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三大险企为何扎堆东阿阿胶? 前海人寿意在财务投资

2016-11-01 11:00:09   北京青年报

东阿阿胶10月30日发布的三季报中,大股东的变化引起了市场的兴趣,两大险资宝能系与安邦系的一退一进,令外界一头雾水。目前前海人寿、安邦保险、太平洋人寿等三家险企的五个资管产品跻身东阿阿胶十大流通股股东之列。有意思的是,东阿阿胶的实控人是中国华润总公司。

  事件

  两大险资你退我进

10月30日,东阿阿胶发布了不错的三季报:2016年1至9月实现营业收入39.85亿元,同比增长5.28%(中药行业平均营业收入增长率11.20%),本季度营业收入环比增长9.99%;归属于上市公司股东的净利润12.26亿元,同比增长8.51%(中药行业平均净利润增长率9.26%),本季度净利润环比增长39.50%。

市场更为关注的是,前海人寿似乎在撤退。今年一季度,前海人寿保险股份有限公司-海利年年一举成为东阿阿胶第三大流通股股东,到了三季度末,抛售近2000万股份,退居第七大流通股股东。与此同时,安邦旗下的两只产品大举进军,分别成为排名第八和第九的流通股大股东。

今年一季度末,前海人寿-海利年年成为东阿阿胶新晋大股东,持有1593万股,占总流通股本2.44%。 之后前海人寿-海利年年继续增持,截至6月30日持有东阿阿胶2724.4万股,占公司总股本的4.17%,距离举牌线一步之遥,市场一度认为宝能系存在举牌东阿阿胶的预期。从三季报情况来看,前海人寿不但未在三季度对东阿阿胶增持,反而进行大手笔减持。

交易行情显示,今年一季度东阿阿胶交易均价约为46.29元/股,若以此作为增持成本价,前海人寿-海利年年的增持成本约为7.38亿元。今年二季度,东阿阿胶的交易均价约为47.64元/股,依照同样方法估算,前海人寿-海利年年在二季度增持东阿阿胶的持股成本约为5.39亿元。若以东阿阿胶三季度交易均价57.27元/股计算,前海人寿-海利年年在三季度抛售的约1976.6万股套现约11.32亿元。以东阿阿胶最新的股价56元/股计算,前海人寿-海利年年剩余持有的东阿阿胶股份市值仍高达4.19亿元。粗略估算,截至目前,前海人寿-海利年年通过投资东阿阿胶,浮动盈利约2.74亿元,投资收益率约21.46%。

 追访

  实控人华润二季度大幅增持

继万科之后,东阿阿胶似乎是华润与前海人寿的新战场。

公告显示,东阿阿胶的控股股东华润东阿阿胶有限公司的股东华润医药投资有限公司,自今年4月20日至5月5日通过二级市场增持了公司股份约3047.6万股,占东阿阿胶已发行总股数的4.66%。据了解,东阿阿胶的实际控制人为中国华润总公司,华润医药投资是华润医药控股有限公司的全资子公司,而华润医药控股则归属于中国华润总公司旗下。在增持完成后,华润医药投资及其一致行动人华润东阿阿胶共计持有东阿阿胶股份约1.82亿股,占公司已发行总股数的27.8%。

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