深(shen)交(jiao)所昨(zuo)日盤后的大宗(zong)交(jiao)易數據顯(xian)(xian)示(shi),遼寧成(cheng)大出(chu)現4筆大宗(zong)交(jiao)易,累計(ji)成(cheng)交(jiao)4279萬股(gu),交(jiao)易金額合計(ji)8.56億元,成(cheng)交(jiao)價格為20元/股(gu),較當日收盤價溢價5.1%。數據顯(xian)(xian)示(shi),該4筆大宗(zong)交(jiao)易賣出(chu)席位(wei)均(jun)為機構(gou)專用,買入席位(wei)均(jun)為招商證券銅陵石城大道證券營業部(bu)。
上述股(gu)(gu)(gu)(gu)份約占遼寧(ning)成(cheng)大總股(gu)(gu)(gu)(gu)本的(de)(de)2.8%,而銅陵正是(shi)特(te)華投資(zi)控(kong)制的(de)(de)上市公司精(jing)達股(gu)(gu)(gu)(gu)份(600577)的(de)(de)所在地(di)。7月(yue)13日晚間(jian),遼寧(ning)成(cheng)大披露,特(te)華投資(zi)通過大宗交易(7月(yue)11日)及(ji)集中競價(jia)(7月(yue)13日)方(fang)式分(fen)別增持遼寧(ning)成(cheng)大5000萬(wan)股(gu)(gu)(gu)(gu)、163.06萬(wan)股(gu)(gu)(gu)(gu),合計占比(bi)3.38%。加上此前持有的(de)(de)2478.64萬(wan)股(gu)(gu)(gu)(gu)(1.62%),特(te)華投資(zi)共持有遼寧(ning)成(cheng)大7641.7萬(wan)股(gu)(gu)(gu)(gu)股(gu)(gu)(gu)(gu)份,持股(gu)(gu)(gu)(gu)比(bi)例為4.996%,構(gou)成(cheng)首次舉牌(pai)。
根據遼寧成(cheng)大(da)已(yi)披(pi)露(lu)的信息,7月11日的大(da)宗(zong)交(jiao)(jiao)易(yi)買(mai)方是特華投資(zi),賣(mai)方是前(qian)海開源。昨(zuo)日的買(mai)方席位、交(jiao)(jiao)易(yi)價(jia)格與(yu)7月11日完(wan)全(quan)相同,賣(mai)方營業部也均為“機構專用”,因此(ci)大(da)致判定本次大(da)宗(zong)交(jiao)(jiao)易(yi)買(mai)方依然為特華投資(zi)。
由此,特華投資(zi)對遼寧(ning)成大持(chi)股(gu)比例(li)或(huo)已(yi)達7.8%,假設特華投資(zi)還(huan)通過集中競價(jia)等(deng)方式增持(chi),那么持(chi)股(gu)比例(li)將更高。截至目前,遼寧(ning)成大控(kong)(kong)股(gu)股(gu)東遼寧(ning)成大集團持(chi)股(gu)比例(li)僅為11.11%,并不具(ju)備明顯的(de)控(kong)(kong)股(gu)優(you)勢。
實際上,判斷(duan)昨日的(de)大宗交(jiao)易(yi)系特華投資與前(qian)海開源所為還有其他(ta)原因。
今年(nian)6月,特華(hua)投資曾決定擬(ni)以20元(yuan)/股的價格受讓(rang)前(qian)(qian)海(hai)開源所持遼寧成大(da)(da)9279.01萬股股份,但隨后在7月取消該(gai)協(xie)議轉讓(rang)計劃(hua),改為大(da)(da)宗交易。特華(hua)投資彼(bi)時稱(cheng),有意向通(tong)過大(da)(da)宗交易方(fang)式從前(qian)(qian)海(hai)開源處取得遼寧成大(da)(da)股份,與(yu)前(qian)(qian)述協(xie)議轉讓(rang)股份數量基本保(bao)持一(yi)致。
面對特華投(tou)資(zi)的(de)進逼,遼(liao)(liao)(liao)(liao)(liao)寧(ning)(ning)(ning)(ning)(ning)國資(zi)正擬通過參與(yu)非公開發行(xing)(xing)的(de)方(fang)式(shi)捍衛對遼(liao)(liao)(liao)(liao)(liao)寧(ning)(ning)(ning)(ning)(ning)成(cheng)大(da)的(de)控股(gu)權。方(fang)案顯示,遼(liao)(liao)(liao)(liao)(liao)寧(ning)(ning)(ning)(ning)(ning)成(cheng)大(da)擬向遼(liao)(liao)(liao)(liao)(liao)寧(ning)(ning)(ning)(ning)(ning)國資(zi)公司(si)(全資(zi)持有遼(liao)(liao)(liao)(liao)(liao)寧(ning)(ning)(ning)(ning)(ning)成(cheng)大(da)集(ji)團(tuan))、史玉柱旗(qi)下的(de)巨(ju)人投(tou)資(zi)和金匯資(zi)管(guan)發行(xing)(xing)股(gu)份募集(ji)資(zi)金40.37億元。假設(she)發行(xing)(xing)2.4億股(gu),國資(zi)公司(si)及其一致行(xing)(xing)動人遼(liao)(liao)(liao)(liao)(liao)寧(ning)(ning)(ning)(ning)(ning)成(cheng)大(da)集(ji)團(tuan)持股(gu)比例將增(zeng)加至(zhi)14.12%,仍為遼(liao)(liao)(liao)(liao)(liao)寧(ning)(ning)(ning)(ning)(ning)成(cheng)大(da)實控人,巨(ju)人投(tou)資(zi)將持股(gu)8.19%成(cheng)第二大(da)股(gu)東。
盡管有跡象(xiang)表(biao)明特華投資悄然增(zeng)持(chi)遼(liao)寧(ning)成大(da),不過特華投資曾表(biao)示,未來(lai)6個月(yue)內,無意成為遼(liao)寧(ning)成大(da)第(di)一(yi)大(da)股(gu)(gu)東。在7月(yue)19日券(quan)(quan)商信托(tuo)等板塊漲(zhang)幅居前的(de)情(qing)況下,常被視為券(quan)(quan)商影子股(gu)(gu)的(de)遼(liao)寧(ning)成大(da)報收19.03元/股(gu)(gu),上漲(zhang)3.48%。(記(ji)者(zhe) 童(tong)璐(lu))
中(zhong)(zhong)(zhong)(zhong)(zhong)證(zheng)(zheng)(zheng)網(wang)(wang)聲明:凡(fan)本(ben)(ben)網(wang)(wang)注(zhu)明“來源:中(zhong)(zhong)(zhong)(zhong)(zhong)國(guo)(guo)(guo)證(zheng)(zheng)(zheng)券(quan)報(bao)·中(zhong)(zhong)(zhong)(zhong)(zhong)證(zheng)(zheng)(zheng)網(wang)(wang)”的所有作(zuo)品(pin),版權(quan)均(jun)屬于(yu)中(zhong)(zhong)(zhong)(zhong)(zhong)國(guo)(guo)(guo)證(zheng)(zheng)(zheng)券(quan)報(bao)、中(zhong)(zhong)(zhong)(zhong)(zhong)證(zheng)(zheng)(zheng)網(wang)(wang)。中(zhong)(zhong)(zhong)(zhong)(zhong)國(guo)(guo)(guo)證(zheng)(zheng)(zheng)券(quan)報(bao)·中(zhong)(zhong)(zhong)(zhong)(zhong)證(zheng)(zheng)(zheng)網(wang)(wang)與(yu)作(zuo)品(pin)作(zuo)者(zhe)(zhe)聯合聲明,任何(he)組(zu)織未經中(zhong)(zhong)(zhong)(zhong)(zhong)國(guo)(guo)(guo)證(zheng)(zheng)(zheng)券(quan)報(bao)、中(zhong)(zhong)(zhong)(zhong)(zhong)證(zheng)(zheng)(zheng)網(wang)(wang)以及(ji)作(zuo)者(zhe)(zhe)書(shu)面授權(quan)不得轉載(zai)、摘編或利用其(qi)(qi)它方式使用上(shang)述作(zuo)品(pin)。凡(fan)本(ben)(ben)網(wang)(wang)注(zhu)明來源非中(zhong)(zhong)(zhong)(zhong)(zhong)國(guo)(guo)(guo)證(zheng)(zheng)(zheng)券(quan)報(bao)·中(zhong)(zhong)(zhong)(zhong)(zhong)證(zheng)(zheng)(zheng)網(wang)(wang)的作(zuo)品(pin),均(jun)轉載(zai)自其(qi)(qi)它媒體,轉載(zai)目(mu)的在于(yu)更(geng)好服務讀者(zhe)(zhe)、傳(chuan)遞信息之需,并(bing)不代表本(ben)(ben)網(wang)(wang)贊同其(qi)(qi)觀(guan)點,本(ben)(ben)網(wang)(wang)亦不對其(qi)(qi)真(zhen)實(shi)性負責,持異(yi)議(yi)者(zhe)(zhe)應與(yu)原(yuan)出處單位主(zhu)張權(quan)利。
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