path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M12 9v2m0 4h.01m-6.938 4h13.856c1.54 0 2.502-1.667 1.732-3L13.732 4c-.77-1.333-2.694-1.333-3.464 0L3.34 16c-.77 1.333.192 3 1.732 3z" /></svg>
|
||
<div>
|
||
<h3 class="font-bold">业绩风险</h3>
|
||
<div class="text-xs">公司多处成长期，技术和商业模式未完全成熟，存在技术迭代失败、盈利不及预期的风险。2024年Q3仍有59%的公司归母净利润负增长。</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<hr class="glow-divider" />
|
||
|
||
<!-- Stock List Section -->
|
||
<section>
|
||
<h2 class="section-title text-center">相关概念股列表</h2>
|
||
|
||
<div class="glass-card p-4 md:p-8 mt-8">
|
||
<h3 class="text-2xl font-bold font-oxanium mb-4 text-slate-100">核心标的池</h3>
|
||
<div class="overflow-x-auto">
|
||
<table class="table table-zebra w-full bg-transparent">
|
||
<thead>
|
||
<tr class="text-white">
|
||
<th>股票名称</th>
|
||
<th>股票代码</th>
|
||
<th>核心逻辑</th>
|
||
<th>其他标签</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<!-- Data from CA75C565-73DC-4252-BCE3-97D6BB1171A8.png -->
|
||
<tr><td>路桥信息</td><td><a href="https://valuefrontier.cn/company?scode=920748" target="_blank" class="link link-hover link-primary">920748</a></td><td>数据要素</td><td>AI/算力, 概念, 数据要素</td></tr>
|
||
<tr><td>惠同新材</td><td><a href="https://valuefrontier.cn/company?scode=920751" target="_blank" class="link link-hover link-primary">920751</a></td><td>北交所概念</td><td>概念</td></tr>
|
||
<tr><td>曙光数创</td><td><a href="https://valuefrontier.cn/company?scode=920808" target="_blank" class="link link-hover link-primary">920808</a></td><td>北交所概念</td><td>AI/算力, 概念</td></tr>
|
||
<tr><td>凯华材料</td><td><a href="https://valuefrontier.cn/company?scode=920526" target="_blank" class="link link-hover link-primary">920526</a></td><td>HBM, 基本面有稀缺性或者对比主板低估</td><td>基本面有稀缺性或者对比主板低估, 芯片/半导体</td></tr>
|
||
<tr><td>利通科技</td><td><a href="https://valuefrontier.cn/company?scode=920225" target="_blank" class="link link-hover link-primary">920225</a></td><td>基本面有稀缺性或者对比主板低估</td><td>基本面有稀缺性或者对比主板低估</td></tr>
|
||
<tr><td>丰光精密</td><td><a href="https://valuefrontier.cn/company?scode=920510" target="_blank" class="link link-hover link-primary">920510</a></td><td>机器人</td><td>基本面有稀缺性或者对比主板低估, 机器人</td></tr>
|
||
<tr><td>并行科技</td><td><a href="https://valuefrontier.cn/company?scode=920493" target="_blank" class="link link-hover link-primary">920493</a></td><td>算力租赁+华为鲲鹏</td><td>AI/算力, 华为</td></tr>
|
||
<tr><td>海达尔</td><td><a href="https://valuefrontier.cn/company?scode=920699" target="_blank" class="link link-hover link-primary">920699</a></td><td>华为+服务器滑轨</td><td>AI/算力, 华为</td></tr>
|
||
<tr><td>艾融软件</td><td><a href="https://valuefrontier.cn/company?scode=920799" target="_blank" class="link link-hover link-primary">920799</a></td><td>互金+数字人</td><td>AI/算力, 互联网金融</td></tr>
|
||
<tr><td>奥迪威</td><td><a href="https://valuefrontier.cn/company?scode=920491" target="_blank" class="link link-hover link-primary">920491</a></td><td>无人驾驶+机器人+消费电子</td><td>机器人, 消费电子, 智能驾驶</td></tr>
|
||
<tr><td>贝特瑞</td><td><a href="https://valuefrontier.cn/company?scode=920185" target="_blank" class="link link-hover link-primary">920185</a></td><td>固态电池</td><td>锂电池</td></tr>
|
||
<tr><td>锦波生物</td><td><a href="https://valuefrontier.cn/company?scode=920982" target="_blank" class="link link-hover link-primary">920982</a></td><td>重组蛋白</td><td>医药医疗</td></tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="glass-card p-4 md:p-8 mt-8">
|
||
<h3 class="text-2xl font-bold font-oxanium mb-4 text-slate-100">细分赛道标的</h3>
|
||
<div class="overflow-x-auto">
|
||
<table class="table table-zebra w-full bg-transparent">
|
||
<thead>
|
||
<tr class="text-white">
|
||
<th>股票名称</th>
|
||
<th>股票代码</th>
|
||
<th>核心逻辑/赛道</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<!-- Data from E0EBE821-CB70-4C7F-9196-63EBE79D9B90.jpg -->
|
||
<tr><td>天马新材</td><td><a href="https://valuefrontier.cn/company?scode=838971" target="_blank" class="link link-hover link-primary">838971</a></td><td>半导体芯片 (HBM封装材料)</td></tr>
|
||
<tr><td>华岭股份</td><td><a href="https://valuefrontier.cn/company?scode=430139" target="_blank" class="link link-hover link-primary">430139</a></td><td>半导体芯片 (芯片测试)</td></tr>
|
||
<tr><td>凯德石英</td><td><a href="https://valuefrontier.cn/company?scode=835179" target="_blank" class="link link-hover link-primary">835179</a></td><td>半导体芯片 (石英制品)</td></tr>
|
||
<tr><td>硅烷科技</td><td><a href="https://valuefrontier.cn/company?scode=838402" target="_blank" class="link link-hover link-primary">838402</a></td><td>半导体芯片 (硅材料)</td></tr>
|
||
<tr><td>国子软件</td><td><a href="https://valuefrontier.cn/company?scode=872953" target="_blank" class="link link-hover link-primary">872953</a></td><td>鸿蒙 (物联网产品)</td></tr>
|
||
<tr><td>倍益康</td><td><a href="https://valuefrontier.cn/company?scode=870199" target="_blank" class="link link-hover link-primary">870199</a></td><td>鸿蒙 (智能硬件生态)</td></tr>
|
||
<tr><td>方盛股份</td><td><a href="https://valuefrontier.cn/company?scode=832662" target="_blank" class="link link-hover link-primary">832662</a></td><td>算力/服务器/液冷 (数据中心液冷热管理)</td></tr>
|
||
<tr><td>云创数据</td><td><a href="https://valuefrontier.cn/company?scode=835305" target="_blank" class="link link-hover link-primary">835305</a></td><td>算力/服务器/液冷 (数据中心)</td></tr>
|
||
<tr><td>则成电子</td><td><a href="https://valuefrontier.cn/company?scode=837821" target="_blank" class="link link-hover link-primary">837821</a></td><td>消费电子 (汽车电子)</td></tr>
|
||
<tr><td>雷神科技</td><td><a href="https://valuefrontier.cn/company?scode=872190" target="_blank" class="link link-hover link-primary">872190</a></td><td>消费电子 (电竞PC及外设)</td></tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
</div>
|
||
|
||
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|
||
xAxis: { type: 'category', data: ['北交所', '创业板', '科创板'], axisLabel: { color: '#ccc' } },
|
||
yAxis: { type: 'value', name: 'ROE(%)', axisLabel: { color: '#ccc' } },
|
||
series: [{
|
||
name: '24Q1-3 平均ROE',
|
||
data: [4.86, 1.93, 1.56],
|
||
type: 'bar',
|
||
itemStyle: {
|
||
color: new echarts.graphic.LinearGradient(0, 0, 0, 1, [
|
||
{ offset: 0, color: '#f64f59' },
|
||
{ offset: 0.5, color: '#c471ed' },
|
||
{ offset: 1, color: '#12c2e9' }
|
||
])
|
||
},
|
||
label: { show: true, position: 'top', color: '#fff', formatter: '{c}%' }
|
||
}]
|
||
});
|
||
|
||
window.addEventListener('resize', function() {
|
||
liquidityChart.resize();
|
||
peChart.resize();
|
||
roeChart.resize();
|
||
});
|
||
});
|
||
</script>
|
||
|
||
</body>
|
||
</html> |