Workflow
投顾业态
icon
Search documents
投融资两端发力 共塑高质量发展生态——广东资本市场“9·24”一周年观察
Xin Hua Cai Jing· 2025-09-30 01:09
成色"新":资本市场向新求质 TCL科技的百亿并购是广东此轮并购重组热潮的典型代表。过去一年间, TCL科技曾两次斥资超百亿元,分别收购韩国LG Display在华资产,以及深圳 华星半导体21.53%的股权,迅速获取显示领域的最新核心技术,进一步巩固大 尺寸面板的绝对话语权。 以产业升级为驱动,以新质生产力为目的,过去一年"并购六条"政策效能 在广东资本市场全面释放,形成"科技-产业-资本"的良性循环。截至目前已有 超250家上市公司披露、完成产业化并购重组超1500亿元,其中超6成属于广东 战略性新兴产业;披露、完成重大资产重组超30单,持续位居全国首位。 一年来,广东凝聚多方合力构建支持上市公司实施并购重组的长效机制。 广东证监局建立发展专班工作机制,联合广东省委金融办指导成立"广东资本 市场并购重组联盟",扩围并购重组标的库超2000家。 超250家上市公司披露、完成产业化并购重组超1500亿元;省内各类企业 通过境内资本市场融资6343.75亿元;600余家上市公司实际发放现金分红超 3000亿元……这是2024年"9·24"新政落地一周年,广东资本市场交出的答卷。 从凝聚合力,构建支持上市公司并购 ...
【财经分析】投融资两端发力 共塑高质量发展生态——广东资本市场“9·24”一周年观察
Group 1 - The core viewpoint of the article highlights the significant achievements of Guangdong's capital market in the past year, driven by the "9·24" financial policy, which has facilitated over 150 billion yuan in mergers and acquisitions and 6,343.75 billion yuan in financing through domestic capital markets [2][3][4] - More than 250 listed companies have disclosed and completed industrial mergers and acquisitions exceeding 150 billion yuan, with over 60% belonging to Guangdong's strategic emerging industries [3][4] - The total market value of listed companies in Guangdong reached 17.6 trillion yuan, a 26.2% increase from the beginning of the year, indicating a stable and growing market environment [5][6] Group 2 - The strategic emerging and specialized enterprises account for half of the listed companies in Guangdong, with significant revenue growth in the computer, communication, and other electronic equipment manufacturing sectors [4][5] - The capital expenditure in the computer, communication, and other electronic equipment manufacturing industries increased by 22.3% year-on-year, while the automotive manufacturing sector saw a 51.7% increase [4] - Guangdong's listed companies have shown a strong commitment to research and development, with a total R&D expenditure of 158.9 billion yuan, reflecting an 11.6% year-on-year increase [6] Group 3 - The establishment of a "large investment advisory" ecosystem in Guangdong is a key focus for enhancing the investment side of the capital market, with new institutions being set up to support this initiative [8][9] - The Guangzhou Investment Advisory Academy has conducted 31 training sessions, covering 1,707 professionals, indicating a strong push towards improving investment advisory capabilities [9] - The fund advisory business has gained recognition, with over 80% of clients in trial institutions reporting profitability, showcasing the effectiveness of long-term rational investment guidance [9][10]