一日內23家公司大股東高管增持 彰顯對未來發展信心

分析(xi)師(shi)表示，目前偏低的股價(jia)，也(ye)給足了增(zeng)持(chi)理由

據(ju)《證券日報》記者統計，昨日有23家上市(shi)公司發布了實(shi)際控(kong)制人、控(kong)股股東、高管等(deng)增(zeng)持的(de)公告。

從增(zeng)持的(de)(de)(de)時間來看，中國武夷的(de)(de)(de)第(di)一(yi)大股(gu)(gu)東(dong)(dong)、奧特佳的(de)(de)(de)大股(gu)(gu)東(dong)(dong)、濱江集團的(de)(de)(de)控股(gu)(gu)股(gu)(gu)東(dong)(dong)、齊星鐵塔(ta)的(de)(de)(de)控股(gu)(gu)股(gu)(gu)東(dong)(dong)、曠達科(ke)技的(de)(de)(de)控股(gu)(gu)股(gu)(gu)東(dong)(dong)一(yi)致行動人以及中國西電的(de)(de)(de)控股(gu)(gu)股(gu)(gu)東(dong)(dong)等均(jun)在1月27日(ri)“抄底(di)”了(le)自(zi)家(jia)股(gu)(gu)票。

從增(zeng)持(chi)(chi)(chi)金(jin)額(e)(e)來看，中(zhong)國(guo)西(xi)電(dian)排名靠前(qian)。1月(yue)27日(ri)(ri)晚間，中(zhong)國(guo)西(xi)電(dian)發(fa)布公(gong)(gong)告稱，公(gong)(gong)司控(kong)股(gu)股(gu)東西(xi)電(dian)集(ji)團于(yu)1月(yue)25日(ri)(ri)至27日(ri)(ri)通過(guo)定(ding)向資產(chan)管理(li)計(ji)劃累計(ji)增(zeng)持(chi)(chi)(chi)公(gong)(gong)司股(gu)份924.78萬股(gu)，占公(gong)(gong)司總(zong)股(gu)本的0.18%，累計(ji)增(zeng)持(chi)(chi)(chi)金(jin)額(e)(e)5000萬元(yuan)。同(tong)時面對近期股(gu)票市場的異常波動，基于(yu)對公(gong)(gong)司未(wei)來發(fa)展(zhan)前(qian)景(jing)的信心(xin)以(yi)及公(gong)(gong)司價(jia)值(zhi)的認可，為(wei)促進公(gong)(gong)司持(chi)(chi)(chi)續、穩定(ding)、健(jian)康發(fa)展(zhan)和維護(hu)投(tou)資者(zhe)利益，西(xi)電(dian)集(ji)團擬在未(wei)來6個月(yue)內(自本次增(zeng)持(chi)(chi)(chi)之日(ri)(ri)起算)繼續通過(guo)定(ding)向資產(chan)管理(li)計(ji)劃增(zeng)持(chi)(chi)(chi)公(gong)(gong)司股(gu)份，累計(ji)增(zeng)持(chi)(chi)(chi)金(jin)額(e)(e)不(bu)超過(guo)2億元(yuan)(含本次增(zeng)持(chi)(chi)(chi)金(jin)額(e)(e)).

中(zhong)國武夷(yi)(yi)的第一大股(gu)(gu)(gu)(gu)(gu)東(dong)福(fu)建(jian)(jian)建(jian)(jian)工(gong)(gong)(gong)集團總(zong)公(gong)司(si)(以下簡稱(cheng)：福(fu)建(jian)(jian)建(jian)(jian)工(gong)(gong)(gong))，“抄底”金(jin)(jin)額也(ye)不落(luo)后。據(ju)公(gong)司(si)公(gong)告顯示，2016年1月(yue)27日，中(zhong)國武夷(yi)(yi)收到通(tong)知，福(fu)建(jian)(jian)建(jian)(jian)工(gong)(gong)(gong)于2016年1月(yue)27日，通(tong)過深圳證(zheng)券(quan)交易所(suo)證(zheng)券(quan)交易系統增(zeng)(zeng)持(chi)(chi)(chi)了公(gong)司(si)部分普通(tong)股(gu)(gu)(gu)(gu)(gu)股(gu)(gu)(gu)(gu)(gu)票(piao)，增(zeng)(zeng)持(chi)(chi)(chi)均價為(wei)14.12元/股(gu)(gu)(gu)(gu)(gu)，增(zeng)(zeng)持(chi)(chi)(chi)股(gu)(gu)(gu)(gu)(gu)份數為(wei)303.17萬股(gu)(gu)(gu)(gu)(gu)，增(zeng)(zeng)持(chi)(chi)(chi)金(jin)(jin)額約為(wei)4282.2萬元。在此(ci)次增(zeng)(zeng)持(chi)(chi)(chi)之(zhi)后，福(fu)建(jian)(jian)建(jian)(jian)工(gong)(gong)(gong)持(chi)(chi)(chi)有中(zhong)國武夷(yi)(yi)的股(gu)(gu)(gu)(gu)(gu)份數變(bian)為(wei)1.23億股(gu)(gu)(gu)(gu)(gu)，此(ci)前(qian)為(wei)1.19億股(gu)(gu)(gu)(gu)(gu)，占(zhan)總(zong)股(gu)(gu)(gu)(gu)(gu)本(ben)比例從(cong)30.68%增(zeng)(zeng)加至31.46%。

而(er)從高管增(zeng)持(chi)情(qing)況來看，沃(wo)森(sen)生(sheng)物的(de)副(fu)(fu)董(dong)事長(chang)、運營(ying)總(zong)監、營(ying)銷總(zong)監在近期也在增(zeng)持(chi)自家股(gu)票(piao)。根據公(gong)告顯示，公(gong)司的(de)副(fu)(fu)董(dong)事長(chang)陳爾佳自今年(nian)1月19日至(zhi)1月27日增(zeng)持(chi)210.1萬股(gu)、運營(ying)總(zong)監周九(jiu)平1月25日增(zeng)持(chi)5000股(gu)、王偉軍1月25日增(zeng)持(chi)4100股(gu)。

對于(yu)上述情況，有(you)分析人士對《證(zheng)券日報》記者表示，控股(gu)股(gu)東(dong)以及高管等出手增持，彰顯他(ta)們對公司的信心(xin)，同(tong)時，目前公司股(gu)價(jia)較(jiao)低，也給足了他(ta)們增持的理由。

465家公司獲重要股東增持逾17億股

截至1月(yue)27日收盤，今年1月(yue)份(fen)兩市共有596家上市公(gong)司(si)的(de)重(zhong)要(yao)股(gu)(gu)(gu)東(dong)進(jin)(jin)行了增減持(chi)(chi)(chi)(chi)股(gu)(gu)(gu)份(fen)。其中，重(zhong)要(yao)股(gu)(gu)(gu)東(dong)進(jin)(jin)行增持(chi)(chi)(chi)(chi)的(de)上市公(gong)司(si)有465家，增持(chi)(chi)(chi)(chi)17.1億股(gu)(gu)(gu)；減持(chi)(chi)(chi)(chi)的(de)有131家，減持(chi)(chi)(chi)(chi)4.9億股(gu)(gu)(gu)。總體(ti)看，重(zhong)要(yao)股(gu)(gu)(gu)東(dong)進(jin)(jin)行增持(chi)(chi)(chi)(chi)的(de)上市公(gong)司(si)遠遠多于(yu)減持(chi)(chi)(chi)(chi)的(de)公(gong)司(si)。

增持行為更加積極

1月份(fen)有(you)重(zhong)要股(gu)(gu)東進行增(zeng)(zeng)持(chi)的上市(shi)公司達465家，合計(ji)增(zeng)(zeng)持(chi)股(gu)(gu)份(fen)數(shu)量為(wei)(wei)17.1億股(gu)(gu)，參考市(shi)值合計(ji)為(wei)(wei)206.3億元，平(ping)(ping)均每家上市(shi)公司被(bei)增(zeng)(zeng)持(chi)約(yue)(yue)368萬股(gu)(gu)，增(zeng)(zeng)持(chi)股(gu)(gu)份(fen)平(ping)(ping)均市(shi)值約(yue)(yue)為(wei)(wei)4436萬元。

重(zhong)要股(gu)(gu)(gu)東增持股(gu)(gu)(gu)份(fen)(fen)數量(liang)(liang)居前幾位的上(shang)(shang)市(shi)(shi)公(gong)司有(you)成都(dou)路橋、海南航(hang)空、圍海股(gu)(gu)(gu)份(fen)(fen)、勝(sheng)利精密等，增持股(gu)(gu)(gu)份(fen)(fen)數量(liang)(liang)都(dou)在(zai)6000萬股(gu)(gu)(gu)以上(shang)(shang)。被增持股(gu)(gu)(gu)份(fen)(fen)在(zai)1000萬股(gu)(gu)(gu)以上(shang)(shang)的上(shang)(shang)市(shi)(shi)公(gong)司共有(you)48家。

1月份(fen)被重要(yao)股(gu)(gu)東(dong)減(jian)持的上(shang)(shang)市公司共有131家，合(he)計減(jian)持股(gu)(gu)份(fen)數為(wei)4.9億股(gu)(gu)，參考市值合(he)計為(wei)85.64億元。被減(jian)持數居前(qian)四位的上(shang)(shang)市公司是龐(pang)大集(ji)團、中毅達、盈方微、德豪潤達，減(jian)持量都在(zai)3000萬(wan)股(gu)(gu)以上(shang)(shang)。被減(jian)持股(gu)(gu)份(fen)在(zai)1000萬(wan)股(gu)(gu)以上(shang)(shang)的上(shang)(shang)市公司有16家。

1月份(fen)大(da)盤以下跌為主(zhu)，但重(zhong)要股(gu)(gu)東(dong)增(zeng)(zeng)(zeng)持(chi)(chi)股(gu)(gu)份(fen)仍(reng)大(da)大(da)多于減(jian)持(chi)(chi)股(gu)(gu)份(fen)，無論是(shi)涉及上(shang)市(shi)(shi)公(gong)(gong)司(si)的(de)(de)數量(liang)，還是(shi)增(zeng)(zeng)(zeng)減(jian)持(chi)(chi)股(gu)(gu)份(fen)的(de)(de)數量(liang)，都是(shi)如(ru)此(ci)。重(zhong)要股(gu)(gu)東(dong)積(ji)極(ji)增(zeng)(zeng)(zeng)持(chi)(chi)的(de)(de)行(xing)為或許表明，隨著股(gu)(gu)市(shi)(shi)的(de)(de)下跌，不少上(shang)市(shi)(shi)公(gong)(gong)司(si)的(de)(de)長線投資(zi)價值(zhi)正在(zai)體現出來。如(ru)界龍(long)實業(ye)第一大(da)股(gu)(gu)東(dong)上(shang)海界龍(long)集團有限(xian)公(gong)(gong)司(si)1月27日通過上(shang)海證(zheng)券交(jiao)易(yi)(yi)所交(jiao)易(yi)(yi)系統(tong)增(zeng)(zeng)(zeng)持(chi)(chi)了公(gong)(gong)司(si)部分(fen)股(gu)(gu)份(fen)，并表示，基于對上(shang)市(shi)(shi)公(gong)(gong)司(si)未來發展前景的(de)(de)信心及維(wei)護公(gong)(gong)司(si)股(gu)(gu)價穩定(ding)等因(yin)素，擬在(zai)未來1個(ge)月內(自(zi)本次增(zeng)(zeng)(zeng)持(chi)(chi)之(zhi)日起算)以自(zi)身名義繼續(xu)通過上(shang)海證(zheng)券交(jiao)易(yi)(yi)所交(jiao)易(yi)(yi)系統(tong)增(zeng)(zeng)(zeng)持(chi)(chi)公(gong)(gong)司(si)股(gu)(gu)份(fen)。

增持主力身影顯現

增(zeng)持上市公(gong)司(si)(si)股(gu)份的(de)重(zhong)(zhong)要(yao)股(gu)東主要(yao)是上市公(gong)司(si)(si)的(de)大股(gu)東、上市公(gong)司(si)(si)的(de)高管(guan)、上市公(gong)司(si)(si)的(de)資產(chan)管(guan)理計劃(hua)、各類基金及保險公(gong)司(si)(si)等(deng)。其中，公(gong)司(si)(si)類的(de)重(zhong)(zhong)要(yao)股(gu)東包括控(kong)股(gu)股(gu)東、上市公(gong)司(si)(si)的(de)資產(chan)管(guan)理計劃(hua)、保險公(gong)司(si)(si)等(deng)。

根據統計(ji)(ji)，在近(jin)(jin)日重要(yao)股(gu)東的交易明細中，總(zong)共(gong)發生(sheng)1442次增(zeng)持(chi)(chi)行為(wei)，增(zeng)持(chi)(chi)量(liang)(liang)合計(ji)(ji)為(wei)17.82億股(gu)。其中，公(gong)(gong)司(si)類股(gu)東的增(zeng)持(chi)(chi)行為(wei)有406次，增(zeng)持(chi)(chi)股(gu)份達到14.37億股(gu)，占比(bi)達到八(ba)成以(yi)上(shang)(shang)；上(shang)(shang)市公(gong)(gong)司(si)高管的增(zeng)持(chi)(chi)行為(wei)達到930次，增(zeng)持(chi)(chi)股(gu)份合計(ji)(ji)為(wei)2.1億股(gu)，占比(bi)為(wei)11.78%；其他個人股(gu)東的增(zeng)持(chi)(chi)次數為(wei)106次，增(zeng)持(chi)(chi)股(gu)份合計(ji)(ji)為(wei)1.36億股(gu)，占比(bi)為(wei)7.63%。可見，控股(gu)股(gu)東、資(zi)管計(ji)(ji)劃(hua)、保險公(gong)(gong)司(si)等是近(jin)(jin)期股(gu)票(piao)增(zeng)持(chi)(chi)的主要(yao)力(li)量(liang)(liang)，而高管增(zeng)持(chi)(chi)次數多，積極影響(xiang)很大，正引導投(tou)資(zi)者認識上(shang)(shang)市公(gong)(gong)司(si)的價(jia)值。

另外，重要股(gu)東1月(yue)份(fen)發生的減(jian)持(chi)行為總共有292次(ci)，減(jian)持(chi)股(gu)份(fen)合(he)計為5.46億(yi)股(gu)。具體來看(kan)，控股(gu)股(gu)東、資(zi)管計劃、各類(lei)基(ji)金及保險公司等(deng)減(jian)持(chi)次(ci)數為55次(ci)，減(jian)持(chi)股(gu)份(fen)合(he)計為3.64億(yi)股(gu)，占減(jian)持(chi)總量的比例為66.7%；高管減(jian)持(chi)次(ci)數為204次(ci)，減(jian)持(chi)股(gu)份(fen)合(he)計為1.18億(yi)股(gu)，占比為21%多(duo)；其他個人(ren)股(gu)東減(jian)持(chi)33次(ci)，合(he)計減(jian)持(chi)股(gu)份(fen)6430萬(wan)股(gu)，占比為11%多(duo)。