> 数据图表我想了解一下3.7 北交所建议关注表2025-5-43.7 北交所建议关注表数据来源：Wind，东吴证券研究所（截至2025年5月14日）40行业代码名称概念市值（亿元）收盘价（元）2024营收（亿元）2024归母净利润（亿元）2024营收2024同比归母净利润同比25Q1营收（亿元）25Q1归母净利润（亿元）25Q1营收25Q1归母净同比利润同比2025Q1ROE2025Q1ROA（%，年化）（%，年化）PE(TTM)PB(LF)相对发行价涨跌幅（%）108.5%145.4%287.2%302.1%11.132.158.231.63.04.66.46.278.612.5330.4%64.17.932.527.635.129.336.349.451.637.65.82.97.36.16.54.35.27.098.9%-7.4%122.1%167.7%135.6%232.2%183.6%187.4%228.6%172.1%27.56%53.10%22.0%17.5%10.86%0.94%23.14%86.13%48.75%119.77%32.23%12.54%7.03%19.21%56.55%224.31%52.41%156.90%9.1%20.6%14.8%11.9%22.4%6.6%4.9%3.4%124.210.9444.7%16.0%9.7%6.8%15.3%2.5%2.7%18.820.320.717.238.13.33.02.24.32.7177.1%50.8%71.0%173.9%142.8%-88.29.4396.3%62.51%66.25%41.6%31.2%52.024.4859.2%26.08%9.66%5.6%-3.08%-11.34%12.2%-29.98%-78.07%2.8%4.1%9.9%2.1%34.456.563.83.64.34.8212.4%377.2%157.9%机械设备 834599.BJ 同力股份工业互联网,无人驾驶,西部大开发,高股息精选95.3920.8561.45机械设备 830879.BJ 基康仪器 抽水蓄能,数据要素,智慧城市,机器视觉,核电,水利,物联网,风电26.6315.953.57机械设备 831689.BJ 克莱特核电,海工装备,风电,高端装备30.7041.825.29机械设备 830839.BJ 万通液压军工,军民融合,新能源汽车,风电38.3532.176.29机械设备 833509.BJ 同惠电子华为概念,机器人概念,汽车芯片43.9627.161.94机械设备 836720.BJ 吉冈精密5G,减速器,华为汽车,宁德时代概念39.7220.885.77机械设备 836395.BJ 朗鸿科技华为手机,华为概念,安防24.0215.741.59汽车834058.BJ 华洋赛车两轮车,中俄贸易概念,体育产业20.5636.655.27汽车873690.BJ 捷众科技新能源汽车,精密零部件16.5825.002.86汽车837663.BJ 明阳科技新能源汽车,汽车智能化28.8927.993.04汽车832978.BJ 开特股份传感器,小米汽车,新能源汽车,比亚迪概念43.8824.488.26汽车430418.BJ 苏轴股份军工,新能源汽车,机器人概念55.4940.987.15电子832491.BJ 奥迪威人形机器人,传感器,低空经济,医疗器械概念44.6231.616.17电子833346.BJ 威贸电子低空经济,家用电器,智能家居,智能物流23.8629.572.60计算机870976.BJ 视声智能人脸识别,数据安全,智能医疗19.8928.032.49通信838924.BJ 广脉科技东数西算(算力),信创,养老概念33.9831.594.02基础化工 832225.BJ 利通科技地下管网,数据中心,核电,油气开采23.2118.294.84基础化工 871694.BJ 中裕科技一带一路,页岩气24.7018.595.99基础化工 832089.BJ 禾昌聚合小米概念,比亚迪概念,碳纤维25.7617.1016.13电力设备 833523.BJ 德瑞锂电人民币贬值受益,锂电池概念26.8326.495.20电力设备 834062.BJ 科润智控储能,充电桩,光伏概念,军工19.4810.4413.487.930.770.551.090.500.570.580.560.630.791.381.510.880.450.480.271.071.051.211.510.434.9%8.6%4.1%-6.0%14.5%26.0%36.6%10.1%23.6%18.0%26.5%12.4%32.1%13.7%5.3%-4.5%-0.3%29.0%6.0%-9.8%37.0%30.5%32.6%28.2%9.4%56.9%18.9%21.2%21.3%13.9%14.3%21.8%8.0%-19.8%-10.2%-17.3%13.8%50.1%34.3%4.4%182.5%-41.3%机械设备 833284.BJ 灵鸽科技人造肉,固态电池,宁德时代概念29.1227.792.11-0.44-20.3%-353.8%美容护理 832982.BJ 锦波生物创新药,医疗器械概念,合成生物,重组蛋白416.00469.9914.43食品饮料 833429.BJ 康比特DeepSeek概念,数字经济,电子商务,网红经济31.1124.9910.40农林牧渔 839371.BJ 欧福蛋业电子商务,融资融券,预制菜24.5111.939.06轻工制造 833075.BJ 柏星龙AIGC概念,IP经济(谷子经济),文化传媒概念19.7230.435.927.320.890.460.4184.9%23.3%-6.8%10.2%144.3%1.4%5.6%-10.5%15.360.781.251.670.391.550.471.780.730.852.401.711.570.730.610.811.241.844.351.183.200.393.661.942.260.981.870.200.110.340.100.160.150.120.140.200.400.350.230.110.150.070.360.310.340.340.120.041.690.120.170.0328.34%58.45%19.07%44.91%23.7%12.9%7.11%-14.84%9.4%17.57%60.72%23.84%125.39%48.45%49.27%68.78%69.93%264.24%161.79%22.5%11.5%12.7%27.4%13.1%44.24%-15.49%9.6%43.27%18.53%48.05%41.60%2.28%6.60%26.25%12.90%19.02%18.02%20.6%23.0%16.7%9.0%9.6%9.5%10.8%5.6%17.3%9.9%7.1%6.2%8.5%16.4%13.5%14.5%7.8%8.1%21.4%37.512.1东吴证券综合其他
