*ST新潮跌停估值重构与退市风险施压

智选洞察2025-08-01

*ST新潮股价大幅下跌，截至14点23分，*ST新潮触及跌停，报3.95元/股，换手率0.64%。多重博弈触发估值重构压力*ST新潮近期股价剧烈波动，主要受治理权争夺与财务审计分歧的双重冲击。7月24日“伊泰系”获得四席董事席位后，公司控制权博弈进入白热化阶段，叠加中小股东提案争议，7月25日单日振幅达7.84%。境内审计机构对2024年年报出具“无法表示意见”，与海外油气资产无保留审计结果形成...

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/2556864012?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2025-08-01 14:23","share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","id":"2556864012","market":"sh","top_or_hot":-1,"title":"*ST新潮跌停 估值重构与退市风险施压","media":"智选洞察","content":"<div>\n<p>*ST新潮股价大幅下跌，截至14点23分，*ST新潮触及跌停，报3.95元/股，换手率0.64%。多重博弈触发估值重构压力*ST新潮近期股价剧烈波动，主要受治理权争夺与财务审计分歧的双重冲击。7月24日“伊泰系”获得四席董事席位后，公司控制权博弈进入白热化阶段，叠加中小股东提案争议，7月25日单日振幅达7.84%。境内审计机构对2024年年报出具“无法表示意见”，与海外油气资产无保留审计结果形成...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250801142354a46f12b4&s=b\">网页链接</a>\n\n</div>\n","source":"tencent","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>*ST新潮跌停 估值重构与退市风险施压</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*ST新潮跌停 估值重构与退市风险施压\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-08-01 14:23 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250801142354a46f12b4&s=b><strong>智选洞察</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>*ST新潮股价大幅下跌，截至14点23分，*ST新潮触及跌停，报3.95元/股，换手率0.64%。多重博弈触发估值重构压力*ST新潮近期股价剧烈波动，主要受治理权争夺与财务审计分歧的双重冲击。7月24日“伊泰系”获得四席董事席位后，公司控制权博弈进入白热化阶段，叠加中小股东提案争议，7月25日单日振幅达7.84%。境内审计机构对2024年年报出具“无法表示意见”，与海外油气资产无保留审计结果形成...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250801142354a46f12b4&s=b\">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":"BK0274","symbol_name":"油气开采","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250801142354a46f12b4&s=b","article_id":"2556864012","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250801142354a46f12b4&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2556864012","pubTimestamp":1754029430,"columns":[],"sourceInfo":{"source_id":"tencent","name":"腾讯"},"weMediaInfo":null,"summary":"多重博弈触发估值重构压力*ST新潮近期股价剧烈波动，主要受治理权争夺与财务审计分歧的双重冲击。7月24日“伊泰系”获得四席董事席位后，公司控制权博弈进入白热化阶段，叠加中小股东提案争议，7月25日单日振幅达7.84%。退市倒计时下的估值锚点分化公司长期价值面临核心油气资产权属争议与退市风险的双重考验。后市需观察伊泰系入主后的治理效率及财务合规推进进度，这将决定退市风险化解节奏。","collect":0,"end_time":0,"defaultTopTitle":"qq.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"600777":"*ST新潮","BK0274":"油气开采","BK0188":"融资融券"},"translate_title":"* ST Xinchao limit-down valuation reconstruction and delisting risk pressure","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"600777":1},"content_text":"*ST新潮股价大幅下跌，截至14点23分，*ST新潮触及跌停，报3.95元/股，换手率0.64%。多重博弈触发估值重构压力*ST新潮近期股价剧烈波动，主要受治理权争夺与财务审计分歧的双重冲击。7月24日“伊泰系”获得四席董事席位后，公司控制权博弈进入白热化阶段，叠加中小股东提案争议，7月25日单日振幅达7.84%。境内审计机构对2024年年报出具“无法表示意见”，与海外油气资产无保留审计结果形成矛盾，引发机构资金避险撤离。截至7月28日，主力资金六日累计净流出3.04亿元，石油石化板块资金轮动加速，部分投资者在股价触及5元后选择兑现离场，进一步加剧抛压。退市倒计时下的估值锚点分化公司长期价值面临核心油气资产权属争议与退市风险的双重考验。2026年4月30日前需完成合规年报披露的硬约束，叠加2024年前三季度归母净利润连续两年下滑、2025年一季度同比续降3.65%的业绩压力，基本面修复仍存不确定性。中信证券测算合规整改后理论估值为3.8元（对应12倍动态市盈率），当前3.96元股价仍存溢价。若司法程序延缓审计或国际油价大幅波动，估值中枢或在3.8-5.2元宽幅震荡。后市需观察伊泰系入主后的治理效率及财务合规推进进度，这将决定退市风险化解节奏。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-2","news_tag":"shareholding","news_rank":0,"symbols":[],"gpt_button":1,"need_auth":false,"code":"91000000","status":"200"},"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,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.36.2","shortVersion":"4.36.2","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/2556864012","isCrawlerRequest":true}

*ST新潮跌停 估值重构与退市风险施压

精彩评论

*ST新潮跌停估值重构与退市风险施压