界面新闻记者 | 张艺

benzhouaguxianshougujiejinguimohuanbiyousuoshangsheng。

windshujutongjixianshi，benzhougongyou47jiagongsixianshougujiejin，jiejinshuliang30.49yigu，yizuixinshoupanjiajisuan（xiatong），jiejinshizhi477.62yiyuan。

benzhoujiejinshizhichaoguo10yiyuandegongsiyou11jia，qiansanfenbieweibeifangtongye（000737.sz）、guoxuangaoke（002074.sz）hehemaigufen（688032.sh）。

jiejinshuliangchaoguo1yigudegongsigong6jia，qiansanfenbieweibeifangtongye、*stjinglan（000711.sz）heguoxuangaoke。

benzhoujiejinguimozuidadeliangjiagongsijunweidingzengxianshougujiejin。

genjujihua，beifangtongyebenzhouyou10.46yigudingzengxianshougushangshiliutong，zhanzonggubenbili59.01%，yuehejiejinshizhi91.63yiyuan。

这是北方铜业三年前重大资产置换定向增发的股份，当时发行价为2.78元/股，公司最新收盘价8.76元/股，相关股东解禁收益率为215%。

此次解禁的股东共四位，分别为中条山有色金属集团有限公司、上海潞安投资有限公司、宁波保税区三晋国投股权投资基金合伙企业（有限合伙）和晋创投资有限公司。这些股东账面浮盈超过60亿元。

ciqian，beifangtongyezaitouzizhehudongpingtaihuiyingcheng，cicijiejin79.35%weikonggugudongchiyou，muqiankonggugudongweiyoujianchijihua。

beifangtongyeshiyijialaopaitongkuangqiye，gongsijinniandexingqingqidongxianyudapan。jinnianshangbannian，zaitongjiadafushangzhangdecuihuazhixia，gongsigujiazai2yuezhi5yueqijian，xunsuwanchengleyue2beideshangzhang。xiabannian，gongsigujiazhendanghuiluo，yuqianliangnianxiangbirengchuyugaowei。

suitongjiadazhang，buguoyejifangmian，beifangtongyezengshounanzengli。qiansanjidu，gongsishixianyingyeshouru181.76yiyuan，tongbizengzhang160.50%，qizhongyouzigongsihoumabeitongtouchanyunxingdeyuanyin；shixianguishuyushangshigongsigudongdejinglirun5.47yiyuan，tongbiweizeng5.18%。

beifangtongyedongmiyangyuntaozaijinnianjieshoujigoudiaoyanshirenwei，weilaijiniantongyuanliaoduanquedejumianyijingqueli，tongjingkuangtc/rchuojianghuizhangqidiyuyelianchangdechengbenxian，tongyelianqiyejiangmianlinyoushenglietaidexingyexipai。

congzhongzhangqilaikan，tongyelianxingyedejiyuyutiaozhanbingcun，tongdexuqiuliangjiangdafuzengjia。erzaigongyingduanzhangqiqujindeyalixia，yelianchannengjianghuizhububeidongsuojian，weilaidianjietongdegongqiugejujiangbeizhongsu。

值得注意的是，北方铜业又在新一轮的定增发行窗口期。genjujinnian3yuepiludedingzengshuomingshu，gongsijihuaxiangbuchaoguo35mingtedingtouzizhefaxinggupiao，muzi10yiyuanyongyubeitongxincainianchan5wandungaoxingnengyayantongdaibohe200wanpingfangmifutongbanxiangmuzhongdeyayantongdaiboshengchanxianjianshejibuchongliudongzijin。

yangyuntaocengbiaoshi，gongsiyujijinniansijiduwanchengfaxinggongzuo。dangxiayidaonianmo，beifangtongyededingzengrengweichu。gongsiciqiandingzengfanganyouxiaoqiyanqizhi2025nian8yue20ri。

jiezhifagaoshi，beifangtongyeweipilujiejinyugao，jutijiejinriyigonggaoweizhun。

与北方铜业相比，国轩高科定增股东解禁收益较少。此次解禁的股东锁定期同样是三年，不过相关股东账面浮盈只有17.69%。

根据公告，12月16日国轩高科有3.84亿股定增限售股解禁，占总股本比例为21.32%，约合解禁市值85.32亿元。此次解禁只有战略投资者大众汽车（中国）投资有限公司（下称大众中国）一家。股东暂未披露减持计划，解禁筹码集中，压力有限。

guoxuangaokeshiyijiadonglidianchilongtouqiye，yinrudazhongzhongguozhishigongsigujiazhengchuyulishixingao。dangshigongsigujiachaoguo60yuan/gu，zuixingujiawei22.21yuan/gu。jinnianyilai，gongsihaiwanchengle3yiyuandehuigou，gonghuigougongsigufen1,543.62wangu，zhanzonggubende0.8567%。xianranhuigouduigujiadetizhenzuoyongyouxian。

yejishang，guoxuangaokebiaoxianshangke。2022nianhe2023niangongsiguimujinglirunzengzhangjunchaoguo2bei，jinnianqiansanjiduguimujinglirun4.12yiyuan，tongbizengzhangchao40%。

“公司在手订单充足，整体排产情况良好，四季度排产环比呈增长趋势。”guoxuangaokedongmiwangquanzairiqiandeyichangtouzizhedianhuahuishangbiaoshi。

wangquanhaitoulu，gongsidisandaidianxinchanpinmuqianyiqudeduojiakehudeduokuanchexingdingdian，bingshixianliangchanzhuangche。

zaiquangutaidianchifangmian，gongsiyiyanfachucheguijiquangutaidianchi“jinshidianchi”。juwangquanjieshao，zheikuan30ahdeliuhuawuquangutaidianchicaiyongleweinahuagutidianjiezhi、chaobomobaofudanjingzhengjihesanweijiekongguifujicailiaojishu，dancichongdianxuhangkeda1000gongli。

guoneishichangjingzhengjilie，guoxuangaokejiasuhaiwaibendihuashengchanbuju。wangquanbiaoshi，gongsizaideguo、yinni、taiguohemeiguoguigudesigepackgongchangyitouchan，qitahaiwaijidijianshezhengzaiwenbutuijin，qizhongyuenandianxingongchangjihuayujinniantouchan。

12yue12ri，guoxuangaokegonggao，nitouzibuchaoguo12.34yiouyuan（yueherenminbi94.30yiyuan）jianshesiluofakexinnengyuandianchishengchanjidi。xiangmujiangyidianchizhizaoyewuweihexin，shixiandonglidianchibendizizhugongying，fugaioumengshichang。

kechuangbanqiyehemaigufenbenzhouyinglaishangshisannianqideshoufaxianshougujiejin。gongsidangshifaxingjiagegaoda557.80yuan/gu。gongsizuixinshoupanjiawei119.10yuan/gu，houfuquanjiawei384.34yuan/gu，jiaofaxingjiazhejiayuesancheng。

hemaigufenshiyijiaguangfunibianqiqiye，jinnianqiansanjiduyingshouhejinglirunshuangjiang。qiansanjiduguimujinglirunjiangfuchaoguo40%。

本周解禁数量占总股本比例超过50%的公司5家，分别为汇隆活塞（833455.BJ）、明月镜片（301101.SZ）、北方铜业、物产环能（603071.SH）和灵鸽科技（833284.BJ）。

jiejinshuliangshijiejinqianliutongguyibeiyishangdegongsigongjiyou9jia。chushangshu5jiawai，haiyouanpeilong（301413.sz）、huayanjingji（301138.sz）、suobaodanbai（603231.sh）hexigaoyuan（688334.sh）。youyuliutonggufendedaliangzengjia，zheileigongsixianshougujiejinduizishengujiayingxiangxiangduijiaoda。

congjiejingufendeleixinglaikan，benzhouyiguquanjilixianshougufenheshoufayuangudongxianshougujiejinweizhu。qizhong，shoufayuangudongxianshougufenyou17jia，shoufazhanlvepeishougufen1jia，tongshishoufayuangudongxianshougufenheshoufazhanlvepeishougufen1jia，dingxiangzengfajigoupeishougufen7jia，guquanjilixianshougufen10jia，guquanjiliyibangufen7jia，qitaleixing2jia，guquanfenzhixianshougufenheshoufajigoupeishougufengeyijia。

Wind数据显示，定增限售股解禁公司中，除北方铜业股东收益较高外，长江通信（600345.SH）定增股东收益率也高达113%；同时金圆股份（000546.SZ）定增限售股解禁股东账面浮亏23.63%。