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中國太保(601601.SH)跌幅收窄至4%以內 此前一度大跌超7%
格隆匯 10-22 10:42
格隆匯10月22日丨中國太保(601601.SH)早盤一度低開7.55%報31.6元,之後逐步回升,目前跌幅收窄至3.6%報32.95元,H股目前跌幅收窄至1.55%,盤中一度跌3.3%。有市場人士指出,中國太保早盤大跌可能與GDR有關。中國太保曾連續三次發佈《關於全球存託憑證可兑回的第三次提示性公告》,明確指出公司發行的GDR兑回限制期為自2020年6月22日至2020年10月19日(倫敦時間),兑回限制期屆滿的GDR數量為1.12億份,對應公司A股股票5.58億股,佔公司總股本的5.80%。不過,為保護A股投資者利益,滬倫通的GDR兑回規則中,專門設計了120天的兑回鎖定期,即“境內上市公司在境外首次公開發行的存託憑證自上市之日起120日內不得轉換為境內基礎股票”。花旗曾發佈報告稱,對中國太保A、H股分別開啟為期90天的負面催化劑觀察期,其GDR的發行價或顯著折價並會稀釋每股收益。GDR可以在上市120天后轉換成A股,GDR潛在的大幅折價會帶來套利交易,可能令A、H股承壓。

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