套現超34億!3千億券商龍頭遭實控人父親減持
今日,東方財富股價衝高回落,午間收盤微漲0.43%,最新報23.45元/股,總市值3706億元。

套現34.4億元
昨日,東方財富公告,公司股東沈友根詢價轉讓初步確定的轉讓價格爲21.66元/股,較當前股價折價7.6%。

據東方財富此前公告,因個人資金需求,沈友根擬詢價轉讓公司股份1.59億股,佔總股本比例爲1%。以此計算,沈友根通過此次轉讓能套現34.4億元。
據悉,參與本次詢價轉讓報價的機構投資者家數爲27家,合計有效認購股份數量爲3.11億股,對應的有效認購倍數爲1.96倍。
目前,初步確定的受讓方爲17家機構投資者,受讓方6個月內不得減持。
值得注意的是,沈友根是東方財富控股股東、實際控制人其實的父親,雙方爲一致行動人。
截至7月18日,沈友根持有東方財富1.9億股,佔公司總股份的1.2%,沈友根、
其實及其他一致行動人合計持有股份佔東方財富總股本的22.9%。
據悉,沈友根此次轉讓股份所獲資金主要用於投資科技創業類企業。
而對於東方財富來說,通過此次轉讓能夠引入優質境內外長期機構投資者,優化公司股權結構。
穩定幣帶來新增量
近期,穩定幣概念大火,券商的估值想象空間被進一步打開。
此前,東方財富在互動平臺表示,旗下哈富證券持有第1類(證券交易)、第4類(就證券提供意見)、第7類(提供自動化交易服務)和第9類(提供資產管理)業務牌照。
子公司哈富證券已於2024年6月獲香港證監會批準,可透過綜合賬戶安排提供虛擬資產交易服務。

受此利好刺激,東方財富股價自6月23日以來累計漲超12%,9·24行情以來漲幅超118%。

展望未來,華創證券認爲,券商仍是本輪穩定幣行情的發動機,兼具短期彈性與長期邏輯,持續低估。
華創證券指出,香港1/4/9號牌升級,證券賬戶走向綜合賬戶。上鍊業務的本質是“類投行”業務,本質是打包股權、債券資產代幣化進行鏈上定價,權益RWA的空間更爲廣闊。在市場度過RWA超額供給之後,有篩選及定價能力的公司將會勝出,本質上是券商的投行業務老本行,證券公司有望發揮優勢,在優化RWA生態中扮演合理定價和質量“看門人”的角色。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.