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A股異動丨上市公司重大資產重組新規落地,併購重組概念股連續第二日活躍,新諾威漲超9%
繼昨日集體上漲後,A股市場併購重組概念股今日再度集體走強。其中,五新隧裝漲超18%,光智科技漲超12%,江天化學漲超11%,綜藝股份、天汽模10CM漲停,新諾威漲超9%,本鋼板材漲超7%,湖北宜化、金鴻順漲超5%。消息面上,5月16日,中國證監會正式對外公佈實施修訂後的《上市公司重大資產重組管理辦法》,在簡化審覈程序、創新交易工具、提升監管包容度等方面作出優化。修訂後的重組辦法創多個“首次”:首次建立簡易審覈程序;首次調整發行股份購買資產的監管要求;首次建立分期支付機制;首次引入私募基金“反向掛鉤”安排。業內人士指出,監管部門在鼓勵上市公司併購重組方面採取了一系列措施,重組辦法作爲上市公司併購重組的“基本法”,優化後將在更大程度上提振市場各方信心、提升併購積極性,賦能上市公司高質量發展。如何把握併購重組的投資機遇?中金公司研究部首席國內策略分析師李求索表示,重點關注四個方面的投資方向:一是科創龍頭做優做強,本輪併購重組政策將對科技創新企業進一步加大支持力度。二是傳統板塊的產業整合趨勢,結合歷史數據,行業集中度偏低的領域,企業併購重組意願相對較強。三是新形勢下國央企市值管理意願有望提升,併購重組作爲市值管理的重要方向之一,從國央企的角度邊際意願有望增加。四是未上市企業的多元選擇,近年在IPO環境變化背景下,不少未上市公司也選擇併購重組作爲公司方向性考量。

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