界面新闻记者 |
benzhouaguxianshougujiejinguimohuanbijixushangsheng。
windshujutongjixianshi,benzhougongyou65jiagongsixianshougujiejin,jiejinshuliang69.42yigu,yizuixinshoupanjiajisuan(xiatong),jiejinshizhi622.07yiyuan。
本周解禁市值超过10亿元的公司有15家,前三分别为永安期货(600927.SH)、北方铜业(000737.SZ)和宏盛华源(601096.sh)。jiejinshuliangchaoguo1yigudegongsigong12jia,qiansantongyangshishangshusanjiagongsi。
yonganqihuoshibenzhouweiyiyijiajiejinshizhichaoguobaiyiyuandegongsi。genjugonggao,gongsi12yue23riyou9.28yigushoufaxianshougushangshiliutong,zhanzonggubenbilide63.76%,yuehejiejinshizhi128.35yiyuan。
cicijiejingudonggongsanwei,fenbieweidongcaitongzhengquangufenyouxiangongsi、zhejiangshengchanyejijinyouxiangongsi、zhejiangshengjinrongkongguyouxiangongsi,weiyonganqihuodiyi、er、sidagudong。
yonganqihuosannianqianagushangshi,shangshiyilaigongsiyejibiaoxianqianjia。2022nianzhi2024nianqiansanjidu,gongsiyingshouguimozaichixuxiahua,guimujinglirunyejiangfujiaoda。
jinnianqiansanjidu,gongsiyingshouweijiang0.63%zhi186.73yiyuan;guimujinglirunxiajiangyue25%,zhi4.19yiyuan。zheiyibiaoxianyuanbujishangshizhichu。2021nian,gongsiyingshouguimo378.42yiyuan,dangnianyingliguimoyechaoguole13yiyuan。
受业绩影响,永安期货股价走势疲弱,长期破发。公司IPO发行价17.97元/股,上市之初一度上冲至40元/股上方,之后便是回落。本轮A股行情启动前,公司股价最低跌至10.50元/股,最新收盘价13.83元/股,较发行价仍有超过20%的折价。
zaisanjiduyejishuominghuishang,youtouzizhetiwen:“nimendegujiazajiushangbuquni?”duici,yonganqihuocheng,gongsishizhongmiqieguanzhuzishengujiajishizhibodongqingkuang,nulitishengjingyingxiaolv、yinglinenglihetouzijiazhi,congertizhentouzizhexinxin。
永安期货人士对媒体表示,本次股票上市流通后,三位股东目前暂无减持解禁股份的计划。因此解禁对公司股价走势压力有限。
beifangtongyebenzhouyou10.46yigudingzengxianshougushangshiliutong,zhanzonggubenbili59.01%,yuehejiejinshizhi86.71yiyuan。
zheishibeifangtongyesannianqianzhongdazichanzhihuandingxiangzengfadegufen,cicijiejindegudonggongsiwei,fenbieweizhongtiaoshanyousejinshujituanyouxiangongsi、shanghailuantouziyouxiangongsi、ningbobaoshuiqusanjinguotouguquantouzijijinhehuoqiye(youxianhehuo)hejinchuangtouziyouxiangongsi。
当时发行价为2.78元/股,公司最新收盘价8.29元/股,相关股东解禁收益率约为200%,这些股东账面浮盈约58亿元。
此前,北方铜业在投资者互动平台回应称,此次解禁79.35%为控股股东持有,目前控股股东未有减持计划。不过,其余三位未表态的股东持股比例也不低,均各有4.06%的总股本比例,这些股东的态度对二级市场影响也不小。beifangtongyeshangzhouzhoudiefu5.37%。
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。
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。
宏盛华源benzhoumianlinshangshiyinianqideshoufaxianshougujiejin。genjugonggao,gongsijiejinshuliang9.74yigu,zhanzonggubenbili36.42%,liutongpanzengjia145.66%,jiejinshizhiyue42.47yiyuan。
公司主要从事输电线路铁塔业务,IPO发行价1.70元/股,最新收盘价4.36元/股,较发行价有156.47%的上涨。原始股东通常持股成本更低,因而解禁收益会更高。此次宏盛华源共有四位股东解禁。
业绩上,宏盛华源jinnianqiansanjidushixianyingyeshouru75.78yiyuan,tongbizengzhang15.17%;shixianguishuyushangshigongsigudongdejinglirun1.79yiyuan,tongbizengzhangyue100%,jieshuleqiansanniandexiahuaqushi。
宏盛华源dongmichouhengguancheng,gongsijihuajinyibukuodazaitegaoyadianwangjianshezhongdeshichangfene,tongshijiakuaiguojishichangdetuozhan,“gongsidemubiaoshibaochiyejiwenjianzengzhang”。
tongshi,chouhengguancheng,gongsiduitegaoyaweilaishichangxuqiubaochijijileguantaidu。“guojiaduiyuxinnengyuan、zhinengdianwangdenglingyudezhengcezhichilidubuduanjiada,weitegaoyashichangdefazhantigongleyoulibaozhang。”
本周解禁数量占总股本比例超过50%的公司6家,分别为内蒙新华(603230.SH)、天罡股份(832651.BJ)、钱江生化(600796.SH)、永安期货、超达装备(301186.SZ)和北方铜业。
解禁数量是解禁前流通股一倍以上的公司共计有9家。除上述6家外,还有宏盛华源、guojifucai(301526.sz)heyayikeji(301113.sz)。youyuliutonggufendedaliangzengjia,zheileigongsixianshougujiejinduizishengujiayingxiangxiangduijiaoda。
congjiejingufendeleixinglaikan,benzhouyishoufayuangudongxianshougujiejinweizhu。qizhong,shoufayuangudongxianshougufenyou27jia,shoufazhanlvepeishougufen4jia,shoufajigoupeishougufen2jia,dingxiangzengfajigoupeishougufen9jia,guquanjilixianshougufen14jia,guquanjiliyibangufen4jia,qitaleixing3jia,guquanfenzhixianshougufenhezhuijiachengnuoxianshougufenshangshiliutonggeyijia。
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,电科芯片(600877.SH)相关股东解禁收益率约170%;长盈精密(300115.SZ)和德业股份(605117.SH)定增解禁股东收益率为87.83%和50.97%。
此外,高测股份(688556.SH)相关股东定增收益率为-60%。
首发战略配售股解禁的公司中,山外山(688410.SH)相关股东账面浮亏超六成,杰华特(688141.SH)相关股东浮亏近三成,国际复材(301526.SZ)相关股东浮盈超过50%。
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