Group 1 - Northern Rare Earth announced a net profit forecast for the first three quarters of 2025, estimating a profit of 1.51 billion to 1.57 billion yuan, representing a year-on-year increase of 272.54% to 287.34% [2] - The company has implemented measures to adapt to market changes, enhance budget management, reduce costs, and improve efficiency, leading to significant growth in production and sales of its main products [2] - The trading price of rare earth concentrates for the fourth quarter of 2025 has been adjusted to 26,205 yuan per ton (excluding tax), reflecting a 37.13% increase from the previous quarter's price of 19,109 yuan per ton [2] Group 2 - Upwind New Materials plans to resume trading on October 13, 2025, after being suspended due to abnormal trading fluctuations [4] - The stock price of Upwind New Materials surged by 1,597.94% from July 9 to September 25, 2025, with a closing price of 132.1 yuan per share on the last trading day [4] - The company's price-to-earnings ratio is significantly higher than the industry average, with the latest ratio at 719.93 compared to the industry average of 26.96 [4] Group 3 - Next week, 40 stocks will face a total unlock market value exceeding 79 billion yuan, with significant contributions from companies like China Merchants Port and Meihua Medical [5][6][7] - China Merchants Port will have 577 million shares unlocked, with a market value of 11.967 billion yuan, while Meihua Medical will have 412 million shares unlocked, valued at 9.804 billion yuan [6][7] - Stocks such as Xinkai Technology and Dingyang Technology have relatively low unlock pressure, with market values below 100 million yuan [8] Group 4 - Among the stocks facing unlock, Meihua Medical, Anda Intelligent, and Kecuan Technology have the highest unlock ratios, exceeding 50% [9] - The average stock price of the 40 stocks that will be unlocked has increased by 4.66% since September [10] - Demingli has the highest increase at 109.92%, with 624,200 shares facing unlock next week, valued at 12.4 million yuan [10] Group 5 - Shenghui Integrated has received attention from 30 institutions since September, maintaining an optimistic outlook for its performance in the second half of the year, particularly in semiconductor and high-end panel production [11] - Companies like China Merchants Port and Qingnong Commercial Bank reported net profits exceeding 1 billion yuan in the first half of the year [11] - Several stocks facing unlock, including Haichuang Pharmaceutical-U and Zhongke Jincai, reported losses in the first half of the year [11]

截至2025年9月25日，公司收盘价为132.1元/股。根据中证指数有限公司发布的公司最新市盈率为600.85 倍，最新滚动市盈率为719.93倍，市盈率显著高于公司所处的化学原料和化学制品业行业平均市盈率 26.96倍。 下一周解禁市值超790亿元。 北方稀土发布前三季度业绩预告 北方稀土昨日（10月10日）晚间发布2025年前三季度业绩预告，预计归母净利润为15.1亿元—15.7亿 元，同比增加272.54%到287.34%。报告期内，公司紧抓市场变化，强化预算管理与降本增效，科学组 织生产，加强市场研判和营销运作，推进重点项目建设和科研创新，主要产品产销量同比增长，推动经 营业绩大幅上升。 北方稀土同时公告称，根据稀土精矿定价方法及2025年第三季度稀土氧化物价格，经测算并经公司总经 理办公会审议通过，2025年第四季度稀土精矿交易价格调整为不含税26205元/吨（干量， REO=50%），REO每增减1%、不含税价格增减524.10元/吨。此前，北方稀土7月10日曾公告，第三季 度稀土精矿交易价格调整为不含税19109元/吨。以此估算，此次价格环比上涨37.13%。 北方稀土股价7月以来累计上涨110 ...

（原标题：36股节前面临解禁，4股解禁比例超五成） （原标题：600735、300237将"戴帽"停牌！36股节前面临解禁，4股解禁比例超五成） 相比之下，长虹能源、兰州银行、彩虹集团、益方生物-U等8股的解禁压力较小，解禁市值均不足千万 元。 从解禁比例来看，兆讯传媒、博菲电气、富士莱、欧晶科技的解禁比例居前，均超50%。 7只解禁股上半年业绩亏损 下周将要解禁的这36只股票，9月以来股价平均上涨0.64%。唯特偶、统联精密的股价涨幅居前，月内 分别上涨59.4%、41.67%。唯特偶下周将有0.63亿股面临解禁，解禁市值15.55亿元。统联精密下周将有 0.02亿股面临解禁，解禁市值1.44亿元。 下周解禁市值400.81亿元。 下周36股面临解禁 下周2个交易日将有36只股解禁，按照最新收盘价计算，合计解禁市值400.81亿元。 宁波港下周将有36.47亿股上市流通，主要为定向增发机构配售股份，解禁市值达132.02亿元。 万凯新材的解禁规模次之，下周将有2.3亿股上市流通，解禁股主要为首发原股东限售股份，解禁市值 达46.65亿元。 声明：数据宝所有资讯内容不构成投资建议，股市有风险，投资需谨慎。 校 ...

下周解禁市值400.81亿元。 昨日晚间，新华锦（维权）（600735）发布公告称，因公司存在关联方非经营性占用资金且未在1个月内完成清偿和整改，根据《上海证券交易所股票上 市规则（2025年4月修订）》相关规定，公司股票将被实施其他风险警示。公司股票将于9月29日停牌1天，并于9月30日起实施其他风险警示。实施风险警 示后，公司股票简称由"新华锦"变更为"ST新华锦"。 在此之前，新华锦于8月26日收到青岛证监局出具的《关于对山东新华锦国际股份有限公司、新华锦集团有限公司、张建华采取责令改正措施的决定》， 截至2025年半年度报告披露日，新华锦集团及其关联方非经营性占用公司资金余额4.06亿元，所有占用资金应在收到《行政监管措施决定书》之日起六个 月内归还。 | | | 除新华锦之外，昨日晚间，还有美晨科技（维权）（300237）也发布公告称公司股票将被"ST"。美晨科技公告称，公司于近日收到中国证券监督管理委 员会山东监管局（以下简称"山东证监局"）下发的《行政处罚事先告知书》。公司将于9月29日（星期一）开市起停牌1天，并于9月30日（星期二）开市 起复牌。自9月30日起，公司股票简称将由"美晨科技"正 ...

下周解禁市值619.22亿元。 多家公司股票将被ST 昨日晚间（9月19日），多家A股公司相继公告股票将被实施其他风险警示。 绝味食品（维权）（603517）公告，公司收到湖南证监局下发的《行政处罚事先告知书》，公司涉嫌信息披露违法违规案已调查完毕。经查明， 2017年至2021年期间，公司未确认加盟门店装修业务收入，导致年度报告少计营业收入。公司2017年至2021年各年年度报告未如实披露营业收入。 湖南证监局拟决定对公司责令改正，给予警告，并处以400万元罚款。根据规定，公司股票将被实施其他风险警示，A股简称将变更为"ST绝味"， 公司股票将于2025年9月22日停牌1天。 查看更多考评等级 专题：绝味食品财务造假！五年营收未如实披露 被罚400万元 下周将被ST 从解禁比例来看，紫燕食品、锡装股份、恩威医药的解禁比例居前，均超50%，瑞华技术、合合信息、何氏眼科的解禁比例也较高。 思科瑞（维权）（688053）公告，公司收到四川证监局下发的《行政处罚事先告知书》，公司涉嫌信息披露违法违规一案，已调查完毕，四川监管 局依法拟对公司及相关人员作出行政处罚。经查明，思科瑞涉嫌虚构销售业务、涉嫌提前确认收入、涉 ...

Group 1: Stock Warnings - Multiple A-share companies will have their stocks subjected to risk warnings due to violations of information disclosure regulations [1][3][6] - Absolute Food (603517) received a notice from Hunan Securities Regulatory Commission regarding a penalty for failing to disclose franchise store renovation income from 2017 to 2021, resulting in a fine of 4 million yuan [1] - Cisco Ray (688053) is facing penalties for fabricating sales and improperly recognizing income, with a proposed fine of 2 million yuan [3] - Fudan Fuhua (600624) is also under scrutiny for false records in annual reports from 2019 to 2023, with a similar fine of 4 million yuan proposed [6] Group 2: Upcoming Stock Unlocks - Next week, 51 stocks will be unlocked, with a total market value of 61.922 billion yuan based on the latest closing prices [5] - Hehe Information will have 69 million shares unlocked, valued at 10.835 billion yuan, focusing on AI text recognition [5] - Ziyan Food will have 344 million shares unlocked, with a market value of 7.126 billion yuan, primarily from original shareholders [7] Group 3: Stock Performance Trends - The average stock price of the 51 stocks set to be unlocked has decreased by 0.53% since September [9] - Xizhuang Co. has seen a significant increase of 39.06% in stock price, while Ziyan Food has experienced a decline of 20.46% [10] - Among the stocks facing unlocks, several companies with poor performance are expected to be more negatively impacted by the unlocks [11]

下周将有51只个股解禁，按照最新收盘价计算，合计解禁市值619.22亿元。从解禁比例来看，紫燕食 品、锡装股份、恩威医药的解禁比例居前，均超50%，瑞华技术、合合信息、何氏眼科的解禁比例也较 高。 ...

Group 1 - A total of 51 stocks will face unlock next week, with a combined market value of 61.922 billion yuan based on the latest closing prices [9][11] - The largest unlock value will be from Hehe Information, with 69 million shares becoming tradable, amounting to 10.835 billion yuan [9] - Ziyan Food will also see a significant unlock, with 344 million shares and an unlock value of 7.126 billion yuan [9] Group 2 - Stocks facing unlock have seen an average price decline of 0.53% since September [11] - Among the stocks, Xizhuang Co., *ST Yuanshang, and Heshun Technology have experienced price increases of over 20% in September [11] - Xizhuang Co. leads with a price increase of 39.06% and will have 81 million shares unlocking, valued at 4.239 billion yuan [11] Group 3 - Ziyan Food has the largest price drop among the stocks, with a decline of 20.46% in September, coinciding with its unlock of 344 million shares valued at 7.126 billion yuan [12] - Several companies, including Jiaotong Iron and Ice Wheel Environment, have recently received institutional research, indicating potential interest from investors [12] - Generally, the negative impact of unlocks is more pronounced for underperforming stocks compared to those with strong performance [12] Group 4 - Specific stocks facing significant unlocks include Hehe Information, Ziyan Food, and Wireless Media, with respective unlock values of 10.835 billion yuan, 7.126 billion yuan, and 5.521 billion yuan [13] - The unlock ratios for Ziyan Food, Xizhuang Co., and Enwei Pharmaceutical exceed 50%, indicating a substantial portion of their shares will be available for trading [9]

Summary of Key Points Core Viewpoint - Next week, 29 stocks in the A-share market will face a lock-up expiration, with a total of 2.013 billion shares being unlocked, amounting to a market value of approximately 18.877 billion yuan, representing a week-on-week decrease of 73.51% [1][2]. Company-Specific Summaries - **Foton Motor**: The largest stock by market value to be unlocked next week, with an unlock value of 3.957 billion yuan and 1.429 billion shares set to be released on September 3, 2025. The shares are from a targeted placement to institutional investors at an issue price of 2.10 yuan per share [2][4]. - **Futian Technology**: The second-largest unlock value at 2.887 billion yuan, with 0.079 billion shares to be released on September 4, 2025. The shares include original shareholders' restricted shares and strategic placement shares [2][4]. - **Yinose**: The third-largest unlock value at 2.437 billion yuan, with 0.062 billion shares to be released on September 3, 2025, also consisting of original shareholders' restricted shares and strategic placement shares [2][4]. Market Performance - As of August 29, 2023, the stock price of Foton Motor was 2.77 yuan per share, with a market capitalization of approximately 21.9 billion yuan. The stock has seen a return of over 30% since the targeted placement, resulting in a floating profit of over 900 million yuan for the major shareholder, Beijing Automotive Group [4]. - Futian Technology's stock price was 36.63 yuan per share, with a market capitalization of about 5.7 billion yuan. Since its listing, the stock has appreciated over 260% compared to its issue price, indicating significant gains for strategic placement shareholders [4]. Unlocking Impact - Six stocks will see their unlock quantities exceed 30% of their total share capital, including Futian Technology (50.71%), Yinose (44.33%), Wufangzhai (37.61%), Sudar (36.76%), Liren Technology (34.81%), and Aopumai (31.83%). The unlocking will lead to a substantial increase in their circulating shares, with four stocks experiencing an increase of over 100% in their circulating market [7][8].

Core Viewpoint - Next week, 29 stocks in the A-share market will face a lock-up expiration, with a total of 2.013 billion shares being unlocked, amounting to a market value of 18.877 billion yuan, which represents a week-on-week decrease of 73.51% [1][3]. Summary by Category Unlocking Stocks - The stocks with the highest unlocking market value include Foton Motor at approximately 4 billion yuan, Fute Technology at 2.887 billion yuan, and Yinos at 2.437 billion yuan [2][3]. - Foton Motor will unlock 1.429 billion shares on September 3, 2025, all from a targeted placement to institutional investors [3][5]. - Fute Technology will unlock 0.079 billion shares on September 4, 2025, consisting of original shareholders' restricted shares and strategic placement shares [3][5]. - Yinos will unlock 0.062 billion shares on September 3, 2025, also from original shareholders' restricted shares and strategic placement shares [3][5]. Market Performance - As of August 29, the stock price of Foton Motor was 2.77 yuan per share, with a market capitalization of approximately 21.9 billion yuan [6]. - The stock price of Fute Technology was 36.63 yuan per share, with a market capitalization of about 5.7 billion yuan [6]. - The stock performance for the month of August shows Foton Motor with a gain of 2.97%, Fute Technology with a gain of 7.04%, and Yinos with a decline of 13.12% [3]. Increase in Circulation - Among the 29 stocks facing unlocking, six stocks will see their circulation increase by more than 30%, including Fute Technology (50.71%), Yinos (44.33%), Wufangzhai (37.61%), Suda Shares (36.76%), Liren Technology (34.81%), and Aopumai (31.83%) [10][11]. - Four of these stocks will experience a circulation increase of over 100% after the unlocking [10].