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the market value was 107.577 billion yuan after the ban was lifted this month.

the total market value of unbanned stocks in october was 107.577 billion yuan, which was the smallest month of the year and rarely dropped to the level of 100 billion yuan.

according to statistics from securities times·dabao, since 2015, the month with the largest market capitalization since 2015 was june 2021, with a market capitalization of 917.509 billion yuan; the month with the smallest market capitalization was october 2016, with 92.99 billion yuan; the pressure to lift the ban in october this year was 107.577 billion yuan, which was only higher than the lifting scale in october and july 2016.

120 stocks face lifting of ban

this month, 120 stocks will be lifted. zhuhai guanyu has the largest unblocked market value. on the 15th of this month, 357 million shares will be listed and circulated, mainly the first-time restricted shares of original shareholders and the first-time strategic allotment shares. the unblocked market value reaches 6.132 billion yuan.

sinoma international will have 476 million shares listed for circulation on the 29th of this month, mainly for private placement institutions, with a market value of 5.48 billion yuan.

hengshuai co., ltd., kidswant, shenzhen jiaotong, china resources materials, dari electronics, and shiyun circuit ranked first in the proportion of lifting the ban, all exceeding 3 billion yuan. in contrast, rongyi precision, yongchuang intelligent, jiusheng electric, wantong hydraulics, zhite new materials, and ye ye shares have less pressure to lift the ban, and their market values ​​are less than 10 million yuan.

in terms of the lifting ratio, the lifting ratio of 15 stocks exceeds 50%. china cigarettes co., ltd., youan design, gaotie electric, wangcheng technology, and shenzhen ruijie have a larger proportion of lifting the ban, all exceeding 74%. the lifting ratios of ye ye, zhite new materials, luzhou laojiao, and fii industrial co., ltd. are relatively small, all less than 0.1%.

the lifting of ban on stocks with performance losses will have a greater impact

judging from historical experience, lifting the ban does not necessarily mean that the stock price falls. the trend of the stocks that have been lifted has a positive correlation with the overall market trend. when the market environment is good and funds are relatively sufficient, the lifting of the ban will have a relatively small impact on the stock price. even for some high-quality stocks, the increase in market chips will attract more funds to intervene, thereby driving the stock price to rise. judging from the stock price performance before and after the ban is lifted, stock prices are often more sensitive on the eve of the lifting of the ban.

affected by the recent significant improvement in market conditions, the stock prices of these 120 stocks that will be lifted this month recorded increases across the board in september, with an average increase of 24.68%. the share prices of kidswant, yicheng xinneng, and luqiao information were among the top gainers, rising 76.7%, 68.01%, and 56.92% respectively.

the extent of the impact of the lifting of restricted stocks on stock prices also depends on the company's fundamentals. the market performance of lifted stocks with profitable performance is significantly better than that of lifted stocks with losses. judging from the performance of the first half of this year, among the stocks that have been released from the ban this month, industrial fii has the largest net profit. the net profit attributable to the parent company in the first half of the year was 8.739 billion yuan, a year-on-year increase of 22.04%; the company’s 1.5428 million restricted shares will be released in october. it will be listed and circulated on the 10th, accounting for 0.01% of the total share capital. the type of shares released this time is equity incentive restricted shares. the company recently stated that it is expected that cloud computing will continue to improve in the second half of the year. this year, ai contribution will account for 40% of the company's total cloud computing revenue, and ai servers will account for 40% of the global market share.

luzhou laojiao's net profit is the second largest. 134,500 shares will be lifted next week. the types of unlocked shares are also equity incentive restricted shares. the company's net profit attributable to the parent company in the first half of the year was 8.028 billion yuan, a year-on-year increase of 13.22%.

among the stocks that were lifted this month, 8 stocks had net profit losses of more than 100 million yuan in the first half of the year. yicheng new energy, yunmei energy, and xinghuan technology-u had the largest losses in the first half of the year, with losses of 442 million yuan and 233 million yuan respectively. yuan and 191 million yuan.