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格力举牌海立的意义何在?
2017-09-25 07:56:53 中国经济网
而格力在二级市场突然举牌,犹如一石激起千层浪,向沉闷已久的上海国改股投下了一枚重磅“炸弹”。
可以预见,下一步上海推出的国资改革动作,不可能再是注入资产、购买资产之类的小打小闹,而是大力度的转型升级为国际国内领先的新兴产业。
五、海立复牌后将会如何表现?
先看海立几个阶段的成交区间和筹码分布:7月28日—8月21日,股权转让的6天,共成交1.32亿股,均价12.46元;8月29日—9月8日,终止转让后复牌的前9天,成交2.1亿股,均价12.55元;9月11日—9月20日,共成交1.34亿股,均价14.20元。
再看流通A股的分布:根据中报显示,海立流通A股4.6亿股,扣除前10大流通股东的2.35亿股,在外的流通的A股只有2.25亿股,如果十大股东中的3个个人大户全部抛售共1422万股,再减去格力锁定4300万股,外面最多可抛的筹码只剩1.8亿股,是一只小盘、26亿元的小市值股。
因此,海立复牌后的表现,取决于持有海立和未持有海立的投资者对上述格力看好海立的七大理由是否认同,取决于上海国资委对海立控股权转让的态度,以及投资者对海立大股东后续股权转让的可能性如何预期,取决于格力在何时、什么价位上又开始增持股份。
可以说,海立将进入了投资者与格力和海立大股东之间角逐的阶段,进入了各类投资者之间的博弈,以及短线投资者与中长线投资者之间的斗智斗勇。
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