来源：格隆汇APP 格隆汇8月6日丨弘业期货(001236.SZ)公布首次公开发行前已发行股份部分解除限售并上市流通的提示 性公告，本次解除限售股份数量为4.32亿股，占公司A股股本56.94%，占公司总股本42.83%。本次解除 限售股份上市流通日期为2025年8月8日(星期五)。 ...

证券代码： 001236 证券简称： 公告编号：2025-039 1、本次解除限售股份为苏豪弘业期货股份有限公司（以下简称"公司"、"弘业 期货"）首次公开发行前已发行部分股份，本次解除限售股份数量为431,642,122股， 占公司A股股本56.94%，占公司总股本42.83%。 2、本次解除限售股份上市流通日期为2025年8月8日（星期五）。 经中国证券监督管理委员会《关于核准弘业期货股份有限公司首次公开发行股票 的批复》（证监许可[2022]1135号）核准，并经深圳证券交易所《关于弘业期货股份 有限公司人民币普通股股票上市的通知》（深证上[2022]756号）同意，公司首次公开 发行人民币普通股（A股）股票100,777,778股，于2022年8月5日在深圳证券交易所主 板上市。 首次公开发行前，公司总股本为907,000,000股；首次公开发行后，公司总股本为 1,007,777,778股，其中境内上市人民币普通股（A股）758,077,778股，境外上市外资 普通股（H股）249,700,000股。其中，公司有限售条件流通A股657,300,000股，占发行 后总股本的65.22%；无限售条件流通 ...

中信建投证券股份有限公司 关于苏豪弘业期货股份有限公司首次公开发行前已发行股份 部分解除限售并上市流通的核查意见 中信建投证券股份有限公司（以下简称"中信建投证券"或"保荐机构"） 作为苏豪弘业期货股份有限公司（以下简称"弘业期货"或"公司"）持续督导 的保荐机构，根据《证券发行上市保荐业务管理办法》《深圳证券交易所股票上 市规则》《深圳证券交易所上市公司自律监管指引第 1 号——主板上市公司规范 运作》《深圳证券交易所上市公司自律监管指引第 13 号——保荐业务》等有关规 定，对弘业期货首次公开发行前已发行股份部分解除限售并上市流通事项进行了 审慎核查，发表核查意见如下： 一、首次公开发行前已发行股份概况 经中国证券监督管理委员会《关于核准弘业期货股份有限公司首次公开发行 股票的批复》（证监许可[2022]1135 号）核准，并经深圳证券交易所《关于弘业 期货股份有限公司人民币普通股股票上市的通知》（深证上[2022]756 号）同意， 公司首次公开发行人民币普通股（A 股）股票 100,777,778 股，于 2022 年 8 月 5 日在深圳证券交易所主板上市。 "1、自本承诺函签署之日至弘业期货首次公 ...

Group 1 - The Shanghai Composite Index rose by 0.45%, closing at 3633.99 points, while the Hang Seng Index increased by 0.03%, closing at 24910.63 points [1] - Hongye Futures has the highest A/H premium at 201.29%, indicating that its H-shares are relatively cheaper compared to A-shares [1] - As of the close, Hongye Futures' A-shares were priced at 12.28 yuan, down by 0.16%, while its H-shares were priced at 4.45 HKD, up by 2.3% [1] Group 2 - Hongye Futures Co., Ltd. was established in 1995 and is a state-owned enterprise fully owned by Jiangsu Provincial State-owned Assets Supervision and Administration Commission [1] - The company operates in various sectors including commodity futures brokerage, financial futures brokerage, futures investment consulting, asset management, and fund sales, with 38 branches in major financial centers across China [1] - Hongye International Financial, a wholly-owned subsidiary, focuses on overseas securities and futures trading, asset management, and investment consulting, covering major global exchanges [1] - Hongye Capital, another wholly-owned risk management subsidiary, specializes in bulk commodity trading and risk management, serving as a market maker for multiple futures products [1] - The company has received several honors, including "National Civilized Unit" and "China's Best Futures Company" [1]

Core Viewpoint - 弘业期货 is a significant player in the futures market, being the first A+H share listed company in the industry, with a focus on various financial services including futures brokerage and asset management [2][7]. Company Overview - 弘业期货主要从事商品期货经纪、金融期货经纪、期货投资咨询、资产管理、基金销售和金融资产投资业务 [7]. - The company was established on July 31, 1995, and was listed on August 5, 2022 [7]. - The main revenue sources are from bulk commodity trading and risk management (89.16%) and futures brokerage and asset management (10.84%) [7]. - The company is controlled by the Jiangsu Provincial Government State-owned Assets Supervision and Administration Commission [3]. Financial Performance - As of April 20, the number of shareholders increased to 43,600, a rise of 0.69% [7]. - For the period from January to March 2025, the company reported zero operating income but a net profit attributable to shareholders of 1.2032 million, marking a year-on-year increase of 109.07% [7]. Market Activity - On August 6, 弘业期货's stock price decreased by 0.16%, with a trading volume of 1.79 billion and a turnover rate of 4.47%, leading to a total market capitalization of 12.376 billion [1]. - The stock has seen a net outflow of 13.6342 million from major investors today, with a total net outflow of 499 million over the past three days [4][5]. Shareholder Composition - As of March 31, 2025, the top ten circulating shareholders include 南方金融主题灵活配置混合A, holding 3.526 million shares, an increase of 597,100 shares from the previous period [8]. - 香港中央结算有限公司 and 南方中证1000ETF have seen reductions in their holdings [8].

Group 1 - The Shanghai Composite Index rose by 0.96% to close at 3617.6 points, while the Hang Seng Index increased by 0.68% to 24902.53 points [1] - Hongye Futures has the highest A/H premium at 208.79%, with its A-shares closing at 12.3 yuan, up 1.74%, and H-shares at 4.35 HKD, up 3.33% [1] - Hongye Futures Co., Ltd. was established in 1995 and is a state-owned enterprise fully owned by Jiangsu Provincial State-owned Assets Supervision and Administration Commission [1] Group 2 - The company operates in various sectors including commodity futures brokerage, financial futures brokerage, futures investment consulting, asset management, and fund sales [1] - Hongye Futures has established 38 branches in major financial centers and key cities across China, ranking among the top in the country [1] - The company has received multiple honors, including "National Civilized Unit" and "China's Best Futures Company" [1]

Core Viewpoint - 弘业期货 is a leading player in the futures industry, showing positive performance in stock trading and significant growth in net profit, indicating potential investment opportunities [1][7]. Company Overview - 弘业期货股份有限公司 primarily engages in commodity futures brokerage, financial futures brokerage, futures investment consulting, asset management, fund sales, and financial asset investment [2][7]. - The company is the first A+H share listed company in the futures industry, with a total market capitalization of 12.396 billion yuan [1][2]. - As a state-owned enterprise, the ultimate controller of 弘业期货 is the Jiangsu Provincial Government State-owned Assets Supervision and Administration Commission [3]. Financial Performance - For the period from January to March 2025, 弘业期货 reported a net profit of 1.2032 million yuan, representing a year-on-year growth of 109.07% [7]. - The company has distributed a total of 44.3422 million yuan in dividends since its A-share listing [8]. Market Activity - On August 5, 弘业期货's stock price increased by 1.74%, with a trading volume of 2.17 billion yuan and a turnover rate of 5.46% [1]. - The main net inflow of funds today was 3.5831 million yuan, accounting for 0.02% of the total, indicating a slight increase in institutional interest [4][5]. Shareholder Structure - As of March 31, 2025, the top ten circulating shareholders include 南方金融主题灵活配置混合A, which increased its holdings by 597,100 shares [8]. - The total number of shareholders has increased to 43,600, reflecting growing interest in the company [7]. Technical Analysis - The average trading cost of 弘业期货 shares is 13.00 yuan, with the stock price approaching a resistance level of 12.40 yuan, suggesting potential for upward movement if this level is surpassed [6].

Core Viewpoint - Hongye Futures has shown significant growth since its listing, with a market capitalization increase from 2.68 yuan and 2.701 billion yuan to 12.09 yuan and 12.184 billion yuan, indicating strong market performance [1][5]. Business Overview - The main business segments of Hongye Futures include futures brokerage, asset management, bulk commodity trading, and risk management. The revenue structure shows that bulk commodity trading and risk management account for the highest share at 89.16%, while futures brokerage and asset management contribute 10.84% [3]. Financial Performance - In 2022, Hongye Futures achieved a net profit attributable to shareholders of 0.12 billion yuan, which increased to 0.30 billion yuan by 2024, reflecting a cumulative growth of 140.89% over three years. The company has not reported any losses in these years [3]. - Revenue for Hongye Futures was 1.528 billion yuan in 2022, rising to 2.876 billion yuan in 2024, with a revenue growth rate of 47.99% in 2024 [3]. - The net profit attributable to shareholders saw a significant improvement in 2024, with a year-on-year increase of 282.8% [3]. Market Performance - Since its listing, Hongye Futures' market capitalization has increased by 3.51 times, peaking at 23.139 billion yuan on October 28, 2022, with a stock price of 22.96 yuan. However, as of August 4, the market capitalization decreased to 12.184 billion yuan, representing a loss of 10.955 billion yuan or 47.34% from its peak [5].

| 股票简称 | 股票代码 | 限售股类型 | 解禁股数 | | --- | --- | --- | --- | | 弘业期货 | 001236 | 发行前股份限售流通 | 4.32亿 | | 江波龙 | 301308 | 发行前股份限售流通 | 3亿 | | 广立微 | 301095 | 发行前股份限售流通 | 7592.2万 | | 中微半导 | 688380 | | 2128.5万 | | 盟科药业 | 688373 | | 2.83亿 | 今日具体限售解禁股情况如下： 智通财经APP获悉，8月5日共有5家上市公司的限售股解禁，解禁总市值约382.85亿元。 ...

Core Viewpoint - Hongye Futures is experiencing a significant stock price movement and is set to unlock a large number of restricted shares, which may impact its market dynamics [1] Group 1: Stock Performance - As of August 4, 2025, Hongye Futures' latest stock price is 12.09 yuan, up 1.43% from the previous trading day [1] - The opening price for the day was 11.93 yuan, with a high of 12.18 yuan and a low of 11.86 yuan [1] - The trading volume reached 189,500 lots, with a total transaction value of 229 million yuan [1] Group 2: Company Overview - Hongye Futures operates in the diversified financial sector, providing services in futures brokerage, asset management, and risk management [1] - The company is headquartered in Jiangsu and is one of the stocks eligible for the Shenzhen Stock Connect [1] Group 3: Share Unlocking and Dividend Distribution - On August 5, 2025, Hongye Futures will unlock 432 million restricted shares, with a market value of 5.145 billion yuan, representing 42.83% of the total shares [1] - The company has announced a dividend distribution plan for the fiscal year 2024, proposing a payout of 0.1 yuan for every 10 shares, with the record date set for August 7 [1] Group 4: Capital Flow - On August 4, 2025, the net inflow of main funds was 14.1047 million yuan, accounting for 0.36% of the circulating market value [1] - Over the past five trading days, the cumulative net outflow of main funds reached 108 million yuan, representing 2.74% of the circulating market value [1]