Core Viewpoint - Next week, a total market value of over 230 billion yuan will be unlocked due to the lifting of restrictions on 34 stocks [3][4]. Group 1: Company Announcements - Jihua Group (601718) received a notice from the CSRC regarding an investigation for suspected violations of information disclosure laws [2]. - Jihua Group's main business includes the research, production, and sales of workwear, work shoes, textile printing and dyeing, and protective equipment, confirming that it does not involve brain-computer interface technology [2]. Group 2: Unlocking Stocks - Next week, 34 stocks will face unlocking, with a total market value exceeding 230 billion yuan based on the latest closing prices [3]. - Haiguang Information will have 1.438 billion shares unlocked, with a market value of 195.711 billion yuan [4]. - Zhiwei Intelligent will have 176 million shares unlocked, with a market value of 9.448 billion yuan [5]. - In contrast, 16 stocks, including Chaoda Equipment and Green Harmonics, will have a smaller unlocking pressure, with market values below 100 million yuan [6]. Group 3: Performance and Market Reactions - The average stock price of the 34 stocks facing unlocking has increased by 3.45% since August [8]. - Wewang New Materials has seen the highest increase of 17.75% since August, with 115 million shares facing unlocking next week, valued at 2.406 billion yuan [8]. - Two stocks, Jinli Technology and Baoxin Technology, are expected to report losses for the first half of the year, with Jinli Technology predicting a net loss of approximately 12 million to 9 million yuan [9][10]. - Baoxin Technology anticipates a net loss of about 49 million to 32 million yuan, citing reduced customer orders and changes in the scope of consolidation as contributing factors [10]. Group 4: Institutional Research and Future Prospects - Several stocks facing unlocking have received institutional research, including Guosen Securities, which is awaiting the completion of its acquisition of Wanhua Securities [8]. - Haiguang Information reported a significant increase in contract liabilities to 3.091 billion yuan, indicating strong market demand for its products [9].
2连板热股601718，被证监会立案！A股逾2300亿元解禁来袭