“做空漏洞”被堵！次新股炒作再起，C美信暴升超50%
1月29日，註冊制次新股板塊大升，C美信升超53%，C盛景微升超25%，中遠通、中郵科技、金凱生科20cm升停，騰達科技、永達股份、上海汽配、金帝股份升停。
過去一週之內兩提以投資者為本後，這次證監會在週末放出大招，開始實質性堵做空漏洞了。
遲到的利好也是利好：全面暫停限售股出借，自1月29日起實施。轉融券申報由t+0可用調整為t+1日可用，自3月18日起實施。
細細來看，第一條，實質上是堵住了變相減持。第二條，實質上是堵住了t+0。做空資源進一步減少，多空力量有望發生轉變。超跌小盤上的空頭大概率會投降，所以利好次新股。
分析人士表示，尚未了結的出借合約到期不得展期，意味着只能買股還券，原本做空力量可能會轉變為做多，或將進一步催化次新股的炒作情緒。
眾所周知，轉融通的漏洞，去年以來一直被提及，不少上市新股的戰略股東就是通過轉融通高位套現，現在終於全面暫停了。這波直接滿足大家的願望，制度一個個補，漏洞一個個堵...這就是救市的決心！
那話分兩頭，“券商”這邊今天可就慘了，這波對券商偏利空，少了一塊收入來源。
截至發稿，華林證券、華林股份跌超6%，錦龍股份、國盛金控跌超3%，財達證券、國聯證券等紛紛跟跌。
回想去年，限售股出借融券問題引發市場關注，為維護市場公平，打擊各類不當套利行為，證監會及時加大了對限售股出借融券的監管力度。綜合頭部券商以及兩融業務人士測算結果，截至今年1月25日，全市場戰略配售股份出借餘額42.23億元，涉及標的191只。新規後，此類券源將大幅減少，預計該部分融券規模將快速下降。
對於證監會週末的“大招”，前海開源基金首席經濟學家楊德龍認為：
“全面暫停限售股出借，減少市場做空的融券量，是一個利好。調整轉融券的申報，也是對空間效率進行限制，這些都表明這個監管層對於股市的呵護態度，有利於推動資本市場進一步企穩回升。”
楊德龍指出，2024年，A股市場有望出現前跌後高的走勢，全年走出結構性牛市的行情，近期證監會釋放出一系列重磅的利好，都是對市場的上升起到很大的推動作用。
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