北交所5周年关注制度优化与流动性改善与资金扩容三重共振

内容目录北交所本周市场回顾 4指数回顾 4个股表现 5新股上市情况 5公司公告 7新闻动态 7投资建议 8风险提示 8图表目录图1.本周指数涨跌幅情况 4图2.2025年至今北证A股&科创板&创业板市盈率中位数走势 5图3.北交所本周涨幅前十（） 5图4.北交所本周跌幅前十（） 5表1：本周北证A股日成交额情况 4表2：本周北证A股日换手率情况 4表3：2025年至今北交所上市新股基本情况 6北交所本周市场回顾指数回顾本周上证指数下降0.56，北证A股指数上涨2.51,跑赢上证综指3.06pct;北证50数上涨2.24,跑赢上证综指2.8pct;创业板指数下降2.82，科创板指数下降4.64。图1.本周指数涨跌幅情况北证A股 北证50上证指数北证A股 北证50上证指数沪深300 创业板 科创板 科创502.001.000.00-1.00-2.00-3.00-4.00-5.00-6.00花顺iFind，国投证券证券研究所流动性方面，本周北证A股总成交额为1054.08亿元，北证50总成交额222.18亿元，占北证A股总成交额的21.08。北证A股日均成交额210.82亿元，较8月24日到8月28日上涨47.08。区间日均换手率为3.95，较8月24日到8月28日上涨1.58pct。表1：本周北证A股日成交额情况成交额（亿元）周环比（pct，较8月24日-28日）周一147.935.8周二190.4950.6周三294.19119.0周四215.3940.5周五206.0826.7日均成交额210.8247.1花顺iFind，国投证券证券研究所表2：本周北证A股日换手率情况换手率（）周环比（pct，较8月24日-28日）周一2.840.61周二3.881.85周三5.493.26周四3.831.38周五3.690.80日均换手率3.951.58花顺iFind，国投证券证券研究所202694A43.28X；PE38.36X、37.58X。图2.2025年至今北证A股&科创板&创业板市盈率中位数走势北证A股 科创板 创业板6050403020100花顺iFind，国投证券证券研究所个股表现202694341图3.北交所本周涨幅前十图4.北交所本周跌幅前十504540352515

0-2-4-6-8-10-12-14-16-18-20花顺国投券证研究所 花顺国投券证研究所新股上市情况2025112026948114.98X。证券代码证券名称证券代码证券名称首发上市日期上市首日涨跌幅（）募集资金净额亿元首次发行价格元发行数量合计百万股首发市盈率920289.BJ华汇智能2026-09-04111.742.6317.7117.0014.99920071.BJ金钛股份2026-09-03149.284.049.7245.0013.41920288.BJ华大海天2026-08-28126.811.9212.5717.8813.50920093.BJ信胜科技2026-08-2161.604.4914.3536.009.2920059.BJ双英集团2026-08-1987.63.5511.1338.0212.99920107.BJ恒兴股份2026-08-1787.582.9216.0220.9713.67920138.BJ杰理科技2026-08-12182.45.6418.863314.99920165.BJ珈凱生物2026-08-11138.531.1519.267.2414.98920038.BJ森合高科2026-08-0566.244.929.0619.1111.49920258.BJ聚仁新材2026-08-03250.891.534.484014.97920065.BJ千岸科技2026-07-29105.763.7224.317.510.28920176.BJ维琪科技2026-07-27599.501.6522.168.8314.99920238.BJ长鹰硬科2026-07-24196.612.9214.9918.1014.99920079.BJ乔路铭2026-07-2230.996.5814.3650.0014.99920117.BJ龙鑫智能2026-07-1698.213.4617.8322.4614.99920081.BJ欧伦电气2026-07-1021.536.5438.6919.0012.78920136.BJ永励精密2026-07-0976.353.3619.2820.0014.99920189.BJ康美特2026-07-08400.611.508.1421.2114.98920193.BJ吉和昌2026-07-02616.552.088.5228.0014.98920222.BJ益坤电气2026-06-30258.001.0410.0912.8514.98920072.BJ科莱瑞迪2026-06-29211.651.9915.6214.8019.62920126.BJ永大股份2026-06-15126.963.267.7946.5214.98920083.BJ金戈新材2026-06-11433.781.839.6522.3214.99920206.BJ彩客科技2026-06-08170.382.1030.287.9714.98920211.BJ新睿电子2026-06-05800.671.4025.196.4014.99920218.BJ新天力2026-05-29270.802.5012.1923.4214.99920161.BJ龙辰科技2026-05-27344.632.719.2134.0014.98920220.BJ朗信电气2026-05-22390.633.3228.2913.2414.99920096.BJ嘉晨智能2026-05-18676.232.2114.4318.0014.99920178.BJ锐翔智能2026-05-15490.403.6029.4713.7514.99920200.BJ振宏股份2026-05-07356.854.2820.5822.9114.99920186.BJ中科仪2026-04-29344.057.7916.2152.0035.23920156.BJ海昌智能2026-04-2793.984.5220.9324.1214.98920125.BJ鸿仕达2026-04-24201.871.9416.5713.5014.99920191.BJ瑞尔竞达2026-04-2093.003.107.7144.3514.99920177.BJ恒道科技2026-04-1667.802.4121.8013.0814.99920012.BJ创达新材2026-04-13163.892.1419.5812.3314.99920181.BJ赛英电子2026-04-10120.712.7028.0010.8013.79920011.BJ晨光电机2026-04-0887.352.7815.5020.6714.96920055.BJ隆源股份2026-03-3153.043.7424.7017.0014.99920188.BJ悦龙科技2026-03-30115.102.7814.0421.9914.99920069.BJ普昂医疗2026/3/27136.561.6518.3810.5814.99920028.BJ新恒泰2026-03-20141.493.359.4041.0914.99920078.BJ族兴新材2026-03-18405.731.366.9823.0014.99920036.BJ觅睿科技2026-03-0991.912.4921.5213.6114.99920187.BJ通领科技2026-03-0541.424.1129.6215.6014.47920183.BJ海菲曼2026-03-04170.421.7719.7110.5314.99表3：2025年至今北交所上市新股基本情况920168.BJ通宝光电2026-02-2670.012.6816.1718.7914.99920166.BJ海圣医疗2026-02-12172.861.1312.6411.2913.99920180.BJ爱得科技2026-02-10176.791.977.6729.5314.98920119.BJ美德乐2026-01-30161.466.7041.8816.0014.99920159.BJ农大科技2026-01-28111.564.0025.0016.0013.20920076.BJ国亮新材2026-01-22160.781.7510.7618.0414.97920050.BJ爱舍伦2026-01-21175.592.4015.9816.9214.99920086.BJ科马材料2026-01-16371.272.0611.6620.9214.20920045.BJ蘅东光2025-12-31878.162.7831.5910.2514.99920121.BJ江天科技2025-12-25180.582.4821.2113.2114.50920035.BJ精创电气2025-12-02330.741.4512.1014.4613.47920124.BJ南特科技2025-11-27183.032.848.6637.1813.60920091.BJ大鹏工业2025-11-211015.0014.52920160.BJ北矿检测2025-11-18295.521.726.7028.3214.99920003.BJ中诚咨询2025-11-07170.081.7314.2714.009.69920009.BJ丹娜生物2025-11-03497.081.1517.108.0011.75花顺iFind，国投证券证券研究所公司公告【鑫汇科】公司在广东省佛山市设立控股子公司鑫汇科电子（广东）有限公司，注册资本为500万元，目前已完成工商注册登记手续并领取了《营业执照》。【新恒泰】公司实际控制人之一致行动人张中延采用集中竞价方式增持70,000股，增持比例0.0426，当前持股比例1.0300。0.1691，10.78080.05526.5999。2新闻动态工信部印发《人工智能中小企业创业支持计划（2026-2028年》829（2026-2028年120001010/jgsj/qyj/wjfb/art/2026/art_86c400b4473849818629663a94a6d44b.html十部门联合印发《促进中小企业发展“十五五”93“十五五”20308以上，专精特新“小巨人”2.2600“专精特新”专板建设；大力发展创业投资，设立国家中小企业发展基金二期，带动社会资本投早、投小、投长期、投硬科技。此外，规划鼓励高效