2015-04-03 00:37:08
◎每經記者 唐強
雖只是4月份,部分(fen)地區氣溫已超30°,但熱情(qing)的不止天氣,還有(you)A股市場(chang)。目前(qian)瘋狂的市場(chang)就(jiu)好比那句(ju)俗(su)話所(suo)說(shuo):錢多(duo)(duo),好賺,速來!當然,面(mian)對這么火爆的市場(chang),管理層也(ye)“速來”大搞“面(mian)多(duo)(duo)了(le)加(jia)水(shui),水(shui)多(duo)(duo)了(le)和(he)面(mian)”——4月2日又有(you)30家(jia)企業(ye)IPO首發(fa)(fa)(fa)申請獲得(de)證監會核準(zhun)。《每日經濟新聞》記者注(zhu)意到,整(zheng)個(ge)(ge)2014年(nian)(nian)A股上市個(ge)(ge)股數量為125家(jia),而2015年(nian)(nian)剛剛邁入第4個(ge)(ge)月,證監會便下(xia)發(fa)(fa)(fa)4批次共98家(jia)企業(ye)的IPO批文,新股發(fa)(fa)(fa)行速度提升明顯。
數(shu)據顯(xian)示,3月份新增基金開(kai)戶數(shu)超過230萬戶,已經逼近2007年(nian)的(de)(de)峰(feng)值。面對洶涌的(de)(de)資金入(ru)市,IPO發行(xing)數(shu)量的(de)(de)新高意(yi)味著什么?有分(fen)析指出,新股供應的(de)(de)加大將會(hui)打破供求關(guan)系的(de)(de)平(ping)衡,估(gu)值水平(ping)較高的(de)(de)創業板和(he)中小板將會(hui)首先受到沖擊。
下發批文數量創新高
4月(yue)2日(ri)晚間(jian),證監會官方微博(bo)發(fa)布(bu)消息(xi)稱(cheng),當日(ri)證監會按(an)照法(fa)定程序(xu)核(he)準了30家(jia)企(qi)業(ye)的(de)首(shou)發(fa)申請。其(qi)中,上證所11家(jia)、深交所中小板(ban)2家(jia)、創業(ye)板(ban)17家(jia),相關企(qi)業(ye)及(ji)其(qi)承銷商(shang)將分(fen)別與滬深交易所協(xie)商(shang)確定發(fa)行日(ri)程,并陸續刊登招股說明書。
具體(ti)來看,擬登陸(lu)上證(zheng)所的(de)11家企業(ye)分別是(shi):遼寧福(fu)鞍重工股(gu)(gu)份(fen)(fen)有(you)(you)限(xian)(xian)(xian)(xian)公(gong)司(si)(si)(si)、老百姓大藥房連鎖股(gu)(gu)份(fen)(fen)有(you)(you)限(xian)(xian)(xian)(xian)公(gong)司(si)(si)(si)、大連派思(si)(si)燃(ran)氣系統股(gu)(gu)份(fen)(fen)有(you)(you)限(xian)(xian)(xian)(xian)公(gong)司(si)(si)(si)、江蘇省廣電有(you)(you)線信息網絡(luo)股(gu)(gu)份(fen)(fen)有(you)(you)限(xian)(xian)(xian)(xian)公(gong)司(si)(si)(si)、浙江盛洋科(ke)技(ji)股(gu)(gu)份(fen)(fen)有(you)(you)限(xian)(xian)(xian)(xian)公(gong)司(si)(si)(si)、深圳歌(ge)力思(si)(si)服飾股(gu)(gu)份(fen)(fen)有(you)(you)限(xian)(xian)(xian)(xian)公(gong)司(si)(si)(si)、山東華鵬玻璃股(gu)(gu)份(fen)(fen)有(you)(you)限(xian)(xian)(xian)(xian)公(gong)司(si)(si)(si)、星(xing)光農機股(gu)(gu)份(fen)(fen)有(you)(you)限(xian)(xian)(xian)(xian)公(gong)司(si)(si)(si)、北京(jing)大豪科(ke)技(ji)股(gu)(gu)份(fen)(fen)有(you)(you)限(xian)(xian)(xian)(xian)公(gong)司(si)(si)(si)、黑龍江珍寶島藥業(ye)股(gu)(gu)份(fen)(fen)有(you)(you)限(xian)(xian)(xian)(xian)公(gong)司(si)(si)(si)、曲美家具集團股(gu)(gu)份(fen)(fen)有(you)(you)限(xian)(xian)(xian)(xian)公(gong)司(si)(si)(si)。
昇興集團股(gu)(gu)份(fen)(fen)(fen)(fen)有(you)(you)(you)限(xian)(xian)(xian)(xian)(xian)(xian)(xian)(xian)公(gong)(gong)司(si)(si)(si)(si)、深(shen)(shen)圳市易尚展示股(gu)(gu)份(fen)(fen)(fen)(fen)有(you)(you)(you)限(xian)(xian)(xian)(xian)(xian)(xian)(xian)(xian)公(gong)(gong)司(si)(si)(si)(si)等兩家企(qi)業(ye)擬登(deng)(deng)陸深(shen)(shen)交所中小(xiao)板。此外,擬登(deng)(deng)陸創(chuang)業(ye)板的17家企(qi)業(ye)分別是:四(si)川金石東(dong)方新材(cai)料設(she)備股(gu)(gu)份(fen)(fen)(fen)(fen)有(you)(you)(you)限(xian)(xian)(xian)(xian)(xian)(xian)(xian)(xian)公(gong)(gong)司(si)(si)(si)(si)、山東(dong)萊(lai)蕪金雷(lei)風電(dian)科(ke)(ke)技(ji)(ji)股(gu)(gu)份(fen)(fen)(fen)(fen)有(you)(you)(you)限(xian)(xian)(xian)(xian)(xian)(xian)(xian)(xian)公(gong)(gong)司(si)(si)(si)(si)、成(cheng)都運達科(ke)(ke)技(ji)(ji)股(gu)(gu)份(fen)(fen)(fen)(fen)有(you)(you)(you)限(xian)(xian)(xian)(xian)(xian)(xian)(xian)(xian)公(gong)(gong)司(si)(si)(si)(si)、福建廣生堂藥業(ye)股(gu)(gu)份(fen)(fen)(fen)(fen)有(you)(you)(you)限(xian)(xian)(xian)(xian)(xian)(xian)(xian)(xian)公(gong)(gong)司(si)(si)(si)(si)、北京(jing)漢邦高(gao)科(ke)(ke)數字技(ji)(ji)術股(gu)(gu)份(fen)(fen)(fen)(fen)有(you)(you)(you)限(xian)(xian)(xian)(xian)(xian)(xian)(xian)(xian)公(gong)(gong)司(si)(si)(si)(si)、北京(jing)康(kang)斯特儀表(biao)科(ke)(ke)技(ji)(ji)股(gu)(gu)份(fen)(fen)(fen)(fen)有(you)(you)(you)限(xian)(xian)(xian)(xian)(xian)(xian)(xian)(xian)公(gong)(gong)司(si)(si)(si)(si)、河南清(qing)水(shui)源(yuan)科(ke)(ke)技(ji)(ji)股(gu)(gu)份(fen)(fen)(fen)(fen)有(you)(you)(you)限(xian)(xian)(xian)(xian)(xian)(xian)(xian)(xian)公(gong)(gong)司(si)(si)(si)(si)、廣州鵬輝(hui)能(neng)源(yuan)科(ke)(ke)技(ji)(ji)股(gu)(gu)份(fen)(fen)(fen)(fen)有(you)(you)(you)限(xian)(xian)(xian)(xian)(xian)(xian)(xian)(xian)公(gong)(gong)司(si)(si)(si)(si)、廣州航(hang)新航(hang)空(kong)科(ke)(ke)技(ji)(ji)股(gu)(gu)份(fen)(fen)(fen)(fen)有(you)(you)(you)限(xian)(xian)(xian)(xian)(xian)(xian)(xian)(xian)公(gong)(gong)司(si)(si)(si)(si)、寧波美康(kang)生物科(ke)(ke)技(ji)(ji)股(gu)(gu)份(fen)(fen)(fen)(fen)有(you)(you)(you)限(xian)(xian)(xian)(xian)(xian)(xian)(xian)(xian)公(gong)(gong)司(si)(si)(si)(si)、上(shang)海普麗盛包裝(zhuang)股(gu)(gu)份(fen)(fen)(fen)(fen)有(you)(you)(you)限(xian)(xian)(xian)(xian)(xian)(xian)(xian)(xian)公(gong)(gong)司(si)(si)(si)(si)、廣州市浩云安防(fang)科(ke)(ke)技(ji)(ji)股(gu)(gu)份(fen)(fen)(fen)(fen)有(you)(you)(you)限(xian)(xian)(xian)(xian)(xian)(xian)(xian)(xian)公(gong)(gong)司(si)(si)(si)(si)、南京(jing)全信傳輸科(ke)(ke)技(ji)(ji)股(gu)(gu)份(fen)(fen)(fen)(fen)有(you)(you)(you)限(xian)(xian)(xian)(xian)(xian)(xian)(xian)(xian)公(gong)(gong)司(si)(si)(si)(si)、寧波鮑斯能(neng)源(yuan)裝(zhuang)備股(gu)(gu)份(fen)(fen)(fen)(fen)有(you)(you)(you)限(xian)(xian)(xian)(xian)(xian)(xian)(xian)(xian)公(gong)(gong)司(si)(si)(si)(si)、廣州博濟醫(yi)藥生物技(ji)(ji)術股(gu)(gu)份(fen)(fen)(fen)(fen)有(you)(you)(you)限(xian)(xian)(xian)(xian)(xian)(xian)(xian)(xian)公(gong)(gong)司(si)(si)(si)(si)、北京(jing)雙(shuang)杰(jie)電(dian)氣股(gu)(gu)份(fen)(fen)(fen)(fen)有(you)(you)(you)限(xian)(xian)(xian)(xian)(xian)(xian)(xian)(xian)公(gong)(gong)司(si)(si)(si)(si)、保定(ding)樂凱新材(cai)料股(gu)(gu)份(fen)(fen)(fen)(fen)有(you)(you)(you)限(xian)(xian)(xian)(xian)(xian)(xian)(xian)(xian)公(gong)(gong)司(si)(si)(si)(si)。
此前(qian),證(zheng)監會(hui)新聞發言人(ren)鄧(deng)舸曾透露,今(jin)年(nian)證(zheng)監會(hui)將在保持每月新股均衡發行(xing),穩定市場預期的基礎上(shang),適時(shi)適度(du)增加(jia)新股供給。記者注(zhu)意(yi)到,證(zheng)監會(hui)此前(qian)的表(biao)態的確落(luo)到了(le)實(shi)處,今(jin)年(nian)新股發行(xing)速度(du)明顯加(jia)快。
數據統計顯示,2014年下半年,證監(jian)會(hui)分7批次下發79家(jia)IPO批文(wen),月(yue)均十多家(jia)。從(cong)目前的情況來看,新股(gu)發行增量明顯,截(jie)至(zhi)昨日,證監(jian)會(hui)便下發四批次共98家(jia)企業的IPO批文(wen),已逼近2014年IPO重啟后上市個(ge)股(gu)的總量(125家(jia))。
融資規模大幅提升
實際上,如(ru)今證監會IPO批(pi)文下發數(shu)量大幅提升,已(yi)從此前的(de)“20+”飆升至(zhi)“30+”的(de)規(gui)格。
隨(sui)著上市“準(zhun)生證”的大規模發送(song),準(zhun)上市公司的融資(zi)規模也自然進一步提升。《每(mei)日經濟(ji)新聞》記者注意(yi)到,1月份集(ji)中發行(xing)的22只(zhi)新股(gu)共計募(mu)集(ji)資(zi)金(jin)112億(yi)元(yuan)(yuan),凍結各(ge)路資(zi)金(jin)1.67萬億(yi)元(yuan)(yuan)。而在2月份申購的新股(gu)中,當時單周24只(zhi)個(ge)股(gu)合計計劃募(mu)集(ji)資(zi)金(jin)137.02億(yi)元(yuan)(yuan),凍結資(zi)金(jin)約兩萬億(yi)元(yuan)(yuan)。在3月份里,24只(zhi)個(ge)股(gu)募(mu)投項目總投入在210億(yi)元(yuan)(yuan)左右,但(dan)光“超(chao)級巨無霸”東(dong)方證券(600958,收盤價24.96元(yuan)(yuan))募(mu)資(zi)金(jin)額(e)就達到百億(yi)元(yuan)(yuan)級別,拋開該股(gu)其余23只(zhi)個(ge)股(gu)募(mu)投總金(jin)額(e)約為110億(yi)元(yuan)(yuan)。
據記者(zhe)最新數據統計,在本(ben)次(ci)證(zheng)監(jian)會下發的(de)IPO批(pi)(pi)文中(zhong),并沒有(you)再出現東(dong)方證(zheng)券這樣的(de)超大IPO,獲批(pi)(pi)企業相(xiang)對(dui)“低(di)調”。其中(zhong),江蘇省(sheng)廣電有(you)線(xian)信息網絡股(gu)份有(you)限公司募投(tou)項(xiang)(xiang)目耗資最高(gao)(47億元),實(shi)際(ji)上(shang)本(ben)批(pi)(pi)次(ci)30家企業募投(tou)項(xiang)(xiang)目總投(tou)入高(gao)達185.41億元,較此(ci)前(qian)數據增加明顯(xian)。
除此之外,通(tong)過(guo)(guo)證(zheng)監會(hui)官(guan)網,記者還注意到,南通(tong)醋酸化工股(gu)(gu)份(fen)有(you)限公(gong)司、上海(hai)海(hai)利(li)生(sheng)物技術股(gu)(gu)份(fen)有(you)限公(gong)司、浙江金(jin)海(hai)環(huan)境技術股(gu)(gu)份(fen)有(you)限公(gong)司、普(pu)萊柯生(sheng)物工程股(gu)(gu)份(fen)有(you)限公(gong)司、萊克電氣股(gu)(gu)份(fen)有(you)限公(gong)司等5家(jia)企業首發申請(qing)已(yi)獲證(zheng)監會(hui)主板發審委審核(he)通(tong)過(guo)(guo)。
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