⊙记者 张雪 ○编辑 朱绍勇
根据WIND数据统计，12月份两市共有104公司的342亿股的限售股流通，按最新收盘价计算，解禁市值约为3496亿元。尽管较11月134亿股的解禁数量环比增加七成，但仍处于年内较低水平，2009年平均每月的解禁规模为590亿股。
从12月份解禁的限售股类型看，首发限售股再次成为解禁主力。当月，首发限售股解禁规模约96.4亿股，其中首发原股东即“大小限”持有的限售股数量高达83.3亿股，首发机构配售限售股为13.0亿元。而“大小非”持有的股改限售股解禁数量仅为38.1亿股。在即将解禁的首发限售股公司中，不乏大盘蓝筹股的身影，大唐发电(9.23,0.00,0.00%)的解禁规模位居本月之最，首发原股东和首发战略配售限售股份合计40.52亿股，将于12月21日解禁；广深铁路(4.87,0.00,0.00%)、招商轮船(5.51,0.00,0.00%)、上海电气(10.00,0.00,0.00%)的首发限售股解禁规模均超过15亿股。
值得注意的是，参与今年9月份12只新股网下打新的机构投资者，手中持有的首发机构配售股通通于本月解禁。其中12月26日解禁的中国中冶(5.94,0.00,0.00%)首发机构限售股规模最大，为12.34亿股，市值超过70亿元。其余11家上市公司分别为星期六(23.75,0.00,0.00%)、奥飞动漫(44.91,0.00,0.00%)、精艺股份(21.54,0.00,0.00%)、罗莱家纺(40.77,0.00,0.00%)、信立泰(96.30,0.00,0.00%)、鑫龙电器(19.89,0.00,0.00%)、博云新材(32.00,0.00,0.00%)、超华科技(26.60,0.00,0.00%)、禾盛新材(45.86,0.00,0.00%)、宇顺电子(29.60,0.00,0.00%)和辉煌科技(56.00,0.00,0.00%)。
此外，上海汽车(23.72,0.00,0.00%)、海马股份(6.10,0.00,0.00%)、长力股份(9.09,0.00,0.00%)、万通地产(11.60,0.00,0.00%)、招商地产(30.41,0.00,0.00%)、海油工程(11.51,0.00,0.00%)、万科A(11.91,0.00,0.00%)等增发机构配售股也均于年底解禁。
针对2009年最后一个月的减持压力，业内人士认为与IPO和再融资相比，12月份的限售股对二级市场几乎没有冲击。但是，一旦市场的上涨趋势改变，成本低廉的大小非往往成为最大的助跌力量。此外，投资者要特别注意个股的减持压力，比如，属于首发机构限售股类型的次新股，就将面临较大抛压，尤其注意中国中冶这样解禁规模较大，距发行价幅度不足10%的品种。