公司快评︱实控人违规减持、还面临质押危机，两年多跌去89%恩捷股份如何自救？

每日经济新闻07-24

登录新浪财经APP 搜索【信披】查看更多考评等级热点栏目自选股数据中心行情中心资金流向模拟交易客户端　　每经评论员杜宇　　恩捷股份（SZ002812，前收盘价28.67元，市值280亿元）近期的股价表现和公司治理问题引起了市场的广泛关注。7月23日的公告显示，公司实际控制人及其一致行动人因超比例违规减持股份而受到监管警示，这不仅暴露了公司在信息披露方面的不足...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2453599044?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2024-07-24 12:38","share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","id":"2453599044","market":"sg","top_or_hot":-1,"title":"公司快评︱实控人违规减持、还面临质押危机，两年多跌去89%恩捷股份如何自救？","media":"每日经济新闻","content":"<div>\n<p>登录新浪财经APP 搜索【信披】查看更多考评等级\n\n\n\n\n\n\n热点栏目\n\n自选股\n数据中心\n行情中心\n资金流向\n模拟交易\n\n客户端\n\n\n　　每经评论员 杜宇\n　　恩捷股份（SZ002812，前收盘价28.67元，市值280亿元）近期的股价表现和公司治理问题引起了市场的广泛关注。7月23日的公告显示，公司实际控制人及其一致行动人因超比例违规减持股份而受到监管警示，这不仅暴露了公司在信息披露方面的不足...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/relnews/cn/2024-07-24/doc-incfffqe7272334.shtml\">网页链接</a>\n\n</div>\n","source":"sina","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>公司快评︱实控人违规减持、还面临质押危机，两年多跌去89%恩捷股份如何自救？</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n公司快评︱实控人违规减持、还面临质押危机，两年多跌去89%恩捷股份如何自救？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-07-24 12:38 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/relnews/cn/2024-07-24/doc-incfffqe7272334.shtml><strong>每日经济新闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>登录新浪财经APP 搜索【信披】查看更多考评等级\n\n\n\n\n\n\n热点栏目\n\n自选股\n数据中心\n行情中心\n资金流向\n模拟交易\n\n客户端\n\n\n　　每经评论员 杜宇\n　　恩捷股份（SZ002812，前收盘价28.67元，市值280亿元）近期的股价表现和公司治理问题引起了市场的广泛关注。7月23日的公告显示，公司实际控制人及其一致行动人因超比例违规减持股份而受到监管警示，这不仅暴露了公司在信息披露方面的不足...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/relnews/cn/2024-07-24/doc-incfffqe7272334.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"IE00B543WZ88.USD","symbol_name":"NEUBERGER BERMAN CHINA EQUITY \"A\" (USD) ACC","start_time":0,"source_url":"https://finance.sina.com.cn/stock/relnews/cn/2024-07-24/doc-incfffqe7272334.shtml","article_id":"2453599044","we_media_id":null,"thumbnails":[],"rights":{"source":"sina","url":"https://finance.sina.com.cn/stock/relnews/cn/2024-07-24/doc-incfffqe7272334.shtml","rn_cache_url":null,"customStyle":"body{padding-top:10px;}.art_tit_h1{#titleStyle#}a{#lv2TextColor#}.art_time, .art_cite{#sourceStyle#;} .art_cite{margin-left: 3px;}","selectors":".module-article, article","filters":"header, .voice2, .tags, #norm_qrcode_link_auto, .unfold-box, .action","directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2453599044","pubTimestamp":1721795880,"sourceInfo":{"source_id":"sina","name":"sina"},"weMediaInfo":null,"summary":"　　恩捷股份近期的股价表现和公司治理问题引起了市场的广泛关注。7月23日的公告显示，公司实际控制人及其一致行动人因超比例违规减持股份而受到监管警示，这不仅暴露了公司在信息披露方面的不足，也反映了内部治理的深层次问题。　　恩捷股份的案例提醒所有上市公司，良好的公司治理和透明的信息披露是赢得投资者信任的关键。","collect":0,"end_time":0,"defaultTopTitle":"sina.com.cn","property":[],"viewcount":null,"language":"zh","relate_stocks":{"IE00B543WZ88.USD":"NEUBERGER BERMAN CHINA EQUITY \"A\" (USD) ACC","SGXZ49509284.SGD":"United China A Shares Innovation A Acc SGD","SGXZ81163826.USD":"UNITED CHINA A-SHARES INNOVATION \"A\" (USD) ACC","LU1328615791.USD":"FULLERTON LUX FUNDS - ALL CHINA EQUITIES \"I\" (USD) ACC","IE00B5MMRT66.SGD":"NEUBERGER BERMAN CHINA EQUITY \"A\" (SGDHDG) ACC","BK0102":"重组","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","BK0220":"橡胶塑料","EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","BK0155":"锂电池","002812":"恩捷股份"},"translate_title":"Company Quick Review | The actual controller illegally reduced its holdings and faced a pledge crisis. How can Enjie shares save itself after falling by 89% in more than two years?","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"002812":1,"EVS.SI":0.6},"content_text":"登录新浪财经APP 搜索【信披】查看更多考评等级\n\n\n\n\n\n\n热点栏目\n\n自选股\n数据中心\n行情中心\n资金流向\n模拟交易\n\n客户端\n\n\n　　每经评论员 杜宇\n　　恩捷股份（SZ002812，前收盘价28.67元，市值280亿元）近期的股价表现和公司治理问题引起了市场的广泛关注。7月23日的公告显示，公司实际控制人及其一致行动人因超比例违规减持股份而受到监管警示，这不仅暴露了公司在信息披露方面的不足，也反映了内部治理的深层次问题。\n　　恩捷股份股价的持续下跌，自2022年年初以来跌幅达到惊人的89%，这一现象背后，是市场对公司管理层信心的流失。在股价大幅波动的背景下，实际控制人及其一致行动人的增持计划迟迟未能实施完毕，进一步加剧了投资者的不安情绪。\n　　此外，公司频繁发布的股份质押变动公告，以及多笔质押已达平仓线或预警线，无疑增加了市场对公司财务稳定性的担忧。数据显示，恩捷股份累计质押比例为21.7%，质押以来最大累计跌幅-77.64%，达到预警线笔数53笔，达到平仓线笔数36笔。这一比例在行业内并不常见，暗示了潜在的流动性风险。\n　　尽管恩捷股份在半年度业绩预告中预计实现归母净利润2.58亿元至3.58亿元，但这一业绩水平与机构此前的预测相差甚远。多家证券机构下调了对公司未来业绩的预期，显示出市场对公司未来发展的担忧。\n　　面对当前的困境，恩捷股份及其管理层需要采取切实有效的措施来恢复市场信心。首先，公司应加强内部治理，确保信息披露的准确性和及时性，避免再次出现违规行为。其次，公司需要与投资者进行更加积极的沟通，明确增持计划的实施进度和未来的发展策略。最后，公司应通过实际业绩的改善和市场竞争力的提升，来证明其对股东利益的承诺。\n　　恩捷股份的案例提醒所有上市公司，良好的公司治理和透明的信息披露是赢得投资者信任的关键。在资本市场的波动中，只有坚持高标准的诚信和责任，才能实现公司的长期稳定发展。\n\n\n\n海量资讯、精准解读，尽在新浪财经APP","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.25.1","shortVersion":"4.25.1","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2453599044"}