正元智慧(300645.SZ):近日可轉債市場交易活躍 “正元轉債”等流通量小的可轉債受到市場資金炒作
格隆匯 10 月 27日丨正元智慧(300645.SZ)回覆深圳證券交易所關注函稱,公司可轉債自2020年3月31日上市,發行總額1.75億元。截至2020年10月22日,公司可轉債餘額為16609.23萬元,規模較小。2020年10月22日,公司股票收盤價為20.15元,較前一交易日上漲6.90%,而“正元轉債”收盤價為353.805元,當日漲幅為176.41%,轉股溢價率達170.58%。
資本市場是受多方面因素影響的市場,上市公司可轉債價格可能受到來自國內外宏觀經濟形勢、金融市場流動性、資本市場氛圍、短期技術指標、投資者心理等多元因素影響。通常情況下,上市公司股票價格與其可轉債價格高度正相關,且不存在超高溢價率的情況。
截至2020年10月21日公司可轉債走勢正常,與正股價格相匹配。但因公司“正元轉債”流通量較小,受前述市場多方面因素影響,近日可轉債市場交易活躍,“正元轉債”等流通量小的可轉債受到市場資金炒作,在無漲跌幅限制的前提下,交易異常波動,價格大幅拉昇,2020年10月22日公司“正元轉債”收盤價為353.805元,當日漲幅為176.41%,轉股溢價率達170.58%,其價格已嚴重脱離與公司股價之間的關聯。敬請廣大投資者注意風險,謹慎投資。
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