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高盛减持口子窖套现4亿只是开始 特华投资增持辽宁成大耐人寻味

2017-08-09 17:38:40   中国经济网

在净减持金额排名前十的公司中,隆华节能的净减持比例(净减持股数占流通股本的比值)为最高,达到9.01%,这也是所有入围公司中净减持比例最高的公司。2017年7月,四位一致行动人也是隆华节能实际控制人的公司董事长李占明、副董事长李占强、机械制造事业部总经理李明强及李明强亲属李明卫,合计减持2640万股,加上该公司董事杨媛,五位上市公司高管合计减持4400万股,套现额度约为3.11亿元。

在此前披露的公告中,隆华节能四名实控人计划减持上限为9500万股,但一个月之后,四位一致行动人调整了计划,将原本的9500万股减持上限降至5290万股,缩水近四成。并且在原有大宗交易减持方式的基础上,增加集中竞价方式。按此计算,隆华节能四位实际控制人仍有2650万股的减持空间。

从增持角度看,辽宁成大、东方园林、恒逸石化、四环生物、银亿股份、长盈精密、顺网科技、中鼎股份、凯瑞德、沃尔核材为净增持额度最高的十家公司,增持金额从10.3亿元至2.5亿元不等。

其中,特华投资控股有限公司两次出手增持辽宁成大,现今已成后者第二大股东。辽宁成大7月13日晚间公告称,特华投资7月11日通过大宗交易方式增持辽宁成大股份5000万股股票,并于7月13日通过集中竞价方式增持163.06万股,合计增持股份占辽宁成大已发行股份的3.376%。加上特华投资此前持有的2478.64万股股份,特华投资共持有辽宁成大7641.7万股,成持股公司4.996%的股东。

鉴于辽宁成大正准备向辽宁省国资公司和史玉柱旗下的巨人投资非公开发行2.4亿股股票,用于收购中华保险19.6%股权,特华投资此时对辽宁成大实施增持行为更耐人寻味。

截至2017年一季度,辽宁成大控股股东辽宁成大集团有限公司目前持股比例仅为11.11%。股权如此分散情况下,特华投资的增持会否演变为股权之争,特华投资作为新晋二股东又将如何影响辽宁成大的增发和并购,后续动作值得继续关注。

此外,值得注意的还有银亿股份的增持状况。自2017年7月6日起至7月31日期间,银亿股份控股股东一致行动人熊基凯通过深交所系统竞价方式增持该公司3285.79万股,累计增持次数高达16次,成交金额为约3.2亿元。不过7月31日,熊基凯亦在增持的同一天减持7700股,约合7.49万元,该行为客观上构成短线交易。

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