每(mei)經(jing)記者｜陳鵬麗 ;   每(mei)經(jing)編(bian)輯｜董興生    

9月(yue)30日(ri)，A股高開(kai)，兩(liang)市(shi)5000多只股票(piao)上漲(zhang)，近(jin)400家公司股票(piao)漲(zhang)停，滬指(zhi)已重回3300點(dian)。《每(mei)日(ri)經濟新聞》記(ji)者復盤發現，上證指(zhi)數于9月(yue)18日(ri)盤中(zhong)“觸(chu)底”回升，9月(yue)24日(ri)以來上漲(zhang)明顯，近(jin)5個交易日(ri)大(da)漲(zhang)20%。

不過，在A股“漲”聲一片(pian)的同時，多家(jia)(jia)上(shang)市(shi)公(gong)(gong)(gong)(gong)(gong)司(si)陸(lu)續披露了股東(dong)減持(chi)(chi)相關(guan)公(gong)(gong)(gong)(gong)(gong)告(gao)(gao)。據記者不完全統計(ji)(ji)，9月26日至9月30日中午(wu)，A股已有(you)(you)超(chao)過80家(jia)(jia)公(gong)(gong)(gong)(gong)(gong)司(si)披露股東(dong)近(jin)期減持(chi)(chi)結果或未來(lai)減持(chi)(chi)計(ji)(ji)劃(hua)。據統計(ji)(ji)，9月26日至30日中午(wu)，有(you)(you)39家(jia)(jia)上(shang)市(shi)公(gong)(gong)(gong)(gong)(gong)司(si)發(fa)(fa)布了股東(dong)減持(chi)(chi)結果公(gong)(gong)(gong)(gong)(gong)告(gao)(gao)，3家(jia)(jia)公(gong)(gong)(gong)(gong)(gong)司(si)發(fa)(fa)布股東(dong)減持(chi)(chi)可轉(zhuan)債的公(gong)(gong)(gong)(gong)(gong)告(gao)(gao)。從減持(chi)(chi)金額來(lai)看，東(dong)鵬飲料(liao)持(chi)(chi)股5%以上(shang)股東(dong)天津君正創業投(tou)(tou)資(zi)(zi)合(he)伙企業（有(you)(you)限合(he)伙）（以下簡(jian)稱君正投(tou)(tou)資(zi)(zi)）減持(chi)(chi)金額較高，累(lei)計(ji)(ji)減持(chi)(chi)套(tao)現超(chao)9.6億元。

9月(yue)(yue)26日至(zhi)30日中(zhong)午，還有39家A股(gu)公(gong)司披露了(le)股(gu)東減(jian)持(chi)計劃。其(qi)中(zhong)，浩(hao)云科(ke)技(ji)、長青科(ke)技(ji)、星辰(chen)科(ke)技(ji)等公(gong)司出現了(le)多名(ming)股(gu)東擬(ni)“組(zu)團(tuan)”減(jian)持(chi)的情況。從上述39家公(gong)司股(gu)東擬(ni)減(jian)持(chi)的實(shi)施(shi)時間節點來看，集中(zhong)在今年10月(yue)(yue)中(zhong)下旬(xun)(xun)至(zhi)明年1月(yue)(yue)中(zhong)下旬(xun)(xun)。

42家公司股東已減持

《每日經(jing)濟新聞》記者不(bu)完全統計(ji)A股(gu)(gu)三(san)市（滬市、深市和北交(jiao)所）公(gong)告發(fa)現，截至(zhi)9月30日中(zhong)午，過去5天時間里，42家公(gong)司對外發(fa)布了股(gu)(gu)東(dong)減(jian)持(chi)結果的公(gong)告。這(zhe)些股(gu)(gu)票的減(jian)持(chi)主體(ti)包括公(gong)司股(gu)(gu)東(dong)、控(kong)股(gu)(gu)股(gu)(gu)東(dong)、實控(kong)人、董事(shi)、高管(guan)等(deng)，這(zhe)些主體(ti)一般(ban)是此前就已發(fa)布減(jian)持(chi)計(ji)劃，近日有(you)減(jian)持(chi)動(dong)作。

從減(jian)持總金額看(kan)，逾(yu)1億元的減(jian)持主體有東(dong)(dong)(dong)鵬飲料股(gu)(gu)(gu)東(dong)(dong)(dong)君正投資(zi)、山金國際(ji)大股(gu)(gu)(gu)東(dong)(dong)(dong)暨董事王水、北斗星通股(gu)(gu)(gu)東(dong)(dong)(dong)國家集(ji)成(cheng)電路(lu)產業投資(zi)基(ji)金股(gu)(gu)(gu)份有限公(gong)司（以(yi)下簡稱大基(ji)金）、東(dong)(dong)(dong)峰集(ji)團股(gu)(gu)(gu)東(dong)(dong)(dong)東(dong)(dong)(dong)捷(jie)控(kong)股(gu)(gu)(gu)、普門(men)科技股(gu)(gu)(gu)東(dong)(dong)(dong)廈門(men)瀚鈺等3名(ming)股(gu)(gu)(gu)東(dong)(dong)(dong)。

據東鵬飲料公(gong)告(gao)，君正(zheng)投(tou)資(zi)(zi)于2024年7月(yue)25日至(zhi)2024年9月(yue)24日期間，通過(guo)大宗交(jiao)易和(he)集(ji)中競價方式累計減持(chi)(chi)公(gong)司股(gu)(gu)(gu)份436.45萬股(gu)(gu)(gu)，減持(chi)(chi)均(jun)價為(wei)(wei)221.74元(yuan)/股(gu)(gu)(gu)，累計減持(chi)(chi)金(jin)額9.68億(yi)元(yuan)。君正(zheng)投(tou)資(zi)(zi)所減持(chi)(chi)股(gu)(gu)(gu)份為(wei)(wei)公(gong)司首次公(gong)開發行前(qian)取(qu)得的股(gu)(gu)(gu)份，減持(chi)(chi)原因為(wei)(wei)滿(man)足(zu)自身資(zi)(zi)金(jin)需(xu)求。

山金國(guo)際公(gong)告顯示，今年7月(yue)(yue)9日(ri)(ri)至(zhi)9月(yue)(yue)12日(ri)(ri)，公(gong)司大股(gu)東暨董事(shi)王(wang)水通過大宗(zong)交(jiao)易以16.33元(yuan)/股(gu)的均價減持(chi)了5186.39萬(wan)股(gu)；7月(yue)(yue)10日(ri)(ri)至(zhi)8月(yue)(yue)21日(ri)(ri)，王(wang)水通過集中(zhong)競(jing)價交(jiao)易方式以18.14元(yuan)/股(gu)的均價，累計減持(chi)190.5萬(wan)股(gu)，上述(shu)減持(chi)金額超8.8億元(yuan)。

7月30日(ri)(ri)至(zhi)9月24日(ri)(ri)，大基(ji)金(jin)也相(xiang)繼通(tong)過(guo)集(ji)中(zhong)競價(jia)或大宗交易方式，累(lei)計減(jian)(jian)持(chi)887.42萬股(gu)(gu)(gu)(gu)北(bei)斗星通(tong)股(gu)(gu)(gu)(gu)票，累(lei)計金(jin)額(e)約(yue)1.96億元(yuan)；東峰集(ji)團(tuan)股(gu)(gu)(gu)(gu)東東捷控股(gu)(gu)(gu)(gu)自7月8日(ri)(ri)至(zhi)9月24日(ri)(ri)累(lei)計減(jian)(jian)持(chi)1.39億元(yuan)公司股(gu)(gu)(gu)(gu)份；普門科技的股(gu)(gu)(gu)(gu)東廈(sha)(sha)門瀚鈺、廈(sha)(sha)門喬川、廈(sha)(sha)門普榮于7月22日(ri)(ri)至(zhi)9月24日(ri)(ri)期(qi)間，累(lei)計減(jian)(jian)持(chi)總金(jin)額(e)為1.24億元(yuan)。

新潔能(neng)、天龍集團近(jin)日(ri)則(ze)出現了多名(ming)高管(guan)集中減持(chi)的情(qing)況。其中，新潔能(neng)的董(dong)事、高管(guan)顧朋朋，高管(guan)肖東戈、陸虹、李宗清分(fen)別減持(chi)套(tao)現了757.2萬(wan)(wan)(wan)元、497.7萬(wan)(wan)(wan)元、262萬(wan)(wan)(wan)元以(yi)及(ji)355.9萬(wan)(wan)(wan)元；天龍集團副(fu)總(zong)經(jing)理王(wang)娜，董(dong)事兼(jian)副(fu)總(zong)經(jing)理、財(cai)務(wu)負責人陳東陽(yang)，董(dong)事蔡威，副(fu)總(zong)經(jing)理兼(jian)董(dong)事會秘書王(wang)晶自7月16日(ri)至9月27日(ri)也相繼(ji)實(shi)施了減持(chi)。

此外，水(shui)羊(yang)股(gu)份(fen)、益豐藥房控股(gu)股(gu)東及(ji)其(qi)一致(zhi)行動人(ren)(ren)，榮(rong)晟(sheng)環保實控人(ren)(ren)還(huan)減(jian)持(chi)了(le)可(ke)轉換(huan)公(gong)司債(zhai)券(quan)。

不過(guo)，也有一小部(bu)分上市公司(si)股(gu)東在(zai)這個A股(gu)行情(qing)好轉的(de)“關頭”，決(jue)定提(ti)前(qian)(qian)終止(zhi)實(shi)施減持(chi)(chi)計劃。例(li)如：普門(men)科技的(de)股(gu)東廈(sha)門(men)瀚鈺、廈(sha)門(men)喬川、廈(sha)門(men)普榮，董事、副總(zong)經理李大巍以(yi)及監事楊軍就(jiu)宣布決(jue)定提(ti)前(qian)(qian)終止(zhi)實(shi)施減持(chi)(chi)股(gu)份(fen)計劃；友發集(ji)團董事張德(de)剛也在(zai)減持(chi)(chi)218.6萬股(gu)后，提(ti)前(qian)(qian)終止(zhi)了減持(chi)(chi)計劃；光韻達原控(kong)股(gu)股(gu)東暨實(shi)際控(kong)制人(ren)侯若洪提(ti)前(qian)(qian)終止(zhi)減持(chi)(chi)計劃，減持(chi)(chi)計劃實(shi)施期間未(wei)減持(chi)(chi)公司(si)股(gu)份(fen)。

近40家公司股東擬減持

截至9月30日(ri)中(zhong)午，過去5天中(zhong)，A股(gu)(gu)(gu)有39家公司(si)發布了股(gu)(gu)(gu)東減(jian)持(chi)計劃公告。從(cong)減(jian)持(chi)數量看，城投(tou)控股(gu)(gu)(gu)第二(er)大股(gu)(gu)(gu)東弘毅（上(shang)海）股(gu)(gu)(gu)權(quan)投(tou)資基金(jin)中(zhong)心（有限合伙）擬減(jian)持(chi)股(gu)(gu)(gu)份(fen)數量較(jiao)多(duo)，其計劃自(zi)公告披露之日(ri)起15個交易(yi)日(ri)后的3個月內，減(jian)持(chi)其持(chi)有的公司(si)股(gu)(gu)(gu)份(fen)不超過5059.15萬股(gu)(gu)(gu)。

記者還注意到，9月(yue)26日至(zhi)今，宣布減(jian)持(chi)計劃的上(shang)市公(gong)司股東的減(jian)持(chi)時(shi)間節點(dian)集(ji)中在2024年(nian)10月(yue)24日至(zhi)2025年(nian)1月(yue)27日之間，其減(jian)持(chi)原(yuan)因大(da)多是基于自身資金需求，或(huo)是基金存續期即將(jiang)到期等。股份來源(yuan)大(da)多是IPO（首(shou)次公(gong)開發行股票）前取(qu)(qu)得(de)，也有部分(fen)是協議(yi)轉讓取(qu)(qu)得(de)。

從(cong)減持(chi)主體(ti)看，掌閱科技(ji)、東(dong)方(fang)(fang)精工(gong)、浩(hao)云(yun)科技(ji)、翔豐華、溢多利、恒(heng)銘達、五方(fang)(fang)光(guang)電等至少7家上市公司的控股(gu)股(gu)東(dong)宣布(bu)了減持(chi)計劃。

浩云(yun)科(ke)技(ji)(ji)、長(chang)青科(ke)技(ji)(ji)、星(xing)辰科(ke)技(ji)(ji)3家公(gong)司出現了多名股(gu)(gu)(gu)(gu)東擬(ni)“組團”減(jian)(jian)(jian)持(chi)的(de)(de)情(qing)況。9月(yue)27日晚(wan)間，浩云(yun)科(ke)技(ji)(ji)控(kong)股(gu)(gu)(gu)(gu)股(gu)(gu)(gu)(gu)東、實(shi)際控(kong)制(zhi)人茅慶(qing)江(jiang)宣布(bu)自公(gong)告之日起15個(ge)交(jiao)易(yi)(yi)日后的(de)(de)3個(ge)月(yue)內(nei)擬(ni)以(yi)集(ji)中競價方式減(jian)(jian)(jian)持(chi)本公(gong)司股(gu)(gu)(gu)(gu)份(fen)(fen)(fen)不超(chao)過(guo)259.52萬(wan)股(gu)(gu)(gu)(gu)，以(yi)大宗交(jiao)易(yi)(yi)方式減(jian)(jian)(jian)持(chi)的(de)(de)股(gu)(gu)(gu)(gu)份(fen)(fen)(fen)不超(chao)過(guo)1335.56萬(wan)股(gu)(gu)(gu)(gu)；茅慶(qing)江(jiang)的(de)(de)一致行動人上(shang)海阿杏(xing)投資(zi)管(guan)理有限公(gong)司-阿杏(xing)延安(an)7號私募證券投資(zi)基(ji)金擬(ni)減(jian)(jian)(jian)持(chi)該(gai)公(gong)司股(gu)(gu)(gu)(gu)份(fen)(fen)(fen)不超(chao)過(guo)408.23萬(wan)股(gu)(gu)(gu)(gu)；高管(guan)徐彪擬(ni)減(jian)(jian)(jian)持(chi)不超(chao)過(guo)496.57萬(wan)股(gu)(gu)(gu)(gu)。

9月27日(ri)，長(chang)青科技兩名(ming)(ming)(ming)大(da)股(gu)東(dong)、兩名(ming)(ming)(ming)持(chi)股(gu)5%以上股(gu)東(dong)、3名(ming)(ming)(ming)大(da)股(gu)東(dong)的(de)一(yi)致行(xing)動人齊(qi)齊(qi)宣(xuan)布因(yin)(yin)自身資金需(xu)求計(ji)(ji)劃減(jian)持(chi)，7名(ming)(ming)(ming)股(gu)東(dong)計(ji)(ji)劃合計(ji)(ji)減(jian)持(chi)不(bu)超(chao)過1229.1萬股(gu)。9月26日(ri)，星辰科技5名(ming)(ming)(ming)高管(guan)集(ji)體宣(xuan)布減(jian)持(chi)計(ji)(ji)劃，包括董事馬鋒(feng)、呂愛(ai)群(qun)，監事吳勇強(qiang)，高管(guan)包江華、郝鐵軍(jun)，他(ta)們減(jian)持(chi)的(de)原因(yin)(yin)均是個人資金需(xu)求。5名(ming)(ming)(ming)高管(guan)計(ji)(ji)劃累計(ji)(ji)減(jian)持(chi)不(bu)超(chao)過255.5萬股(gu)，減(jian)持(chi)股(gu)份來源(yuan)均為(wei)上市前取得(de)（含權益分派(pai)轉增）。

9月30日晚，截至發(fa)稿(gao)，A股(gu)(gu)依然有多(duo)家公司(si)正(zheng)陸續發(fa)布股(gu)(gu)東(dong)計劃減持的公告(gao)，包括聞泰科技、掌閱科技等。