证券时报·2026-02-07 10:56Core Viewpoint - Next week, a total of 31 stocks will be unlocked, with a combined unlock quantity of 2.446 billion shares and an estimated market value of 36.293 billion yuan [3]. Group 1: Stock Unlocking Details - Five stocks have an unlock market value exceeding 1 billion yuan, with Hunan YN leading at 24.096 billion yuan due to the unlocking of 374 million shares [3]. - Gansu Energy Chemical ranks second with an unlock market value of 4.008 billion yuan, involving 1.623 billion shares [4]. - The unlocking pressure is relatively low for Meixin Yishen, Yingboer, Caneng Power, and Jiyang Precision, with each having an unlock market value of less than 10 million yuan [4]. Group 2: Company Performance and Projections - Hunan YN is expected to report a net profit of 1.15 billion to 1.4 billion yuan for 2025, reflecting a year-on-year growth of 93.75% to 135.87% [3]. - Gansu Energy Chemical anticipates a net loss of approximately 190 million yuan for 2025, primarily due to declining coal prices and reduced production and sales [4]. - The global shipment of lithium iron phosphate cathode materials is projected to reach 5.25 million tons in 2026, a year-on-year increase of 36%, driven by rising demand in the power sector [3]. Group 3: Unlock Ratios - Four stocks have an unlock ratio exceeding 30%, with Mcland, Hunan YN, and Alade leading at 63.17%, 49.13%, and 30.68% respectively [5]. - Stocks such as Guotai Haitong, Yingboer, and Kingsoft have relatively low unlock ratios next week [6].