上市公司年(nian)報披露已進入高峰期,券商自營(ying)資(zi)金重倉股(gu)隨之浮出水面。截至4月9日,已有162只股(gu)票的十大流通(tong)股(gu)股(gu)東出現券商身影。其中(zhong),券商去年(nian)四季度新(xin)進65只股(gu)票,增持34只股(gu)票。分析人(ren)士表示,今(jin)年(nian)在(zai)價值投資(zi)的基礎上,龍頭(tou)券商已明確(que)把非(fei)方向性(xing)作為未來(lai)布局的重點方向。
自營盤新進65股
據(ju)Wind統計,凱樂科技、大亞(ya)圣象、紫鑫藥業(ye)、三維工程這(zhe)四只股(gu)(gu)票出(chu)現的券(quan)(quan)商(shang)股(gu)(gu)東(dong)最多,凱樂科技的十大流(liu)通股(gu)(gu)股(gu)(gu)東(dong)包括中(zhong)信(xin)、天風、江海證券(quan)(quan);大亞(ya)圣象的流(liu)通股(gu)(gu)東(dong)有招商(shang)、華(hua)泰(tai)、廣發證券(quan)(quan);而紫鑫藥業(ye)有中(zhong)信(xin)、中(zhong)金、華(hua)泰(tai)證券(quan)(quan)等3家(jia)券(quan)(quan)商(shang)買入;三維工程則(ze)有中(zhong)信(xin)、中(zhong)泰(tai)、華(hua)泰(tai)證券(quan)(quan)3家(jia)流(liu)通股(gu)(gu)股(gu)(gu)東(dong)。
從(cong)券商新進(jin)(jin)的65只股票(piao)來看(kan),對中(zhong)國(guo)銀(yin)行、中(zhong)恒集(ji)團(tuan)、寧滬高速、橫(heng)店東磁、新鋼(gang)股份(fen)等(deng)股票(piao)的買入力度較大。數據顯示,截至(zhi)去年四季度末,華泰證(zheng)券新進(jin)(jin)持(chi)(chi)有中(zhong)國(guo)銀(yin)行2.18億股,占(zhan)(zhan)流通(tong)股比(bi)(bi)例0.103%;華林證(zheng)券新進(jin)(jin)持(chi)(chi)有中(zhong)恒集(ji)團(tuan)6154.95萬股,占(zhan)(zhan)流通(tong)股比(bi)(bi)例1.77%;國(guo)泰君安新進(jin)(jin)持(chi)(chi)有寧滬高速約5598.23萬股,占(zhan)(zhan)流通(tong)股比(bi)(bi)例1.47%;華泰證(zheng)券和中(zhong)金公司新進(jin)(jin)持(chi)(chi)有橫(heng)店東磁合計(ji)約3728.28萬股,占(zhan)(zhan)流通(tong)股比(bi)(bi)例2.27%。
從券商持(chi)股(gu)市(shi)值(zhi)排(pai)名來看(kan),最受(shou)券商自營資金(jin)青睞的是吉林敖東、中國石化、中國銀(yin)行、凱樂科(ke)技、華電國際、東陽(yang)光科(ke)等個股(gu),券商持(chi)股(gu)市(shi)值(zhi)在6億元以上。其(qi)中,廣發證券持(chi)有(you)(you)吉林敖東4301.11萬股(gu),截至去(qu)年12月31日(ri)持(chi)倉(cang)市(shi)值(zhi)約9.68億元,占流通股(gu)比(bi)例3.93%;其(qi)次華林證券持(chi)有(you)(you)1162.16萬股(gu),比(bi)2016年底減少了1144.86萬股(gu)。
從券商持(chi)有(you)(you)個股(gu)數(shu)來看,去(qu)年(nian)底中(zhong)金公司(si)自營盤重(zhong)倉持(chi)有(you)(you)的股(gu)票(piao)最(zui)多(duo),高達40只,持(chi)有(you)(you)數(shu)量前五名的股(gu)票(piao)有(you)(you)云(yun)鋁股(gu)份、美(mei)盈森、光大證(zheng)(zheng)券、華(hua)西能(neng)源和美(mei)晨(chen)生(sheng)態,且五只股(gu)票(piao)去(qu)年(nian)漲幅均超過(guo)20%,云(yun)鋁股(gu)份的漲幅更是高達151.49%。除(chu)中(zhong)金公司(si)外,中(zhong)信證(zheng)(zheng)券、中(zhong)泰(tai)證(zheng)(zheng)券、華(hua)泰(tai)證(zheng)(zheng)券、東(dong)方證(zheng)(zheng)券和銀河證(zheng)(zheng)券重(zhong)倉持(chi)有(you)(you)股(gu)票(piao)數(shu)均超過(guo)20只。
中(zhong)(zhong)證(zheng)(zheng)(zheng)網(wang)(wang)(wang)(wang)聲明(ming):凡(fan)本(ben)(ben)網(wang)(wang)(wang)(wang)注明(ming)“來源(yuan):中(zhong)(zhong)國證(zheng)(zheng)(zheng)券(quan)報(bao)·中(zhong)(zhong)證(zheng)(zheng)(zheng)網(wang)(wang)(wang)(wang)”的所(suo)有作品,版權(quan)(quan)均(jun)屬于中(zhong)(zhong)國證(zheng)(zheng)(zheng)券(quan)報(bao)、中(zhong)(zhong)證(zheng)(zheng)(zheng)網(wang)(wang)(wang)(wang)。中(zhong)(zhong)國證(zheng)(zheng)(zheng)券(quan)報(bao)·中(zhong)(zhong)證(zheng)(zheng)(zheng)網(wang)(wang)(wang)(wang)與(yu)(yu)作品作者(zhe)聯(lian)合聲明(ming),任何組織未經中(zhong)(zhong)國證(zheng)(zheng)(zheng)券(quan)報(bao)、中(zhong)(zhong)證(zheng)(zheng)(zheng)網(wang)(wang)(wang)(wang)以及作者(zhe)書面(mian)授權(quan)(quan)不(bu)得轉載、摘(zhai)編或利(li)用(yong)其(qi)它方式使用(yong)上述作品。凡(fan)本(ben)(ben)網(wang)(wang)(wang)(wang)注明(ming)來源(yuan)非(fei)中(zhong)(zhong)國證(zheng)(zheng)(zheng)券(quan)報(bao)·中(zhong)(zhong)證(zheng)(zheng)(zheng)網(wang)(wang)(wang)(wang)的作品,均(jun)轉載自其(qi)它媒(mei)體(ti),轉載目的在于更(geng)好服務讀者(zhe)、傳遞信(xin)息之需,并不(bu)代(dai)表本(ben)(ben)網(wang)(wang)(wang)(wang)贊同其(qi)觀點,本(ben)(ben)網(wang)(wang)(wang)(wang)亦(yi)不(bu)對其(qi)真(zhen)實(shi)性負責,持異議者(zhe)應與(yu)(yu)原出處單位主張權(quan)(quan)利(li)。
特別鏈接:政府部門交易機構證券期貨四所兩司新聞發布平臺友情鏈接版權聲明
關于報社關于本站廣告發布免責條款
中國證券報社版權所有,未經書面授權不得復制或建立鏡像 經營許可證編號:京B2-20180749 京公網安備0-1
Copyright 2001-2018 China Securities Journal. All Rights Reserved
中(zhong)國(guo)證券報社版權所有,未經(jing)書面授(shou)權不得復制或(huo)建立鏡像(xiang)
經營許(xu)可證編號:京B2-20180749 京公網安備0-1
Copyright 2001-2018 China Securities Journal. All Rights Reserved