智通财经APP获悉，4月28日共有27家上市公司的限售股解禁，解禁总市值约317亿元。 今日具体限售解禁股情况如下： | 股票简称 | 股票代码 | 限售股类型 | 解禁股数 | | --- | --- | --- | --- | | 时代新材 | 600458 | 股权激励限售流通 | 649.44万 | | 中航沈飞 | 600760 | 股权激励限售流通 | 361.77万 | | 中钢天源 | 002057 | 股权激励限售流通 | 424.38万 | | 万讯自控 | 300112 | 股权激励限售流通 | 171.15万 | | 新研股份 | 300159 | 股权激励限售流通 | 540万 | | 吉鑫科技 | 601218 | 股权激励限售流通 | 54.63万 | | 凯龙股份 | 002783 | 股权激励限售流通 | 9.74万 | | 东方精工 | 002611 | 股权激励限售流通 | 88万 | | 星帅尔 | 002860 | 股权激励限售流通 | 30.2万 | | 星光农机 | 603789 | 股权激励限售流通 | 513.57万 | | 口子窖 | 603589 | 股权 ...

// 一、市场要闻 // 1、国务院新闻办公室于4月27日（星期日）下午3时举行新闻发布会，请商务部副部长盛秋平和财政部、文化和旅游部、海关总署、税务总局、中国 民航局有关负责人介绍优化离境退税政策扩大入境消费有关情况，并答记者问。此外，27日还会公布中国3月规模以上工业企业利润数据。 2、全国31个省份的一季度经济运行情况已全部发布，其中21个省份达到或超过GDP预期增长目标，经济大省更是普遍超预期。从GDP排名来看，一 季度，上海、辽宁均连升2位，四川从第6位升至第5位；湖北则以6.3%增速领跑经济大省。此外，中西部和东北地区更敢花钱，消费增速排名前9名 均来自中西部和东北地区。 跨境贸易 国务院副总理何立峰出席跨境贸易便利化专项行动部署会并讲话。他指出，要抓好专项行动的组织实施，在取得阶段工作成效基础上，将成熟的举 措和经验做法尽快在全国复制推广。加力培育壮大外贸发展新动能，以更优口岸营商环境激发活力、应对外部冲击、稳定增长。 海关总署牵头部署开展跨境贸易便利化专项行动。专项行动为期5个月，将在全国25个城市开展，政策举措涵盖货物贸易、数字贸易、绿色贸易等领 域。 旅游 据交通运输部，2025年"五一" ...

Group 1: Cross-Border E-Commerce Zones - The State Council approved the establishment of cross-border e-commerce comprehensive pilot zones in 15 cities, including Hainan and Qinhuangdao [1] Group 2: Industrial Profit Growth - In the first quarter, profits of large industrial enterprises in China turned from a year-on-year decline of 3.3% to a growth of 0.8%, driven by policy effects and strong performance in equipment and high-tech manufacturing sectors [2] Group 3: Regulatory Updates - The China Securities Regulatory Commission (CSRC) released new regulations on information disclosure for listed companies, allowing for temporary and exempt disclosures under certain conditions [4][5] - The Ministry of Finance and CSRC revised the management measures for accounting firms providing securities services to enhance supervision and quality management [5] Group 4: Stock Market Developments - New stock listing rules were revised to protect the rights of minority shareholders, lowering the threshold for proposing temporary shareholder meetings from 3% to 1% [6] - Over 40 stocks will have their lock-up periods expire, with a total market value exceeding 400 billion yuan [10] Group 5: Nuclear Energy Growth - China's nuclear power capacity has reached 113 million kilowatts, making it the largest in the world, with 102 operational and under construction units [8] Group 6: Low Altitude Economy - The second Global Low Altitude Economy Forum highlighted the expected commercialization of eVTOL (electric vertical takeoff and landing) aircraft in major cities by 2027, indicating a shift towards low altitude economic activities [9] Group 7: Economic Data Releases - Upcoming economic data releases include the Purchasing Managers' Index (PMI) and various economic indicators from the EU and the US, which will provide insights into economic trends [11]

据中国政府网消息，4月25日，国务院发布关于同意在海南全岛和秦皇岛等15个城市（地区）设立跨境电子商务综合试验区的批复（简称"批复"）。 从资金流向上来看，多股4月14日以来获得杠杆资金加仓，华贸物流、怡亚通、德邦股份融资净买入额分别为1.19亿元、0.89亿元、0.7亿元。 | | | 冷买入居前的跨境电商股 | | | | --- | --- | --- | --- | --- | | 代码 | 间称 | 4月14日以来 | 4月14日以来融资 | 总市值 | | | | 涨跌幅 (%) | 净买入 (亿元) | (亿元) | | 603128 | 华贸物流 | 8.50 | 1.19 | 86.92 | | 002183 | 怡加通 | 1.93 | 0.89 | 123.36 | | 603056 | 德邦股份 | -2.90 | 0.70 | 136.55 | | 301171 | 易点天下 | 17.51 | 0.68 | 126.70 | | 002537 | 避联会汇 | 35.91 | 0.58 | 105.31 | | 000417 | 合百集团 | -2.88 | 0.37 | 47.4 ...

Core Insights - Next week (April 28 - May 4), more A-share companies will face the unlocking of restricted shares, but the total market value of these unlockings will decrease compared to this week, with no single stock exceeding a market value of 10 billion yuan for unlocking [1][3] Summary by Category Unlocking Overview - A total of 54 stocks will face restricted share unlockings next week, with a combined unlocking quantity of 2.487 billion shares, amounting to a total market value of 42.354 billion yuan based on the closing price on April 25 [1][3] - On April 28 alone, 31 stocks will unlock shares with a combined market value of 27.780 billion yuan [1] Top Stocks by Unlocking Value - The stock with the highest unlocking market value next week is China Resources Materials (301090.SZ) at 6.176 billion yuan, followed by Chengda Bio (688739.SH) at 5.630 billion yuan [1][3] - Other notable stocks include Shenzhen Urban Transport (301091.SZ) with an unlocking market value of 4.097 billion yuan [3] Share Expansion - Five stocks will see their circulating shares increase by over 100%, with Rongmei Co. (301088.SZ) experiencing an increase of over 290% [1][9][12] - The stocks with the highest percentage of unlocking relative to total shares include China Resources Materials (57.47%), Rongmei Co. (57.13%), Chengda Bio (54.67%), and Zhongke Micro (688211.SH) (50.60%) [9][10] Company Performance - China Resources Materials reported a net profit of -569.6 million yuan for 2024, a year-on-year decline of 249.44%, with a basic earnings per share of -0.385 yuan [7] - As of April 25, the stock price of China Resources Materials was 6.99 yuan, reflecting a 1.64% increase since the beginning of the month, but a 29.62% decline compared to its issue price [7] - Chengda Bio's stock price was 24.79 yuan as of April 25, up 2.27% from the beginning of the month, but down 75.64% from its issue price [8]

星标 ★ IPO日报 精彩文章第一时间推送 下周（4月28日-5月4日），有更多A股企业迎来限售股解禁，但解禁总市值较本周将有所降低，且没有解禁市值超过百亿的股票。 东方财富Choice数据显示，下周A股市场将有54只股票面临限售股解禁，合计解禁数量为24.87亿股。按照4月25日收盘价计算，上述股票合计解禁市值为 423.54亿元。而仅在下周一（4月28日）就有31股票解禁，合计解禁市值为277.80亿元。 从解禁股情况来看，下周解禁市值最高的股票是华润材料（301090.SZ），4月28日解禁市值61.76亿元。排在第二位的是成大生物（688739.SH），4月28 日将解禁市值56.30亿元。 即将解禁的股票中，流通盘将增加超100%的有5只，其中，戎美股份（301088.SZ）的流通盘增加290%以上。 制图：佘诗婕 单股解禁市值百亿以下 从解禁市值情况来看，上述54只股票按最新收盘价计算，华润材料、成大生物、深城交（301091.SZ）解禁市值居前， 解禁市值分别为61.76亿元、56.30 亿元、40.97亿元，均为追加承诺限售股份上市流通。 | 序 | 代码 | 名称 | 解禁日期 | 本期解禁 ...

Investment Rating - The investment rating for the company is "Buy" (maintained) [1] Core Views - The company is facing pressure in its bottle chip segment while making targeted advancements in new materials [1] - The polyester bottle chip industry is experiencing a significant increase in production capacity, leading to challenges and opportunities [7] - The company is optimizing its new materials business layout, focusing on special polyester PETG and recycled PET products [7] Summary by Relevant Sections Financial Performance - In 2024, the company achieved total revenue of 18.055 billion yuan, a year-on-year increase of 4.82%, but reported a net loss of 569.56 million yuan, a significant decline from profitability [7] - The first quarter of 2025 saw revenue drop by 16.20% to 3.036 billion yuan, with a net loss of 19.43 million yuan, an improvement from the previous year's loss [7] - The company's capacity utilization rate remained high at 103.54% in 2024, with a sales rate of 106.47% [7] Industry Outlook - The polyester bottle chip production capacity in China is projected to increase from 16.61 million tons at the end of 2023 to 20.43 million tons, a year-on-year increase of nearly 23% [7] - The supply increase is outpacing demand growth, leading to further declines in industry profitability [7] - The company is expected to benefit from a limited increase in new production capacity in 2025, potentially leading to higher industry concentration [7] New Materials Business - The company has a current PETG production capacity of 50,000 tons, with sales revenue increasing by 10.4% year-on-year and gross profit rising by 111.65% [7] - The company has successfully developed international brand clients and is a key supplier in the domestic PETG market [7] - The company has commercialized its recycled PET products at a scale of 20,000 tons [7] Profit Forecast and Valuation - The forecasted net profits for 2025-2027 are 0.19 billion yuan, 1.16 billion yuan, and 3.92 billion yuan, respectively, with corresponding EPS of 0.01, 0.08, and 0.26 yuan [7] - The PE ratios for 2025, 2026, and 2027 are projected to be 560.67X, 92.52X, and 27.38X, respectively [7] - The company is backed by the state-owned enterprise China Resources Group, providing a solid foundation for its polyester bottle chip business [7]

华润化学材料科技股份有限公司 证券代码：301090 证券简称：华润材料 公告编号：2025-029 2. 本次拟解除限售的股份原定上市流通日为 2025 年 4 月 26 日，因 2025 年 4 月 26 日为非交易日，故上市流通日顺延至下一交易日 2025 年 4 月 28 日（星 期一）。 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《关于同意华润化学材料科技股份有限公司首次 公开发行股票注册的批复》（证监许可[2021]2741 号）同意注册，公司首次公 开发行人民币普通股（A股）股票221,912,483股，并于2021年10月26日在深圳证 券交易所创业板上市交易。首次公开发行股票前，公司总股本为1,257,504,070 股，首次公开发行股票完成后，公司总股本为1,479,416,553股。其中无限售条 件流通股为167,401,937股，占发行后总股本的比例为11.3154%，有限售条件流 通股为1,312,014,616股，占发行后总股本的比例为88.6846%。 2022年4月26日，公司首次公开发行网下配售限售股份上市流通，股份数量 为11,183,276股，占公司总股本 ...

中信建投证券股份有限公司 关于华润化学材料科技股份有限公司 首次公开发行前已发行股份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"保荐人"） 作为华润化学材料科技股份有限公司（以下简称"华润材料"或"公司"）首 次公开发行股票并在创业板上市的保荐人，根据《证券发行上市保荐业务管理 办法》《深圳证券交易所创业板股票上市规则》《深圳证券交易所上市公司自 律监管指引第 2 号——创业板上市公司规范运作》及《深圳证券交易所上市公 司自律监管指引第 13 号——保荐业务》等相关规定的要求，对华润材料首次公 开发行前已发行股份上市流通事项进行了审慎核查，具体情况如下： 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《关于同意华润化学材料科技股份有限公司首 次公开发行股票注册的批复》（证监许可[2021]2741号）同意注册，公司首次公 开发行人民币普通股（A股）股票221,912,483股，并于2021年10月26日在深圳证 券交易所创业板上市交易。首次公开发行股票前，公司总股本为1,257,504,070 股，首次公开发行股票完成后，公司总股本为1,479,416,553股。其中 ...

中信建投证券股份有限公司 关于华润化学材料科技股份有限公司 首次公开发行股票并在创业板上市之保荐总结报告书 中信建投证券股份有限公司（以下简称"保荐人"）为华润化学材料科技股 份有限公司（以下简称"华润材料"、"发行人"或"公司"）首次公开发行股票 并在创业板上市的保荐人。截至 2024 年 12 月 31 日，华润材料首次公开发行股 票并在创业板上市持续督导期已届满。保荐人根据《证券发行上市保荐业务管理 办法》《深圳证券交易所上市公司自律监管指引第 13 号——保荐业务》等相关法 规规定，出具本保荐总结报告书。 一、保荐人及保荐代表人承诺 1、保荐总结报告书和证明文件及其相关资料的内容不存在虚假记载、误导 性陈述或重大遗漏，保荐人及保荐代表人对其真实性、准确性、完整性承担法律 责任。 2、本机构及本人自愿接受中国证监会对保荐总结报告书相关事项进行的任 何质询和调查。 3、本机构及本人自愿接受中国证监会按照《证券发行上市保荐业务管理办 法》的有关规定采取的监管措施。 二、保荐人基本情况 1、保荐人名称：中信建投证券股份有限公司 2、注册地址：北京市朝阳区安立路 66 号 4 号楼 3、主要办公地址：广州市天河 ...