發布時間(jian)：2016-07-13
上市(shi)公(gong)司(si)增持本公(gong)司(si)股(gu)票不僅對提振市(shi)場信(xin)心具有積極作用，也有助于穩定公(gong)司(si)股(gu)價，符合(he)公(gong)司(si)自(zi)身的利益
日前(qian)財(cai)政(zheng)部、國資委等部委分別發布公(gong)告，要求中央企業(ye)不(bu)得(de)減(jian)持(chi)所控股(gu)(gu)的(de)(de)上市(shi)公(gong)司(si)(si)股(gu)(gu)票，并(bing)支持(chi)在股(gu)(gu)價低于合理價值時予(yu)以增持(chi)，證監會則連(lian)發兩文，明(ming)確(que)上市(shi)企業(ye)的(de)(de)控股(gu)(gu)股(gu)(gu)東(dong)6個月內不(bu)得(de)在二級市(shi)場減(jian)持(chi)，并(bing)鼓勵增持(chi)。隨著(zhu)近(jin)期上市(shi)公(gong)司(si)(si)在A股(gu)(gu)市(shi)場增持(chi)本公(gong)司(si)(si)股(gu)(gu)票的(de)(de)動作頻(pin)頻(pin)，此舉對于維護上市(shi)公(gong)司(si)(si)股(gu)(gu)價穩定、提(ti)振市(shi)場信心(xin)具(ju)有積極作用(yong)。
增持力度加大
據同花順數據統計，僅7月(yue)1日至(zhi)9日，A股(gu)市場就有169家(jia)(jia)上(shang)市公司(si)實現了重(zhong)要股(gu)東凈增(zeng)持(chi)(chi)，凈增(zeng)持(chi)(chi)股(gu)份合計1.93億(yi)股(gu)，增(zeng)持(chi)(chi)金額約(yue)35億(yi)元，比(bi)(bi)上(shang)月(yue)環比(bi)(bi)增(zeng)長近50倍。其中(zhong)，深市公司(si)為142家(jia)(jia)，滬市公司(si)為27家(jia)(jia)。從行業分布來(lai)看，增(zeng)持(chi)(chi)公司(si)主(zhu)要集中(zhong)在(zai)信息通(tong)信、醫藥生物(wu)以及機械化工等行業。其中(zhong)，12家(jia)(jia)信息通(tong)信行業的上(shang)市公司(si)增(zeng)持(chi)(chi)17.61億(yi)元，占本月(yue)以來(lai)凈增(zeng)持(chi)(chi)額的一半；生物(wu)醫藥行業增(zeng)持(chi)(chi)緊隨其后，約(yue)2.87億(yi)元。
具體來看，本月獲得凈(jing)增(zeng)(zeng)(zeng)持(chi)資金超過1億元的公(gong)(gong)司有兩家。亨通光增(zeng)(zeng)(zeng)持(chi)金額最(zui)多，達16.8億元，占(zhan)公(gong)(gong)司市值(zhi)14.35%；位列第二(er)的永高(gao)股份，凈(jing)增(zeng)(zeng)(zeng)持(chi)金額為1.01億元。據了(le)解，目前上(shang)市公(gong)(gong)司主(zhu)要是通過二(er)級市場的競價交易獲得公(gong)(gong)司股票，增(zeng)(zeng)(zeng)持(chi)方式主(zhu)要包括(kuo)大股東增(zeng)(zeng)(zeng)持(chi)、回購股票、董監高(gao)增(zeng)(zeng)(zeng)持(chi)、股權激勵以(yi)及員工持(chi)股計劃等。
值得一提的(de)是，本月(yue)上(shang)(shang)市(shi)(shi)公司(si)高(gao)管凈(jing)增(zeng)持金(jin)(jin)額創下(xia)今年新高(gao)。今年前6個月(yue)，重要(yao)股東(dong)凈(jing)增(zeng)持金(jin)(jin)額均為負數，其(qi)中5月(yue)減(jian)持金(jin)(jin)額達(da)375.78億元。隨(sui)著近期股市(shi)(shi)出現(xian)非理(li)性下(xia)跌，一些(xie)上(shang)(shang)市(shi)(shi)公司(si)大股東(dong)和高(gao)管紛紛增(zeng)持，彰顯(xian)了對公司(si)未來發展(zhan)的(de)信(xin)心，并扭轉了此前不斷減(jian)持的(de)趨(qu)勢。
大部分上市(shi)公(gong)(gong)(gong)司(si)增持是(shi)出(chu)于對(dui)公(gong)(gong)(gong)司(si)股(gu)(gu)(gu)票價(jia)(jia)值(zhi)(zhi)(zhi)的(de)認可和未(wei)(wei)來發展的(de)信心。以(yi)(yi)泛(fan)海控(kong)股(gu)(gu)(gu)為例，該(gai)公(gong)(gong)(gong)司(si)在(zai)7月(yue)2日發布增持公(gong)(gong)(gong)告稱，由于增持人認為公(gong)(gong)(gong)司(si)股(gu)(gu)(gu)價(jia)(jia)近期大幅波動，股(gu)(gu)(gu)票市(shi)值(zhi)(zhi)(zhi)不能完全反映公(gong)(gong)(gong)司(si)轉型(xing)戰略實施以(yi)(yi)來的(de)價(jia)(jia)值(zhi)(zhi)(zhi)，特別是(shi)隨著戰略目(mu)標的(de)逐步實施，未(wei)(wei)來公(gong)(gong)(gong)司(si)價(jia)(jia)值(zhi)(zhi)(zhi)將進(jin)一步呈(cheng)現，出(chu)于對(dui)公(gong)(gong)(gong)司(si)價(jia)(jia)值(zhi)(zhi)(zhi)和未(wei)(wei)來持續穩(wen)定(ding)發展的(de)信心，泛(fan)海控(kong)股(gu)(gu)(gu)集團作為增持人，通過(guo)深交所以(yi)(yi)集合競價(jia)(jia)方(fang)式增持100萬股(gu)(gu)(gu)。
實際(ji)上(shang)，雖然很多公(gong)(gong)司(si)(si)股(gu)價(jia)(jia)已經明顯具備投(tou)資價(jia)(jia)值，但受限于《證(zheng)券法》中(zhong)關于短線交易的規(gui)(gui)定(ding)(ding)，以(yi)及7月份屬于半(ban)年報窗口期等規(gui)(gui)定(ding)(ding)，公(gong)(gong)司(si)(si)大股(gu)東(dong)及董監高近期無法增持股(gu)票。對此，證(zheng)監會近日出(chu)臺6項支持增持的規(gui)(gui)則，鼓勵和支持上(shang)市公(gong)(gong)司(si)(si)大股(gu)東(dong)及董監高人員(yuan)增持本(ben)公(gong)(gong)司(si)(si)股(gu)份，這有利于產業資本(ben)抓住機(ji)會，在合理(li)(li)價(jia)(jia)位增持本(ben)公(gong)(gong)司(si)(si)股(gu)票，同時避免公(gong)(gong)司(si)(si)股(gu)價(jia)(jia)出(chu)現非理(li)(li)性下跌。
市場信心提升
隨著近期A股大(da)(da)批上市(shi)(shi)公司(si)紛紛實(shi)(shi)施或擬實(shi)(shi)施增持，以及大(da)(da)多(duo)部委聯合發(fa)力(li)呵護(hu)市(shi)(shi)場(chang)，7月(yue)9日(ri)，A股市(shi)(shi)場(chang)信心(xin)有所回暖，當日(ri)滬指(zhi)大(da)(da)漲近6%，兩市(shi)(shi)逾千(qian)只個股漲停(ting)，市(shi)(shi)場(chang)流動性顯著提升。
泛海控股(gu)(gu)(gu)(gu)股(gu)(gu)(gu)(gu)份有限公(gong)(gong)(gong)司董(dong)事(shi)會秘書(shu)陳懷(huai)東在(zai)(zai)接(jie)受《經(jing)濟日報》記者(zhe)采訪(fang)時表示(shi)，通過增(zeng)持有利(li)于提振(zhen)信心(xin)，穩(wen)定股(gu)(gu)(gu)(gu)價(jia)(jia)，減(jian)少(shao)投資者(zhe)資產的(de)縮水，保(bao)護投資者(zhe)利(li)益。之外，公(gong)(gong)(gong)司中報業績預(yu)(yu)告顯示(shi)，上(shang)半年預(yu)(yu)計凈利(li)潤達到(dao)6億元左右，業績良好，有助于價(jia)(jia)值型投資者(zhe)通過分紅(hong)獲得穩(wen)健的(de)收益。“實(shi)際上(shang)，公(gong)(gong)(gong)司大股(gu)(gu)(gu)(gu)東早在(zai)(zai)7月2日就開(kai)始(shi)陸續增(zeng)持公(gong)(gong)(gong)司股(gu)(gu)(gu)(gu)票，并保(bao)證不(bu)減(jian)持。當前，公(gong)(gong)(gong)司董(dong)監高正在(zai)(zai)討論(lun)進一步增(zeng)持公(gong)(gong)(gong)司股(gu)(gu)(gu)(gu)票的(de)事(shi)宜。”
以中藥(yao)(yao)飲片、化學原料藥(yao)(yao)及制劑(ji)生產為主(zhu)營業(ye)務的上市公(gong)(gong)司康美藥(yao)(yao)業(ye)，近日也(ye)宣布增持公(gong)(gong)司股份近500萬股，并(bing)增持人承(cheng)諾不減(jian)持。公(gong)(gong)司董(dong)事長馬興田表示，目前公(gong)(gong)司股價已低于(yu)(yu)實際價值(zhi)，公(gong)(gong)司管理層看(kan)好公(gong)(gong)司和醫藥(yao)(yao)行業(ye)的未來發展前景，增持將(jiang)有利于(yu)(yu)實現各方的共贏。
作為央企招商(shang)局(ju)(ju)集團(tuan)控股(gu)(gu)的上市公(gong)司，招商(shang)證券日前(qian)發(fa)布公(gong)告稱，公(gong)司控制人(ren)招商(shang)局(ju)(ju)集團(tuan)、持股(gu)(gu)5%以上股(gu)(gu)東(dong)中國遠洋運(yun)輸（集團(tuan)）總公(gong)司承諾在公(gong)司股(gu)(gu)價異常波動(dong)(dong)期(qi)間，不減持本公(gong)司股(gu)(gu)票，并依法(fa)合規擇機增持本公(gong)司股(gu)(gu)票；公(gong)司將積極推(tui)動(dong)(dong)員工持股(gu)(gu)計(ji)劃，預(yu)計(ji)總金額(e)不超(chao)過20億元。
招(zhao)商證券董(dong)事長(chang)宮(gong)少(shao)林(lin)表示，維護市場(chang)(chang)穩定，是上市公司和市場(chang)(chang)參與者的共同責(ze)任。“招(zhao)商證券及主(zhu)要(yao)股東一(yi)直(zhi)對資本(ben)(ben)市場(chang)(chang)和中國經濟的發展充滿信(xin)心，資本(ben)(ben)市場(chang)(chang)持續深化改革的方向和進(jin)程(cheng)不會(hui)發生變化。招(zhao)商證券及主(zhu)要(yao)股東在(zai)資本(ben)(ben)市場(chang)(chang)發展過程(cheng)中，將(jiang)堅持履行企業(ye)的責(ze)任和擔(dan)當，堅決擁護資本(ben)(ben)市場(chang)(chang)的穩定大局，堅信(xin)集市場(chang)(chang)各方之力，完全有條件、有能力維護資本(ben)(ben)市場(chang)(chang)穩定健康(kang)發展。”
（本文(wen)章摘自7月10日《經濟日報》）