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 has undergone significant changes in its shareholding structure, with the actual controller shifting 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 system in Jiangxi [1][4][6]. Shareholding Changes - On November 19, Guosheng Securities announced that its controlling shareholder, Jiangxi Provincial Transportation Investment Group, will transfer its 90% stake to Jiangxi Provincial State-owned Capital Operation Holding Group, leading to a change in the actual controller to Jiangxi Provincial State-owned Assets Supervision and Administration Commission [1][4]. - Following this transfer, Guosheng Securities' governance and operations are not expected to be significantly impacted, although the market is closely watching the recent share reduction announcements from three major shareholders [1][10]. Shareholder Reduction - 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][10][12]. - The reduction is attributed to the shareholders' operational needs, and it will not lead to a change in the company's control or governance structure [10][12]. Historical Context - The actual controller change can be traced back to a 2022 agreement where Jiangxi State-owned Capital acquired a 50.43% stake in Guosheng Securities, marking a successful case of state-owned asset preservation and appreciation, with the stock price nearly doubling since the acquisition [2][12][13]. - The initial acquisition cost was approximately 9.1 yuan per share, and the current price reflects a significant asset appreciation of around 9 billion yuan [2][12]. Industry Trends - The share transfer at Guosheng Securities is part of a broader trend in the securities industry, where multiple firms are undergoing similar ownership changes, primarily through state-owned capital restructuring aimed at optimizing operations and enhancing control [6][7].