■記者吳珊
《證券日報》市(shi)場(chang)研(yan)究中(zhong)心根據同花(hua)順數(shu)據統計(ji)顯示,5月份以來,滬(hu)深兩市(shi)共有(you)128家公(gong)(gong)司重(zhong)要股(gu)東(dong)進行了二級市(shi)場(chang)公(gong)(gong)開操作,其(qi)中(zhong),76家公(gong)(gong)司重(zhong)要股(gu)東(dong)累計(ji)凈增持1.71億股(gu),合計(ji)凈增持市(shi)值約為21億元。
具(ju)體來看,包括(kuo)必康股(gu)份、華邦健康、開創國際(ji)、紅豆股(gu)份、克(ke)明面業等(deng)在內的5只個股(gu)重(zhong)要(yao)股(gu)東凈增持部分參考市(shi)值均超億元(yuan),分別為:27900.24萬(wan)(wan)(wan)(wan)(wan)(wan)元(yuan)、21252.96萬(wan)(wan)(wan)(wan)(wan)(wan)元(yuan)、18902.23萬(wan)(wan)(wan)(wan)(wan)(wan)元(yuan)、12976.02萬(wan)(wan)(wan)(wan)(wan)(wan)元(yuan)、11142.4萬(wan)(wan)(wan)(wan)(wan)(wan)元(yuan),此(ci)外,重(zhong)要(yao)股(gu)東凈增持金(jin)額(e)在5000萬(wan)(wan)(wan)(wan)(wan)(wan)元(yuan)以(yi)上的個股(gu)還有:*ST珠江(9619.14萬(wan)(wan)(wan)(wan)(wan)(wan)元(yuan))、泛海控(kong)股(gu)(8657.15萬(wan)(wan)(wan)(wan)(wan)(wan)元(yuan))、泰(tai)爾股(gu)份(7654.23萬(wan)(wan)(wan)(wan)(wan)(wan)元(yuan))、凱迪生(sheng)態(7164.45萬(wan)(wan)(wan)(wan)(wan)(wan)元(yuan))、邁克(ke)生(sheng)物(6720.62萬(wan)(wan)(wan)(wan)(wan)(wan)元(yuan))、拓邦股(gu)份(6292.57萬(wan)(wan)(wan)(wan)(wan)(wan)元(yuan))、銀泰(tai)資源(5391.63萬(wan)(wan)(wan)(wan)(wan)(wan)元(yuan))、國金(jin)證券(5005.66萬(wan)(wan)(wan)(wan)(wan)(wan)元(yuan))。
分析(xi)人士(shi)表示(shi),上市公(gong)司(si)重要(yao)股(gu)東(dong)(dong)頻(pin)頻(pin)增持或發布增持計劃,表達對公(gong)司(si)的信(xin)心,多家公(gong)司(si)更是受(shou)到控股(gu)股(gu)東(dong)(dong)、實際(ji)控制人、第一大股(gu)東(dong)(dong)的力挺。
數據(ju)顯示,上(shang)述(shu)獲重要股(gu)(gu)(gu)(gu)(gu)(gu)(gu)(gu)東(dong)凈增(zeng)持的(de)(de)76家(jia)(jia)公(gong)(gong)司(si)(si)中(zhong),有21家(jia)(jia)公(gong)(gong)司(si)(si)凈增(zeng)持操(cao)作來(lai)自(zi)實(shi)際控(kong)制人(ren),累計凈增(zeng)持金(jin)額(e)超(chao)10億元,僅昨日一天就有泛海(hai)控(kong)股(gu)(gu)(gu)(gu)(gu)(gu)(gu)(gu)、紅豆股(gu)(gu)(gu)(gu)(gu)(gu)(gu)(gu)份(fen)(fen)、國金(jin)證(zheng)券、錢(qian)江水利、奧特佳、金(jin)楓酒業、*ST珠江、明(ming)牌珠寶(bao)等8家(jia)(jia)公(gong)(gong)司(si)(si)公(gong)(gong)布控(kong)股(gu)(gu)(gu)(gu)(gu)(gu)(gu)(gu)股(gu)(gu)(gu)(gu)(gu)(gu)(gu)(gu)東(dong)增(zeng)持了公(gong)(gong)司(si)(si)股(gu)(gu)(gu)(gu)(gu)(gu)(gu)(gu)份(fen)(fen)的(de)(de)公(gong)(gong)告(gao),其中(zhong),泛海(hai)控(kong)股(gu)(gu)(gu)(gu)(gu)(gu)(gu)(gu)5月(yue)(yue)9日公(gong)(gong)告(gao)顯示,公(gong)(gong)司(si)(si)于(yu)(yu)2017年(nian)5月(yue)(yue)8日收到公(gong)(gong)司(si)(si)控(kong)股(gu)(gu)(gu)(gu)(gu)(gu)(gu)(gu)股(gu)(gu)(gu)(gu)(gu)(gu)(gu)(gu)東(dong)中(zhong)國泛海(hai)的(de)(de)通(tong)(tong)知,基于(yu)(yu)對(dui)公(gong)(gong)司(si)(si)持續穩(wen)定發(fa)展的(de)(de)信心和對(dui)公(gong)(gong)司(si)(si)股(gu)(gu)(gu)(gu)(gu)(gu)(gu)(gu)票價(jia)值(zhi)的(de)(de)合理判斷(duan),繼2017年(nian)5月(yue)(yue)5日通(tong)(tong)過深圳(zhen)證(zheng)券交(jiao)(jiao)(jiao)易所(suo)證(zheng)券交(jiao)(jiao)(jiao)易系統增(zeng)持5237411股(gu)(gu)(gu)(gu)(gu)(gu)(gu)(gu)公(gong)(gong)司(si)(si)股(gu)(gu)(gu)(gu)(gu)(gu)(gu)(gu)份(fen)(fen)后,中(zhong)國泛海(hai)于(yu)(yu)2017年(nian)5月(yue)(yue)8日再次增(zeng)持了5002146股(gu)(gu)(gu)(gu)(gu)(gu)(gu)(gu)公(gong)(gong)司(si)(si)股(gu)(gu)(gu)(gu)(gu)(gu)(gu)(gu)份(fen)(fen),占公(gong)(gong)司(si)(si)股(gu)(gu)(gu)(gu)(gu)(gu)(gu)(gu)份(fen)(fen)總數的(de)(de)0.10%,成(cheng)交(jiao)(jiao)(jiao)均價(jia)為8.579元/股(gu)(gu)(gu)(gu)(gu)(gu)(gu)(gu)。中(zhong)國泛海(hai)計劃(hua)在未來(lai)十二個月(yue)(yue)內通(tong)(tong)過深圳(zhen)證(zheng)券交(jiao)(jiao)(jiao)易所(suo)證(zheng)券交(jiao)(jiao)(jiao)易系統繼續增(zeng)持公(gong)(gong)司(si)(si)股(gu)(gu)(gu)(gu)(gu)(gu)(gu)(gu)份(fen)(fen),增(zeng)持股(gu)(gu)(gu)(gu)(gu)(gu)(gu)(gu)份(fen)(fen)數量為1000萬股(gu)(gu)(gu)(gu)(gu)(gu)(gu)(gu)至1億股(gu)(gu)(gu)(gu)(gu)(gu)(gu)(gu)(含2017年(nian)5月(yue)(yue)5日及本次已增(zeng)持部分在內),增(zeng)持比例不超(chao)過公(gong)(gong)司(si)(si)股(gu)(gu)(gu)(gu)(gu)(gu)(gu)(gu)份(fen)(fen)總數的(de)(de)2%。
值得(de)一(yi)提的是(shi),上(shang)述21家公司中(zhong),泛海控股(gu)(gu)(gu)(gu)(gu)、東(dong)(dong)方明珠、大東(dong)(dong)方、濱江(jiang)集團、鮑(bao)斯股(gu)(gu)(gu)(gu)(gu)份、國金(jin)證券、駱駝股(gu)(gu)(gu)(gu)(gu)份、力帆(fan)股(gu)(gu)(gu)(gu)(gu)份、皖新(xin)傳媒(mei)等(deng)9家公司一(yi)季度前(qian)十大流通股(gu)(gu)(gu)(gu)(gu)股(gu)(gu)(gu)(gu)(gu)東(dong)(dong)名單中(zhong)出現了以(yi)中(zhong)國證券金(jin)融股(gu)(gu)(gu)(gu)(gu)份有限公司、中(zhong)央(yang)匯金(jin)資產(chan)管理有限責任公司等(deng)為(wei)代表的國家隊身影。
事實上,在上述獲(huo)重要股東凈增持的公(gong)司中,近(jin)七成公(gong)司最(zui)新收(shou)盤價(jia)較月(yue)初出現下跌,*ST海潤、國(guo)發(fa)股份、山東如意、國(guo)金證券、溫氏股份等5家公(gong)司股價(jia)月(yue)內跌幅超(chao)10%,分(fen)別(bie)為:22.38%、21.79%、15.84%、12.3%、10.91%。
雖然上(shang)述個股(gu)(gu)股(gu)(gu)價出現下挫,但是除公(gong)(gong)司(si)(si)重要股(gu)(gu)東信心不減外,部分(fen)券商(shang)也認為公(gong)(gong)司(si)(si)股(gu)(gu)價被低估(gu),最近1個月內,華宇軟件、國金證券、溫氏股(gu)(gu)份、金新農(nong)、濱江集團、復(fu)星醫藥等6家公(gong)(gong)司(si)(si)就獲得(de)5家以上(shang)機構給(gei)予(yu)“買入”評級(ji),對于(yu)股(gu)(gu)價跌幅較大的國金證券,民生證券表(biao)示,公(gong)(gong)司(si)(si)互聯網金融先發(fa)優勢(shi)明顯、投行業務(wu)快速提(ti)升、資管(guan)業務(wu)穩步(bu)發(fa)展(zhan),業務(wu)布局形成差異化競爭優勢(shi);目前(qian)股(gu)(gu)價倒掛,具(ju)有安(an)全邊際(ji)。
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