江西首家券商实控人拟变更，国资持股3年市值增加90亿

Core Viewpoint - Guosheng Securities (002670) is undergoing significant changes in its shareholding structure, including a shift in its actual controller from the Jiangxi Provincial Department of Transportation 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 [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, leading to a change in the actual controller to the Jiangxi Provincial State-owned Assets Supervision and Administration Commission [1][2]. - The transfer will not significantly impact the company's governance or operations [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][8][10]. - The reduction is attributed to the shareholders' operational needs and will not affect the company's control or governance structure [8][10]. Historical Context and Performance - The three shareholders acquired their stakes in Guosheng Securities in 2022 at an average cost of approximately 9.1 yuan per share, and the current share price has nearly doubled, resulting in an asset appreciation of about 9 billion yuan [1][10][11]. - Guosheng Securities reported a revenue of 720 million yuan for Q3, a year-on-year increase of 78.17%, while the net profit attributable to shareholders decreased by 15% [12]. Industry Trends - The shareholding adjustments at Guosheng Securities are part of a broader trend in the securities industry, where several firms are undergoing ownership changes, primarily through state-owned capital restructuring to optimize their operations and governance [5][6].