貴州茅台大跌超3% 茅台集團舉債150億跨界收購貴州高速股權
格隆匯9月17日丨貴州茅台今日低開1個多點,隨後繼續低走,一度大跌3.43%,股價創8月20日以來新低,並帶動白酒板塊集體下挫。消息上面,9月16日,茅台集團宣佈擬面向專業投資者發行不超過150億元公司債券,用來收購貴州高速的股權,貴州高速是貴州省公路行業的龍頭企業。高速公路作為貴州發展經濟的突破口,是以大量融資作為代價的。從2017年到今年上半年,貴州高速的資產負債率維持在70%左右,今年上半年,該公司負債高達2894億,另外,受疫情影響,今年上半年貴州高速虧損達20億。茅台集團此舉被認為是跨界接盤,值得注意的是,此前一天,即9月15日,貴州茅台發公告稱同意控股子公司貴州茅台集團財務公司開展固定收益類有價證券投資業務,投資總規模不超過其資本總額的70%。消息串在一起,不免讓市場擔心最終是上市公司貴州茅台的錢去接了貴州一些績差資產的盤,這或許是今天茅台大跌並且帶動白酒下殺的原因。

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