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中資券商股抽升 券商指內地兩融餘額攀升及各業務持續回暖
中資券商股抽升,中信証券(06030.HK)走高5.6%報30.92元,中金公司(03908.HK)揚7.4%,中信建投(06066.HK)彈高8.4%,而中國銀河(06881.HK)及中州證券(01375.HK)各揚8.1%及8.7%。 內媒《財聯社》報道,昨日(14日)A股市場成交額攀升至2.3萬億人民幣,兩融餘額同步突破2萬億人民幣,這是繼8月13日後,A股連續第二個交易日實現成交額與兩融餘額雙破「2萬億」。至此,A股歷史上共出現7個雙「2萬億」交易日,其中早期5個集中在2015年5-6月槓桿牛市期間,而此次連續兩日達標,是近十年首現。 山西證券昨發表報告指,內地兩融餘額攀升及券商各業務持續回暖。截至8月8日,內地兩融餘額達2.01萬億人民幣,為2015年以來再次突破兩萬億,週日均成交額達1.7萬億人民幣,證券公司財富管理及自營投資業務隨市場風險偏好提升實現增長。同時,投行及資管業務有所回暖,投行業務7月IPO募集規模242億人民幣,按年增長164%,資管業務止跌回升,第二季度券商及其資管子公司管理規模達5.52萬億人民幣,較首季度末5.31萬億人民幣按年增長3.82%。從上市券商業績預告披露情況來看,多數實現業績的大幅增長,同時一級與二級市場的持續回暖為券商未來業績的增長提供支撐。 港股IPO發行定價新規落地。8月4日,港交所(00388.HK)關於優化IPO市場定價及公開市場規定的新規正式生效。首次公開招股市場方面,建簿配售部分的最低分配份額由50%下調至40%,允許新上市申請人根據股票屬性,選用機制A或機制B作為分配機制。公開市場規定方面,調整了初始公眾持股量及自由流通量的有關規定。本次香港IPO新規立足於香港資本市場機構主導的實際境況,通過對分配比例及分配機制的優化有利於提高機構參與定價話語權,同時,不同稟賦的企業可以通過對其股票的流通性和穩定性偏好,選擇機制A和B作為分配機制,有效平衡了個股流動性和市場風險性,從而提升資本市場發行制度的穩定性,提升香港資本市場的世界吸引力,有利於內地企業加速「A+H」上市。(wl/u) ~
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