Several event fronts are active — elevated overhang. Watch the names below, don't chase. Part of the board is not current — this read covers the planes that are.多条事件线活跃——事件压力偏高。留意下列个股,不追。部分数据线尚未更新——本解读仅覆盖数据为最新的部分。
Overhang across the board各条线压力概览
🔓Unlock supply解禁供给19 large unlocks in the next 7 days (≥5% of float).未来7天有19笔大额解禁(占流通≥5%)。
📬Open questions监管问询⏱1 letter with no reply filed in the last 14 days. Last seen 2026-09-09 — not updated since.过去14天有1封问询函未见回复。最后观测 2026-09-09,此后未更新。
📋Earnings previews业绩预告5494 pre-announcements this season.本季度5494份业绩预告。
🔄Buybacks股份回购370 active buyback programs.370项进行中的回购计划。
⛓️Pledge stress质押压力10 names with heavy pledging (≥50%).10只个股质押较重(≥50%)。
🚨Risk warnings风险警示205 names on the risk-warning board.风险警示板共205只个股。
⏱ 6 of 7 planes are current.
Open questions
— last known reading from 2026-09-09, not counted in the tally.⏱ 7 条数据线中 6 条为最新。
监管问询
——显示 2026-09-09 的最后观测值,未计入上方统计。
🔓Most notable today今日最值得关注建发致新more shares unlock than currently trade freely — a very large supply event, unlocks in 13d解禁数量超过当前自由流通量——供给量非常大,13天后解禁in 13d13天后
6 of 7 planes above are current;
Open questions
— last known reading from 2026-09-09. Every plane's state and counts are free. The
names behind them are the members' half: you get the 4 closest in time,
Essential gets all 57.上方 7 条线中有 6 条为最新;
监管问询
显示的是 2026-09-09 的最后观测值。各条线的状态与计数均免费开放。其背后的个股名单面向会员:
你可以看到时间上最近的 4 条,Essential 可查看全部 57 条。
🔓
Unlock Supply解禁供给
Essential19 large unlocks in the next 7 days (≥5% of float).未来7天有19笔大额解禁(占流通≥5%)。ok2026-09-15
301584.SZsupply event供给事件
more shares unlock than currently trade freely — a very large supply event, unlocks in 13d解禁数量超过当前自由流通量——供给量非常大,13天后解禁
建发致新 · 首发原股东限售股份,首发战略配售股份 · 344.2% of float流通占比
Growth-scare增长恐慌contracting收缩mid中期-cycle周期
in 13d13天后
600925.SSsupply event供给事件
more shares unlock than currently trade freely — a very large supply event, unlocks in 14d解禁数量超过当前自由流通量——供给量非常大,14天后解禁
苏能股份 · 追加承诺限售股份上市流通 · 328.9% of float流通占比
Growth-scare增长恐慌contracting收缩mid中期-cycle周期
in 14d14天后
301558.SZsupply event供给事件
more shares unlock than currently trade freely — a very large supply event, unlocks in 13d解禁数量超过当前自由流通量——供给量非常大,13天后解禁
53 more named situations are open to members另有 53 只个股的事件明细向会员开放
You keep the whole overhang read — every plane's state, every count, and the
nearest unlocks and newest letters. Essential and Pro open the names behind it: the rest of the
unlock and letter queues, the buyback and pledge boards, the earnings-preview movers, the
risk-warning board and the block-trade tape.压力概览完整保留——各条线状态、全部计数,以及最近的解禁与最新的问询函。
Essential 与 Pro 可查看其背后的个股名单:解禁与问询函的其余部分、回购与质押看板、
业绩预告变动榜、风险警示板与大宗交易。
See plans查看方案7-day Pro trial · cancel anytimePro 7 天试用 · 随时取消
Off-market block deals struck well above (premium) or below (discount) the tape — who is buying or selling size.成交价明显高于(溢价)或低于(折价)市价的场外大宗交易——谁在大额买卖。
📊
Goodwill Backdrop商誉背景
ok2026-09-15
Whole-market goodwill on the books — the pool that could trigger year-end impairment charges across A-shares. Backdrop, not a per-name flag.全市场账面商誉——A股年末可能计提减值的总量。属背景,非个股标记。
Annual figures ▸年度数据 ▸
Period报告期2022-12-31Goodwill (¥00M)商誉(亿)11821Impairment (¥00M)商誉减值(亿)-512Net assets (¥00M)净资产(亿)458572Net profit (¥00M)净利润规模(亿)37706Goodwill / net assets商誉占净资产比例2.58%Impairment / net assets商誉减值占净资产比例-0.11%Impairment / net profit商誉减值占净利润比例-1.36%
Period报告期2023-12-31Goodwill (¥00M)商誉(亿)12143Impairment (¥00M)商誉减值(亿)-484Net assets (¥00M)净资产(亿)495961Net profit (¥00M)净利润规模(亿)37690Goodwill / net assets商誉占净资产比例2.45%Impairment / net assets商誉减值占净资产比例-0.10%Impairment / net profit商誉减值占净利润比例-1.28%
Period报告期2024-12-31Goodwill (¥00M)商誉(亿)11951Impairment (¥00M)商誉减值(亿)-517Net assets (¥00M)净资产(亿)519220Net profit (¥00M)净利润规模(亿)36993Goodwill / net assets商誉占净资产比例2.30%Impairment / net assets商誉减值占净资产比例-0.10%Impairment / net profit商誉减值占净利润比例-1.40%
Period报告期2025-12-31Goodwill (¥00M)商誉(亿)12141Impairment (¥00M)商誉减值(亿)—Net assets (¥00M)净资产(亿)552479Net profit (¥00M)净利润规模(亿)37482Goodwill / net assets商誉占净资产比例2.20%Impairment / net assets商誉减值占净资产比例—Impairment / net profit商誉减值占净利润比例—
Period报告期2026-06-30Goodwill (¥00M)商誉(亿)12314Impairment (¥00M)商誉减值(亿)—Net assets (¥00M)净资产(亿)570519Net profit (¥00M)净利润规模(亿)24334Goodwill / net assets商誉占净资产比例2.16%Impairment / net assets商誉减值占净资产比例—Impairment / net profit商誉减值占净利润比例—
📎Track of record跟踪记录We've tracked 21 flagged events across 16 days so far. Too few, too soon to say whether flagged names behave differently — this is a watch list, not a scorecard.目前已跟踪21个标记事件,覆盖16个交易日。样本仍少、时间尚短,还无法判断被标记个股是否表现不同——这是观察清单,不是成绩单。
Context only — not a signal, score or trade. Rankings by disclosed magnitudes and exchange-reported labels; no directional scoring originates here.仅作背景,非信号、评分或交易。按披露规模和交易所公布类型排序;此处不产生任何方向性评分。