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st板块今日再度大涨,超20只个股涨停。

随着近期上市公司2024年年报逐渐进入密集披露期,相关ST类公司(包括ST公司和*ST公司)也密集进入年报“检验”期,一些公司业绩或经营治理情况出现好转,达到撤销风险警示条件,最终成功实现“摘星脱帽”。

一般认为,“摘星脱帽”对相关公司股价影响比较正面,日前已有公司在“摘星脱帽”后股价一字涨停。

值得一提的是,ST股近日连续上扬,今日该板块指数再度高开高走大涨逾2%,基本回补上周一的向下跳空缺口。个股方面,*st鹏博、st金鸿、st墨龙、st中嘉等超20股涨停。

申请“摘星脱帽”A股公司增多

近日,A股市场ST类公司申请撤销风险警示的情形明显增多。

*st农尚近日发布公告称,公司向深交所提出撤销退市风险警示的申请。公告指出,公司于2025年4月15日披露《2024年年度报告》,全体董事保证2024年年度报告内容真实、准确、完整;2024年度扣除后的营业收入为2.18亿元,2024年末净资产为5.24亿元;年审会计师中瑞诚会计师事务所(特殊普通合伙)对公司2024年度财务报告出具了标准无保留意见的审计报告,对公司2024年度财务报告内部控制出具了标准无保留意见的审计报告;公司不存在追溯重述后利润总额、净利润、扣除非经常性损益后的净利润三者孰低为负值,且扣除后的营业收入低于1亿元;或者追溯重述后期末净资产为负值的情形。基于此,公司向深交所提出撤销股票退市风险警示的申请。

此前,因公司2023年度经审计的扣除非经常性损益前后孰低的净利润为负值且营业收入低于1亿元,深交所于2024年4月30日对公司股票交易实施退市风险警示,股票简称由“农尚环境”变更为“*ST农尚(维权)”。

另一家A股上市公司*st恒宇近日的公告也显示,公司近期向深交所申请撤销对公司股票交易的退市风险警示。此前,因公司2023年度营业收入扣除与主营业务无关的业务收入和不具备商业实质的收入后为约-8292万元,扣除非经常性损益后归属于公司普通股股东的净利润为-1.76亿元,公司股票自2024年4月26日起被实施退市风险警示。*ST恒宇近日的公告显示,根据中审众环会计师事务所(特殊普通合伙)出具的公司2024年度标准无保留意见审计报告,2024年度,公司实现营业收入约1.8亿元,营业收入扣除与主营业务无关的业务收入和不具备商业实质的收入后约为1.79亿元,归属于上市公司股东的净利润2674万元,归属于上市公司股东的扣除非经常性损益的净利润为1484万元,归属于上市公司股东的所有者权益约为12.35亿元。

除了上述公司外,还有包括st曙光、*st文投、*st和展、st永悦在内的多家ST类公司近日也申请撤销相关风险警示。

近期申请撤销风险警示的公司明显增多的背景,其中一项是近期上市公司2024年年报逐渐进入密集披露期,相关ST类公司也密集进入年报“检验”期,一些公司业绩或经营治理情况出现好转,达到撤销风险警示的条件。

上市公司成功撤销风险警示一般被市场认为相关风险解除或大幅降低,对公司股价影响比较正面。比如*st天沃自2025年4月15日开市起撤销“退市风险警示”及“其他风险警示”,股票简称由“*ST天沃”变更为“天沃科技(维权)”,当天公司股票一字涨停。

AI识股

“披星戴帽”公司也有所增多

硬币的另一面是,随着年报的密集披露,近期被实施风险警示的A股公司也有所增多。

比如中交地产表示,由于公司2024年末经审计的归属于上市公司股东的净资产为负值,根据《深圳证券交易所股票上市规则》(2024年修订)第9.3.1条第一款的规定,上市公司出现“(二)近一个会计年度经审计的期末净资产为负值”的情形,其股票交易将被实施退市风险警示,其股票简称由“中交地产”变更为“*ST中地”,实施退市风险警示的起始日为2025年4月16日。

中科云网近日的公告显示,由于公司经审计后的年度报告数据显示,公司2024年度利润总额、净利润、扣除非经常性损益后的净利润三者孰低者为负值,且扣除后的营业收入低于3亿元,归属于上市公司股东的净资产为负值,公司股票交易被深交所实施退市风险警示。同时,由于公司连续三个会计年度扣除非经常性损益前后净利润孰低者均为负值,且最近一个会计年度审计报告显示公司持续经营能力存在不确定性,公司股票交易将被叠加实施其他风险警示,公司股票简称由“中科云网”变更为“*ST云网”,实施退市风险警示起始日也为2025年4月16日。

另外,包括华嵘控股、金发拉比、星光农机、汇金科技(维权)、清研环境、阳光股份(维权)、大立科技在内的多家公司近日也发布可能被实施退市风险警示的风险提示公告,提示相关公司有可能会被交易所实施退市风险警示。记者发现,此类公司多数是因为根据业绩预告,2024年度利润可能出现亏损情况,或者预计营收可能低于相关阈值。

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