ACMSH(688082) 证券时报网·2024-11-18 00:42Core Viewpoint - The scale of restricted shares released in the A-share market has significantly increased to nearly 90 billion yuan this week, with 54 companies involved in the release of 3.855 billion shares, totaling a market value of 89.03 billion yuan [1] Group 1: Major Companies Involved - Shengmei Shanghai (688082.SH) is the largest company in terms of restricted share release, with 358 million shares released on November 18, accounting for 82.01% of its total share capital, resulting in a market value of 38.824 billion yuan [2] - Other notable companies with significant restricted share releases include Fujia Co., Ltd. (603219.SH), Canqin Technology (688182.SH), and Wanxiang Technology (301180.SZ), with market values exceeding 5 billion yuan [1][4] Group 2: Company Performance and Projections - Shengmei Shanghai reported a revenue of 3.977 billion yuan for the first three quarters of 2024, a year-on-year increase of 44.62%, and a net profit of 758 million yuan, up 12.72% [2] - The company has consistently raised its annual revenue forecast, with the latest estimate for 2024 set between 5.6 billion yuan, indicating a positive outlook for future performance [3] - Fujia Co., Ltd. has experienced a decline in revenue and net profit over the past two years, with a 25% drop in net profit last year and a similar decline in the first three quarters of this year [5] - Canqin Technology has shown a year-on-year net profit increase of 68.23% in the first three quarters of this year, although its performance remains below pre-listing levels [7] - Wanxiang Technology has faced significant declines in net profit, with an 86% drop last year and a further 34% decrease in the first three quarters of this year [9] Group 3: Market Reactions and Stock Performance - Shengmei Shanghai's stock price has increased approximately 28% from its issue price of 85 yuan to the latest closing price of 108.54 yuan [3] - Fujia Co., Ltd.'s stock price has risen over 120% compared to its issue price, despite its declining financial performance [6] - Canqin Technology's stock price has seen an increase of nearly 80% from its issue price [8] - Wanxiang Technology's stock price has shown a nearly 30% increase from its issue price, despite its poor financial results [9] Group 4: Types of Restricted Shares Released - This week, 11 companies had restricted shares released that accounted for over 50% of their total share capital, indicating a significant impact on their stock prices due to the increase in circulating shares [10] - The majority of the released shares were original shareholders' restricted shares, with 22 companies involved, alongside 4 companies with directed placement shares and 11 companies with equity incentive restricted shares [10]