China中国 · event overhang事件压力 Context only仅供参考

China Intelligence Hub中国情报中心
2 event fronts事件线
running hot正在升温
of 7 watched条监测

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。
📦 Block trades大宗交易 223 block-trade price gaps.223笔大宗交易价差异常。

⏱ 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
三态股份 · 首发原股东限售股份 · 259.3% 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
Supply by week ▸按周供给 ▸
2026-09-14/2026-09-20 · ¥20.0B¥200亿 2026-09-21/2026-09-27 · ¥18.2B¥182亿 2026-09-28/2026-10-04 · ¥91.3B¥913亿 2026-10-05/2026-10-11 · ¥41.8B¥418亿 2026-10-12/2026-10-18 · ¥34.2B¥342亿 2026-10-19/2026-10-25 · ¥132.3B¥1323亿
📬

Open Questions监管问询

1 letter with no reply filed in the last 14 days.过去14天有1封问询函未见回复。 stale2026-09-09
300177open待回复
an open question — no reply filed in the window该窗口内尚无回复的公开问询
中海达 · 关于公司及相关人员收到深圳证券交易所监管函的公告 · letter PDF ↗问询函 PDF ↗
Goldilocks理想增长contracting收缩mid中期-cycle周期
2026-09-05
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
📋

Earnings Previews业绩预告

Essential5494 pre-announcements this season.本季度5494份业绩预告。 ok2026-09-15
预增1666 首亏685 增亏621 减亏572 预减539 扭亏525 略增479 续亏179 略减143 续盈73 不确定12

Counts by exchange-reported forecast label, verbatim.按交易所公布的预告类型统计,原文标签。

🔄

Buybacks股份回购

Essential370 active buyback programs.370项进行中的回购计划。 ok2026-09-15
⛓️

Pledge Stress质押压力

Essential10 names with heavy pledging (≥50%).10只个股质押较重(≥50%)。 ok2026-09-15
🚨

Risk Warnings风险警示

Essential205 names on the risk-warning board.风险警示板共205只个股。 ok2026-09-15
205 names sit on the exchange risk-warning board只个股处于交易所风险警示板
📦

Block Trades大宗交易

Essential223 block-trade price gaps.223笔大宗交易价差异常。 ok2026-09-15

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2022-12-31 Goodwill (¥00M)商誉(亿)11821 Impairment (¥00M)商誉减值(亿)-512 Net assets (¥00M)净资产(亿)458572 Net profit (¥00M)净利润规模(亿)37706 Goodwill / 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2023-12-31 Goodwill (¥00M)商誉(亿)12143 Impairment (¥00M)商誉减值(亿)-484 Net assets (¥00M)净资产(亿)495961 Net profit (¥00M)净利润规模(亿)37690 Goodwill / 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2024-12-31 Goodwill (¥00M)商誉(亿)11951 Impairment (¥00M)商誉减值(亿)-517 Net assets (¥00M)净资产(亿)519220 Net profit (¥00M)净利润规模(亿)36993 Goodwill / 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2025-12-31 Goodwill (¥00M)商誉(亿)12141 Impairment (¥00M)商誉减值(亿) Net assets (¥00M)净资产(亿)552479 Net profit (¥00M)净利润规模(亿)37482 Goodwill / 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2026-06-30 Goodwill (¥00M)商誉(亿)12314 Impairment (¥00M)商誉减值(亿) Net assets (¥00M)净资产(亿)570519 Net profit (¥00M)净利润规模(亿)24334 Goodwill / 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。