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TCL科技(000100.SZ)高溢價發行的“TCL定轉2”進入轉股期,行業景氣如期而至
格隆匯 05-27 17:34

格隆匯5月27日丨TCL科技(000100.SZ)發佈公吿,“TCL定轉2”將在月底進入轉股期。資料顯示,TCL定轉2的26億可轉債於2020年11月30日完成發行,定價原則為轉股價格不低於定價基準日前20個交易日公司股票均價的80%,而11月16日申購當日,TCL科技收盤價為7.19元/股,前20個交易日公司股票均價為6.5元/股,在此情況下獲得54家機構超過3倍的搶購,由此鎖定8元的轉股價。

隨着面板行業競爭格局改善和供需關係修復,大尺寸產品漲價趨勢持續,產業盈利能力快速增長。在行業景氣向上和出貨規模繼續提升的雙驅動下,TCL科技股價逐步攀升,印證了機構搶購和高轉股價的產業和公司判斷基礎。

目前,面板價格繼續上漲,尤其是55吋以上的大尺寸產品供不應求。同時,蘇州華星和茂佳科技已於二季度納入TCL科技合併報表範圍,開始貢獻收益。

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