江西首家券商国盛证券实控人拟变更，国资持股3年市值增加90亿

Core Viewpoint - Guosheng Securities has recently undergone significant changes in its shareholding structure, including a shift in its actual controller to the Jiangxi Provincial State-owned Assets Supervision and Administration Commission, which is expected to enhance the company's access to provincial resources and improve its financial service capabilities in Jiangxi [1][2][3]. Shareholding Changes - On November 19, Guosheng Securities announced that its controlling shareholder, Jiangxi Provincial Transportation Investment Group, will transfer its 90% stake to the Jiangxi Provincial State-owned Capital Operation Holding Group, with the actual controller changing to the Jiangxi Provincial State-owned Assets Supervision and Administration Commission [1][2]. - This transfer will not significantly impact the company's governance or operations, as the controlling shareholder remains Jiangxi Transportation Investment [1][2]. Shareholder Reduction Plans - Three major shareholders plan to reduce their holdings by up to 54.53 million shares, representing 2.82% of the total share capital, with an estimated market value of approximately 1 billion yuan based on the closing price of 18.34 yuan per share [1][7][9]. - The reduction is attributed to the shareholders' operational needs, and it will not lead to a change in control or significantly affect the company's governance structure [7][8]. Historical Context and Performance - The current shareholding changes are part of a broader trend in the securities industry, where several firms are undergoing similar adjustments to optimize their structures and enhance efficiency [5][6]. - The shareholders acquired their stakes at an average cost of 9.1 yuan per share in 2022, and the current share price has nearly doubled, resulting in an asset appreciation of about 9 billion yuan [9][10]. - Guosheng Securities reported a revenue of 7.20 billion yuan in Q3, a year-on-year increase of 78.17%, while the net profit for the first three quarters reached 2.42 billion yuan, up 191.21% year-on-year, primarily driven by increased brokerage income [11].