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9月份成限售股解禁高峰 这三类股东压力最大

2017-09-14 10:07:29   央广网

今年4月份以来,上市公司股东限售股解禁的数量开始逐渐降至今年以来的“谷底”,不过,随着9月份的到来,上市公司的限售股解禁的数量开始大幅度增大,成了今年以来限售股解禁的高峰。

Wind资讯统计数据显示,今年9月份,将一共有188家公司314.62亿股限售股迎来解禁,开始流通的市值则为2972.95亿元的流通市值。那么,什么样的股票会面临较大的解禁压力?

9月份成限售股解禁高峰

在这批迎来限售股解禁的公司中,不乏解禁数量巨大的公司。就具体公司而言,海航控股将在9月6日解禁46.24亿股限售股,海航控股也就此成为9月份限售股解禁量最高的公司,此外,大康农业、节能风电、重庆燃气、信威集团、供销大集等上市公司在9月份的限售股解禁规模也都在10亿股以上。

除了解禁数量而言,一个值得关注的指标就是解禁市值。9月份限售股解禁压力最大的个股当属信威集团,该公司将在9月10日解禁12.92亿股,以其最近的股价测算,信威集团9月份的解禁市值高达188.55亿元,世纪华通、海航控股、大康农业、重庆燃气、纳思达、亿帆医药、宝硕股份在9月份的解禁市值也都超过了100亿元。

值得一提的是,伴随解禁高峰而来的是,已经有上市公司迫不及待地发布了减持公告。

以迪瑞医疗为例,该公司有1.0663亿股首发原股东限售股份定于9月11日解禁,其控股股东、实际控制人及一致行动人8月18日已宣布减持计划。

公告显示,迪瑞医疗控股股东长春瑞发投资有限公司、实际控制人宋勇及一致行动人宋洁计划自公告发布之日起十五个交易日后的六个月内,以集中竞价、大宗交易方式减持公司股份合计不超过920.1万股,减持股份数量不超过公司总股本6%。

此外,亚邦股份、合锻智能、科达股份、百花村、信雅达、昆药集团、陇神戎发、炬华科技、美晨科技、天晟新材、鼎汉技术、仙坛股份、天神娱乐等已经确定将在9月份进行限售股解禁的上市公司也都在8月份提前公布了重要股东或高管减持公司股票的计划。

这三类股风险最大

那么,在这么多的限售股基金个股中,什么样的股票风险最大?

记者了解到,如果一些股票有较强的限售股解禁压力,但是同时跌价业绩不佳、缺乏明确成长性,那么就很难吸引解禁股股东长时间的持有。比如杭州解百、创维数字、盛路通信等股票上半年业绩负增长,而这些公司在9月份均有限售股解禁的安排。

高估值个股的解禁压力也不容小觑,股东高位“跑路”的故事在A股市场上并不少见。目前来看,朗科智能、胜利精密、爱康科技、合众思壮等解禁股的市盈率都超过了60倍。

另外,定增机构配售股的解禁股也尤其值得关注,这是因为,一般来讲,在限售股解禁后,财务投资者比战略投资者减持的概率更大。目前来看,解禁数量“庞大”的龙宇燃料、创维数字、世纪华通等都属于定增机构配售股的解禁。

“限售股解禁本身并不会对A股市场的运行造成影响,但限售股解禁之后相关股东的减持套现却会加剧市场资金供给失衡,引发个股股价下调,特别是经过今年下半年以来的反弹行情后,市场整体估值有所上升,这无疑会刺激持股成本普遍偏低的限售股股东在解禁窗口打开后尽快将纸面富贵转为真金白银。”长城证券投资顾问龚科认为。

此内容为第一财经原创。未经第一财经授权,不得以任何方式加以使用,包括转载、摘编、复制或建立镜像。第一财经将追究侵权者的法律责任。

编辑:陈楚翘

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