北交所2026年01月月报：一级市场吐故纳新新股市场冻结资金破万亿

内容目录市场概况 4整体数据概览 4行情回顾 10北证双指数表现 10行业表现 11个股龙虎榜 11涨幅榜公司介绍 14创新高个股 16基金表现 18主题基金 18指数基金 18新股概览 20本月新股上市情况 20本月最新公告排队企业情况 22政策及重要事件更新 26北证50指数成分股公司公告 28风险提示 30图表目录图北交所上市公司数量与新增家数 5图北交所各申万一级行业上市公司数量 6图北交所各申万一级行业上市公司总市值 6图北交所每月股票成交数量与成交金额表现 7图北交所本月股票成交数量与成交金额走势 7图北交所两融余额 8图北交所行业市盈率中位数 9图北交所50指数本月走势 10图A股重要指数本月涨跌幅 10图北交所行业月度涨跌幅（中位数） 11图北交所行业月度涨跌幅（流通市值加权） 11图北交所月度涨幅前10个股 12图北交所月度跌幅前10个股 12图北交所月度成交额前10个股 13图北交所月均换手率前10个股 13表北交所市场概览 4表A股重要指数估值与分位数对比 8表科马材料财务表现 14表美德乐财务表现 14表爱舍伦财务表现 14表国亮新材财务表现 15表连城数控财务表现 16表北交所当月创股价历史新高个股 16表北交所当月创成交量历史新高个股 16表北交所主题基金回报表现 18表北证50指数基金回报表现 18表本月北交所IPO发行资料 21表本月最新公告北交所IPO审核申报企业情况 22表2026年01月北交所相关支持政策与重要事件梳理 26表北证50成分股公告 28市场概况整体数据概览表1：北交所市场概览（亿股）（亿元）（亿股）家数（亿股）（亿元）（亿股）家数（亿元）（亿元）（亿股）2026-01-31245.245,803.64256.4746,077.239,363.02400.612922025-12-31193.445,259.56253.3434,384.028,694.44397.442882025-11-30169.875,077.12252.2653,767.788,271.55395.532852025-10-31154.585,718.48250.1033,653.349,209.78391.032802025-09-30260.285,404.74247.8936,156.388,687.88386.522772025-08-31246.755,485.34246.1156,093.199,004.28383.762742025-07-31267.635,135.06244.9715,855.848,384.55379.652692025-06-30269.995,135.19240.6926,079.318,488.73377.042682025-05-31284.814,781.19235.4016,049.997,956.22368.892662025-04-30309.454,418.39229.2306,309.627,377.24357.292652025-03-31361.384,235.45227.3017,904.867,011.31355.802652025-02-28259.334,138.50223.0515,671.846,891.33354.452642025-01-31146.043,293.49220.8912,645.605,463.44353.162632024-12-31248.813,206.45215.3034,720.645,386.01352.012622024-11-30430.654,021.44211.6238,336.016,864.60349.162592024-10-31393.453,567.33208.0136,247.956,048.49345.242562024-09-3078.862,282.46201.082747.314,022.44341.862532024-08-3173.521,668.35198.692680.112,967.14340.322512024-07-31107.881,739.77191.7901,015.663,202.23339.262492024-06-3057.781,683.04189.570571.243,094.14337.842492024-05-3175.331,748.07182.971777.253,319.09334.822492024-04-3088.991,806.53178.181979.433,472.52331.262482024-03-31118.861,851.32173.5331,425.843,629.65328.232472024-02-29126.111,974.91172.1811,458.603,925.55325.122442024-01-31221.811,826.58171.8642,775.733,642.97323.972432023-12-31271.972,263.28169.1663,254.194,496.41318.042392023-11-30157.981,916.46167.6881,744.233,637.76313.182332023-10-3113.381,392.53164.453139.942,595.04307.212252023-09-3023.951,400.68159.896247.022,651.79303.002222023-08-3119.851,324.91153.756242.832,552.08295.562162023-07-3124.141,401.89151.406319.292,720.60291.182102023-06-3019.721,392.01147.606325.942,667.83284.332042023-05-3127.581,399.16141.407405.442,679.23275.821982023-04-3013.111,326.94130.647166.332,523.02256.481912023-03-3115.221,322.77126.889148.552,460.08247.001842023-02-2819.611,319.08118.429195.542,422.54229.721752023-01-318.911,329.79112.49482.932,437.58217.251662022-12-3112.781,148.06110.9932129.912,110.29213.541622022-11-3015.931,148.6699.149179.412,035.95180.151302022-10-3113.401,050.7895.557164.431,832.22171.521212022-09-3020.001,050.9892.508190.651,800.11163.851142022-08-3111.591,146.4189.152139.641,857.18155.431062022-07-318.221,161.5184.97493.671,887.60151.131042022-06-3011.191,327.1582.517111.292,100.70146.531002022-05-318.071,156.9777.18490.031,865.69134.40932022-04-307.151,039.4672.08092.611,681.64126.27892022-03-3113.321,262.4071.593212.572,051.99127.61892022-02-2812.131,368.2669.062188.792,250.28125.02862022-01-3124.77974.2558.822387.132,457.40123.48842021-12-3118.601,073.8257.270310.392,722.75122.69822021-11-3026.991,071.8955.9314492.872,760.71122.3182

流通股本新增

公司家数Choice，北京证券交易所5（92019.J92059.J、（920076.BJ）（920050.BJ）（920086.BJ），退市1（ST）4292值为9363.02亿元，流通市值为5803.64亿元，环比分别上升7.7和10.3。图1：北交所上市公司数量与新增家数Choice64）、基础化工（31）、汽车（26）、计算机（23）。按所属行业市值规模来看，机械设备、电力设备、计算机、基础化工和汽车分列前五名。图2：北交所各申万一级行业上市公司数量Choice图3：北交所各申万一级行业上市公司总市值Choice流动性和市场成交活跃度方面，本月北交所股票成交活跃度显著上升，单月成交数量和成交金额为245.24亿股和6077.23亿元成交量环比上升26.8成交金额环比上升38.6。图4：北交所每月股票成交数量与成交金额表现Choice北交所本月交易活跃度显著上升，全月成交金额峰值出现在月中，峰值为480.49亿元。全月月内日均成交额为303.9亿元，环比上升59.4。图5：北交所本月股票成交数量与成交金额走势Choice两融方面北交所1月两融余额比上月增加日均值88.31亿元环比变化+14.10。图6：北交所两融余额Choice13050（PE-TTM）45.96两年60.46的分位数水平，市净率（PB-MRQ）为9.50倍，处于近两年91.10的分位数水平。股息率为0.72倍，处于近两年18.09的分位数水平。表2：A股重要指数估值与分位数对比指数代码 指数简称 最新PE(TTM) 近2年分位数 最新PB(MRQ) 近2年分位数 股息率(近12个月）

近2年分位数000015.SH红利指数8.3591.511.3495.654.4617.26000032.SH上证能源14.5699.591.7595.234.320.83000016.SH上证5011.6480.955.5983.443.221.25000300.SH沪深30013.4790.895.8193.792.775.20000001.SH上证指数14.7997.934.6698.342.390.83881001.WI万得全A18.1697.100.0097.931.900.83000905.SH中证50030.0198.345.5798.551.231.04399001.SZ深证成指26.3096.690.0097.101.480.83000852.SH中证100035.4798.145.8198.141.001.04899050.BJ北证5045.9660.469.5091.100.7218.09000688.SH科创5084.0589.8614.6396.070.303.33399006.SZ创业板指38.7193.790.0098.140.860.42Choice按行业来看，以各行业的市盈率中位数排序（剔除负数）通信市盈率最高，为124（109（91）（79）。图7：北交所行业市盈率中位数。行情回顾北证双指数表现2026150峰结构月度涨幅为6.33本月北证专精特新指数上涨6.06本月市场其他主要指数均收涨科创50涨12.29创业板指数涨4.47沪深300涨1.62。图8：北交所50指数本月走势Choice图9：A股重要指数本月涨跌幅Choice行业表现从行业本月的回报表现来看，北交所各行业除汽车行业外普涨。涨幅较大行业为传媒、有色金属、通信、公用事业、农林牧渔。图10：北交所行业月度涨跌幅（中位数）Choice图11：北交所行业月度涨跌幅（流通市值加权）Choice个股龙虎榜图12：北交所月度涨幅前10个股Choice10*ST图13：北交所月度跌幅前10个股Choice10图14：北交所月度成交额前10个股Choice10图15：北交所月均换手率前10个股Choice涨幅榜公司介绍1科马材料、美德乐、爱舍伦、国亮新材为本月新股，其公司基本情况在本月新股概览部分介绍，此处仅展示其财务表现。科马材料近年财务表现如下：表3：科马材料财务表现财务指标（万元、）2020年报2021年报2022年报2023年报2024年报2025-09-30营业总收入19,660.1522,276.4720,215.8519,896.4324,902.8020,511.80营业总收入同比增长率()16.8613.31-9.25-1.5825.168.43归属母公司股东的净利润5,616.987,254.184,200.634,958.747,153.216,745.12归属母公司股东的净利润同比增长率()14.0729.15-42.0918.0544.2521.69研发费用总额1,000.521,222.741,368.201,305.531,372.401,000.43研发费用占营业收入比例（）5.095.496.776.565.514.88资产负债率()9.8715.2915.2912.4210.979.25销售毛利率()45.7444.7734.9141.4847.3949.71销售净利率()28.5732.5520.6024.6528.5231.32净资产收益率-平均()18.9918.979.5510.4613.6811.39总资产净利率-平均()16.9816.488.008.8911.9810.17Choice美德乐近年财务表现如下：表4：美德乐财务表现财务指标（万元、）2020年报2021年报2022年报2023年报2024年报2025-06-30营业总收入0.000.00103,123.56100,923.81113,772.46105,576.42营业总收入同比增长率()0.000.000.00-2.1312.7325.15归属母公司股东的净利润0.000.0022,249.9420,521.3321,075.7822,285.42归属母公司股东的净利润同比增长率()0.000.000.00-7.772.7038.83研发费用总额0.000.004,313.914,296.655,574.495,004.35研发费用占营业收入比例（）0.000.004.184.264.904.74资产负债率()0.000.0070.1860.8551.5452.71销售毛利率()0.000.0036.8033.2733.6036.12销售净利率()0.000.0021.6920.5918.6820.34净资产收益率-平均()0.000.0036.4029.1023.6120.16总资产净利率-平均()0.000.0021.6810.0810.349.61Choice爱舍伦近年财务表现如下：表5：爱舍伦财务表现财务指标（万元、）2020年报2021年报2022年报2023年报2024年报2025-09-30营业总收入0.0057,337.8857,355.7557,466.0369,163.8768,962.21营业总收入同比增长率()0.000.000.030.1920.3642.84归属母公司股东的净利润0.009,987.306,280.156,695.708,071.117,347.90归属母公司股东的净利润同比增长率()0.000.00-37.126.6220.5427.50研发费用总额0.0079.16366.09490.93786.31788.341公司介绍 于东方财富Choice数据库，仅供投资者参考，不构成投资建议。研发费用占营业收入比例（）0.000.140.640.851.141.14资产负债率()0.0025.5727.5324.5327.0035.77销售毛利率()0.0024.7322.2123.1723.1321.98销售净利率()0.0017.4210.9511.6511.6610.70净资产收益率-平均()0.0018.7011.1010.8311.819.55总资产净利率-平均()0.0027.588.047.888.626.39Choice国亮新材近年财务表现如下：表6：国亮新材财务表现财务指标（万元、）2020年报2021年报2022年报2023年报2024年报2025-09-30营业总收入0.0085,335.8493,747.2498,436.0290,468.9378,658.56营业总收入同比增长率()0.000.009.865.00-8.0921.18归属母公司股东的净利润0.001,606.814,036.808,379.837,096.495,335.32归属母公司股东的净利润同比增长率()0.000.00151.23107.59-15.314.41研发费用总额0.004,376.794,350.124,885.904,482.914,472.72研发费用占营业收入比例（）0.005.134.644.964.965.69资产负债率()0.0057.9255.2552.1252.2448.23销售毛利率()0.0016.5017.3824.1521.2119.68销售净利率()0.001.884.318.517.847.03净资产收益率-平均()0.003.037.3313.7110.327.13总资产净利率-平均()0.002.553.186.364.943.55Choice920368.BJ)20074219321689146312013500公司斯必克(SPX)旗下单晶炉事业部,获得凯克斯(KAYEX)全部知识产权、商标和184.0模式由单一设备供应向整线交付方案快速转型,致力于成为全球领先的光伏及半导体装备集成服务商。公司近年财务表现如下：表7：连城数控财务表现财务指标（万元、）2020年报2021年报2022年报2023年报2024年报2025-06-30营业总收入185,499.91204,012.23377,224.80600,157.71566,927.86157,224.86营业总收入同比增长率()90.769.9884.9059.10-5.54-60.38归属母公司股东的净利润37,993.3434,614.4345,225.9068,148.1634,049.309,514.08归属母公司股东的净利润同比增长率()135.74-8.8930.6650.66-50.04-74.76研发费用总额9,049.8511,881.3617,603.9125,454.6826,748.5212,264.09研发费用占营业收入比例（）4.885.824.674.244.727.80资产负债率()44.0436.6160.1668.5951.2050.25销售毛利率()35.0531.8126.0426.7628.7228.41销售净利率()20.0916.2211.279.095.730.87净资产收益率-平均()24.0915.2815.9219.418.492.26总资产净利率-平均()12.888.656.665.083.010.85Choice创新高个股本月北交所有16只个股股价创历史新高，另有16只个股创成交量历史新高。表8：北交所当月创股价历史新高个股股票代码股票简称当月涨幅920046.BJ亿能电力77.70920116.BJ星图测控29.94920160.BJ北矿检测3.56920169.BJ七丰精工18.98920199.BJ倍益康21.39920207.BJ众诚科技37.72920227.BJ美登科技37.56920299.BJ灿能电力14.97920394.BJ民士达44.84920427.BJ华维设计20.60920564.BJ天润科技31.27920576.BJ天力复合34.81920640.BJ富士达24.93920751.BJ惠同新材29.61920857.BJ泓禧科技-22.63920925.BJ锦好医疗-27.85Choice表9：北交所当月创成交量历史新高个股股票名称股票代码当月成交量高点日期920014.BJ特瑞斯2026-01-22920021.BJ流金科技2026-01-13920023.BJ田野股份2026-01-30920046.BJ亿能电力2026-01-20920207.BJ众诚科技2026-01-13920270.BJ天铭科技2026-01-06920278.BJ鹿得医疗2026-01-13920368.BJ连城数控2026-01-26920414.BJ欧普泰2026-01-26920427.BJ华维设计2026-01-26920471.BJ美邦科技2026-01-21920510.BJ丰光精密2026-01-05920575.BJ康乐卫士2026-01-13920765.BJ美之高2026-01-13920885.BJ星辰科技2026-01-12920925.BJ锦好医疗2026-01-07Choice基金表现主题基金本月，20只北交所主题基金悉数收涨，月度平均涨跌幅为7.88，强于北证50指数涨跌幅（+6.33），其中景顺长城北交所两年定开A表现最佳，该产品目前2.24表10：北交所主题基金回报表现基金代码基金名称成立日期当月上月近3月近6月1(亿元)(亿元)014269.OF嘉实北交所精选两年定开A2021-11-238.292.960.4410.6341.357.411.591.87014270.OF嘉实北交所精选两年定开C2021-11-238.222.900.2810.2940.504.740.281.87014271.OF大成北交所两年定开A2021-11-236.085.502.0110.9061.8847.891.221.59014272.OF大成北交所两年定开C2021-11-236.045.461.9110.6861.2245.440.371.59014273.OF广发北交所精选两年定开A2021-11-238.291.55-0.2311.8561.3287.112.082.59014274.OF广发北交所精选两年定开C2021-11-238.251.51-0.3411.6360.6684.000.502.59014275.OF易方达北交所精选两年定开A2021-11-233.114.68-3.619.8746.9379.272.493.38014276.OF易方达北交所精选两年定开C2021-11-233.064.63-3.749.5946.1975.560.903.38014277.OF万家北交所慧选两年定开A2021-11-239.981.054.889.5370.9399.291.681.96014278.OF万家北交所慧选两年定开C2021-11-239.941.004.739.2470.0795.150.281.96014279.OF汇添富北交所创新精选两年定开A2021-11-2311.921.30-1.0916.0783.17119.503.053.59014280.OF汇添富北交所创新精选两年定开C2021-11-2311.881.27-1.1915.8382.43115.850.553.59014283.OF华夏北交所创新中小企业精选两年定开2021-11-2310.170.58-1.2914.2188.48162.675.915.91014294.OF南方北交所精选两年定开2021-11-236.981.560.306.5945.1078.592.182.18016303.OF中信建投北交所精选两年定开A2022-08-165.493.20-3.1012.48109.04176.702.813.22016304.OF中信建投北交所精选两年定开C2022-08-165.453.16-3.2012.25108.20172.890.413.22016307.OF景顺长城北交所精选两年定开A2022-08-2313.170.714.4514.1465.51150.991.872.24016308.OF景顺长城北交所精选两年定开C2022-08-2313.130.664.3213.8564.68146.710.372.24016325.OF泰康北交所精选两年定开A2023-04-074.100.840.657.0845.75144.771.301.68016326.OF泰康北交所精选两年定开C2023-04-074.060.800.516.8045.03141.370.381.68平均7.882.270.3311.1864.92101.801.512.62Choice指数基金指数基金方面，本月北证指数基金合计79只。北证50指数基金全线收涨，月度平均涨跌幅为5.88，弱于北证50基准指数。表现最佳的中加北证50成分指数增强A月度涨幅为6.43。从基金规模上看，截至本月末，北证指数基金平均规模3.78亿元。规模最大的为中欧北证50成份指数AC，合计规模为8.22亿元。表11：北证50指数基金回报表现基金代码基金名称成立日期当月上月近3月近6月近1年成立至今基金规模合计规模(亿元) (亿元)017521.OF富国北证50成份A2022-12-156.023.59-1.325.7040.5543.84 1.18 4.91017522.OF富国北证50成份C2022-12-156.003.57-1.375.6040.2742.93 3.73 4.91017527.OF嘉实北证50成份A2022-12-215.903.65-1.415.2039.2847.181.064.87017528.OF嘉实北证50成份C2022-12-215.883.63-1.465.0738.9446.033.814.87017517.OF招商北证50成份A2022-12-225.893.51-1.445.5141.4760.030.984.15017518.OF招商北证50成份C2022-12-225.873.48-1.505.3541.0558.553.174.15017523.OF南方北证50成份A2022-12-235.903.56-1.515.3438.4540.611.314.25017524.OF南方北证50成份C2022-12-235.873.52-1.595.1838.0439.312.834.25017515.OF易方达北证50成份A2022-12-275.913.72-1.255.9142.8654.852.276.68017516.OF易方达北证50成份C2022-12-275.893.69-1.325.7642.4353.434.416.68017519.OF汇添富北证50成份A2022-12-275.903.75-1.245.8442.0350.552.597.04017520.OF汇添富北证50成份C2022-12-275.863.72-1.355.6341.4548.714.457.04017512.OF广发北证50成份A2022-12-285.943.79-1.186.2745.4480.683.567.95017513.OF广发北证50成份C2022-12-285.923.76-1.266.1145.0079.044.097.95017525.OF华夏北证50成份A2022-12-285.933.59-1.455.4140.7445.031.836.35017526.OF华夏北证50成份C2022-12-285.913.56-1.515.2540.3143.714.526.35018114.OF鹏扬北证50成份A2023-04-256.053.78-1.215.6640.1350.790.351.78018115.OF鹏扬北证50成份C2023-04-256.013.75-1.315.4439.5649.121.431.78018112.OF工银北证50成份指数A2023-04-275.953.63-1.325.8140.7967.691.945.46018113.OF工银北证50成份指数C2023-04-275.923.60-1.405.6540.3666.283.525.46018120.OF万家北证50成份指数A2023-05-055.823.67-1.375.2838.2857.321.195.74018121.OF万家北证50成份指数C2023-05-055.803.65-1.425.1838.0156.454.555.74018128.OF博时北证50成份指数A2023-05-235.983.71-1.196.0643.4277.643.207.79018129.OF博时北证50成份指数C2023-05-235.953.67-1.295.8442.8375.514.597.79019993.OF创金合信北证50成份指数增强A2023-12-294.862.57-2.891.5534.6664.932.478.16019994.OF创金合信北证50成份指数增强C2023-12-294.842.55-2.961.3934.2563.915.698.16021115.OF南方北证50成份I2024-04-225.903.55-1.525.3338.4377.560.114.25021298.OF中欧北证50成份指数A2024-05-105.883.35-1.675.5138.71108.302.558.22021299.OF中欧北证50成份指数C2024-05-105.853.32-1.735.3838.36107.405.678.22020828.OF东财北证50指数A2024-06-255.903.54-1.564.5139.0394.160.827.19020829.OF东财北证50指数C2024-06-255.873.50-1.654.3038.4792.966.387.19021172.OF华安北证50成份指数A2024-08-275.883.41-1.714.8938.31107.221.367.58021173.OF华安北证50成份指数C2024-08-275.863.40-1.764.7938.03106.616.227.58021161.OF天弘北证50成份指数A2024-10-115.853.58-1.574.6135.9829.290.426.00021162.OF天弘北证50成份指数C2024-10-115.843.56-1.624.5135.7028.965.586.00021690.OF招商资管北证50成份指数A2024-10-255.633.73-1.525.2838.3817.210.310.46021691.OF招商资管北证50成份指数C2024-10-255.603.70-1.605.1237.9716.760.150.46021765.OF长盛北证50成份指数增强A2024-10-295.793.09-2.045.4432.7223.540.260.97021766.OF长盛北证50成份指数增强C2024-10-295.773.06-2.125.2832.3323.080.700.97021101.OF国泰北证50成份指数A2024-11-195.933.50-1.644.7529.6827.010.574.70021102.OF国泰北证50成份指数C2024-11-195.913.49-1.694.6529.4326.714.144.70021687.OF鹏华北证50成份指数A2024-11-195.923.42-1.673.7031.7522.620.401.58021688.OF鹏华北证50成份指数C2024-11-195.903.39-1.733.5731.4322.261.161.58023395.OF宝盈北证50成份指数A2025-02-285.943.87-0.976.010.0012.850.200.73023396.OF宝盈北证50成份指数C2025-02-285.913.84-1.055.840.0012.530.520.73023441.OF前海开源北证50成份指数A2025-03-115.383.40-2.425.460.0017.040.331.81023442.OF前海开源北证50成份指数C2025-03-115.343.37-2.505.290.0016.721.471.81023886.OF永赢北证50成份指数A2025-04-116.053.73-2.003.400.0012.010.223.06023887.OF永赢北证50成份指数C2025-04-116.033.70-2.083.240.0011.752.843.06023659.OF华泰柏瑞北证50成份指数A2025-04-225.933.39-1.684.980.008.100.081.19023660.OF华泰柏瑞北证50成份指数C2025-04-225.903.37-1.764.820.007.840.991.19023661.OF华泰柏瑞北证50成份指数I2025-04-225.923.39-1.714.920.008.020.121.19024161.OF大成北证50成份指数A2025-05-275.763.58-2.013.400.004.870.201.87024162.OF大成北证50成份指数C2025-05-275.743.56-2.083.260.004.691.671.87024832.OF广发北证50成份F2025-07-115.933.79-1.196.260.007.560.307.95024743.OF浦银安盛北证50成份指数A2025-07-256.273.51-1.576.200.006.201.282.12024744.OF浦银安盛北证50成份指数C2025-07-256.263.48-1.606.070.006.070.842.12024828.OF建信北证50成份指数A2025-07-295.943.52-1.594.900.004.900.260.54024829.OF建信北证50成份指数C2025-07-295.913.48-1.704.690.004.690.280.54024244.OF鹏华北证50成份指数I2025-08-085.913.42-1.690.000.003.590.021.58025664.OF中金北证50指数增强A2025-11-045.713.150.000.000.00-0.070.491.97025665.OF中金北证50指数增强C2025-11-045.673.130.000.000.00-0.151.491.97025383.OF中加北证50成份指数增强A2025-11-186.432.680.000.000.006.031.503.73025384.OF中加北证50成份指数增强C2025-11-186.402.660.000.000.005.962.233.73025455.OF国投瑞银北证50成份指数A2025-11-186.343.460.000.000.007.400.110.13025456.OF国投瑞银北证50成份指数C2025-11-186.313.450.000.000.007.350.020.13025443.OF景顺长城北证50成份指数A2025-11-275.930.850.000.000.006.830.561.60025444.OF景顺长城北证50成份指数C2025-11-275.910.830.000.000.006.791.041.60025954.OF华宝北证50成份指数A2025-12-045.810.000.000.000.006.161.863.65025955.OF华宝北证50成份指数C2025-12-045.780.000.000.000.006.111.803.65025690.OF弘毅远方北证50成份指数A2025-12-105.590.000.000.000.006.240.100.10025691.OF弘毅远方北证50成份指数C2025-12-105.570.000.000.000.006.200.000.10025488.OF中邮北证50成份指数增强A2025-12-253.260.000.000.000.003.250.230.87025489.OF中邮北证50成份指数增强C2025-12-253.250.000.000.000.003.230.650.87026185.OF恒生前海北证50成份指数增强A2025-12-302.650.000.000.000.002.660.334.13026186.OF恒生前海北证50成份指数增强C2025-12-302.590.000.000.000.002.593.804.13026513.OF弘毅远方北证50成份指数I2026-01-050.000.000.000.000.003.850.000.10026119.OF东财北证50指数增强A2026-01-210.000.000.000.000.00-0.031.692.33026120.OF东财北证50指数增强C2026-01-210.000.000.000.000.00-0.040.652.33平均5.723.41-1.615.0538.5033.231.793.78Choice新股概览本月新股上市情况5（920119.BJ）、农大科技（920159.BJ）、国亮新材（920076.BJ）、爱舍伦（920050.BJ）、科马材料（920086.BJ）。20092019公司自成立以来,始终深耕于新型肥料领域,不断研发创新产品、优化生产工艺,为我国农业的绿色生态贡献力量,公司在新型肥料领域具有较高的知名度和品牌影响力。公司核心产品腐植酸增效肥料市场地位突出,公司的缓(控)释肥料创新采用可降解物质作为包膜材料组分,自主研发的双流体喷涂成膜技术,增强了产品控释性能,国亮新材（920076.BJ）：河北国亮新材料股份有限公司,前身为唐山市国亮特殊耐火材料有限公司。公司是一家专业从事高温工业用耐火材料整体解决方案的高生产及销售,集团目前已在海内外拥有七家自营工厂,分别位于江苏省张家港市,江苏省盐城市,安徽省宣城市及泰国大城府,目前我集团产品已远销欧美、日韩、5020028,000公司深耕传动摩擦材料行业二十余年,产品具有摩擦系数稳定,磨损率小,安全环保,爆裂强度高,良好的耐高温和低振颤等特点。公司以其稳定的产品品质赢得客户信赖,具有良好的行业口碑,产品广泛应用于中国重汽、一汽解放、东风汽车、北汽福田、陕汽集团、三一集团、玉柴集团、标志汽车、雷诺汽车、尼桑汽车、/ISO14001:20152021（920119.BJ）12112641.88元，网上发行数量1440万股，发行市盈率14.99，中签率0.0570。（920159.BJ）119122格25元，网上发行数量1440万股，发行市盈率13.4，中签率0.0387。（920076.BJ）114119格10.76元，网上发行数量1624万股，发行市盈率14.97，中签率0.0211。（920050.BJ）11211515.98元，网上发行数量15227.9万股，发行市盈率14.99，中签率0.00277。（920086.BJ）161911.66元，网上发行数量1882.8万股，发行市盈率14.2，中签率0.0257。表12：本月北交所IPO发行资料序号 代码 名称 申购代码 申购日期 网上发行日期 上市日期 上市板 发行制度 发行价格发行后市盈1 920119.BJ 美德乐 920119.BJ2026-01-21 2025/10/28 2026-01-30 北交所 注册制 41.8800 14.99002920159.BJ2920159.BJ农大科技920159.BJ2026-01-192025/10/222026-01-28北交所注册制25.000013.40003920076.BJ国亮新材920076.BJ2026-01-142025/10/152026-01-22北交所注册制10.760014.97004920050.BJ爱舍伦920050.BJ2026-01-122025/10/162026-01-21北交所注册制15.980014.99005920086.BJ科马材料920086.BJ2026-01-062025/10/172026-01-16北交所注册制11.660014.2000本月最新公告排队企业情况14115172132020122回0家，上市委通过8家，提交注册5家，注册生效9家。表IPO

股)1A24071.BJ恒兴股份股)1A24071.BJ恒兴股份湖南恒兴新材料科技股份有限公司2026-01-30已回复(第二次)2,097.008,388.0036,679.73湖南2A25088.BJ欣战江江苏欣战江纤维科技股份有限公司2026-01-30已回复(第二次)1,895.007,580.0034,616.44江苏3A25093.BJ鸿仕达昆山鸿仕达智能科技股份有限公司2026-01-30上市委-通过1,350.005,616.0021,695.31江苏4A25102.BJ海昌智能鹤壁海昌智能科技股份有限公司2026-01-30上市委-通过2,666.672,666.6745,200.00河南5A25122.BJ中科仪中国科学院沈阳科学仪器股份有限公司2026-01-30提交注册5,200.005,200.0082,548.33辽宁6A26009.BJ华电光大北京华电光大环境股份有限公司2026-01-30已受理2,800.0015,800.0026,000.91北京7A25034.BJ普昂医疗普昂(杭州)医疗科技股份有限公司2026-01-30注册生效1,058.281,058.2839,525.50浙江8A25021.BJ新恒泰浙江新恒泰新材料股份有限公司2026-01-30注册生效4,109.0016,436.0038,000.00浙江9A24096.BJ觅睿科技杭州觅睿科技股份有限公司2026-01-30注册生效1,360.555,442.1831,391.62浙江10A25072.BJ通宝光电常州通宝光电股份有限公司2026-01-30注册生效1,879.347,517.3433,000.00江苏11A25092.BJ振宏股份振宏重工(江苏)股份有限公司2026-01-30已问询(第二次)2,291.3010,156.3045,097.50江苏12A24054.BJ方意股份江苏方意摩擦材料股份有限公司2026-01-29已问询1,390.715,562.8417,600.00江苏13A25012.BJ锐牛股份锐牛股份有限公司2026-01-29已问询1,700.006,800.0024,119.16江苏14A25016.BJ延安医药上海延安医药洋浦股份有限公司2026-01-29已问询4,230.0016,920.0035,800.00海南15A25038.BJ苏讯新材江苏苏讯新材料科技股份有限公司2026-01-29已问询902.006,015.9347,413.15江苏16A25074.BJ睿信电器湖北睿信汽车电器股份有限公司2026-01-29已问询2,000.008,000.0031,000.00湖北17A25112.BJ里得科技武汉里得电力科技股份有限公司2026-01-29已回复(第二次)2,121.008,484.0023,668.99湖北18A25198.BJ斯坦德斯坦德检测集团股份有限公司2026-01-29已问询630.006,930.4316,000.00山东19A25207.BJ文峰光电淮南文峰光电科技股份有限公司2026-01-29已问询2,000.008,000.0027,669.77安徽20A25215.BJ元立光电东莞市元立光电股份有限公司2026-01-29已问询978.003,912.0030,000.00广东21A25224.BJ辛帕智能上海辛帕智能科技股份有限公司2026-01-29已问询1,808.127,232.4933,010.88上海22A25230.BJ新涛智控浙江新涛智控科技股份有限公司2026-01-29已问询1,666.676,666.6720,672.37浙江23A25237.BJ友邦股份友邦散热器(常熟)股份有限公司2026-01-29已问询1,308.576,428.5727,922.48江苏24A25241.BJ中水三立中水三立数据技术股份有限公司2026-01-29已问询1,800.007,250.0020,000.00安徽25A25242.BJ能源科技京东方能源科技股份有限公司2026-01-29已问询41,423.00165,692.0146,987.19北京26A25245.BJ科州药物上海科州药物股份有限公司2026-01-29已问询843.80843.8060,000.00上海27A25246.BJ邦特科技江阴邦特新材料科技股份有限公司2026-01-29已问询1,888.337,553.3328,183.34江苏28A25247.BJ凯龙洁能新疆凯龙清洁能源股份有限公司2026-01-29已问询5,500.0022,000.0040,000.00新疆维吾尔自治区29A25249.BJ皇裕精密皇裕精密技术(苏州)股份有限公司2026-01-29已问询3,350.5813,402.3329,811.94江苏30A25259.BJ羽玺新材四川羽玺新材料股份有限公司2026-01-29已问询2,700.0010,900.0021,013.00四川31A25261.BJ玉健健康宁波玉健健康科技股份有限公司2026-01-29已问询2,000.007,400.0030,000.00浙江32A25262.BJ宇特光电江苏宇特光电科技股份有限公司2026-01-29已问询1,766.677,066.6728,000.00江苏33A25265.BJ重数传媒重庆广电数字传媒股份有限公司2026-01-29已问询1,500.006,000.0042,469.58重庆34A25266.BJ云眼视界江西云眼视界科技股份有限公司2026-01-29已问询1,000.004,000.0220,000.00江西序号证券代码 公司简称 公司全称 最新公告日审核状

总股本(万

(万元) 企业注册地35A25030.BJ艾斯迪艾斯迪工业技术股份有限公司2026-01-28已问询1,700.001,700.0024,000.00天津36A25065.BJ恒道科技浙江恒道科技股份有限公司2026-01-28上市委-通过1,308.005,232.0040,301.66浙江已回复(第二37A25110.BJ龙辰科技湖北龙辰科技股份有限公司2026-01-28次)3,399.8513,599.3937,544.64湖北38A25248.BJ远大健科远大健康科技(天津)股份有限公司2026-01-28已问询1,700.006,800.0053,092.91天津39A25272.BJ森峰激光济南森峰激光科技股份有限公司2026-01-28已问询1,900.007,600.0035,164.40山东40A25081.BJ赛英电子江阴市赛英电子股份有限公司2026-01-28提交注册1,080.004,320.0027,000.00江苏41A25006.BJ晨光电机舟山晨光电机股份有限公司2026-01-28提交注册2,066.678,266.6739,900.00浙江已问询(第二42A24082.BJ奥图股份济南奥图自动化股份有限公司2026-01-28次)1,550.009,373.7321,326.06山东已回复(第二43A24085.BJ华汇智能广东华汇智能装备股份有限公司2026-01-28次)1,700.006,800.0134,441.78广东44A22107.BJ卓海科技无锡卓海科技股份有限公司2026-01-28已回复2,389.569,558.2370,000.00江苏45A24067.BJ安达股份湖州安达汽车配件股份有限公司2026-01-27已回复(第三次)2,800.0011,200.0036,153.53浙江46A25036.BJ吉宝股份浙江吉宝智能装备股份有限公司2026-01-27已问询1,290.005,160.0022,000.00浙江47A25199.BJ科建股份科建高分子材料(上海)股份有限公司2026-01-27已问询1,390.006,780.0518,500.00上海48A25202.BJ环能涡轮常州环能涡轮动力股份有限公司2026-01-27已问询2,200.008,800.0059,709.86江苏49A25226.BJ天元重工德阳天元重工股份有限公司2026-01-27已问询5,710.0022,830.0027,946.88四川50A25227.BJ芬尼股份广东芬尼科技股份有限公司2026-01-27已问询3,505.7013,910.8245,000.00广东51A25232.BJ凯得智能广东凯得智能科技股份有限公司2026-01-27已问询1,800.008,050.0028,579.58广东52A25251.BJ莫森泰克芜湖莫森泰克汽车科技股份有限公司2026-01-27已问询1,700.0012,302.0058,016.92安徽53A25253.BJ幺麻子幺麻子食品股份有限公司2026-01-27已问询4,400.0017,600.0056,827.39四川54A25256.BJ尚睿科技尚睿科技股份有限公司2026-01-27已问询523.205,813.3232,138.25广东已回复(第二55A25001.BJ新富科技安徽新富新能源科技股份有限公司2026-01-27次)1,156.134,624.5040,930.57安徽56A25026.BJ创达新材无锡创达新材料股份有限公司2026-01-26提交注册1,232.931,232.9330,000.00江苏57A25053.BJ天运股份广德天运新技术股份有限公司2026-01-26已问询3,017.5715,087.8722,482.41安徽58A25117.BJ世纪数码郑州新世纪数码科技股份有限公司2026-01-26已回复1,100.004,434.0041,946.27河南59A25214.BJ定西高强定西高强度紧固件股份有限公司2026-01-26已回复1,510.006,038.0038,514.87甘肃60A25216.BJ鑫巨宏无锡鑫巨宏智能科技股份有限公司2026-01-26已问询2,105.008,420.0069,122.00江苏61A25231.BJ旭阳新材内蒙古旭阳新材料股份有限公司2026-01-26已问询3,964.0615,856.2355,045.97内蒙古自治区62A25273.BJ易事达易事达光电(广东)股份有限公司2026-01-26已问询1,143.751,143.7536,336.66广东63A25004.BJ隆源股份宁波隆源股份有限公司2026-01-26提交注册1,700.006,800.0056,000.00浙江64A24086.BJ欧伦电气浙江欧伦电气股份有限公司2026-01-26已问询(第二次)1,900.001,900.0075,371.00浙江65A25047.BJ海圣医疗浙江海圣医疗器械股份有限公司2026-01-26注册生效1,129.417,529.4137,042.54浙江已回复(第二66A22149.BJ北方实验北方实验室(沈阳)股份有限公司2026-01-23次)2,500.0010,000.0041,200.00辽宁67A24050.BJ拓普泰克深圳市拓普泰克技术股份有限公司2026-01-23上市委-通过1,155.905,779.4931,375.18广东四川美康医药软件研究开发股份有限68A25089.BJ美康股份公司2026-01-23已回复1,875.007,498.0038,510.01四川69A25114.BJ建工资源北京建工资源循环利用股份有限公司2026-01-23已回复3,788.0015,151.9927,741.86北京70A25024.BJ悦龙科技山东悦龙橡塑科技股份有限公司2026-01-23注册生效2,199.328,299.3228,900.00山东已回复(第二71A25083.BJ正大种业襄阳正大种业股份有限公司2026-01-23次)4,804.9519,219.7928,326.06湖北72920180.BJ爱得科技苏州爱得科技发展股份有限公司2026-01-23注册生效2,953.0811,812.3019,701.89江苏73A21224.BJ固力发固力发集团股份有限公司2026-01-23已回复4,433.3317,733.3352,889.29浙江已回复(第二74A22203.BJ嘉晨智能河南嘉晨智能控制股份有限公司2026-01-22次)1,700.006,800.0026,017.63河南75A25007.BJ弥富科技弥富科技(浙江)股份有限公司2026-01-22上市委-通过1,953.307,813.1915,935.00浙江已问询(第二76A25011.BJ尚研科技广东尚研电子科技股份有限公司2026-01-22次)1,600.006,400.0040,137.60广东77A25270.BJ先临三维先临三维科技股份有限公司2026-01-22已问询2,000.005,000.0055,000.00浙江已问询(第二78A24080.BJ睿健医疗四川睿健医疗科技股份有限公司2026-01-22次)4,300.0034,993.0448,200.00四川79A24057.BJ百瑞吉常州百瑞吉生物医药股份有限公司2026-01-21上市委-通过920.72920.7210,593.10江苏已回复(第二80A25124.BJ乔路铭乔路铭科技股份有限公司2026-01-21次)5,000.0041,631.0465,820.17浙江81A25218.BJ培源股份宁波培源股份有限公司2026-01-21已问询2,200.008,945.0029,748.18浙江82A25209.BJ昌德科技昌德新材科技股份有限公司2026-01-20已问询4,466.1517,864.6050,000.00湖南83A25254.BJ国贵科技重庆国贵赛车科技股份有限公司2026-01-20已问询2,148.302,148.3045,585.07重庆已回复(第二84A21264.BJ中健康桥中健康桥医药集团股份有限公司2026-01-19次)2,513.1910,052.7555,918.66西藏自治区85A25212.BJ富士智能珠海富士智能股份有限公司2026-01-19已问询3,530.2717,800.0030,842.86广东86A25221.BJ宏景电子芜湖宏景电子股份有限公司2026-01-19已问询3,902.0015,608.0054,029.40安徽87A25235.BJ济人药业安徽济人药业股份有限公司2026-01-19已问询9,045.2545,226.2552,527.96安徽已回复(第二88A24069.BJ小小科技安徽省小小科技股份有限公司2026-01-19次)980.005,457.3322,000.00安徽已回复(第二89A22362.BJ尚航科技广州尚航信息科技股份有限公司2026-01-16次)6,163.1724,652.6818,800.00广东上市委会议暂90A25056.BJ信胜科技浙江信胜科技股份有限公司2026-01-16缓3,800.0014,300.0044,935.53浙江91A16062.BJ族兴新材长沙族兴新材料股份有限公司2026-01-16注册生效2,300.0012,000.0020,810.61湖南92A25022.BJ鑫森炭业福建省鑫森炭业股份有限公司2026-01-15已问询1,500.0013,730.0025,600.00福建93A25045.BJ星基智造江苏星基智造科技股份有限公司2026-01-15已问询1,100.004,400.0023,430.06江苏94A25061.BJ高义包装广东高义包装科技股份有限公司2026-01-15已回复3,629.3314,517.3258,000.00广东95A25105.BJ博韬合纤湖北博韬合纤股份有限公司2026-01-15已问询(第二次)1,536.576,146.2934,515.43湖北96A25255.BJ铁近科技苏州铁近机电科技股份有限公司2026-01-15已问询1,511.806,047.2139,488.28江苏97A25163.BJ凯达重工江苏凯达重工股份有限公司2026-01-15中止6,000.0022,500.0029,477.43江苏已回复(第二广西壮族自治98A24064.BJ双英集团广西双英集团股份有限公司2026-01-14次)3,802.163,802.1649,835.98区99A24081.BJ瑞尔竞达明光瑞尔竞达科技股份有限公司2026-01-14上市委-通过4,435.0017,739.5433,498.10安徽已问询(第二100A25029.BJ新睿电子临海市新睿电子科技股份有限公司2026-01-14次)640.003,440.0013,969.44浙江101A25240.BJ犇星新材湖北犇星新材料股份有限公司2026-01-14已问询4,001.0040,001.0078,000.00湖北102A24070.BJ菊乐股份四川菊乐食品股份有限公司2026-01-13已回复2,312.0711,560.3655,166.51四川已回复(第二103A24084.BJ天康制药天康制药股份有限公司2026-01-13次)3,000.0028,450.1552,695.13江苏104A25128.BJ杰锋动力杰锋汽车动力系统股份有限公司2026-01-13已问询742.955,695.9540,000.00安徽105A25113.BJ提牛科技上海提牛科技股份有限公司2026-01-13已回复1,079.741,079.7430,000.00上海106A25211.BJ佳宏新材芜湖佳宏新材料股份有限公司2026-01-12已问询1,262.585,050.3342,466.00安徽107A25057.BJ龙鑫智能常州市龙鑫智能装备股份有限公司2026-01-09已回复(第二次)2,246.008,984.0045,821.00江苏108A25159.BJ南方乳业贵州南方乳业股份有限公司2026-01-09已回复(第二次)5,000.005,000.0075,000.00贵州109A24078.BJ海菲曼昆山海菲曼科技集团股份有限公司2026-01-09注册生效1,280.835,123.3343,000.00江苏110A25014.BJ衡美健康浙江衡美健康科技股份有限公司2026-01-09中止1,666.676,666.6750,130.81浙江111A24052.BJ邦泽创科广东邦泽创科电器股份有限公司2026-01-08上市委-通过1,000.001,000.0040,032.12广东112A25096.BJ赞同科技赞同科技股份有限公司2026-01-08中止7,000.0028,000.0029,357.77上海已回复(第二113A25027.BJ天健新材广东省天行健新材料股份有限公司2026-01-07次)1,427.865,711.4339,685.53广东广东省城乡规划设计研究院科技集团114A25115.BJ广规科技股份有限公司2026-01-07已回复4,000.0016,000.0070,485.15广东已回复(第三115A24037.BJ正导技术浙江正导技术股份有限公司2026-01-06次)3,334.0013,334.0024,521.53浙江116A25020.BJ科金明深圳市科金明电子股份有限公司2026-01-06已回复920.003,672.7529,950.00广东117A25059.BJ长鹰硬科昆山长鹰硬质材料科技股份有限公司2026-01-06已回复2,571.4310,285.7135,925.51江苏118A25067.BJ珈凯生物上海珈凯生物股份有限公司2026-01-06已回复1,025.835,129.1530,955.92上海已回复(第二119A25107.BJ华宇电子池州华宇电子科技股份有限公司2026-01-06次)2,115.008,459.8132,000.00安徽120A21283.BJ奉天电子上海奉天电子股份有限公司2026-01-06中止3,542.6714,170.6746,492.86上海121A25039.BJ高腾机电浙江高腾机电制造股份有限公司2026-01-06中止1,012.646,750.9623,993.08浙江122A25116.BJ中裕铁信中裕铁信交通科技股份有限公司2026-01-06中止4,077.4616,309.8330,000.00河北已回复(第二123A24088.BJ永超新材上海永超新材料科技股份有限公司2026-01-05次)800.00800.0015,000.00上海124A21122.BJ华达通惠州市华达通气体制造股份有限公司2026-01-05中止1,300.006,430.0026,500.00广东125A21236.BJ德芯科技成都德芯数字科技股份有限公司2026-01-05中止2,000.002,000.0033,092.27四川126A24046.BJ艾科维江苏艾科维科技股份有限公司2026-01-05中止2,666.6710,666.6760,000.00江苏127A24056.BJ江锅股份江苏江锅智能装备股份有限公司2026-01-05中止3,211.1112,844.4435,000.00江苏128A25009.BJ耀泰股份宁波耀泰光电科技股份有限公司2026-01-05中止2,050.008,200.0037,170.01浙江129A25017.BJ永大股份江苏永大化工机械股份有限公司2026-01-05中止4,652.0018,608.0045,781.02江苏130A25048.BJ吉和昌武汉吉和昌新材料股份有限公司2026-01-05中止2,800.0011,133.0828,957.94湖北131A25070.BJ华来科技天津华来科技股份有限公司2026-01-05中止2,000.002,000.0031,788.95天津132A25071.BJ金戈新材广东金戈新材料股份有限公司2026-01-05中止2,231.748,926.9520,495.67广东133A25076.BJ贝尔生物北京贝尔生物工程股份有限公司2026-01-05中止2,500.0010,000.0053,672.02北京134A25079.BJ苏州双祺苏州双祺自动化设备股份有限公司2026-01-05中止1,445.001,445.0020,284.00江苏汉盛(上海)海洋装备技术股份有限公135A25099.BJ汉盛海装司2026-01-05中止1,600.006,