每經編(bian)輯｜每經記(ji)者 唐(tang)強     

◎每經記者 唐強

雖只是(shi)4月(yue)份(fen)，部(bu)分地區氣溫(wen)已(yi)超30°，但熱情的不止天(tian)氣，還有(you)A股市場。目(mu)前瘋(feng)狂的市場就好比那句(ju)俗話所說：錢(qian)多，好賺，速來(lai)！當然，面(mian)對這么火(huo)爆的市場，管理(li)層也“速來(lai)”大搞(gao)“面(mian)多了加水，水多了和面(mian)”——4月(yue)2日又(you)有(you)30家企業IPO首(shou)發(fa)(fa)申請獲得證(zheng)監(jian)會(hui)核準。《每日經濟(ji)新(xin)聞》記者注意到，整個2014年A股上市個股數量為125家，而2015年剛剛邁(mai)入第(di)4個月(yue)，證(zheng)監(jian)會(hui)便下(xia)發(fa)(fa)4批(pi)次(ci)共(gong)98家企業的IPO批(pi)文，新(xin)股發(fa)(fa)行速度(du)提升明(ming)顯。

數據顯示，3月份新增基金開戶數超過230萬(wan)戶，已經逼(bi)近2007年的(de)(de)峰值。面(mian)對洶涌的(de)(de)資金入市，IPO發行數量(liang)的(de)(de)新高意味著什么？有分析指出，新股供應(ying)的(de)(de)加大(da)將(jiang)會(hui)打破供求關系的(de)(de)平衡，估值水平較高的(de)(de)創業板(ban)和中小板(ban)將(jiang)會(hui)首先受到(dao)沖擊。

下發批文數量創新高

4月(yue)2日晚間，證(zheng)監會官方(fang)微(wei)博(bo)發布消息稱，當日證(zheng)監會按照(zhao)法(fa)定(ding)(ding)程序(xu)核(he)準了30家企(qi)業的首發申請。其(qi)中，上證(zheng)所(suo)11家、深(shen)交所(suo)中小板2家、創業板17家，相(xiang)關(guan)企(qi)業及其(qi)承銷(xiao)商(shang)將(jiang)分別與滬深(shen)交易所(suo)協(xie)商(shang)確定(ding)(ding)發行日程，并(bing)陸(lu)續刊登招股說明書。

具(ju)體來看(kan)，擬登陸上證所的11家企業分別是：遼寧福鞍重工股(gu)(gu)份(fen)有(you)(you)(you)限(xian)(xian)(xian)公(gong)(gong)(gong)(gong)司(si)(si)(si)(si)、老百姓大(da)藥(yao)(yao)房連鎖股(gu)(gu)份(fen)有(you)(you)(you)限(xian)(xian)(xian)公(gong)(gong)(gong)(gong)司(si)(si)(si)(si)、大(da)連派思燃氣系(xi)統股(gu)(gu)份(fen)有(you)(you)(you)限(xian)(xian)(xian)公(gong)(gong)(gong)(gong)司(si)(si)(si)(si)、江(jiang)蘇省廣電有(you)(you)(you)線信息網絡股(gu)(gu)份(fen)有(you)(you)(you)限(xian)(xian)(xian)公(gong)(gong)(gong)(gong)司(si)(si)(si)(si)、浙江(jiang)盛洋科技股(gu)(gu)份(fen)有(you)(you)(you)限(xian)(xian)(xian)公(gong)(gong)(gong)(gong)司(si)(si)(si)(si)、深圳(zhen)歌力(li)思服飾股(gu)(gu)份(fen)有(you)(you)(you)限(xian)(xian)(xian)公(gong)(gong)(gong)(gong)司(si)(si)(si)(si)、山東華鵬玻璃股(gu)(gu)份(fen)有(you)(you)(you)限(xian)(xian)(xian)公(gong)(gong)(gong)(gong)司(si)(si)(si)(si)、星光農機股(gu)(gu)份(fen)有(you)(you)(you)限(xian)(xian)(xian)公(gong)(gong)(gong)(gong)司(si)(si)(si)(si)、北京大(da)豪科技股(gu)(gu)份(fen)有(you)(you)(you)限(xian)(xian)(xian)公(gong)(gong)(gong)(gong)司(si)(si)(si)(si)、黑龍(long)江(jiang)珍寶島藥(yao)(yao)業股(gu)(gu)份(fen)有(you)(you)(you)限(xian)(xian)(xian)公(gong)(gong)(gong)(gong)司(si)(si)(si)(si)、曲美家具(ju)集團股(gu)(gu)份(fen)有(you)(you)(you)限(xian)(xian)(xian)公(gong)(gong)(gong)(gong)司(si)(si)(si)(si)。

昇興集團股(gu)(gu)份(fen)(fen)(fen)(fen)(fen)(fen)有(you)(you)(you)(you)限(xian)(xian)(xian)(xian)(xian)公(gong)(gong)(gong)司(si)(si)(si)(si)(si)(si)(si)、深圳市易尚(shang)展示股(gu)(gu)份(fen)(fen)(fen)(fen)(fen)(fen)有(you)(you)(you)(you)限(xian)(xian)(xian)(xian)(xian)公(gong)(gong)(gong)司(si)(si)(si)(si)(si)(si)(si)等兩家(jia)(jia)企業(ye)擬(ni)登陸深交所中(zhong)小板。此外，擬(ni)登陸創業(ye)板的17家(jia)(jia)企業(ye)分別是：四川(chuan)金石東方新材(cai)料(liao)(liao)設備(bei)股(gu)(gu)份(fen)(fen)(fen)(fen)(fen)(fen)有(you)(you)(you)(you)限(xian)(xian)(xian)(xian)(xian)公(gong)(gong)(gong)司(si)(si)(si)(si)(si)(si)(si)、山東萊蕪金雷風電科(ke)技(ji)股(gu)(gu)份(fen)(fen)(fen)(fen)(fen)(fen)有(you)(you)(you)(you)限(xian)(xian)(xian)(xian)(xian)公(gong)(gong)(gong)司(si)(si)(si)(si)(si)(si)(si)、成(cheng)都(dou)運達(da)科(ke)技(ji)股(gu)(gu)份(fen)(fen)(fen)(fen)(fen)(fen)有(you)(you)(you)(you)限(xian)(xian)(xian)(xian)(xian)公(gong)(gong)(gong)司(si)(si)(si)(si)(si)(si)(si)、福建廣生(sheng)堂藥業(ye)股(gu)(gu)份(fen)(fen)(fen)(fen)(fen)(fen)有(you)(you)(you)(you)限(xian)(xian)(xian)(xian)(xian)公(gong)(gong)(gong)司(si)(si)(si)(si)(si)(si)(si)、北(bei)京(jing)漢邦高科(ke)數字技(ji)術股(gu)(gu)份(fen)(fen)(fen)(fen)(fen)(fen)有(you)(you)(you)(you)限(xian)(xian)(xian)(xian)(xian)公(gong)(gong)(gong)司(si)(si)(si)(si)(si)(si)(si)、北(bei)京(jing)康斯特儀表科(ke)技(ji)股(gu)(gu)份(fen)(fen)(fen)(fen)(fen)(fen)有(you)(you)(you)(you)限(xian)(xian)(xian)(xian)(xian)公(gong)(gong)(gong)司(si)(si)(si)(si)(si)(si)(si)、河(he)南清水源科(ke)技(ji)股(gu)(gu)份(fen)(fen)(fen)(fen)(fen)(fen)有(you)(you)(you)(you)限(xian)(xian)(xian)(xian)(xian)公(gong)(gong)(gong)司(si)(si)(si)(si)(si)(si)(si)、廣州鵬(peng)輝(hui)能源科(ke)技(ji)股(gu)(gu)份(fen)(fen)(fen)(fen)(fen)(fen)有(you)(you)(you)(you)限(xian)(xian)(xian)(xian)(xian)公(gong)(gong)(gong)司(si)(si)(si)(si)(si)(si)(si)、廣州航新航空科(ke)技(ji)股(gu)(gu)份(fen)(fen)(fen)(fen)(fen)(fen)有(you)(you)(you)(you)限(xian)(xian)(xian)(xian)(xian)公(gong)(gong)(gong)司(si)(si)(si)(si)(si)(si)(si)、寧波美康生(sheng)物科(ke)技(ji)股(gu)(gu)份(fen)(fen)(fen)(fen)(fen)(fen)有(you)(you)(you)(you)限(xian)(xian)(xian)(xian)(xian)公(gong)(gong)(gong)司(si)(si)(si)(si)(si)(si)(si)、上海普麗盛包(bao)裝(zhuang)股(gu)(gu)份(fen)(fen)(fen)(fen)(fen)(fen)有(you)(you)(you)(you)限(xian)(xian)(xian)(xian)(xian)公(gong)(gong)(gong)司(si)(si)(si)(si)(si)(si)(si)、廣州市浩云安防(fang)科(ke)技(ji)股(gu)(gu)份(fen)(fen)(fen)(fen)(fen)(fen)有(you)(you)(you)(you)限(xian)(xian)(xian)(xian)(xian)公(gong)(gong)(gong)司(si)(si)(si)(si)(si)(si)(si)、南京(jing)全信傳輸(shu)科(ke)技(ji)股(gu)(gu)份(fen)(fen)(fen)(fen)(fen)(fen)有(you)(you)(you)(you)限(xian)(xian)(xian)(xian)(xian)公(gong)(gong)(gong)司(si)(si)(si)(si)(si)(si)(si)、寧波鮑斯能源裝(zhuang)備(bei)股(gu)(gu)份(fen)(fen)(fen)(fen)(fen)(fen)有(you)(you)(you)(you)限(xian)(xian)(xian)(xian)(xian)公(gong)(gong)(gong)司(si)(si)(si)(si)(si)(si)(si)、廣州博濟醫藥生(sheng)物技(ji)術股(gu)(gu)份(fen)(fen)(fen)(fen)(fen)(fen)有(you)(you)(you)(you)限(xian)(xian)(xian)(xian)(xian)公(gong)(gong)(gong)司(si)(si)(si)(si)(si)(si)(si)、北(bei)京(jing)雙杰電氣股(gu)(gu)份(fen)(fen)(fen)(fen)(fen)(fen)有(you)(you)(you)(you)限(xian)(xian)(xian)(xian)(xian)公(gong)(gong)(gong)司(si)(si)(si)(si)(si)(si)(si)、保定樂凱(kai)新材(cai)料(liao)(liao)股(gu)(gu)份(fen)(fen)(fen)(fen)(fen)(fen)有(you)(you)(you)(you)限(xian)(xian)(xian)(xian)(xian)公(gong)(gong)(gong)司(si)(si)(si)(si)(si)(si)(si)。

此前，證(zheng)監會(hui)新(xin)聞發言人鄧舸曾(ceng)透露，今年證(zheng)監會(hui)將在保持每月新(xin)股(gu)均(jun)衡發行，穩(wen)定市場預(yu)期的(de)基(ji)礎上，適時適度增加(jia)(jia)新(xin)股(gu)供(gong)給。記者注意到，證(zheng)監會(hui)此前的(de)表態的(de)確落(luo)到了實處，今年新(xin)股(gu)發行速度明(ming)顯加(jia)(jia)快。

數據統計顯示，2014年(nian)下半年(nian)，證監會分7批次下發(fa)79家IPO批文(wen)，月均十多家。從目(mu)前的(de)情況來看，新股發(fa)行增量明顯，截(jie)至昨(zuo)日，證監會便下發(fa)四(si)批次共(gong)98家企業的(de)IPO批文(wen)，已(yi)逼近2014年(nian)IPO重(zhong)啟后上市個股的(de)總(zong)量（125家）。

融資規模大幅提升

實際(ji)上，如今證監會IPO批文下發數量大幅提升(sheng)，已從此前的“20+”飆升(sheng)至“30+”的規格。

隨(sui)著(zhu)上市“準(zhun)生(sheng)證”的大規模發(fa)送，準(zhun)上市公司的融(rong)資(zi)規模也自然進一(yi)步(bu)提升(sheng)。《每日經(jing)濟新(xin)聞》記者注意到(dao)，1月(yue)份集(ji)中(zhong)發(fa)行的22只新(xin)股(gu)(gu)共(gong)計(ji)募集(ji)資(zi)金112億(yi)元(yuan)(yuan)(yuan)(yuan)，凍結各路資(zi)金1.67萬億(yi)元(yuan)(yuan)(yuan)(yuan)。而在2月(yue)份申(shen)購的新(xin)股(gu)(gu)中(zhong)，當時單周(zhou)24只個(ge)股(gu)(gu)合計(ji)計(ji)劃募集(ji)資(zi)金137.02億(yi)元(yuan)(yuan)(yuan)(yuan)，凍結資(zi)金約兩萬億(yi)元(yuan)(yuan)(yuan)(yuan)。在3月(yue)份里，24只個(ge)股(gu)(gu)募投項目(mu)總投入在210億(yi)元(yuan)(yuan)(yuan)(yuan)左右，但光(guang)“超級(ji)巨無霸”東方(fang)證券(quan)（600958，收盤價(jia)24.96元(yuan)(yuan)(yuan)(yuan)）募資(zi)金額(e)就達到(dao)百億(yi)元(yuan)(yuan)(yuan)(yuan)級(ji)別，拋開該股(gu)(gu)其(qi)余23只個(ge)股(gu)(gu)募投總金額(e)約為110億(yi)元(yuan)(yuan)(yuan)(yuan)。

據(ju)記者最新數據(ju)統計，在本次(ci)證監會(hui)下(xia)發的(de)IPO批文中(zhong)，并沒有再出現(xian)東方證券(quan)這(zhe)樣(yang)的(de)超大IPO，獲批企(qi)(qi)業相對“低調(diao)”。其中(zhong)，江蘇省廣電有線信(xin)息網絡(luo)股(gu)份(fen)有限公司募投項目耗資最高(gao)（47億元），實際上本批次(ci)30家企(qi)(qi)業募投項目總(zong)投入(ru)高(gao)達185.41億元，較此前數據(ju)增加明顯。

除(chu)此之外(wai)，通過證(zheng)監會(hui)官網，記者還注意到，南通醋(cu)酸(suan)化(hua)工股(gu)份(fen)有限(xian)公(gong)(gong)司、上海海利(li)生物(wu)技(ji)術股(gu)份(fen)有限(xian)公(gong)(gong)司、浙江金海環境技(ji)術股(gu)份(fen)有限(xian)公(gong)(gong)司、普萊柯生物(wu)工程股(gu)份(fen)有限(xian)公(gong)(gong)司、萊克電氣(qi)股(gu)份(fen)有限(xian)公(gong)(gong)司等(deng)5家(jia)企業首發申請(qing)已獲證(zheng)監會(hui)主板發審(shen)委審(shen)核(he)通過。