每(mei)經編輯｜每(mei)經記(ji)者 謝宏辰(chen)    

◎每經記者 謝宏辰

自(zi)2000年(nian)上市(shi)以來，凌鋼股(gu)份（600231，收(shou)盤價5.27元）雖然也數次實施(shi)過(guo)10轉3的分配(pei)方案，但公(gong)(gong)司尚沒有推出過(guo)備(bei)受市(shi)場青睞的高送轉方案。今日（3月24日），公(gong)(gong)司公(gong)(gong)告將向(xiang)全體股(gu)東每10股(gu)轉增(zeng)9股(gu)送1股(gu)并派0.2元（含稅）。

三名(ming)增(zeng)發股東收(shou)“紅包”

今(jin)日(ri)凌(ling)鋼股(gu)份發(fa)布(bu)公(gong)(gong)告稱，擬以2015年12月(yue)31日(ri)總股(gu)本12.6億股(gu)為(wei)基(ji)數，向(xiang)全體股(gu)東每10股(gu)派發(fa)現金(jin)股(gu)利(li)0.2元(yuan)（含(han)稅），派發(fa)股(gu)票股(gu)利(li)1股(gu)（含(han)稅）；以資本公(gong)(gong)積金(jin)向(xiang)全體股(gu)東每10股(gu)轉(zhuan)增9股(gu)。該提案已于3月(yue)23日(ri)通過(guo)了公(gong)(gong)司董(dong)事會的審議，下(xia)一步還需要提交公(gong)(gong)司2015年度(du)股(gu)東大會進行審議。

此(ci)外(wai)公(gong)司還(huan)披露，公(gong)司董(dong)事及(ji)控股股東凌鋼集(ji)團在(zai)董(dong)事會審議此(ci)次(ci)分配議案前6個月內(nei)(nei)所持股份(fen)未發生變動。截至目前，公(gong)司也(ye)沒有(you)收到董(dong)事在(zai)未來6個月內(nei)(nei)的增減(jian)持股份(fen)通知。同(tong)時凌鋼集(ji)團聲明，未來6個月內(nei)(nei)無增減(jian)持公(gong)司股份(fen)的計劃。

《每(mei)日(ri)經濟新聞》記(ji)者注意到(dao)，公司(si)自(zi)2000年登(deng)陸(lu)A股(gu)(gu)(gu)市(shi)(shi)場以來，此次(ci)公司(si)計劃進行每(mei)10股(gu)(gu)(gu)轉增9股(gu)(gu)(gu)送1股(gu)(gu)(gu)的高送轉方(fang)案在(zai)公司(si)上市(shi)(shi)后還(huan)是(shi)首次(ci)。值(zhi)得一提的是(shi)，有三名2015年12月才通過增發(fa)方(fang)式進入的股(gu)(gu)(gu)東，在(zai)成為公司(si)股(gu)(gu)(gu)東后不久便收到(dao)了公司(si)派發(fa)的高送轉“紅(hong)包”。

2015年(nian)2月(yue)3日(ri)，公(gong)(gong)(gong)(gong)司(si)(si)發(fa)布(bu)(bu)非(fei)公(gong)(gong)(gong)(gong)開發(fa)行股(gu)(gu)(gu)(gu)票預(yu)案，擬向(xiang)(xiang)(xiang)華(hua)富基金(jin)管(guan)理有(you)限公(gong)(gong)(gong)(gong)司(si)(si)、廣(guang)發(fa)基金(jin)管(guan)理有(you)限公(gong)(gong)(gong)(gong)司(si)(si)及宏運(yun)(yun)（深(shen)圳(zhen)）資本有(you)限公(gong)(gong)(gong)(gong)司(si)(si)3名交(jiao)易對方定向(xiang)(xiang)(xiang)發(fa)行4.56億(yi)股(gu)(gu)(gu)(gu)股(gu)(gu)(gu)(gu)票。2015年(nian)12月(yue)12日(ri)，公(gong)(gong)(gong)(gong)司(si)(si)發(fa)布(bu)(bu)發(fa)行情況報告書，宣布(bu)(bu)定向(xiang)(xiang)(xiang)增發(fa)事宜完(wan)成。公(gong)(gong)(gong)(gong)告顯示，公(gong)(gong)(gong)(gong)司(si)(si)向(xiang)(xiang)(xiang)華(hua)富基金(jin)管(guan)理有(you)限公(gong)(gong)(gong)(gong)司(si)(si)、廣(guang)發(fa)基金(jin)管(guan)理有(you)限公(gong)(gong)(gong)(gong)司(si)(si)、宏運(yun)(yun)（深(shen)圳(zhen)）資本有(you)限公(gong)(gong)(gong)(gong)司(si)(si)分別非(fei)公(gong)(gong)(gong)(gong)開發(fa)行股(gu)(gu)(gu)(gu)份2.5億(yi)股(gu)(gu)(gu)(gu)、9112萬股(gu)(gu)(gu)(gu)和1.14億(yi)股(gu)(gu)(gu)(gu)，這些股(gu)(gu)(gu)(gu)份的限售期為(wei)36個(ge)月(yue)，發(fa)行價為(wei)4.39元/股(gu)(gu)(gu)(gu)。公(gong)(gong)(gong)(gong)司(si)(si)股(gu)(gu)(gu)(gu)價昨日(ri)報收(shou)于5.27元。

2015年靠(kao)補貼扭虧

《每日經濟(ji)新聞》記者注意到(dao)，公(gong)(gong)(gong)司在分(fen)析此次利(li)潤(run)分(fen)配(pei)預(yu)案(an)及公(gong)(gong)(gong)積金(jin)(jin)轉增股本(ben)預(yu)案(an)的(de)(de)(de)合理性與可行性時(shi)表(biao)示(shi)，目前，公(gong)(gong)(gong)司的(de)(de)(de)股本(ben)規模和(he)行業地位極不匹配(pei)，通(tong)過大比例(li)送轉股份，可以增加(jia)公(gong)(gong)(gong)司的(de)(de)(de)注冊資(zi)本(ben)金(jin)(jin)，有利(li)于提高公(gong)(gong)(gong)司產(chan)品的(de)(de)(de)競爭力。此外，公(gong)(gong)(gong)司的(de)(de)(de)未分(fen)配(pei)利(li)潤(run)和(he)資(zi)本(ben)公(gong)(gong)(gong)積金(jin)(jin)較高，具備實施大比例(li)送轉的(de)(de)(de)條件。

不過，記者注意到，受累于鋼鐵(tie)市場不景氣，公司近年來的(de)經營情況并不樂觀(guan)，2015年更是通過高額的(de)補貼資金才得以扭虧(kui)為盈。

公(gong)司2014年(nian)報顯(xian)(xian)示(shi)，當年(nian)公(gong)司實(shi)現(xian)歸屬(shu)于(yu)股東的凈(jing)利潤(run)-7.1億元(yuan)(yuan)(yuan)。公(gong)司2015年(nian)三季報顯(xian)(xian)示(shi)，2015年(nian)1~9月，公(gong)司實(shi)現(xian)歸屬(shu)于(yu)股東的凈(jing)利潤(run)-1.75億元(yuan)(yuan)(yuan)。不過，公(gong)司在(zai)2016年(nian)1月30日發(fa)布(bu)的2015年(nian)業(ye)績(ji)預告顯(xian)(xian)示(shi)，公(gong)司2015年(nian)扭虧為(wei)盈。業(ye)績(ji)預告顯(xian)(xian)示(shi)，公(gong)司在(zai)2015年(nian)收到(dao)朝陽市(shi)財政局下拔給(gei)公(gong)司的研發(fa)費用補(bu)(bu)助(zhu)2.4億元(yuan)(yuan)(yuan)、科(ke)技成(cheng)果(guo)轉化產業(ye)化補(bu)(bu)助(zhu)4200萬(wan)元(yuan)(yuan)(yuan)、引進域外資金獎(jiang)勵(li)6000萬(wan)元(yuan)(yuan)(yuan)、用電補(bu)(bu)貼4.5億元(yuan)(yuan)(yuan)，合計(ji)共7.92億元(yuan)(yuan)(yuan)。上(shang)述政府補(bu)(bu)助(zhu)屬(shu)于(yu)與收益相關的政府補(bu)(bu)助(zhu)，按照會計(ji)準則計(ji)入(ru)營業(ye)外收入(ru)。經財務部門初(chu)步(bu)測算，預計(ji)公(gong)司2015年(nian)經營業(ye)績(ji)與上(shang)年(nian)同期相比(bi)，將實(shi)現(xian)扭虧為(wei)盈，實(shi)現(xian)歸屬(shu)于(yu)上(shang)市(shi)公(gong)司股東的凈(jing)利潤(run)3000萬(wan)~8000萬(wan)元(yuan)(yuan)(yuan)。