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创新头部概念 次新股多空博弈加剧

2017-10-13 07:52:53   

最近华大基因、光威复材等高科技公司发行股票上市后,在高成长和高估值的“戴维斯双击”下,股价“直上青云”,成为资本市场推动新经济发展的典型代表。不过,监管部门的临停警示表明,资金蜂拥向这些明星个股的同时,积累的风险也越来越高。

华大基因目前市盈率已高达200倍,动态市盈率在170倍左右;光威复材17连板后开板横盘整理,市盈率在130倍左右徘徊。券商资深分析人士表示,对于这些高科技创新头部公司股票来说,概念能否兑现,高速增长能否持续,将成为下一个阶段关注重点。

概念稀缺新经济升空

华大基因上市之初,券商给出的最高目标价是94.4元/股。按这个价格计算,华大基因在首日顶格上涨44%后,需要连续17个涨停板才能达到目标。

目前来看,阅股无数的分析师们显然低估了市场对于“生物界的腾讯”的热情。7月14日上市后,华大基因连续报收18个一字板涨停,短暂调整后,股价持续上行。10月10日,华大基因上涨8.41%,股价超过185元/股,总市值超过720亿元。

无独有偶。作为A股唯一一家主营业务为碳纤维的公司,光威复材上市后连续17个一字涨停板。9月27日开板后,股价仍相当强势。

华大基因们为什么如此受宠?市场分析人士认为,概念稀缺,行业符合未来发展方向是重要原因。

“这些公司往往是细分行业的龙头,又具有领先性,成为所谓的‘小型巨人’。公司上市后,市场预期其会有更快发展,所以给予很高估值。这也体现了资本市场鼓励创新,推动新兴产业发展的作用。”申万宏源证券首席分析师桂浩明接受中国证券报记者采访时表示。

华创证券策略首席分析师王君告诉中国证券报记者:“现在政策鼓励培育新兴产业,A股市场也在挖掘这些新的细分龙头和领军企业,市场愿意给予一些高估值。”

王君认为,这些次新股的崛起和市场环境也有一定关系,“现在新股发行节奏比较稳定,市场风险偏好也在提高。在这样的环境下,对次新股的需求在提升。”

不过,对于华大基因们的偏爱多集中于游资身上,公募基金等投资者对于此类股票参与有限。

从华大基因开板之日,龙虎榜上就有多位知名游资席位现身。深圳益田路荣超商务中心证券营业部、中国银河证券杭州庆春路证券营业部等多次出现在买卖龙虎榜。这些席位交易频繁,金额巨大,作风剽悍,深圳益田路荣超商务中心证券营业部8月16日曾一天买入4680.24万元的同时卖出1.3亿元。

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