2015-04-13 00:19:38
每經編輯|每經記者 唐強(qiang)
◎每經記者 唐強
火(huo)紅的4月,多(duo)地溫度升高(gao),A股(gu)(gu)也異常(chang)火(huo)爆。本周(zhou)(4月13日(ri)(ri)~18日(ri)(ri))新股(gu)(gu)IPO將為火(huo)辣(la)的市場再(zai)添催化劑,30只(zhi)新股(gu)(gu)準備就緒,新一輪的打新盛(sheng)宴即將“開(kai)席”。《每(mei)日(ri)(ri)經濟新聞(wen)》記者注意到,總(zong)體看,本周(zhou)新股(gu)(gu)發行不僅創下單周(zhou)發行數(shu)量紀錄,融(rong)資(zi)規模也大幅提升。據多(duo)家(jia)券商研報預(yu)測,30只(zhi)新股(gu)(gu)發行,預(yu)計(ji)將凍結打新資(zi)金近(jin)2.8萬億元。
單(dan)周30只發行量創新高
4月2日晚間,證(zheng)監會官(guan)方微(wei)博發布(bu)消(xiao)息稱,當日,證(zheng)監會按照法定(ding)程序核準了30家(jia)企業的首發申請。其中(zhong)(zhong):上(shang)證(zheng)所11家(jia),深交所的中(zhong)(zhong)小板2家(jia)、創業板17家(jia)。
具體看,擬(ni)登陸上證所的11家企業(ye)分別是:遼(liao)寧(ning)福鞍重工股(gu)(gu)(gu)份(fen)有(you)(you)(you)限(xian)(xian)公(gong)(gong)(gong)(gong)(gong)司(si)(si)(si)、老(lao)百(bai)姓大(da)藥房連鎖股(gu)(gu)(gu)份(fen)有(you)(you)(you)限(xian)(xian)公(gong)(gong)(gong)(gong)(gong)司(si)(si)(si)、大(da)連派思燃氣系統股(gu)(gu)(gu)份(fen)有(you)(you)(you)限(xian)(xian)公(gong)(gong)(gong)(gong)(gong)司(si)(si)(si)、江(jiang)蘇省廣(guang)電有(you)(you)(you)線信息網絡股(gu)(gu)(gu)份(fen)有(you)(you)(you)限(xian)(xian)公(gong)(gong)(gong)(gong)(gong)司(si)(si)(si)、浙(zhe)江(jiang)盛洋科(ke)技(ji)股(gu)(gu)(gu)份(fen)有(you)(you)(you)限(xian)(xian)公(gong)(gong)(gong)(gong)(gong)司(si)(si)(si)、深圳歌力思服飾股(gu)(gu)(gu)份(fen)有(you)(you)(you)限(xian)(xian)公(gong)(gong)(gong)(gong)(gong)司(si)(si)(si)、山東華鵬玻(bo)璃股(gu)(gu)(gu)份(fen)有(you)(you)(you)限(xian)(xian)公(gong)(gong)(gong)(gong)(gong)司(si)(si)(si)、星光農機股(gu)(gu)(gu)份(fen)有(you)(you)(you)限(xian)(xian)公(gong)(gong)(gong)(gong)(gong)司(si)(si)(si)、北京大(da)豪(hao)科(ke)技(ji)股(gu)(gu)(gu)份(fen)有(you)(you)(you)限(xian)(xian)公(gong)(gong)(gong)(gong)(gong)司(si)(si)(si)、黑龍江(jiang)珍寶島藥業(ye)股(gu)(gu)(gu)份(fen)有(you)(you)(you)限(xian)(xian)公(gong)(gong)(gong)(gong)(gong)司(si)(si)(si)、曲美(mei)家具集(ji)團股(gu)(gu)(gu)份(fen)有(you)(you)(you)限(xian)(xian)公(gong)(gong)(gong)(gong)(gong)司(si)(si)(si)。
擬登(deng)陸深(shen)交所(suo)中(zhong)小(xiao)板(ban)的(de)(de)企(qi)業(ye)(ye)是:昇興集團(tuan)股(gu)(gu)(gu)份(fen)(fen)有(you)(you)(you)(you)限(xian)(xian)(xian)公(gong)(gong)司(si)和深(shen)圳市易尚展示股(gu)(gu)(gu)份(fen)(fen)有(you)(you)(you)(you)限(xian)(xian)(xian)公(gong)(gong)司(si);擬登(deng)陸創業(ye)(ye)板(ban)的(de)(de)17家企(qi)業(ye)(ye)分別是:四川金石東(dong)方新(xin)(xin)材料設(she)備股(gu)(gu)(gu)份(fen)(fen)有(you)(you)(you)(you)限(xian)(xian)(xian)公(gong)(gong)司(si)、山(shan)東(dong)萊蕪金雷風電科(ke)技(ji)股(gu)(gu)(gu)份(fen)(fen)有(you)(you)(you)(you)限(xian)(xian)(xian)公(gong)(gong)司(si)、成都運(yun)達科(ke)技(ji)股(gu)(gu)(gu)份(fen)(fen)有(you)(you)(you)(you)限(xian)(xian)(xian)公(gong)(gong)司(si)、福建(jian)廣(guang)生堂藥業(ye)(ye)股(gu)(gu)(gu)份(fen)(fen)有(you)(you)(you)(you)限(xian)(xian)(xian)公(gong)(gong)司(si)、北(bei)京漢邦(bang)高科(ke)數(shu)字(zi)技(ji)術股(gu)(gu)(gu)份(fen)(fen)有(you)(you)(you)(you)限(xian)(xian)(xian)公(gong)(gong)司(si)、北(bei)京康(kang)斯特儀表科(ke)技(ji)股(gu)(gu)(gu)份(fen)(fen)有(you)(you)(you)(you)限(xian)(xian)(xian)公(gong)(gong)司(si)、河(he)南清水源科(ke)技(ji)股(gu)(gu)(gu)份(fen)(fen)有(you)(you)(you)(you)限(xian)(xian)(xian)公(gong)(gong)司(si)、廣(guang)州鵬輝能源科(ke)技(ji)股(gu)(gu)(gu)份(fen)(fen)有(you)(you)(you)(you)限(xian)(xian)(xian)公(gong)(gong)司(si)、廣(guang)州航新(xin)(xin)航空科(ke)技(ji)股(gu)(gu)(gu)份(fen)(fen)有(you)(you)(you)(you)限(xian)(xian)(xian)公(gong)(gong)司(si)、寧波美(mei)康(kang)生物(wu)科(ke)技(ji)股(gu)(gu)(gu)份(fen)(fen)有(you)(you)(you)(you)限(xian)(xian)(xian)公(gong)(gong)司(si)、上海普麗(li)盛包(bao)裝股(gu)(gu)(gu)份(fen)(fen)有(you)(you)(you)(you)限(xian)(xian)(xian)公(gong)(gong)司(si)、廣(guang)州市浩云安防科(ke)技(ji)股(gu)(gu)(gu)份(fen)(fen)有(you)(you)(you)(you)限(xian)(xian)(xian)公(gong)(gong)司(si)、南京全信(xin)傳輸科(ke)技(ji)股(gu)(gu)(gu)份(fen)(fen)有(you)(you)(you)(you)限(xian)(xian)(xian)公(gong)(gong)司(si)、寧波鮑(bao)斯能源裝備股(gu)(gu)(gu)份(fen)(fen)有(you)(you)(you)(you)限(xian)(xian)(xian)公(gong)(gong)司(si)、廣(guang)州博濟(ji)醫藥生物(wu)技(ji)術股(gu)(gu)(gu)份(fen)(fen)有(you)(you)(you)(you)限(xian)(xian)(xian)公(gong)(gong)司(si)、北(bei)京雙杰電氣股(gu)(gu)(gu)份(fen)(fen)有(you)(you)(you)(you)限(xian)(xian)(xian)公(gong)(gong)司(si)、保定樂凱新(xin)(xin)材料股(gu)(gu)(gu)份(fen)(fen)有(you)(you)(you)(you)限(xian)(xian)(xian)公(gong)(gong)司(si)。
面(mian)對打新投(tou)資者(zhe)的(de)摩拳(quan)擦掌,上(shang)述剛拿到“準生(sheng)證”的(de)公司迅速披露(lu)了(le)發(fa)行日程安排。截(jie)至(zhi)記者(zhe)發(fa)稿時,上(shang)述30家企(qi)業(ye)均已披露(lu)上(shang)網發(fa)行日期,且都安排在本周(zhou)內完成。
通過對(dui)歷史數據的統計(ji),《每日經(jing)濟新聞(wen)》記者發現,本周(zhou)30只新股申購將創出A股史上最密(mi)集(ji)的新股發行(xing)潮(chao),單周(zhou)發行(xing)數量居首。
自2014年IPO開閘以來(lai),當年共(gong)有(you)125家企業(ye)完成IPO發(fa)行(xing),月均11只新股(gu)申購(gou);而進入2015年后,IPO單周(zhou)發(fa)行(xing)數量屢創歷史新高,已從此前每(mei)周(zhou)“20+”飆升至“30+”的規格(ge)。
隨著(zhu)新股“準生證”的批(pi)量(liang)下發(fa),準上(shang)市(shi)公司融資規模也在提升。《每日經濟新聞(wen)》記(ji)者注意(yi)到(dao),2015年1月集中(zhong)發(fa)行的22只新股共計(ji)募資112億(yi)元;2月單周24只新股共計(ji)募資137.02億(yi)元,而本批(pi)次30家企業募投項目(mu)總投入高(gao)達185.41億(yi)元,較此(ci)前數據增加明顯。
4月17日資金面改善
本周30只新股登(deng)陸(lu)資本市(shi)場,一位券商分析師(shi)對《每(mei)日經(jing)濟新聞》記者表(biao)示,每(mei)當(dang)新股準(zhun)備發行時,二級市(shi)場往往都要受到波及。
《每日經濟新聞》記者注意到(dao),在(zai)近幾次新股(gu)集(ji)中發行之前,A股(gu)市(shi)(shi)場(chang)大多出現調(diao)整(zheng);隨著新股(gu)陸續發行,二(er)級(ji)市(shi)(shi)場(chang)走勢變得相對(dui)平(ping)穩;最后,伴隨申購(gou)資(zi)金(jin)的解凍和(he)回(hui)流,市(shi)(shi)場(chang)整(zheng)體走勢也(ye)逐漸回(hui)暖。
2015年(nian)1月底,證(zheng)監會迅速發(fa)(fa)布了24家(jia)公司IPO發(fa)(fa)行批(pi)文,這批(pi)新(xin)股于2月第二周(zhou)扎堆申購。值(zhi)得注(zhu)意的是,1月末到(dao)2月初的兩周(zhou)時(shi)間(jian)里,滬指累計下(xia)跌約(yue)10個百分點。不過,2月9日、10日,IPO發(fa)(fa)行洪峰(feng)正式到(dao)來后(hou),滬指恰好于此時(shi)企穩回(hui)升,表現出明顯的先抑后(hou)揚(yang)情形。
從(cong)本(ben)周新股發行的(de)具體安排來看(kan),漢邦高科(ke)(300449)將于(yu)本(ben)周一(4月13日)率先開啟網上申購,這部分(fen)打(da)新資金要等到(dao)本(ben)周四(4月16日)方可解凍(dong)。
需要(yao)特(te)別(bie)提(ti)醒的(de)是,大豪科技(603025)、珍寶島(603567)、曲美(mei)股份(603818)等24只新股將于4月14日(ri)(周(zhou)二)~15日(ri)(周(zhou)三)集中發行(xing),事實上(shang),這兩日(ri)也是本周(zhou)A股市場資金最緊(jin)張的(de)兩天(tian)。
國泰君安研報(bao)指出,預計(ji)本次IPO預計(ji)凍(dong)結資(zi)金(jin)2.66萬億(yi)(yi)元,申購日高峰是4月(yue)14日、15日,分(fen)別有15只和9只新股發行,累計(ji)凍(dong)結資(zi)金(jin)預計(ji)將(jiang)分(fen)別達1.4萬億(yi)(yi)元和2.3萬億(yi)(yi)元,直到4月(yue)17日集中解凍(dong),A股資(zi)金(jin)面才會明顯改善。
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