Interface News Reporter Zhang Yi

Wind statistics show that excluding newly listed companies, a total of 64 companies have lifted the ban on restricted shares this week, with 3.608 billion shares lifted. Based on the latest closing price (the same below), the market value of the ban is 59.684 billion yuan.

among them, there are 19 companies with a market value exceeding 1 billion yuan, and the first three are yuntian lifei-U(688343.SH), nanxin technology (688484.SH) and hengshuai shares (300969.SZ).

there are 12 companies with more than 0.1 billion shares lifted, the top three being palm shares (rights protection)(002431.SZ), Shaanxi energy (001286.SZ) and jiangyan group (601065.SH).

Charting: Interface News Securities Group

the artificial intelligence concept stock yuntianlifei-u, which has been listed for one year, welcomed the lifting of a batch of first-issue restricted shares this week.

according to the announcement, yuntian lifei-u on April 8, 0.178 billion shares of the original shareholders restricted shares and the initial strategic allotment shares were lifted, accounting for 50.05 of the total share capital, about 220 of the circulation before the lifting of the ban, or about 6.223 billion yuan of the market value of the lifting of the ban.

This is an artificial intelligence algorithm platform and artificial intelligence chip platform. Since its listing, the company has not yet achieved profitability. Performance Express shows that last year Yuntian Lifei-U realized operating income of 0.535 billion yuan, while realizing a loss of 0.39 billion yuan in net profit attributable to its parent and a loss of 0.507 billion yuan in net profit attributable to its non-parent.

Yuntian Lifei-U indicates that the company's R & D investment remains at a high level, so the company's operating gross profit does not cover R & D and other aspects of investment, showing a loss state.

In the Yuntian Life-U2023 Restricted Stock Incentive Plan (Draft), the assessment requirements for the next two years are proposed, with revenue growth as the assessment target. According to the requirements, the target value for 2024 is not less than 60% of the revenue base in 2022 and not less than 90% in 2025.

The company's revenue fell slightly last year, and this year's target is relatively high.

the lifting of the ban on Yuntian Lifei-U is large in scale, involving a large number of shareholders, a total of 56, most of whom are institutional shareholders with withdrawal needs, so the lifting pressure is greater.

It is worth noting that Yuntian Lifei-U is currently in a broken state. Its offering price was 43.92 yuan per share, with a maximum of 127.00 yuan per share on the first day of listing, and then fell back steadily, with the latest closing price of 35.01 yuan per share.

The cost of holding shares of the original shareholders of the first issue is much lower than the issue price, and it is difficult to judge their profit or loss, but the initial strategic placement shareholders who took over at the issue price actually lost about 20%.

Yuntian Lifei-U has a total of 7 initial strategic placement shareholders who have lifted the ban this time, including Yuntian Lifei employees participating in the No. 2 collective asset management plan of the scientific and technological innovation board strategic placement, Shenzhen Hongwen Culture and Technology Venture Capital Co., Ltd., Chengdu Jinjiang Investment Development Group Co., Ltd., Shenzhen Pengcheng Electric Group Co., Ltd., Chengdu Science and Technology Innovation Investment Group Co., Ltd., Shanghai Daning Asset Management (Group) Co., Ltd. and Qingdao Jufeng Technology Venture Capital Co., Ltd.

yuntian lifei-u top ten shareholders

Nanxin Technology faces the same problem as Yuntian Lifei. The company is a chip design company, its share price is also in a state of breaking, the lifting of the strategic placement shareholders book floating loss of 24%.

Nanxin Technology listed on the board a year ago, according to the announcement, the company on April 8, 0.195 billion shares of the original shareholders of the first restricted shares and the first strategic placement of shares lifted, accounting for 46.03 percent of the total share capital, is about 330 percent of the outstanding plate before the lifting of the ban, or about 5.903 billion yuan of the market value of the lifting of the ban.

The annual report shows that it is difficult for Nanxin Technology to increase its income last year. The company's operating income in 2023 was 1.78 billion yuan, up 36.87 percent year-on-year, while the net profit of the parent company was 0.261 billion yuan, up 6.15 percent year-on-year. This trend is similar to that in 2022, the company's revenue and net profit will increase by 32.17 and 0.89, respectively.

After the results were disclosed, Nanxin Technology said in a conference call that the company spent 16.43 per cent of its revenue on research and development last year. The company is cautiously optimistic about the market as a whole in the first half of this year and is laying out overseas markets. The company has also made progress in the field of automotive electronics, from the car wireless wired charging into the automotive head manufacturers, and in the automotive instrumentation, intelligent cockpit and other key areas to carry out product layout planning.

Nanxin Technology has 25 shareholders, 3 of whom are strategic placement shareholders, including the company's executives and core employees participating in the special asset management plan set up by the strategic placement. Nanxin Technology's share price broke, and the management plan of executives and core employees also lost more than 20%.

nanxin technology's top ten shareholders

micro-motor company Hengshuai shares this week ushered in the listing of three-year initial restricted shares to lift the ban. The company made a profit of 0.195 billion yuan to 0.215 billion yuan last year, up 33.99 to 47.74 percent year on year. The company's lifting of the ban chips concentrated in the hands of the actual controller and the concerted action, the lifting of the ban pressure is limited. As of press time, the company has not disclosed the lifting of the ban announcement, the specific lifting of the ban to the announcement.

details of the lifting of the ban on the restricted shares of hengshuai shares

in addition, 11 companies that have lifted the ban this week account for more than 50% of the total share capital. hengshuai shares, Hangzhou colin (688611.SH) and mustang battery (605378.SH) need special attention. their lifted the ban account for 75% of the total share capital and the circulation increased by 300.

the number of companies that lifted the ban is more than double the number of shares outstanding before the lifting of the ban, a total of 17. In addition to the above three companies with a 300 percent increase in circulation, Nanxin Technology (688484.SH) also increased its circulation by more than 300 percent. Due to the large increase in the number of shares in circulation, the lifting of the ban on restricted shares of such companies has a relatively large impact on their own share prices.

from the type of shares lifted, this week to the first original shareholders restricted shares lifted the ban mainly. Among them, there are 34 original shareholders restricted shares, 5 initial strategic allotment shares, 5 initial original shareholders restricted shares and initial strategic allotment shares lifting the ban on 5 companies, 2 initial institutional allotment shares, and private placement agency allotment shares. There are 12 companies, 5 equity incentive restricted shares, and 1 equity incentive general share.