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next week, the scale of a-shares unlocking will nearly triple, led by citic securities, with unlocking over 17 billion

2024-09-08

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next week (september 9 to september 13), the a-share market will usher in a small peak of lifting restrictions within the month, involving 47 stocks with a total lifting market value of 55.705 billion yuan. in terms of individual stocks, citic securities, the "big brother of securities companies", topped the list with a lifting market value of 17.751 billion yuan. another "10 billion" lifting stock is china railway special cargo, with a lifting ratio of over 70%.

the peak of lifting restrictions within the month! the scale of lifting restrictions next week will increase by nearly 2 times month-on-month

wind data statistics show that next week a total of 47 companies' restricted shares will be released, with a total of 7.04 billion shares released. based on the closing price on september 6, the total market value of the released shares is 55.705 billion yuan, an increase of 191.33% from the previous week.

specifically on a single day, next monday and wednesday will be the peak days for lifting restrictions, when market values ​​of 26.054 billion yuan and 20.579 billion yuan will be unlocked respectively.

after a six-month delay, the "big brother of securities firms" will lift the ban on over 17 billion next week

judging from the scale of lifting of restrictions on individual stocks,there are two stocks with a market value of over 10 billion yuan that will be released next week, namely citic securities (17.751 billion yuan) and china railway special cargo (12.784 billion yuan).cofco science & technology (2.369 billion yuan), caibai pharmaceutical (1.934 billion yuan), lanwei medical (1.809 billion yuan) and other stocks followed closely behind, ranking in the top five of the list of stocks to be unblocked next week.

specifically,the 931 million shares of citic securities, the "big brother of securities companies", will be unblocked on september 11.the shareholders whose shares are no longer restricted are guangzhou yuexiu capital holdings group co., ltd. (guangzhou yuexiu capital) and guangzhou yuexiu capital holdings group co., ltd. (yuexiu capital). these shares are from the private placement completed by citic securities in march 2020 and the rights issue in 2022. among them, the issue price of the private placement was 16.62 yuan per share. as of the close of september 6, the share price of citic securities was 19.06 yuan per share.

source: citic securities announcement

it is worth mentioning thatsix months ago, yuexiu capital and its subsidiaries decided to delay the lifting of the ban on their shares in citic securitiesthe reason is that "based on the confidence in citic securities' sustainable development and recognition of its value, holding citic securities shares can bring stable returns to yuexiu capital, as well as support the healthy development of the capital market and safeguard the interests of the majority of public investors."

china railway special cargo, which ranked second in terms of the scale of lifting restrictions, lifted 3.4 billion shares on september 9.the shareholder whose shares are no longer restricted is china railway investment co., ltd., which is also the largest shareholder of china railway special cargo. wind data shows that as of the close of september 6, the share price of china railway special cargo was 3.76 yuan per share, with a market value of 16.7 billion yuan.

5 stocks with large amount and large proportion of lifting of restrictions are "double listed"

compared with the market value of unblocked shares, the proportion of unblocked shares in the company's total share capital has a more direct and significant impact on the stock price. next week, 9 companies will have unblocked shares exceeding 50%.

judging from the specific stock release ratio, the release ratios of china railway special cargo, senhe holdings and jinsanjiang will all exceed 70% next week, and the release numbers account for 76.5%, 75% and 71.41% of the total share capital respectively.

it should be noted thatthere are 5 stocks on the list of stocks that will be released in large amounts and large proportions next week.they are china railway special cargo, jinsanjiang, botuo biotechnology, cofco science and engineering, and lanwei medical. among them, china railway special cargo has lifted more than 70% of its ban, and the scale of the ban has exceeded 10 billion.

although large-scale share releases may not directly lead to a drop in stock prices, investors should still remain vigilant when faced with a large number of shares that account for a significant proportion of the total. such releases may cause a sharp increase in the number of shares circulating in the market, which may have a certain impact on stock prices in the short term.