来源：华夏时报 作为全球赤藓糖醇行业领军企业，三元生物近年业绩呈波动态势。同时，公司存在产品结构单一、依赖 国际市场等问题，而美国商务部近期发布初裁结果称其适用450.64%反倾销税，进一步加剧经营挑战。 华夏时报记者 谢碧鹭 北京报道 上市公司限售股解禁，向来是市场投资者较为关心的事情。近期，三元生物发布公告称，公司首次公开 发行前已发行的部分股份将于8月11日解除限售并上市流通，此次解除限售达9294.60万股，占总股本的 45.94%，为控股股东、实际控制人聂在建持股，其中实际可上市流通股份为2267.19万股。 针对三元生物限售股面临解禁、海外市场布局策略等问题，8月7日，《华夏时报》记者多次拨打了三元 生物年报上披露的董秘办电话，欲进行采访，但始终无法接通。随后，记者向年报披露的邮箱发送了一 份采访邮件，截至发稿，对方尚未回复。 实控人部分持股解禁 近日，三元生物对外发布了关于首次公开发行前已发行的部分股份解除限售并上市流通的提示性公告。 公司首次公开发行前已发行的部分股份将于8月11日解除限售并上市流通。此次解除限售股份的数量为 9294.60万股，占公司总股本的45.94%，为公司控股股东、实际 ...

实控人部分持股解禁 近日，三元生物对外发布了关于首次公开发行前已发行的部分股份解除限售并上市流通的提示性公告。 公司首次公开发行前已发行的部分股份将于8月11日解除限售并上市流通。此次解除限售股份的数量为 9294.60万股，占公司总股本的45.94%，为公司控股股东、实际控制人、董事长聂在建持有。公告称， 根据相关规定及股东承诺，其中实际可上市流通股份数量为2267.19万股，继续锁定的股份数量为 7027.41万股。 本报（chinatimes.net.cn）记者谢碧鹭 北京报道 上市公司限售股解禁，向来是市场投资者较为关心的事情。近期，三元生物发布公告称，公司首次公开 发行前已发行的部分股份将于8月11日解除限售并上市流通，此次解除限售达9294.60万股，占总股本的 45.94%，为控股股东、实际控制人聂在建持股，其中实际可上市流通股份为2267.19万股。 作为全球赤藓糖醇行业领军企业，三元生物近年业绩呈波动态势。同时，公司存在产品结构单一、依赖 国际市场等问题，而美国商务部近期发布初裁结果称其适用450.64%反倾销税，进一步加剧经营挑战。 针对三元生物限售股面临解禁、海外市场布局策略等问题，8月 ...

而在巨额限售股即将解禁的背景下，公司其他股东的减持行为进一步引发了市场对其股份流通状况的关 注。今年7月，三元生物对外发布了关于股东减持股份的预披露公告，公司股东鲁信资本计划自本公告 披露之日起15个交易日后的3个月内，以集中竞价和大宗交易方式合计减持公司股份不超过600万股。其 中，以集中竞价方式减持不超过200万股，以大宗交易方式减持不超过400万股。 不过，面对股份解禁和股东减持带来的市场压力，三元生物也在积极采取措施稳定市场信心。 去年7月，公司董事会就审议通过了回购公司股份方案的议案，拟回购金额在5000万元至1亿元之间。 2025年7月9日，三元生物对外披露了这起回购的进展情况：截至2025年7月8日，公司通过股票回购专用 账户以集中竞价交易方式累计回购公司股份约233万股，占公司总股本的1.15%，最高成交价为30.96元/ 股，最低成交价为23.51元/股，累计成交总金额约为6068万元。 海外市场或将承压 中国民协新质生产力委员会秘书长吴高斌在接受《华夏时报》记者采访时指出，随着限售股解禁窗口开 启，大量此前受流通限制的股份将逐步进入二级市场，这一过程会显著增加股票供给总量。从市场流动 性来 ...

中信建投证券股份有限公司 关于浙江海正生物材料股份有限公司 首次公开发行部分限售股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"保荐机构"）作为 浙江海正生物材料股份有限公司（以下简称"海正生材"或"公司"）首次公开发行 股票并在科创板上市的保荐机构，根据《证券发行上市保荐业务管理办法》《上 海证券交易所科创板股票上市规则》《上海证券交易所科创板上市公司自律监管 规则适用指引第1号——规范运作》等有关法律法规规定，对海正生材首次公开 发行部分限售股上市流通事项进行了核查，具体情况如下： 一、本次上市流通的限售股类型 根据中国证券监督管理委员会《关于同意浙江海正生物材料股份有限公司首 次公开发行股票注册的批复》（证监许可[2022]847号），同意公司首次公开发 行股票的注册申请。并经上海证券交易所同意，公司首次向社会公众公开发行A 股股票50,669,517股，并于2022年8月16日在上海证券交易所科创板上市，发行完 成后总股本为202,678,068股，其中有限售条件流通股为156,470,896股，占公司总 股本的77.20%；无限售条件流通股为46,207,172股，占公司 ...

Group 1 - The core viewpoint of the article is that Guotai Junan Securities Co., Ltd. has conducted a review of the restricted shares of Beikong Technology Co., Ltd. that are set to be released for trading following a major asset restructuring transaction [1][9] - The type of restricted shares being listed for circulation is related to the issuance of shares and cash payment for asset acquisition, along with the fundraising for the associated transaction [1] - The company received approval from the China Securities Regulatory Commission on July 4, 2022, to issue shares for asset acquisition and to raise no more than 68 million yuan [1] Group 2 - A total of 12,117,610 new shares were registered with the China Securities Depository and Clearing Corporation on August 10, 2022 [2] - The lock-up period for the newly issued shares is set for 36 months from the date of issuance, during which the shares cannot be transferred [2][3] - The total share capital of the company has increased to 184,945,734 shares following the completion of the share issuance and registration [2] Group 3 - The controlling shareholder, Minmetals Technology Group Co., Ltd., and other related parties have made commitments regarding the lock-up period for the shares, agreeing to not transfer the shares for 36 months [3][4] - All parties involved have adhered to their commitments regarding the restricted shares, and there are no violations affecting the circulation of these shares [5] - The number of restricted shares being released for trading is 12,117,610 shares [5] Group 4 - The share structure before and after the release of restricted shares shows a decrease in restricted shares from 13,586,320 to 1,468,710, while unrestricted shares increased from 175,677,206 to 187,794,816 [7] - The independent financial advisor has confirmed that the release of restricted shares complies with relevant laws and regulations [8]

周一（8月4日），共有10家公司限售股解禁，合计解禁量为10.92亿股，按最新收盘价计算，合计解禁 市值为90.22亿元。从解禁量来看，4家公司解禁股数超千万股。步步高、大悦城、菲沃泰解禁量居前， 解禁股数分别为5.61亿股、2.83亿股、2.09亿股。从解禁市值来看，4家公司解禁股数超亿元。菲沃泰、 步步高、西测测试解禁市值居前，解禁市值分别为36.39亿元、27.57亿元、12.01亿元。从解禁股数占总 股本比例来看，4家公司解禁比例超10%。菲沃泰、西测测试、步步高解禁比例居前，解禁比例分别为 62.16%、22.54%、20.88%。 ...

7月CPI、PPI数据将公布；新发国债等债券利息将交增值税；港股市场下调最低上落价位的第一阶段将生 效；2025世界机器人大会将举行。 开源证券指出，CPI方面，结合农产品批发价格指数等高频数据，预计7月CPI环比在0%左右，同比或 在-0.5%左右。PPI方面，结合CRB现货指数等高频数据，预计7月PPI同比、环比均有回升。 新发国债等债券利息将交增值税 近日，财政部、税务总局就国债、地方政府债券、金融债券利息收入增值税政策有关事项发布公告称，自 2025年8月8日起，对在该日期之后（含当日）新发行的国债、地方政府债券、金融债券的利息收入，恢复 征收增值税。 港股市场下调最低上落价位的第一阶段将生效 【重磅新闻】 7月CPI、PPI数据将公布 8月9日，国家统计局将公布7月CPI、PPI数据。 7月28日，香港交易所宣布，香港证券市场下调最低上落价位的第一阶段将于下周一（8月4日）生效。所谓 最低上落价位是每只股票的最小价格变动单位，这项措施将有助于降低市场的交易成本并提升交易效率。 其中，10港元—20港元区间的证券买卖最低上落价位从0.02港元调整为0.01港元，20港元—50港元区间的最 低上落价位从 ...

Summary of Key Points Core Viewpoint - A total of 32 companies will have their restricted shares unlocked from August 4 to August 8, with a combined total of 3.363 billion shares, amounting to a market value of 93.445 billion yuan based on the closing price on August 1 [1] Group 1: Unlocking Schedule and Market Impact - August 8 is identified as the peak unlocking day, with three companies accounting for a total unlocking market value of 54.464 billion yuan, representing 58.28% of the total unlocking scale for the week [1] - The top three companies by unlocking market value are: Runze Technology (51.821 billion yuan), Jiangbolong (13.649 billion yuan), and Hongye Futures (5.145 billion yuan) [1] Group 2: Unlocking Volume by Company - The companies with the highest unlocking share volumes are: Runze Technology (1.076 billion shares), Bubugao (561 million shares), and Hongye Futures (432 million shares) [1] Group 3: Types of Restricted Shares - The types of unlocked shares include: 11 companies with original shareholders' restricted shares, 7 companies with equity incentive restricted shares, 7 companies with general equity incentive shares, 3 companies with shares from targeted placements, and 2 companies with strategic placement shares [1]

Group 1 - The core point of the news is that Heatway Co., Ltd. (603075) will have 1.2351 million restricted shares unlocked on August 1, which accounts for 0.31% of the company's total share capital [1] - After this unlocking, the company will still have 361 million restricted shares, representing 89.75% of the total share capital [1] - The unlocking involves shareholders including middle management and key technical personnel, with a total unlocking quantity of 1.1943 million shares valued at approximately 25.5691 million yuan [2] Group 2 - Heatway Co., Ltd. reported a main revenue of 454 million yuan in Q1 2025, an increase of 8.56% year-on-year [3] - The net profit attributable to the parent company was 68.8182 million yuan, reflecting a year-on-year increase of 20.54% [3] - The company has a debt ratio of 28.5%, with investment income of 3.2016 million yuan and financial expenses of -4.6105 million yuan, while maintaining a gross profit margin of 30.64% [3] - The main business of Heatway Co., Ltd. includes the research, development, production, and sales of electric heating elements and components [3]

Group 1 - Domestic refined oil price adjustment is expected to be suspended, with the new adjustment window opening on July 29. This year, there have been fourteen rounds of price adjustments, resulting in six increases, six decreases, and two suspensions. After adjustments, the domestic gasoline and diesel prices have decreased by 225 yuan and 215 yuan per ton compared to the end of last year. If this round is suspended, the adjustment pattern will change to six increases, six decreases, and three suspensions by 2025 [1] Group 2 - A total of 347.52 billion yuan in market value of restricted stocks will be unlocked today, with 13 companies having a total of 5.65 billion shares released. Four companies have more than 10 million shares unlocked, with Huada Jiutian, Xinghuo Technology, and Changrun Co., Ltd. leading in terms of unlocked shares at 281 million, 146 million, and 110 million shares respectively. In terms of market value, Huada Jiutian, Changrun Co., Ltd., and Xinghuo Technology have the highest unlocked values at 30.899 billion yuan, 1.856 billion yuan, and 1.184 billion yuan respectively [4]