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雄安第一股金隅股份陨落:17万股民掉坑险资社保割韭菜

2017-09-08 21:41:45   中国经济网

京津冀建材霸主金隅股份

和讯股票(微信号:istocknews)消息

今年4月1日,雄安新区横空出世,A股市场随即掀起一轮雄安热潮,河北、北京、天津3地的股票批量涨停,最疯狂的时候,河北本地股几乎集体涨停,而疯狂之后留下了一地鸡毛。

“雄安第一股”一蹶不振

彼时,主营水泥混凝土、新型建筑材料、房地产开发和物业投资及管理,并且具有北京国资背景的金隅股份被捧为雄安新区第一股。

清明小长假期间,在香港上市的金隅股份H股率先做出榜样,4月3日一度暴涨45%,收盘涨幅也超过了30%。

4月5日A股开盘后,金隅股份不负众望,带领雄安概念股集体躁动,一口气轰出了7个涨停,其中有6个无量“一字板”。然而第7个涨停板出现了天量换手,当天成交额152亿创下历史记录,换手率近21%,同样为历史之最。

随后,金隅股份便开始了漫漫下跌之途,最低跌至5.66元,七连板创造的9.03元高峰至今未能超越。

金隅股份二季度走势图

17万股民成接盘侠

8月末,金隅股份公布了今年的半年报,上半年增收不增利,营业收入增加25.67%至294.66亿元,净利润18.46亿元,增长率仅为1.32%,在同类建材股中几乎垫底。

报告期内金隅股份水泥混凝土业务增长较快,不过地产业务大幅下滑,而销售费用、管理费用、财务费用大幅增长。

以管理费用为例,上半年支出费用达26.94亿元,同比猛增83%,细分来看,职工薪酬由6.84亿元增至11.77亿元,增幅72%,办公服务费由2.23亿元增至5.03亿元,增幅超过125%。

半年报最为引人注意的数据无疑是股东人数,一季度末金隅股份股东户数为9.39万,二季度末这一数字猛增至26.86万户,净增加17.47万户。

也就是说,二季度至少17.47万投资者新涌入金隅股份,不过从金隅的股价走势看,大部分恐怕难逃高位被套的困境。和讯网的一项调查数据显示,今年参与雄安新区概念炒作的投资者中,实现盈利的仅为17%。

险资、社保割韭菜

和讯股票发现,今年一季度末,国华人寿万能三号、前海人寿海利年年、平安大华平安金橙财富103号资管和全国社保基金一零二组合均在金隅股份十大股东之列,分别持股1.36亿股、1.31亿股、8491万股和7668万股,中报显示,上述机构悉数清仓走人。

尤其是社保基金,一季度精准介入建仓,二季度踏上雄安新区行情,顺势获利走人,堪称“股神”。和讯股票策略计算,社保一进一出盈利或达3亿元。

不过,机构中遗憾的也大有人在,金隅股份原始股东天津市建筑材料集团从去年四季度减持1459.76万股,今年一季度减持8134.10万股,少赚了几个亿。此外,证金公司也在雄安新区行情前减持了金隅股份逾1100万股。

近期,雄安新区建设进展的消息不断传来,金隅股份旗下公司也成立了雄安常驻办事处,未来昔日“雄安第一股”能否重新上路,将面临天量套牢盘的严峻考验。

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