界面新闻记者 | 张艺

benzhouaguxianshougujiejinguimohuanbidafuxiajiang。

windshujutongjixianshi，benzhougongyou42jiagongsixianshougujiejin，jiejinshuliang25.64yigu，yizuixinshoupanjiajisuan（xiatong），jiejinshizhi271.25yiyuan。

benzhoujiejinshizhichaoguo10yiyuandegongsiyou9jia，qiansanfenbieweiguotoudianli（600886.sh）、dongxingufen（688110.sh）hezhengbangkeji（002157.sz）。

jiejinshuliangchaoguo1yigudegongsigong6jia，qiansanfenbieweizhengbangkeji、guotoudianlihechuannengdongli（000155.sz）。

qianyishizhidianliqiyeguotoudianlishibenzhoujiejinguimozuidadegongsi。genjugonggao，gongsi12yue9riyou4.88yigudingzengxianshougushangshiliutong，zhanzonggubende6.55%，yueheshizhi77.54yiyuan。

zheishiguotoudianlisannianqiandingzengfaxingdegufen，jiejingudongzhiyouyijia，zheikonggugudongguojiakaifatouzijituanyouxiangongsi（xiachengguotoujituan）。

guotoudianliqunianyejizengzhangjiaohao，yingshouzengfu12.32%；guimujinglirunzengfugenggao，wei64.31%。buguojinnianqiansanjiduyejizengsudafufanghuan，yingshouhejinglirunzengsujunbuchaoguoliangweishu。

国投电力近三年股价整体处于上升之势，国投集团的解禁收益率为127.85%，股东账面浮盈约43亿元。不过，因解禁数量占比小，且筹码集中在控股股东之手，公司此次解禁压力较小。

gonggaoxianshi，shangshisannianyejibianliandekechuangbangongsidongxingufen12yue10riyou1.66yigushoufaxianshougujiejin，zhanzonggubenbilide37.47%，yuehejiejinshizhi37.88yiyuan。

dongxingufenshiyijiacunchuxinpianshejigongsi。cicijiejingudonggongliangjia，fenbieweikonggugudongdongfanghengxinjituanyouxiangongsihesuzhoudongxinkechuangguquantouzihehuoqiye（youxianhehuo）。

yejifangmian，dongxingufenshangshihouyejichixuxiaxingzhizhikuisun。gongsizai2021nianhe2022nianyingshouguimohainengtupo11yiyuan，dao2023niangongsiyingshouxiajiangchaoguo50%zhi5.31yiyuan。

guimujinglirunfangmian，dongxingufen2022niansuiranxiahuayue30%，danrengshixianle1.85yiyuandezhengshouyi。dao2023nian，gongsizhijiejukui3.06yiyuan。

jinniandongxingufenyejishaoyouhaozhuan，danyirankuisun。qiqiansanjiduyingyeshouru4.47yiyuan，tongbizengzhangyue20%，rengyuanbujishangshizhichu；tongshikuisun1.30yiyuan，kuisunfuduyousuoshouzhai。

zaijiejinqiandezheigeyue，dongxingufenpinfanjieshoujigoudiaoyan，11yueyilaipiluleduodaliufentouzizhejiaoliujiyao。

“jinnianshangbannianzhenggeshichangdejingqiduhaibucuo，jinruxiabannianshichangreduburuyuqi，sanjiduhesijidushichangbijiaopingjing。”dongxingufenfuzongjingli、dongmijiangyuzhoubiaoshi，zhanwangweilai，yujimingnianshangbanniandeshichangxuqiuhuiyanxujinnianxiabanniandequshi。congyingyongqingkuanglaikan，guoneiwangtongfangmianguangmaohefttrdezhaobiaojihuarengzaiwenbujinxing。

juticonggongxuliangfangmianlaikan，jiangyuzhoucheng，xianzaizhenggecunchuxingye，buguanshidarongliangdecunchu，haishizhongxiaorongliangdecunchu，doucunzaixuqiuhegongyingduanshaoyoushihengdezhuangtai，jinnianxiabannianlijixingdramjiagedeyalihaishibijiaodade。“womenyezaijijididiaozhengchengbenduandebufen。zhanwangweilai，muqiankanlaimingnianshangbanniankenenghuiweichixianzaidejiageshuiping。”

业绩欠佳，股价也难有起色。东芯股份IPO发行价为30.18元/股，不过今年公司股价最低曾跌至14元/股，近期一波行情过后，公司股价回升至22.86元/股，较发行价仍有超过20%的折价。

jiejingudonghuifoujianchiyebeigudongsuoguanzhu，zaitouzizhehudongpingtaishang，youtouzizhetiwendagudongjiejinhouhuifoujianchiyishi，dongxingufendongmibingweizhengmianhuifubingcheng，dagudonghuizunshouxiangguanguidingjichengnuo，anguidinglvxingxinxipiluyiwu。

zhurouguzhengbangkejibenzhouyou10.56yiguxianshougushangshi，zhanzonggubenbili11.36%，yueheshizhi34.42yiyuan。

此次解禁涉及股东共17位，为一年前重整投资人的转增股票，限售期12个月。解禁筹码分散，解禁压力较大。

jinglilezhongzhenghou，cengjingdezhuroudahuzhengbangkejiyejizaihaozhuan。gongsi2021nianhe2022nianfenbiejukui188yiyuanhe134yiyuan。2024nianqiansanjidugongsishixianguimujinglirun3.01yiyuan，buguokoufeiguimujinglirunrengkuisunjin3yiyuan。

zhengbangkejicunzaizichanzhuruyuqi。gongsijinqibiaoshi，jugoutong，konggugudongshuangbaotaijituanhuianzhaochengnuoyaoqiu，zaizhongzhengwanchenghoude2nianneiqidongzichanzhuru，zaizhongzhengwanchenghoude4niannei，wanchengxiangguanzichandezhuru。

zaishengzhuyewushang，gongsiyujiniandidenengfanmuzhushuliangjiangyou28wantouyishang，duiyingmingniandezhengtichulanshuliangyujizai700wantouyishang。dangxiazhengbangkejichannengliyonglvbuzu50%。gongsibiaoshi，huizhubujiangxianzhichannengliyongqilai，zhengquzaiweilailiangnianhou，lanweiliyonglvdadaojiaogaodebili。

本周解禁数量占总股本比例超过50%的公司2家，分别为无锡晶海（836547.BJ）和粤万年青（301111.SZ）。

jiejinshuliangshijiejinqianliutongguyibeiyishangdegongsigongjiyou3jia。chushangshu2jiawai，haiyouyongdagufen（001239.sz），junweishoufaxianshougujiejin。youyuliutonggufendedaliangzengjia，zheileigongsixianshougujiejinduizishengujiayingxiangxiangduijiaoda。

congjiejingufendeleixinglaikan，benzhouyiguquanjilixianshougufenheshoufayuangudongxianshougujiejinweizhu。qizhong，shoufayuangudongxianshougufenyou12jia，shoufazhanlvepeishougufen5jia，tongshishoufayuangudongxianshougufenheshoufazhanlvepeishougufen1jia，shoufajigoupeishougufen1jia，dingxiangzengfajigoupeishougufen5jia，guquanjilixianshougufen13jia，guquanjiliyibangufen4jia，qitaleixing1jia。

Wind数据显示，首发战略配售股解禁公司的股东有喜有忧。中远通（301516.SZ）相关股东解禁收益超过170%；永达股份（001239.SZ）相关股东解禁收益率超过30%；美腾科技（688420.SH）最近收盘价较发行价几近腰斩，首发战略配售股东也浮亏近五成。

首发机构配售股份的达梦数据（688692.SH）相关机构的解禁收益率高达约350%。

与此同时，定增限售股解禁股东们则均有收益。其中川能动力定增股东们浮盈约260%；国投电力、兴业银锡（000426.SZ）两家公司定增股东浮盈超过一倍。