风中的女王

10股筹码连续多期集中！下周2股解禁比例超50%（附股）_我的网站

薛平贵与王宝钏

一 | 　　下周解禁市值为175.8亿元。　　10股筹码连续多期集中　　据证券时报·数据宝统计，105家公司公布了截至8月20日最新股东户数，相比之前各期，有10股股东户数连续减少3期及以上，股东户数最多已连降8期，筹码呈持续集中趋势。

二 | Tere Ishk Mein is turning out to be a major winner at the box office. The Anand L Rai film, led by Dhanush and Kriti Sanon, has matched the strong buzz it carried before release and is now steadily inching toward the Rs 100 crore net milestone in India. Early estimates suggest the film earned around Rs 10.25 crore on its fifth day, with almost the entire chunk coming from the Hindi version. Tuesday’s numbers were a noticeable jump from Monday’s roughly Rs 8.25 crore, which had seen a sharp drop after the film hit its peak on Sunday with Rs 18.25 crore. With a solid opening weekend of about Rs 50 crore, the film has now reached an estimated Rs 71 crore net in India. Its overall performance remains strong across the board. The movie’s all-India gross has touched about Rs 84.25 crore, while international markets have contributed another Rs 7.25 crore. This pushes the film’s global total to around Rs 91.5 crore in just five days, placing it in a comfortable position to recover its reported Rs 95 crore budget soon. Day 5 also marks a milestone for Dhanush, as the film’s domestic gross has already overtaken the lifetime numbers of his 2013 hit Raanjhanaa. With Hindi net collections alone crossing the earlier film’s tally, Tere Ishk Mein has become his highest-grossing Hindi release within days. The film will now enter a competitive phase with Ranveer Singh’s Dhurandhar arriving this Friday, followed by the Hollywood release Avatar: Fire and Ash the week after.ALso Read: Paramvir Singh Cheema on Working With Kriti Sanon and Dhanush in Tere Ishk Mein。　　股东户数连续下降个股中，连降时间较长的有第一创业、国元证券等，其中，第一创业最新股东户数为20.69万户，已连续减少8期，累计降幅为6.80%，国元证券股东户数连降5期，最新户数为8.64万户，累计降幅6.68%，股东户数连降期数较多的还有东北证券、博隆技术、沃顿科技等。　　从业绩来看，有2股已经公布了半年报，净利润同比增幅最高的是优彩资源，净利润同比变动幅度为103.87%。有1股已经公布了上半年业绩快报，净利润增幅较高的有第一创业，增幅为41.67%。公布上半年业绩预告的共有4只。业绩预告类型来看，预增的有3只。以净利润增幅中值来看，净利润增幅最高的是招商轮船，预计净利润中值为69.50亿元，同比增幅为231.00%。　　下周28股面临解禁　　据数据宝统计，下周（8月24日至28日）将有28股解禁，按照最新收盘价计算，合计解禁市值175.8亿元。　　软通动力下周将有0.82亿股上市流通，主要为定向增发机构配售股份，解禁市值达30.58亿元。　　真兰仪表、和泰机电、苏盐井神、厦门象屿、波长光电的解禁市值规模居前。

三 | 　　相比之下，普源精电、星辰科技、爱得科技、正邦科技的解禁压力较小，解禁市值均不足千万元。　　从解禁比例来看，下周2股解禁比例超50%。和泰机电的解禁比例最高，达65.95%；真兰仪表的解禁比例次之，达51.96%；海昇药业、巴兰仕、绿能慧充解禁比例均超20%。　　15只解禁股发布业绩数据　　上述28股8月以来股价平均上涨5.55%。

四 | 奥来德的股价涨幅居首，区间累计上涨28.75%，公司下周将有831.87万股面临解禁，解禁市值3.81亿元。　　股价下跌的个股中，厦门象屿、乔路铭的股价跌幅居前，其中乔路铭跌幅最大，8月以来累计下跌8.8%，公司下周将有2760.11万股面临解禁，解禁规模3.75亿元。　　下周解禁股中，金杨精密、波长光电、沪硅产业8月以来获得机构调研。

五 | 金杨精密表示，公司上半年结构件业务综合毛利率为15.25%，较2025年提升3.58个百分点，主要原因是：一是2026年上半年公司产能利用率较2025年有所改善；二是新增产能产线自动化水平更高；三是下游客户产品迭代带来产品结构优化。　　波长光电在接受机构调研时表示，目前公司在泛半导体业务领域的产品包括PCB精密微加工、高端显示面板领域所用各类远心场镜，其中适用于PCB制造领域的精密激光微加工镜头是公司PCB业务领域的拳头产品，该产品成功为客户实现进口替代，已成为公司激光光学业务核心增长引擎。结合目前在手订单、发货情况及下游客户预期情况来看，如进展顺利，公司对PCB领域的业务提升仍保有较好预期。　　下周解禁股中有15股发布上半年业绩相关数据，结合业绩预告下限、快报或半年报来看，奥来德、太湖远大、金杨精密、普源精电、波长光电上半年业绩盈利且净利润同比增长100%。奥来德业绩增幅居首，公司上半年实现归母净利润1.76亿元，同比增长551%。