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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

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一 |     Ever since Democrat Joe Biden became president, the US has been haunted by levels of illegal immigration that are the highest in decades (along with other "records" such as inflation and disapproval ratings). Although POTUS has repeatedly attempted to downplay the issue and promised to deal with its root cause, the person he put in charge, Vice President Kamala Harris, has seemingly failed to deliver on that promise.,However, it might not be the result of the ineptness of the administration or Harris personally (as Democrats' critics often suggest); the White House and the president may not actually want to end the illegal immigration, former US Senate candidate and investigative journalist Mark Dankof believes.,Watch Smugglers Guide Massive Caravans of Migrants Into US Across Rio Grande14 July, 10:23 GMT,He points out that some two million illegal immigrants have entered the US since Biden took office, and the entry rate reached 250,000 illegal migrants a month recently. According to Dankof, it looks like an "uncontrolled foreign invasion of America", and he has several reasons to call it such.,Flipping Red Strongholds Blue,With a system that allows illegal migrants to apply for asylum and eventually for citizenship in place, more incoming illegal migrants means more voters in the future. This is the exact thing that the Democrats hope to achieve, in Mark Dankof's opinion, to permanently alter the demographics of the US in favor of people voting blue.,By coincidence, the states that immigrants often enter from the southern border are among the key GOP strongholds that help elect Republican presidents and flip the Congress red – something that the Democrats hope to change, the investigative journalist says.,"Turning Texas into a Democratic Party stronghold with its 38 Electoral votes, and flipping Florida permanently with its 29 Electoral votes, would go a long way in achieving this objective […] Add Illinois with 20 Electoral votes in the firm clutches of Lori Lightfoot’s Cook County machine in Chicago, and the 29 Electoral votes of New York, and one sees the cynical political machinations behind all of this," he points out.,Dankof notes that Biden's "reckless border policies" fit not only his agenda, but also that of his supposed allies. Among them the journalist names African American voters, billionaire George Soros, the "World Economic Forum cabal," and the LGBTQ movement. Mentioning the latter, Dankof recalls a CBS News report claiming that LGBTQ migrants were exempt from the provisions of the "Remain in Mexico" policy, which mandated asylum applicants to say outside the US while their request is reviewed, which was scrapped by Biden on August 9.,Other Biden policies and actions also correspond to the interests of his allies, the former US Senate candidate claims, pointing at the White House tendency to appoint left-leaning District Attorneys around the country, the support of the Great Reset economic policies of the World Economic Forum, and efforts to "encircle Russia", while silencing dissidents at home.,Country on Verge of Domestic Civil War,Amid the surge in the number of unresolved and pressing issues inside the US, Joe Biden's rating has sunk to new lows as the administration struggles to respond to an ever increasing list of new challenges. However, POTUS' low popularity is just one of many problems for the current administration, Dankof claims.,The surge in dollars' supply that triggered "ominous inflationary trends," the national debt breaching level of $32 trillion, racially motivated violent crimes across the country and population's fatigue with endless wars, including the one that the US fuels in Ukraine, has turned America into a "smoldering powder keg" as its population nearly ready to revolt, the investigative journalist says. He believes that the continuing surge in illegals might end up being the spark that blows it up.,"Massive illegal immigration deliberately facilitated by Biden, the Democratic Party, and George Soros among others, could be the final breaking point in what I believe to be a pre-revolutionary situation," Dankof says.,The polls show that between 33% and 50% of Americans fear that a domestic civil war might break out in the near future and that is something that the Biden administration knows about, Dankof says. The investigative journalist also claims that the White House is trying to avoid such a scenario, namely by banning the import of the Russian ammunition that armed civilians could use in a revolt, while at the same time buying out US-made ammo via the Internal Revenue Service (IRS) and the Department of Homeland Security (DHS).,This way the administration can create a shortage of ammunition available to the US citizens who are unhappy with what is happening in the country, Dankof believes.,"[The US] elite is aware that the level of anger among the general population of the United States is rising precipitously. Massive illegal immigration and the fallout from the ill-advised economic war of attrition with Russia may be the spark that causes the explosion from coast to coast," the former US Senate candidate says.。      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。Image  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。

二 |   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%。

三 |   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。

四 |   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。  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。

五 |   从解禁比例来看,下周2股解禁比例超50%。

六 | 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%。

七 | Image  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%。

八 | 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。

九 |   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。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%。业绩增长主要系报告期内蒸发源设备业务销售收入大幅增长所致。Image(文章来源:数据宝)。

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