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两家“国有资本”宣布拟使用股票回购增持贷款资金,利好谁?
Sou Hu Cai Jing· 2025-05-16 12:52
Group 1 - Recently, China Chengtong and China Guoxin, two state-owned capital operation companies, announced plans to use stock repurchase and increase loan funds to enhance their stakes in listed companies [1] - The People's Bank of China has created two tools to support the stable development of the capital market, with initial quotas of 500 billion yuan and 300 billion yuan for securities, fund, and insurance company swap facilities and stock repurchase increase loans, respectively [1] - On May 7, the central bank announced the merger of the quotas for these two tools, totaling 800 billion yuan, to better meet the needs of different types of institutions and support the internal stability of the capital market [1] Group 2 - Both China Chengtong and China Guoxin are platforms under the State-owned Assets Supervision and Administration Commission, and most of their invested listed companies are "China-character" enterprises [2] - The loan interest rate for stock repurchase increase loans from commercial banks is around 2.25%, which may lead to a higher willingness to use these loans among companies that focus on shareholder returns and have high potential returns [2] - The Hong Kong Stock Connect Central Enterprise Dividend Index had a dividend yield of 8.06% as of May 15, significantly higher than the 10-year China Central Government Bond yield of 1.68%, highlighting the value of high-dividend stocks [2]
盈趣科技:控股股东增持公司股份641.26万股
news flash· 2025-05-16 12:33
盈趣科技(002925)公告,公司控股股东万利达工业计划自2024年11月16日起6个月内,通过深圳证券 交易所集中竞价交易方式增持公司股份,增持总金额不低于1亿元,不超过2亿元。截至公告披露日,万 利达工业累计增持公司股份641.26万股,占公司总股本的0.82%,增持金额为1亿元(不含交易费用)。增 持后,万利达工业及其一致行动人持股比例由54.33%增至55.16%。 ...
新疆火炬拟1.25亿元收购玉山利泰100%股权;富创精密两股东拟合计减持不超过4%股份丨公告精选
Mei Ri Jing Ji Xin Wen· 2025-05-15 14:20
每经记者|陈晴 每经编辑|张海妮 并购重组 哈药股份:三精制药拟以2344.6万元收购三精千鹤42.82%股权 湖北宜化:控股股东宜化集团拟以2亿元~4亿元增持 新疆火炬公告称,公司拟以1.25亿元收购江西中久天然气集团有限公司持有的玉山县利泰天然气有限公 司100%股权。本次交易构成关联交易,未构成重大资产重组。 回购增持 荣信文化:拟以2000万元~2200万元回购股份 荣信文化公告称,公司拟使用自有资金及回购专项贷款资金,以集中竞价交易的方式进行股份回购,回 购金额不低于2000万元(含)且不超过2200万元(含),回购价格不超过37元/股。 湖北宜化公告,控股股东宜化集团计划自2025年5月19日起的6个月内,通过深交所交易系统增持公司股 份,增持金额不低于2亿元且不超过4亿元。本次增持不设置价格区间。 风险事项 富创精密:两股东拟合计减持不超4%股份 哈药股份公告,公司全资子公司哈药集团三精制药有限公司拟收购三名自然人所持有的哈药集团三精千 鹤制药有限公司42.82%的股权,收购金额为2344.6万元。 新疆火炬:拟1.25亿元收购玉山利泰100%股权 威孚高科:拟以1亿元~1.5亿元回购股份 威孚 ...
康欣新材: 关于控股股东取得金融机构股票增持贷款承诺函暨调整增持股份资金来源的公告
Zheng Quan Zhi Xing· 2025-05-15 11:25
证券代码:600076 证券简称:康欣新材 公告编号:2025-029 康欣新材料股份有限公司 关于控股股东取得金融机构股票增持贷款承诺函暨 调整增持股份资金来源的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏,并对其内容的真实性、准确性和完整性承担个别及连带责任。 一、增持计划的主要内容及进展情况 为积极响应并充分运用好有关监管部门"支持股票增持"的政策工具,公司 控股股东无锡建发拟将本次增持方案中的资金来源由"自有资金"调整为"自有 资金和自筹资金"。除上述调整外,增持方案的其他内容保持不变。 特此公告。 截至 2025 年 5 月 15 日,无锡建发通过上海证券交易所集中竞价交易系统增 持公司股份 387,800 股,约占公司总股本的 0.03%,增持金额为 775,600.00 元 (不含交易费用)。增持后,无锡建发持有公司股份 517,290,385 股,占公司总 股本的 38.47%。 二、本次调整增持股份资金来源的具体内容 三、控股股东取得金融机构股票增持贷款承诺函的具体情况 近日,无锡建发获得中国银行股份有限公司无锡分行出具的《贷款承诺函》, 具体情况如 ...
冀中能源:控股股东增持公司股份0.88%
news flash· 2025-05-15 11:06
冀中能源(000937)公告,控股股东冀中能源集团于2024年11月29日至2025年5月14日期间,通过深圳 证券交易所交易系统以集中竞价方式累计增持公司股票3118.31万股,占公司总股本的0.88%。本次权益 变动后,冀中能源集团及其一致行动人持有公司股份的比例由57.16%增加至58.04%。 ...
金油神策:5.15晚间黄金、原油操作建议、行情分析
Sou Hu Cai Jing· 2025-05-15 10:14
现货黄金: 消息面:黄金价格在周四继续下跌,并受到多种因素的压力。中美贸易乐观情绪削弱黄金的避险作用, 此外,美联储降息的押注减少以及美国国债收益率上升也不利于金价。尽管短期承压,黄金的基本面仍 然稳健。全球地缘政治风险依然存在,各国央行持续增持黄金储备以分散美元风险。技术面上,CCI已 跌至超卖区域,可能催生技术性反弹。若美联储在未来几次会议上释放更多鸽派信号,同时地缘政治局 势再度升级,金价有望重返3200美元以上水平。本交易日,投资者将聚焦美国零售销售等关键数据,以 及美联储主席鲍威尔讲话,以寻找新的交易动力。 技术面:黄金目前触底反弹,试图收回部分之前的损失。从四小时级别看,随着时间的推移目前上方 3170是关键阻力,欧盘期间直接下破前一日低点位置,则短线偏向弱势,在没有上破欧盘高点之前先看 承压。目前日线,4小时收一根下长影线,欧盘企稳3170一线,警惕多头反扑。晚间谨慎做空,防止主 力洗盘。综合分析晚间建议:先涨后跌为主;重点关注上方阻力3167一线,破位上看3205压制;下关短 线关注3120一线,破位下看3100支撑!GOLD分水岭:3170美元/盎司!现报价:3167一线! 晚间黄金操作建议 ...
ST天圣(002872) - 002872ST天圣投资者关系管理信息20250515
2025-05-15 09:52
| | □特定对象调研 □分析师会议 □媒体采访 √业绩说明会 | | --- | --- | | 投资者关系活动 类别 | □新闻发布会 □路演活动 | | | □现场参观 | | | (请文字说明其他活动内容) □其他 | | 活动参与人员 | 线上参与 ST 天圣 2024 年度网上业绩说明会的投资者 | | 时间 | 年 月 日(星期四)下午 2025 05 15 15:00-16:30 | | 地点 | "约调研"微信小程序 | | 形式 | 线上文字互动 | | 上市公司接待人 | 董事长兼总经理刘爽先生、独立董事李定清先生、董事张 | | 员姓名 | 娅女士、财务总监王开胜先生、董事会秘书王琴女士 | | | 1、问:公司今年 1 月初被证监会立案调查,有没有被重大 | | | 财务造假而强制退市的可能性? | | | 答:尊敬的投资者,您好!公司及控股股东、实际控制人 | | | 刘群先生于 2025 年 1 月 7 日收到中国证监会下发的《立 | | | 案告知书》,因涉嫌信息披露违法违规,中国证监会决定 | | | 对公司及控股股东、实际控制人刘群先生进行立案。截至 | | 交流内容及具体 ...
湖北宜化:控股股东拟增持2亿元-4亿元公司股份
news flash· 2025-05-15 08:39
Group 1 - The core point of the announcement is that Hubei Yihua Group plans to increase its stake in Hubei Yihua Co., Ltd. by investing between 200 million to 400 million yuan over a six-month period starting from May 19, 2025 [1] - The share buyback will not have a set price range and will be implemented gradually based on market conditions [1] - The purpose of this increase in shareholding is to boost investor confidence, stabilize the stock price, and promote the company's high-quality development [1]
央行真金白银“输血”增持,A股上市公司回购热潮再升温
Sou Hu Cai Jing· 2025-05-15 07:59
Group 1 - The People's Bank of China has established a stock repurchase and increase loan tool, leading to a significant rise in listed companies' repurchase activities, with a total proposed loan amount exceeding 110 billion yuan by April 2025 [1] - On May 7, 2023, the People's Bank of China announced a combined usage of 500 billion yuan for securities, funds, and insurance company swaps, along with 300 billion yuan for stock repurchase loans, totaling 800 billion yuan, while also reducing the interest rate on structural monetary policy tools by 0.25 percentage points to 1.5% [1] - Industry insiders expect a resurgence in stock repurchase activities among listed companies in the near future [1] Group 2 - In January 2023, 60 listed companies conducted stock repurchases, followed by 48 in February, 61 in March, 54 in April, and 34 so far in May [3] - Palin Bio led the increase in repurchase activities with 55 instances, totaling 187,800 shares and an investment of 3.96 million yuan [3] - Other notable companies include Jerry Shares with 25 repurchase instances totaling 255,300 shares and 8.67 million yuan, and Lexin Technology with 23 instances totaling 137,689 shares and 7.51 million yuan [3] Group 3 - Seven executives from various companies increased their holdings by over 10 million shares, including Wu Mingwu from Shanying International and Zhou Xiaoping from Xingyu Shares [5] - Wu Mingwu increased his holdings by 62,151,200 shares across three transactions, amounting to 109 million yuan [7] - Lin Pusheng from Dazhong Mining increased his holdings by 56,695,300 shares for a total of 194 million yuan [7] Group 4 - ST companies are also actively repurchasing their stocks, including ST Kelly, ST Yifei, ST Saiwei, and *ST Jinshi [9] - ST Kelly's chairman, Yuan Zheng, increased his holdings by 4,365,100 shares, totaling 33.09 million yuan [11] - ST Yifei's executives also participated in repurchases, with Vice President Zhao Laigen and Chairman Wu Xuan increasing their holdings by 75,135 shares and 52,013 shares, respectively [12]
4月来已披露170余份计划,上市公司使用回购增持贷热情高涨
Di Yi Cai Jing· 2025-05-14 11:35
去年10月,股票回购增持贷款落地之后,上市公司便迅速使用了这一新工具。今年以来,"回购增持贷"继续保持快速增长势头。 目前,上市公司获专项贷支持比例普遍在八成以上,部分接近九成。 回购增持专项贷款落地半年多,上市公司"尝鲜"的热情持续高涨。 Wind统计显示,5月以来,已有黄河旋风(600172.SH)等30家A股公司披露了增持回购方案,以及获得专项贷款的情况。刚刚过去的4月, 已有逾百家公司披露了148份回购增持贷公告,披露数量创年内新高。 "回购增持贷"为何愈发火热?南开大学金融发展研究院院长田利辉对第一财经说,4月以来,上市公司出现回购增持护盘行动,在市场波动 或估值低迷时,政策工具提供低成本资金,企业回购增持成为稳定市场预期的直接手段。 不仅如此,新政策工具的贷款支持力度也持续升级。按回购/增持金额和贷款金额计算,目前,部分上市公司拟回购或增持的资金,超八成 来自专项贷款,部分接近九成。 随着一揽子金融政策出台,"回购增持贷"近期再迎利好。央行稍早前披露,将5000亿元的证券、基金、保险公司互换便利,和3000亿元股 票回购增持再贷款额度合并使用,总额度达到8000亿元。 "回购增持贷"公司数量激增 ...