①47 companies will gradually lift sales restrictions, welcoming a minor peak of lifting restrictions next Monday; ②A large amount of lifting restrictions is imminent, and two companies have successively stated: no shareholding plan, waiving voting rights; ③Next week, there will be 9 stocks with high amounts and high proportions of lifting restrictions "double listing".
According to the Financial Association on December 14 (Editor Shen Chao), next week (December 16 to December 20) the A-share market will have 47 stocks lifting sales restrictions. Based on the latest closing price, the total value of lifting restrictions amounts to 48.066 billion yuan. Among them, North Copper has the largest market cap for lifting restrictions, while BSE Stocks Huillong Piston has the highest lifting ratio.
47 companies will gradually lift sales restrictions, welcoming a minor peak of lifting restrictions next Monday.
According to wind data statistics, a total of 47 companies will gradually lift sales restrictions next week, releasing a total of 3.055 billion shares. Based on the closing price on December 13, the total market cap for lifting restrictions is 48.066 billion yuan, an increase of 57.72% compared to this week.
Specifically, next Monday will be the peak day for lifting restrictions. At that time, the total market cap of 31.842 billion yuan will be unlocked, accounting for 66.25% of the total market cap lifted for the week.
From the perspective of individual stock lifting scales, the top three in market cap lifted next week are: North Copper (9.163 billion yuan), Gotion High-tech (8.532 billion yuan), and Hemaixian (7.351 billion yuan). The market cap for lifting restrictions of all three exceeds 7 billion yuan. Mingyue Optical (5.207 billion yuan) and Wuchan Huaneng (4.019 billion yuan) closely follow. Among the top ten in lifting scale, 5 stocks will lift restrictions next Monday (December 16).
A large amount of lifting restrictions is imminent, and two companies have successively stated: no shareholding plan, waiving voting rights.
As a huge lifting of restrictions approaches, North Copper and Gotion High-tech have communicated detailed information about the lifting restrictions to the market through interactive platforms and announcements, attempting to alleviate investors' concerns. They also emphasized the impact of the company's fundamentals and market factors on stock prices, as well as the holding plans of major shareholders, thereby conveying confidence to the market.
North Copper will face a large-scale restriction on Stocks being lifted on December 16, 2024. At that time, 1.046 billion Shares will be unlocked, accounting for 59.01% of the total A-share capital, with an unlocking Market Cap reaching 9.163 billion yuan. The type of locked-up Shares being released this time comes from Private Placement for Institutions, and the Shareholders include the controlling Shareholder, Zhongtiao Mountain Nonferrous Metals Group Co., Ltd. (0.83 billion Shares), Shanghai Luan Investment Co., Ltd. (72.0068 million Shares), Ningbo Free Trade Zone Sanjin National Investment Private Equity Fund Partnership (Limited Partnership) (72.0068 million Shares), and Jinchang Investment Co., Ltd. (72.0068 million Shares).
Recently, North Copper responded to investors' inquiries about the 'large-scale lifting of restrictions' on Interactive Easy, stating that 79.35% of the unlocked shares are held by the controlling Shareholder Zhongtiao Mountain Nonferrous Metals Group Co., Ltd., and currently there is no Shareholding reduction plan from the controlling Shareholder. The company's stock price is influenced by various factors, and investors are advised to pay attention to market risks.
On December 16, Gotion High-tech will welcome the unlocking of 0.384 billion Shares, which accounts for 21.32% of the company's total equity, with an unlocking Market Cap reaching 8.532 billion yuan. These Shares originate from a Private Placement, with the placement price set at 19.01 yuan per Share, and the Shareholder being Volkswagen (China) Investment Co., Ltd. (referred to as 'Volkswagen China').
Recently, Gotion High-tech issued an announcement stating that Volkswagen China will continue to waive its voting rights on the Shares it holds. The announcement mentioned that Volkswagen China agrees to extend the commitment period for waiving voting rights, which means that for 72 months from the date of the company's relevant Shares being registered under Volkswagen China's name, or for a longer period as decided by Volkswagen China, it will irreversibly waive part of its voting rights on the company Shares it holds, ensuring its voting rights ratio remains at least below that of the founding Shareholders by 5%.
The list of stocks with large amounts and high proportions of lifted restrictions is revealed.
Compared to the unlocking Market Cap, the proportion of unlocked Shares to the company's total equity usually has a more direct and significant impact on stock prices. Next week, five companies will have over 50% of their unlocking proportion.
In terms of specific stocks' unlocking proportions, Huilong Piston (BSE), Mingyue Lens, North Copper, Wuchan Huaneng, and Lingge Technology rank high in unlocking proportions.
It is worth noting that next week there are eight stocks that are on the list for both large amounts and high proportions of lifted restrictions, including North Copper, Hemai Co., Mingyue Lens, Wuchan Huaneng, Anpeilong, Xigaoyuan, Huayan Jingji, Huilong Piston, and Lingge Technology.
Although large-scale share unlocks do not necessarily lead to a decline in stock prices, investors should still exercise caution in the face of large-scale and high-proportion share unlocks. Such unlocks may cause a surge in the number of circulating shares in the market, which could have a certain impact on stock prices in the short term.