Beijing Stock Exchange stocks continue to surge, with the highest increase exceeding 170%! What to buy after the New Year?

Since the beginning of 2026, the North Exchange Market has maintained continuous enthusiasm, with the North Securities 50 Index rising a total of 6.20%, and individual stock performance showing clear differentiation. Among them, Liancheng Digital Control has led with a cumulative increase of over 170%, while Liu Jin Technology and Yineng Electric also performed well; at the same time, the number of companies with a market value of over 10 billion yuan has expanded to 12, with Bettery, Hengdong Guang, and Jinbo Biotech each exceeding 20 billion yuan in market capitalization, further strengthening the leading effect.

Liancheng Digital Control leads, with 26 stocks gaining more than 20%

Data shows that since 2026, there have been 26 stocks on the North Exchange with gains exceeding 20%, indicating a significant rebound in profit-making effects.

Among them, Liancheng Digital Control has surged by 172.98%, becoming the most dazzling star in the market.

Liancheng Digital Control is a leading supplier of crystal silicon growth and processing equipment in the photovoltaic and semiconductor industries, providing high-performance single crystal furnaces, wire saw equipment, grinding machines, wafer processing equipment, and argon recovery devices for customers in these sectors. The company’s multi-wire slicing machines for crystalline silicon have been recognized as “National Key New Products” by four ministries including the Ministry of Science and Technology, Ministry of Commerce, Ministry of Ecology and Environment, and the General Administration of Quality Supervision, Inspection and Quarantine.

During a research visit to institutions at the end of January, an organization inquired about the overall situation and future plans for the company’s semiconductor business. In response, the company stated that currently, the semiconductor business accounts for a relatively small proportion of the overall business. Compared to the mature and supply-demand conflicting photovoltaic market, the semiconductor industry, as a core foundation of modern technology industries, has broad market prospects and ongoing technological iteration needs. The company will continue to focus on development opportunities in the semiconductor sector and, based on market demand evolution and its own development stage, will flexibly and prudently optimize and adjust its business structure to capture new growth momentum in the broader tech blue ocean.

Following closely is Liu Jin Technology, which has achieved a year-to-date increase of 128.27%.

It is reported that Liu Jin Technology is currently independently developing the “Vision Hui Jing” media vertical large model, and has launched the “Vision Hui Jing” co-creation platform, aiming to build a complete business closed-loop from content creation to commercial implementation, accelerating the commercialization process; at the same time, it has launched AI mice, smart wearable watches, AI live streaming all-in-one machines, and other AI terminals and intelligent devices, continuously enriching its product matrix and improving overall business layout.

In addition, stocks such as Keli Co., Ltd., Minshida, Opal Tech, and Parallel Technology also performed well, distributed across new energy materials, low-altitude economy, photovoltaic testing, and computing power services, demonstrating the growth vitality of North Exchange “specialized, refined, characteristic, and innovative” enterprises.

Further strengthening of the 10-billion-yuan market cap lineup

Wind data shows that as of the close on February 13, the number of North Exchange companies with a market value exceeding 10 billion yuan has expanded to 12, including Bettery, Hengdong Guang, Jinbo Biotech, Shuguang Digital Innovation, Xingtu Testing and Control, Liancheng Digital Control, and Tiangong Co., covering high-growth sectors such as new energy, new materials, digital economy, and biomedicine. The lineup of leading enterprises continues to grow.

Among them, Bettery maintains its position as the “market cap king” of the North Exchange with a total market value of 332.47 billion yuan. As a global leader in lithium battery anode materials, benefiting from the rapid growth of new energy vehicles and energy storage industries, its performance and valuation have both risen. In December last year, Bettery and the Peking University Deep Research Institute’s Shenzhen-Hong Kong Hetao Science and Technology Innovation Center jointly launched the “New Material Intelligent Design Concept Verification Center,” aiming to connect laboratory R&D with industrial application, providing full-chain support from concept verification to technological incubation for new material innovation.

Hengdong Guang ranks second with a market value of 264.81 billion yuan. The company has released its 2025 annual performance forecast, expecting net profit attributable to the parent of 270 million to 310 million yuan, an increase of 82.95% to 110.05% year-on-year. The company focuses on fiber optic connections for AI data center networks and the independent design, R&D, integration, and packaging of passive optical devices. Its passive optical devices are mainly used in data centers and telecommunications. Driven by the rapid growth in AI computing power demand and accelerated data center construction, the market demand for passive optical devices continues to grow, leading to rapid increases in sales revenue and profits.

In addition, other companies with market values over 10 billion yuan include Jinbo Biotech, Shuguang Digital Innovation, and Xingtu Testing and Control. These enterprises mostly specialize in niche fields, possess core technologies, and have strong profitability, representing typical examples of North Exchange serving innovative small and medium-sized enterprises.

“Spring Market” Focus: What to Watch?

For the future, many securities firms are optimistic about the North Exchange’s “spring market.”

Galaxy Securities believes that after several years of operation, the “spring market” has begun to emerge, driven by policy expectations, thematic investments, liquidity improvements, performance vacuum periods, and valuation repairs.

North Exchange companies still have good annual performance expectations, with active trading in the sector, and valuations relatively low at this stage. Galaxy Securities suggests that under the influence of events and policies, a spring seasonal rally may emerge from the subdivided tracks of new quality productivity.

Investment recommendations from Galaxy Securities include:

1. Top-down focus on new quality productivity in North Exchange, paying attention to sectors such as new energy (hydrogen, nuclear fusion), embodied intelligence (robot industry chain components), biomanufacturing, mobile communications, and emerging consumer industries, especially companies with “scarce” business models and main products in the A-share market.

2. Bottom-up screening based on financial indicators, focusing on companies with high performance growth, strong R&D investment, large capacity release potential, and robust growth prospects, with “strong and lasting” development potential.

Looking into mid-2026, Huayuan Securities recommends continuing to focus on several main lines:

1. Continuing to promote the construction of North Exchange index systems, accelerating the launch of the North Securities 50 ETF, with expected incremental funds, and paying attention to indices with large weights, solid fundamentals, and attractive valuations.

2. Establishing more public fund products mainly investing in small- and mid-cap stocks, focusing on long-term performance stability and growth, especially those with rare new quality productivity attributes.

3. For tracks such as energy storage, commercial aerospace, robotics, and AI, which have strong policy support and high growth certainty, focus on targets with high technological barriers and growth elasticity.

4. Emphasize expanding domestic demand and consumption, paying attention to service consumption-related targets.

(Source: Beizheng Information)