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the following is a detailed list. i believe that these data are helpful to everyone. avoiding unblocked stocks can largely avoid the probability of "stepping on mines" in the stock market.

according to the above statistics on the lifting of restrictions, investors who hold the above-mentioned stocks must be alert to risks, and try to avoid participating in the subsequent upward trend of these stocks. be careful of negative news that may cause the stocks to open significantly lower and make their profits vanish.

in the above chart, stocks with a lock-up ratio greater than 5% are:newway cnc, shanghai port, dongfeng technology, waifu holdings, meibang holdings, aolian electronics, zhenhua new materials, weiyuan holdings, benli technology, shanghai ailu, zhonglan environmental protection, huaruan technology, mingyang technology, yada holdings, yifei laser, centec communications, wande holdings, sling holdings, fuheng new materials, colorful butterfly enterprises, hongyuan pharmaceutical, tongdahai, zhongyan holdings, chongde technology, chuanfa longmang, and zhuojin holdings.

september 18 (wednesday) and september 20 (friday) are the peak periods for lifting the ban next week, and the lifting ratio of some stocks has exceeded 70%, especially newway cnc and meibang shares on september 18 (wednesday). be sure to pay attention to these stocks and don't "step on the thunder".

qiniu kanxiong believes that special attention should be paid to stocks with a ban ratio of more than 20% next week:

on september 18 (wednesday), the lifting of the ban ratio of newway cnc reached 75%; the lifting of the ban ratio of shanghai port reached 68.42%; the lifting of the ban ratio of waifu holdings reached 39.15%; the lifting of the ban ratio of metersbonwe reached 75%; the lifting of the ban ratio of zhenhua new materials reached 31.4%; the lifting of the ban ratio of weiyuan holdings reached 33.65%; the lifting of the ban ratio of benli technology reached 56.17%; the lifting of the ban ratio of shanghai ailu reached 34.72%; the lifting of the ban ratio of zhonglan environmental protection reached 41.75%; the lifting of the ban ratio of huaruan technology reached 20.41%; the lifting of the ban ratio of mingyang technology reached 69.86%; the lifting of the ban ratio of yada holdings reached 49.14%; the lifting of the ban ratio of centec communications reached 39.39%; and the lifting of the ban ratio of fuheng new materials reached 46.29%.

on september 20 (friday), the lifting of restrictions on zhongyan shares reached 31.66%; the lifting of restrictions on chuanfa longmang reached 20.42%; and the lifting of restrictions on zhuojin shares reached 49.87%.

it can be clearly seen from the lifting of restrictions data that the third week of september (may 14th - may 18th) will be a peak period for concentrated lifting of restrictions this month, so everyone should pay attention to "lightning protection".since 2024, the performance of the liquor market has been high at first and low at the end. sales were good during the spring festival peak season, and the second quarter entered the off-season with weak sales. the business scene had a weak recovery, and there was a decline against the backdrop of a high base in the banquet scene. the industry has entered a period of adjustment.

in the past, the price of liquor was mainly driven by the logic of price increase and consumption upgrade. but now, the market consumption situation has changed, and consumers' current demand for cost-effectiveness has become a core demand. in line with this change, the logic of liquor prices is evolving into a dual rational logic of consumption and price.

looking ahead, we speculate that the characteristics of "de-dependence on real estate" and "de-luxury" in liquor consumption will continue to be highlighted. under this dimension, "market share is brand". what companies can do is to give full play to the depth advantages of their product structure, use strong channels, big brands and large production capacity, and rely on appropriate price band layout to continuously squeeze out competing products.

at present, the valuation of the sector is at a historical low, the allocation value has increased, the interim report is expected to be smoothly implemented, and the subsequent improvement in sales is expected to raise the valuation. the logic of market share concentration under stock competition is expected to be strengthened, and the strategic direction/overall planning/implementation of enterprises is more important. in the short term, the total demand of the liquor industry is subject to the dual constraints of consumption scenarios and consumption power. if demand gradually picks up in the medium and long term, the leading companies in the industry are expected to benefit first.

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