Summary of Key Points Core Viewpoint - Next week, 48 stocks will face lock-up expiration, with a total market value exceeding 45.4 billion yuan based on the latest closing prices [1][3]. Group 1: Lock-up Expiration Details - Diya Co., Ltd. will have 360 million shares released, primarily from original shareholders, with a market value of 11.203 billion yuan [1]. - Ruifeng New Materials will have 520 million shares released, also from original shareholders, with a market value of 8.866 billion yuan [1]. - Compared to these, companies like Allwinner Technology, Hengtou Kaineng, Xicai Technology, ST Tongpu, Boji Medical, Fujida, and Qingdao Food have relatively small lock-up pressures, each under 10 million yuan [1]. Group 2: Lock-up Ratio and Performance - Diya Co., Ltd., Fengguang Co., Ltd., Mengtian Home, Ruifeng New Materials, and Wanda Bearings have lock-up ratios exceeding 50%, with Diya Co., Ltd. having the highest at 90% [1]. - Among the 48 stocks facing lock-up expiration, 12 reported net profit losses in the first quarter, with Jidong Cement showing the largest loss of 873 million yuan [3][4]. - The average stock price of the 48 stocks has increased by 2.07% since June, with Xicai Technology, Guorui Technology, Baicheng Medical, and Wanda Bearings showing significant price increases of 32%, 17.56%, 10.77%, and 10.25% respectively [3][4]. Group 3: Future Projections - Jiutian Pharmaceutical has recently received institutional research, projecting a revenue growth of 10% to 20% for 2025, with a similar growth expectation for net profit [3]. - The lock-up expiration for Jidong Cement will involve 1.066 billion shares, accounting for 40.1% of the total share capital, with the release date set for June 16, 2025 [3].
下周5股解禁比例超50% 12只解禁股一季度净利润亏损