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‘We Are Congolese, Not Rwandans’; M23 Rebels Say ‘Ceasefire’ Doesn’t Cover Them Amid New Fighting_我的网站

A | 下周解禁市值为175.8亿元。

B | Fighting was reported in the town of Kanyabusoro in Rutshuru Territory on Thursday between M23 and DR Congo armed forces (FARDC), according to Agence France-Presse. The city that sits on the border with Rwanda and was seized by M23 last week,A day prior, a “ceasefire” had been announced by Angolan President Joao Lourenco after he invited his Congolese and Rwandan counterparts to Luanda for peace talks. The previous six weeks have seen both nations threaten war and accuse each other of sponsoring proxy forces in Congo’s North Kivu Province.,"We are Congolese, not Rwandans. If there is a ceasefire, it can only be between us and the Congolese government," Willy Ngoma, spokesman for the M23, told AFP on Thursday. He denied the M23 was responsible for the firefight, claiming FARDC had fired on them first.,Congolese President Felix Tshisekedi has accused Rwandan President Paul Kagame, a Tutsi, of sponsoring the predominantly Tutsi M23 group - accusations somewhat supported by a United Nations report but which Kagame’s government has long denied.,The Wednesday agreement overseen by Lourenco established a new “roadmap” to stabilizing Congo-Rwanda relations as well as the North Kivu area, including reviving a long-dormant Congo-Rwanda commission in Luanda, which had been created in the early 21st century to end the fighting of the previous war.,According to the text of the roadmap printed by the Rwanda New Times on Thursday, the deal requires the M23 to cease hostilities and withdraw immediately “from occupied positions.” It also requires both governments to “defeat” the Democratic Forces for the Liberation of Rwanda (FDLR) and its many splinter groups “which are at the origin of tensions between Rwanda and DRC and play a major role in the insecurity of the DRC.”,The FDLR militia is a Hutu Power group in North Kivu descended from those responsible for the 1994 genocide of Rwandan Tutsis and Twa, and Kigali has accused Kinshasa of cooperating with it.The Project on Violent Conflict, a US Department of Homeland Security-funded project, has substantiated some of those allegations, writing that “the relationship between the FARDC and the FDLR oscillates between open conflict and covert cooperation.”,"This roadmap does not commit the M23," Ngoma told AFP in Goma, a city on the border with Rwanda. "We are Congolese, we have nothing to do with Rwanda. We are asked to leave here, but to go where? It is impossible.”,The M23 also originated in the Congo Wars, but demobilized in 2013 following a deal with Kinshasa. However, the group once again took up arms late last year, claiming the government had not kept its end of the deal.,Speaking to the state-owned France24 on Monday, two days before the Luanda deal was reached, Ben Shepherd, a leading specialist on DR Congo and the Great Lakes Region from the London-based Chatham House, said it was unlikely the present situation would actually result in open warfare between Kinshasa and Kigali.,“But the stakes are high. Beyond the tragic consequences for the people of eastern DR Congo, which should never be underestimated, there are real possibilities for inadvertent escalation. The last round of violence between the M23 and DR Congo was ended by a SADC [Southern African Development Community]-led intervention; this time round, the EAC [East African Community] is proposing an intervention force, despite Rwanda itself being an EAC member state, and southern Africa’s heavyweights, notably Angola and South Africa, still having significant stakes in the game,” he said.,“It is imperative that DR Congo does not become once again a battleground for competing geo-political aspirations, but this will take careful diplomacy,” he added.。 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。
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。 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。

C | 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%。

D | 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。

E | 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。 从解禁比例来看,下周2股解禁比例超50%。

F | 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%。

G |
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%。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。 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。

H | 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。

I | 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。

J | 
(文章来源:数据宝)。
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