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河南资本市场月报(2025年第1期)
中原证券·2025-02-27 10:49

Economic Performance and Comparison - In 2024, China's GDP reached 13,490.84 billion yuan, growing by 5.0% year-on-year, with the growth target achieved under supportive policies [6][9] - Henan Province's GDP reached 635.90 billion yuan, with a year-on-year growth of 5.1%, ranking sixth nationally and first in Central China [6][16] - The industrial production in Henan accelerated, with a significant increase in the added value of industries above designated size, growing by 8.1% [18][19] Macro Policy Tracking - In 2024, a series of policies were introduced to promote economic stability, improve the capital market, and deepen reforms [6][29] - Henan's government implemented policies to stabilize the economy and support technological innovation, including plans for logistics and consumption upgrades [36][37] Securities Market Performance - In 2024, the Henan Index increased by 5.36%, underperforming compared to the Shanghai Composite Index and the CSI 300 Index [6] - The top three A-share performers in Henan were Hengtuo Kaiyuan (141.24%), Yutong Bus (114.67%), and Huifeng Diamond (112.36%) [6] Listed Companies - By the end of 2024, Henan had 137 listed companies, with a total market value of 1,397.33 billion yuan, reflecting a 2.98% increase from the previous year [6][19] - In 2024, two companies completed their IPOs in Henan, while ten companies withdrew their applications [6][20] Investment Recommendations - In 2025, it is recommended to focus on investment opportunities in companies listed on the Sci-Tech Innovation Board and the Beijing Stock Exchange, as well as those with merger and acquisition potential [6][19]