這家券商剛完成定增就漲停!還有哪些券商增發在路上?
來源:上海證券報
中原證券上週末的一紙定增公告引發市場強烈關注,今天開盤不久即一字漲停,領漲券商板塊。截至收盤,券商板塊內個股幾乎全數飄紅,華安證券尾盤封漲停。
有分析人士表示,作為牛市風向標的券商,投入真金白銀在某種程度上代表了對後市的看好。

同行積極捧場
A股市場做多情緒濃厚,券商定增引來了優秀機構投資者的積極參與。近期完成增發的中原證券、第一創業兩家公司均吸引了頭部券商集結,同行參與定增成為近期市場中頗為獨特的景象。
此次中原證券非公開發行的定價基準日為發行期首日(2020年7月10日),發行底價為4.45元/股,但實際價格為4.71元/股,比發行底價有將近6%的溢價。此前完成定增的第一創業,其最終的發行價較底價同樣有溢價。
券商定增溢價頻現,意味着參與方認購情緒較高。
對於參與方來説,通過定增提前鎖定持股價格,大概率能獲得豐厚的投資回報。
截至8月3日收盤,中原證券報6.28元/股,與定增價格相比,定增認購對象浮盈收益率已經高達33%;而此前完成定增的第一創業定增發行價僅為6元/股,伴隨6月末7月初以來券商股的強勢行情,與定增價格相比,其定增認購對象浮盈收益率已經超過80%。
今年6月,西南證券定增獲批消息一出,公司股價在近一個月內累計也漲超20%。
還有哪些券商定增在路上?
隨着再融資新規落地,今年定增市場全面回暖。作為券商的主要融資方式之一,年初至今,已經有四家券商完成定向增發,中信證券、西南證券、第一創業、中原證券募資規模合計超過262億元。
此外,浙商證券、西部證券分別在年內披露100億元、75億元規模的非公開發行預案;南京證券、海通證券、國信證券、中信建投四家券商的定增方案已獲得證監會核准,尚未落地,擬募資上限分別為60億元、200億元、150億元、130億元,合計達到540億元。
“資本規模是決定證券公司競爭地位、盈利能力、抗風險能力與發展潛力的關鍵因素之一。券商通過再融資補充流動資金,能夠擴大業務規模,提升市場地位。”業內人士指出,隨着業務規模的不斷擴大,處於資本密集型行業的證券公司通過再融資增強資本實力獲得資金支持,將為各項業務發展打下穩固基礎。這從各家券商的募資投向上得以體現,比如更多注重補充流動資金、向子公司增資、擴大各項業務等。
一位私募人士表示,目前券商股估值仍有一定的上行空間,未來一段時間市場上行趨勢確定性較大,券商股股價有望隨業績增長和估值提升達到較高的水平。
中信建投認為,在資本市場雙向開放的背景下,頭部券商將在財富管理、股權融資等領域集聚市場資源,從而在長期競爭中佔優;中小券商存在被溢價收購的可能性,短期估值將受提振。
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