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  • A1:市 场
  • A2:股市
  • A3:基金
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  • B5:产业·公司
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  • C1:理财
  • C2:谈股论金
  • C3:个股查参厅
  • C4:操盘计划
  • C5:应时数据
  • C6:机构视点
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  • C8:股民学校
  • D1:披 露
  • D2:信息大全
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  • D7:信息披露
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  • D9:信息披露
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  • D11:信息披露
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  • D13:信息披露
  • D14:信息披露
  • D15:信息披露
  • D16:信息披露
  • D17:信息披露
  • D18:信息披露
  • D19:信息披露
  • D20:信息披露
  • D21:信息披露
  • D22:信息披露
  • D23:信息披露
  • D24:信息披露
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      | C5版:应时数据
    千万股以上股改解禁大抛单已曝25例
    更多新闻请登陆中国证券网〉〉〉
     
     
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    千万股以上股改解禁大抛单已曝25例
    2007年03月08日      来源:上海证券报      作者:
      □本报记者 周韬

      

      三千关口,股指面临越来越多的考验。除了资金面方面存在紧缩的顾虑以外,越来越多的股改限售股解禁所带来的股票供给,也给股指造成持续压力。

      随着时间的推移,股改限售股中的正规军“大非”陆续登场,“大非”的数量和规模远胜“小非”,虽然解除锁定期后,还有减持比例的限制,但其影响不容小视。从市场运行状况来看,目前股指连续升幅已相当可观,震荡剧烈;个股方面,继前期大涨以后,不少从去年年底开始,又经历翻番行情,价位已经不低,甚至存在泡沫嫌疑,因此对于已经解禁的“大非”来说,减持套现意愿增强。

      按照《上市公司股权分置改革管理办法》第五章信息披露第三十九条规定:“持有、控制公司股份百分之五以上的原非流通股股东,通过证券交易所挂牌交易出售的股份数量,每达到该公司股份总数百分之一时,应当在该事实发生之日起两个工作日内做出公告,公告期间无须停止出售股份”。可以看到,自今年以来,几乎每日都有上市公司发布此类公告,且不时有大单减持出现,这给市场心理造成压力。

      首批试点中三一重工、紫江企业都陆续有大单减持出现。就在近日,紫江公告称:2月26日、3月1日和2日,珅氏达投资通过上海证券交易所挂牌出售公司原限售股约7184万股,占公司总股本的5%。珅氏达投资创下了用最短时间减持限售股最多的纪录。而此前,为了缓解即将到期的近9亿元短期融资券的资金需求,三一系大举减持套现6.25亿元。

      统计显示,截至目前,上市公司公告股改限售股减持的共有191例,其中减持数量超过1000万股的共有25例。仅中信证券一家公司,公告的超过1000万股大笔减持就有11例,而泸州老窖也有3例。连续大笔减持,虽然未必见得就意味着上市公司前景欠佳,但是抛售的压力仍然会使股价呈现疲软,对于此类个股,投资者至少在短期内可以选择规避。

      从另一个角度看,这191例减持公告中,有20例披露是第1大股东减持的。第1大股东减持数量最多的是泸州老窖,其次为泰达股份。第1大股东减持,虽然比较敏感,但是也未必见得就全是洪水猛兽,有些情况甚至是投资者收集筹码的好时机,关键还是看投资者对上市公司质地和市场趋势的把握。如第一家披露大股东减持的上市公司伟星股份,去年9月14日公告减持当日股价大跌,但其后股价翻倍。

      减持带来的压力不可避免,但是投资者操作时仍要关注投资的本质,看重经济增长态势、上市公司盈利能力、市场估值水平等基本面因素。对于估值水平偏高的“大非”股,可以选择回避;反之,就可以考虑择机吸纳。

      上市公司公告数额较大的股改解禁股减持情况一览

    证券         证券         信息发布日期    股权出让方                                                    股权出让方股东序号    涉及股数(万股)    占出让方原持股数比例(%)    交易价格(元/股)    昨日收盘价         三月份以来涨跌幅(%)

    代码         简称                                                                                                                                                                             (元)                    

    600210        紫江企业     2007-03-06     珅氏达投资(香港)有限公司                                    2                     7183.68         29.83                                         4.43                2.78

    600030        中信证券     2007-01-06     中国粮油食品(集团)有限公司                                 7                     5178.28         56.39                                         39.94             7.63

    600030        中信证券     2007-01-19     上海诗玛尔实业发展有限责任公司                                11                    3623.31         98.64                                         39.94             7.63

    600030        中信证券     2007-01-20     中信国安集团公司                                             4                     3546.80         19.31                                         39.94             7.63

    600030        中信证券     2006-11-04     上海工业投资(集团)有限公司                                 11                    3205.29         68.73                                         39.94             7.63

    600030        中信证券     2007-02-16     中信国安集团公司                                             5                     3115.20         25.63                                         39.94             7.63

    600030        中信证券     2006-12-22     南京扬子石化炼化有限责任公司                                 6                     3083.58         26.86                                         39.94             7.63

    600030        中信证券     2006-09-20     中国石化集团新星石油有限责任公司                             9                     3029.97         54.99                                         39.94             7.63

    600030        中信证券     2007-02-26     雅戈尔集团股份有限公司                                        3                     3012.14         16.40                                         39.94             7.63

    600030        中信证券     2006-12-28     中国石化集团北京燕山石油化工有限公司                         11                    2986.60         65.04                                         39.94             7.63

    000594        天津宏峰     2007-01-25     深圳市国恒实业发展有限公司                                    2                     2805.58         22.21                                         5.12                14.54

    600030        中信证券     2007-01-27     中信国安集团公司                                             5                     2665.06         17.98                                         39.94             7.63

    600200        江苏吴中     2006-12-07     海南颐科科技开发有限公司                                     3                     2401.42         84.57                                         5.11                4.29

    000652        泰达股份     2007-02-09     天津泰达集团有限公司                                         1                     2280.00         5.81                                         14.65             13.74

    000594        天津宏峰     2007-01-25     赤峰市松山区华龙开发公司                                     3                     1797.80         100.00                                        5.12                14.54

    600030        中信证券     2006-12-13     中信国安信息产业股份有限公司                                 11                    1736.66         94.56                                         39.94             7.63

    000627        天茂集团     2006-12-27     海南陆达科技有限公司                                         4                     1580.77         37.50                                         4.40                -3.72

    000897        津滨发展     2007-02-15     天津华泰控股集团股份有限公司                                 2                     1338.77         7.90                                         7.80                4.14

    000568        泸州老窖     2007-02-08     泸州市国有资产管理局                                         1                     1156.63         2.36                                         26.58             2.55

    000568        泸州老窖     2007-02-27     泸州市国有资产管理局                                         1                     1154.37         2.42                                         26.58             2.55

    000063        中兴通讯     2007-01-24     深圳市中兴新通讯设备有限公司                                 1                     1148.91         3.20                                         46.80             0.47

    600797        浙大网新     2006-12-06     浙江华辰物业开发有限公司                                     2                     1089.80         13.18                                         10.24             13.90

    000677        山东海龙     2007-02-28     潍坊康源投资有限公司                                         2                     1045.16         14.92                                         5.75                10.58

    600739        辽宁成大     2007-01-27     深圳宜发创业投资有限公司                                     3                     1029.80         33.46                                         29.11             5.55

    000568        泸州老窖     2007-01-27     泸州市国有资产管理局                                         1                     1026.00         2.01                                         26.58             2.55

    600396        金山股份     2007-02-16     丹东东辰经贸总公司                                            2                     991.00            28.27                                         13.89             4.91

    000677        山东海龙     2007-02-28     上海东银投资有限公司                                         3                     949.61            17.47                                         5.75                10.58

    002048        宁波华翔     2007-01-10     周敏峰                                                        3                     894.73            44.12                     13.06             14.43             -1.37

    000568        泸州老窖     2007-02-02     泸州市国有资产管理局                                         1                     870.00            1.75                                         26.58             2.55

    600079        人福科技     2006-11-02     武汉市仁军投资咨询有限责任公司                                2                     861.65            63.23                                         7.85                -2.36

    600396        金山股份     2007-02-07     丹东东辰经贸总公司                                            2                     861.12            19.72                                         13.89             4.91

    600531        豫光金铅     2007-02-15     河南豫光金铅集团有限责任公司                                 1                     851.07            8.11                                         11.44             0.70

    600797        浙大网新     2006-12-06     杭州富能实业有限公司                                         3                     836.84            19.80                                         10.24             13.90

    600611        大众交通     2007-02-01     国泰君安证券股份有限公司                                     2                     828.43            5.74                                         9.62                1.91

    002024        苏宁电器     2006-11-18     赵蓓                                                         4                     820.45            53.69                     27.86             64.00             12.52

    600584        长电科技     2007-02-02     杭州士兰微电子股份有限公司                                    5                     814.79            63.49                                         12.99                

    000623        吉林敖东     2006-12-09     吉林敖东药业集团股份有限公司工会委员会                        3                     813.62            36.81                                         45.65             5.06

    002024        苏宁电器     2006-11-11     赵蓓                                                         4                     810.90            34.67                                         64.00             12.52

    600976        武汉健民     2007-01-11     通用技术集团投资管理有限公司及通用技术集团国际物流有限公司    3                     802.83            72.80                                         8.38                4.10

    002024        苏宁电器     2006-10-28     赵蓓                                                         4                     781.17            25.04                     25.30             64.00             12.52

    600031        三一重工     2007-02-26     三一汽车制造有限公司                                         2                     743.81            58.93                                         42.35             22.68

    600106        重庆路桥     2007-02-14     重庆国际信托投资有限公司                                     1                     730.39            3.93                                         8.33                1.09

    600393        东华实业     2006-11-16     北京京城华威投资有限公司                                     2                     697.02            17.06                                         5.95                1.54

    600375        星马汽车     2007-01-30     安徽国元信托投资有限责任公司                                 5                     687.11            99.77                                         6.37                -0.62

    000973        佛塑股份     2007-02-16     佛山富硕宏信投资有限公司                                     2                     682.89            4.67                                         4.05                -2.17

    000973        佛塑股份     2007-03-03     佛山富硕宏信投资有限公司                                     2                     667.38            4.79                                         4.05                -2.17

    600079        人福科技     2006-09-06     武汉奥兴高科技开发有限公司                                    3                     663.94            100.00                                        7.85                -2.36

    000594        天津宏峰     2007-02-07     赤峰市松山区黄金工业总公司                                    1                     654.16            4.05                                         5.12                14.54

    600352        浙江龙盛     2006-11-29     苏紫薇                                                        4                     638.86            16.05                                         7.19                -5.27

    000909        数源科技     2007-01-31     西湖电子集团有限公司                                         1                     635.87            5.59                                         6.11                3.56

    证券         证券         信息发布日期    股权出让方                                股权出让方股东序号    涉及股数(万股)    占出让方原持股数比例(%)    交易价格(元/股)    昨日收盘价         三月份以来涨跌幅(%)

    代码         简称                                                                                                                                                         (元)                    

    600352        浙江龙盛     2006-10-31     苏紫薇                                    4                     635.39            13.77                                         7.19                -5.27

    600739        辽宁成大     2007-02-15     深圳宜发创业投资有限公司                 3                     621.63            30.34                                         29.11             5.55

    000623        吉林敖东     2007-01-06     吉林敖东药业集团股份有限公司工会委员会    4                     619.77            44.37                                         45.65             5.06

    600331        宏达股份     2007-01-23     绵阳市益多园房地产开发有限责任公司        3                     606.66            21.43                                         22.56             0.85

    600031        三一重工     2007-02-26     三一集团有限公司                         1                     601.59            1.87                                         42.35             22.68

    600325        华发股份     2007-01-16     珠海经济特区华发集团公司                 1                     593.03            8.24                                         18.26             16.98

    600331        宏达股份     2007-01-23     四川平原实业发展有限公司                 2                     557.30            8.33                                         22.56             0.85

    000971        湖北迈亚     2007-02-13     仙桃市彩凤实业公司                        2                     530.10            100.00                                        4.31                -0.92

    600331        宏达股份     2007-01-26     四川平原实业发展有限公司                 2                     521.98            8.51                                         22.56             0.85

    002048        宁波华翔     2007-01-06     象山联众投资有限公司                     2                     521.50            15.97                     12.35             14.43             -1.37

    600393        东华实业     2007-01-10     北京京城华威投资有限公司                 2                     514.51            15.18                                         5.95                1.54

    600030        中信证券     2007-01-18     深圳长城开发科技股份有限公司             11                    492.16            35.72                                         39.94             7.63

    600208        中宝股份     2007-02-15     涌金实业(集团)有限公司                 7                     490.00            60.31                                         10.10             -0.59

    600069        银鸽投资     2006-09-02     许继集团国际工程有限公司                 2                     485.00            17.73                                         6.14                -1.60

    600331        宏达股份     2007-02-02     四川平原实业发展有限公司                 2                     456.16            8.13                                         22.56             0.85

    600247        物华股份     2006-11-09     深圳市红旗渠实业发展有限公司             2                     455.17            22.41                                         4.84                1.47

    002006        精工科技     2006-11-24     中国科技开发院浙江分院                    4                     455.04            100.00                     4.94             7.35                2.37

    600069        银鸽投资     2006-10-12     许继集团国际工程有限公司                 2                     445.01            19.77                                         6.14                -1.60

    600352        浙江龙盛     2006-12-16     苏紫薇                                    4                     427.00            12.78                                         7.19                -5.27

    002021        中捷股份     2006-12-16     北京网智通信息技术有限公司                7                     407.76            100.00                     6.84             12.10             14.26

    000061        农 产 品     2006-12-08     深圳市寰通农产品有限公司                 11                    388.74            87.64                                         20.16             4.46

    600030        中信证券     2007-03-05     深圳长城开发科技股份有限公司             11                    385.90            43.59                                         39.94             7.63

    600535        天 士 力     2007-02-01     揭东县振凯贸易有限公司                    2                     356.75            25.19                                         25.70             2.80

    002022        科华生物     2006-11-16     上海期翔投资管理有限公司                 4                     355.11            72.14                                         20.05             0.75

    600260        凯乐科技     2007-01-20     公安县国有资产管理局                     2                     345.84            22.86                                         9.41                -1.05

    600444        国通管业     2007-01-18     北京中鼎投资有限公司                     4                     342.46            91.51                                         8.60                7.77

    600584        长电科技     2007-01-24     上海华易投资有限公司                     2                     339.87            9.35                                         12.99                

    600535        天 士 力     2007-02-06     揭东县振凯贸易有限公司                    2                     338.77            31.98                                         25.70             2.80

    600189        吉林森工     2007-01-23     中国吉林森林工业集团有限责任公司         1                     338.57            2.19                     9.43             8.42                -2.43

    002005        德豪润达     2006-11-24     珠海通产有限公司                         2                     325.02            13.74                     4.55             6.69                4.53

    600208        中宝股份     2007-02-16     涌金实业(集团)有限公司                 11                    322.43            100.00                                        10.10             -0.59

    600106        重庆路桥     2007-02-28     重庆国际信托投资有限公司                 1                     319.61            1.79                                         8.33                1.09

    600189        吉林森工     2007-01-17     中国吉林森林工业集团有限责任公司         1                     318.08            2.01                     9.26             8.42                -2.43

    000971        湖北迈亚     2007-02-13     湖北省纺织品公司                         4                     312.00            100.00                                        4.31                -0.92

    600584        长电科技     2007-01-18     上海华易投资有限公司                     2                     309.41            7.73                                         12.99                

    002022        科华生物     2006-11-23     上海恒联投资咨询有限公司                 5                     308.07            88.96                                         20.05             0.75

    600842        中西药业     2007-02-27     上海医药进出口公司                        3                     305.25            100.00                                        8.65                -8.27

    600031        三一重工     2007-02-26     三一重机有限公司                         9                     304.72            51.54                                         42.35             22.68

    002022        科华生物     2006-11-16     上海恒联投资咨询有限公司                 2                     296.77            46.15                                         20.05             0.75

    600570        恒生电子     2006-08-24     中国经济技术投资担保有限公司             2                     289.61            27.31                                         15.97             12.86

    002005        德豪润达     2007-01-05     深圳市百利安投资发展有限公司             3                     288.80            19.83                     4.74             6.69                4.53

    600393        东华实业     2007-01-23     北京京城华威投资有限公司                 2                     288.47            10.04                                         5.95                1.54

    600537        海通集团     2007-01-17     慈溪恒通物产有限公司                     2                     288.17            8.74                                         4.95                2.70

    600760        ST 黑 豹     2007-03-06     哈尔滨东安建筑工程有限公司                4                     287.16            36.48                                         3.24                5.54

    002012        凯恩股份     2006-11-10     浙江金科实业有限公司                     2                     280.00            19.96                     4.15             5.78                7.04

    002022        科华生物     2006-11-17     上海欣讯投资咨询有限公司                 6                     279.79            65.05                                         20.05             0.75

    002008        大族激光     2006-12-16     大连正源企业有限公司                     6                     278.27            36.36                     16.79             22.75             11.41

    600580        卧龙电气     2006-10-19     浙江农村经济投资股份有限公司             4                     270.24            48.18                                         10.80             -1.64

    600589        广东榕泰     2006-11-29     广东省科技创业投资公司                    4                     269.78            79.53                                         12.06             -0.08

    600331        宏达股份     2007-01-26     绵阳市益多园房地产开发有限责任公司        3                     269.16            12.10                                         22.56             0.85

      (数据来源:聚源数据 )