高送轉的噱頭不靈了。
已有50家公(gong)司計劃(hua)中期進行分配 依舊(jiu)熱衷大比例(li)送轉
Wind數據顯示,截至(zhi)8月(yue)22日收盤,已有50家公司披露今年(nian)中(zhong)期計劃進(jin)行分(fen)配的方案(含(han)預披露和預案,下同),其中(zhong)24家公司涉及(ji)送(song)股或轉股,占比近半。
在(zai)上(shang)述推出送(song)(song)轉(zhuan)股(gu)(gu)方案的24家(jia)公(gong)司(si)中,送(song)(song)轉(zhuan)股(gu)(gu)比例普遍較大,有(you)14家(jia)公(gong)司(si)每(mei)10股(gu)(gu)送(song)(song)轉(zhuan)股(gu)(gu)數(shu)在(zai)10股(gu)(gu)以上(shang),其中潔美科技、皮阿諾、贏合科技3家(jia)公(gong)司(si)每(mei)10股(gu)(gu)送(song)(song)轉(zhuan)股(gu)(gu)數(shu)高達15股(gu)(gu)。
上述數據表明,相當(dang)數量的公(gong)司仍熱衷于送(song)(song)轉(zhuan)股的形式,且一旦確定采(cai)取(qu)送(song)(song)轉(zhuan)股形式,依然熱衷采(cai)取(qu)大比例(li)高送(song)(song)轉(zhuan)。
高送(song)(song)(song)轉(zhuan)已不靈?中期高送(song)(song)(song)轉(zhuan)第一(yi)股(gu)一(yi)度較提議送(song)(song)(song)轉(zhuan)前跌近(jin)3成
從(cong)今年(nian)(nian)中期(qi)高送轉(zhuan)的股(gu)價表現來看(kan),已較(jiao)往(wang)年(nian)(nian)大為遜色(se)。
據時報君(微(wei)信ID:wwwstcncom)統計(ji),上述推出送轉方案的(de)(de)24家公司在公告當日(ri)(ri)或下一(yi)交易(yi)日(ri)(ri)(公告日(ri)(ri)為(wei)(wei)非交易(yi)日(ri)(ri)則選(xuan)下一(yi)交易(yi)日(ri)(ri),下同)的(de)(de)平均漲(zhang)幅僅(jin)為(wei)(wei)3.33%,公告后(hou)5個交易(yi)日(ri)(ri)僅(jin)3只股(gu)(gu)票(piao)漲(zhang)幅超(chao)(chao)過10%,公告后(hou)20個交易(yi)日(ri)(ri)僅(jin)3只股(gu)(gu)票(piao)漲(zhang)幅超(chao)(chao)過20%,表(biao)現(xian)最好(hao)的(de)(de)杭(hang)州園(yuan)林,從公告日(ri)(ri)起(qi)的(de)(de)最大(da)漲(zhang)幅也未超(chao)(chao)過100%,且該股(gu)(gu)為(wei)(wei)今(jin)年(nian)上市不久新(xin)股(gu)(gu),可比(bi)性不強。
今年中期高送轉第一股平治信息的表現出人意料(liao)地(di)慘淡。
7月(yue)(yue)6日(ri)(ri)晚間(jian),平(ping)治(zhi)信(xin)息(xi)控股(gu)(gu)股(gu)(gu)東、實際控制人郭慶向董事(shi)會提(ti)交(jiao)的《關于 2017 年(nian)中期高比例送轉(zhuan)(zhuan)方(fang)案的提(ti)議(yi)及承(cheng)諾(nuo)》,提(ti)議(yi)以公司現(xian)有(you)總(zong)股(gu)(gu)本(ben)4000萬股(gu)(gu)為基(ji)數進(jin)行資本(ben)公積(ji)金轉(zhuan)(zhuan)增(zeng)股(gu)(gu)本(ben),向全體股(gu)(gu)東每(mei)10股(gu)(gu)轉(zhuan)(zhuan)增(zeng)10股(gu)(gu)。受(shou)此消息(xi)影響,平(ping)治(zhi)信(xin)息(xi)7月(yue)(yue)7日(ri)(ri)強勢漲停,但好景(jing)不長,在7月(yue)(yue)10日(ri)(ri)再度沖高后(hou)便放出巨量,此后(hou)一段時間(jian)陷入(ru)連(lian)續下跌,股(gu)(gu)價(jia)一度較提(ti)議(yi)送轉(zhuan)(zhuan)前下跌近(jin)3成!截至今日(ri)(ri)收(shou)盤,最(zui)新(xin)股(gu)(gu)價(jia)仍較提(ti)議(yi)送轉(zhuan)(zhuan)前下跌近(jin)兩成。
監管加強(qiang) 高送(song)轉的好(hao)日子或(huo)成過往云煙
沒有堅實(shi)的(de)業績支(zhi)撐也要(yao)進行高送(song)轉、高送(song)轉搭配減(jian)持(chi)等種種現象一度被視為A股市(shi)(shi)場的(de)套(tao)路(lu),一度為市(shi)(shi)場所詬病。
對(dui)于這些現象,監管層表明態度(du)并采取(qu)措(cuo)施(shi)對(dui)此進行規范(fan)。
今年3月,證(zheng)監(jian)會新(xin)聞發(fa)言人鄧舸(ge)在新(xin)聞發(fa)布會上表示,“送(song)轉(zhuan)股”屬于公司自治范疇,但是部分“內(nei)部人”將“高送(song)轉(zhuan)”作為(wei)掩護其減持的工具,還伴生內(nei)幕交易、市場操(cao)縱等違法違規行為(wei)。滬深證(zheng)券交易所發(fa)布“高送(song)轉(zhuan)”信(xin)息(xi)(xi)披露指引(yin),實施“刨根問(wen)底”問(wen)詢,開(kai)展對“高送(song)轉(zhuan)”內(nei)幕交易核查(cha)聯動(dong),集中查(cha)辦了一批借“高送(song)轉(zhuan)”之名從事內(nei)幕交易或信(xin)息(xi)(xi)披露違規案(an)件。
4月(yue),證(zheng)監會主席(xi)劉士余在中國(guo)上市公(gong)司協會第二屆會員代表大會上,也指出資本(ben)市場的幾種亂(luan)象,其(qi)中包(bao)括“用高送轉來助長(chang)股(gu)價(jia)投機”。
從(cong)當前中(zhong)期已提出送(song)轉(zhuan)方案的24家(jia)公司情(qing)況來看(kan),多(duo)數公司中(zhong)期凈(jing)利潤同比出現增(zeng)長,業績與送(song)轉(zhuan)力度(du)的匹配度(du)已較(jiao)以往(wang)有(you)明顯改(gai)善,僅赤(chi)峰黃金、道道全、科(ke)森科(ke)技等(deng)少數幾家(jia)公司凈(jing)利同比出現下滑。
中(zhong)(zhong)(zhong)證(zheng)(zheng)(zheng)網(wang)(wang)(wang)(wang)聲(sheng)明(ming):凡本(ben)網(wang)(wang)(wang)(wang)注明(ming)“來源(yuan):中(zhong)(zhong)(zhong)國(guo)(guo)證(zheng)(zheng)(zheng)券(quan)報(bao)(bao)(bao)·中(zhong)(zhong)(zhong)證(zheng)(zheng)(zheng)網(wang)(wang)(wang)(wang)”的所有作(zuo)品,版權均屬于中(zhong)(zhong)(zhong)國(guo)(guo)證(zheng)(zheng)(zheng)券(quan)報(bao)(bao)(bao)、中(zhong)(zhong)(zhong)證(zheng)(zheng)(zheng)網(wang)(wang)(wang)(wang)。中(zhong)(zhong)(zhong)國(guo)(guo)證(zheng)(zheng)(zheng)券(quan)報(bao)(bao)(bao)·中(zhong)(zhong)(zhong)證(zheng)(zheng)(zheng)網(wang)(wang)(wang)(wang)與作(zuo)品作(zuo)者聯合(he)聲(sheng)明(ming),任何組織未經中(zhong)(zhong)(zhong)國(guo)(guo)證(zheng)(zheng)(zheng)券(quan)報(bao)(bao)(bao)、中(zhong)(zhong)(zhong)證(zheng)(zheng)(zheng)網(wang)(wang)(wang)(wang)以及作(zuo)者書面授權不(bu)得(de)轉載、摘編或利(li)用(yong)其(qi)它方式使用(yong)上述作(zuo)品。凡本(ben)網(wang)(wang)(wang)(wang)注明(ming)來源(yuan)非中(zhong)(zhong)(zhong)國(guo)(guo)證(zheng)(zheng)(zheng)券(quan)報(bao)(bao)(bao)·中(zhong)(zhong)(zhong)證(zheng)(zheng)(zheng)網(wang)(wang)(wang)(wang)的作(zuo)品,均轉載自其(qi)它媒體,轉載目(mu)的在于更好(hao)服務讀者、傳遞信(xin)息(xi)之需,并不(bu)代表本(ben)網(wang)(wang)(wang)(wang)贊同其(qi)觀點,本(ben)網(wang)(wang)(wang)(wang)亦不(bu)對(dui)其(qi)真實性負責(ze),持異議者應與原出處單(dan)位主張權利(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
中國(guo)證券報社(she)版(ban)權(quan)所有,未經書面授權(quan)不得復制或(huo)建立鏡(jing)像
經(jing)營(ying)許可(ke)證編號:京B2-20180749 京公網安備(bei)0-1
Copyright 2001-2018 China Securities Journal. All Rights Reserved