1月3日,上市一周年的迎來首發限售股份解禁,因部分股東自愿鎖定,實際解禁股份合計為億股,占總股本的%,波及市值超70億元。

On january 3, the first anniversary of the listing ushered in the release of restricted shares, because some shareholders voluntarily locked in, the actual release of 100 million shares, accounting for% of the total share capital, affecting market value of more than 7 billion yuan.

  除了紫金銀行外,記者統計上市銀行公告發現,2020年將超過15家銀行面臨解禁壓力,市值近2000億元。這意味著今年銀行板塊的解禁潮或將成為影響股價的另一重大因素。在面臨銀行股破凈的壓力下,上市銀行高管和股東是否會再次自掏腰包出手,傳遞積極信號,以及公司股價能否穩定仍待觀察。

In addition to Zijin Bank, the reporter statistics listed bank announcement found that in 2020, more than 15 banks will face pressure to lift the ban, with a market value of nearly 200 billion yuan. This means that this year's release of the banking sector could be another big factor in the share price. It remains to be seen whether listed bank executives and shareholders will pay their own way again, sending a positive signal, and whether the company's share price will be stable, under pressure from bank stocks.

  其實,按照紫金銀行最初的公告,該行解禁的股數為億股,占總股本的六成,涉及股東數量達到387家,總計解禁市值超過百億元。相較而言,最新公告顯示紫金銀行解禁規?s水近38%,但因其基數過大,1月3日開盤股價低開%。截至收盤,紫金銀行跌幅為%。

In fact, according to the original announcement of Zijin Bank, the bank lifted the ban on 100 million shares, accounting for 60% of the total share capital, involving 387 shareholders, a total market value of more than 10 billion yuan. In contrast, the latest announcement showed that zijin's release of the ban shrank by nearly 38%, but opened low on january 3rd as its base was too large. Zijin Bank was down% at the close.

  除紫金銀行外,2019年12月底,多家銀行已經渡過一輪解禁壓力。一位銀行業分析人士告訴記者,對于上市銀行股價影響最為深刻的是在于首發限售股解禁和定向增發限售股解禁,主要是看解禁股數占盤子的份額,從股市反饋來看尚屬“有驚無險”,市場心理包袱不大。

In addition to Zijin Bank, in late December 2019, a number of banks have passed a round of release pressure. A banking analyst told reporters that the most profound impact on the share price of listed banks is the release of the first restricted shares and targeted additional restricted shares, mainly to see the number of shares in the plate, from the stock market feedback is still \"no surprise \", the market psychological burden is small.

  譬如在去年12月31日上市流通的A股股份,上市流通的限售股為紅獅控股集團有限公司持有的公司首次公開發行限售股,共計億股,占公司股本總數的%,鎖定期為其股份在浙江股權托管服務有限公司完成登記之日起5年。的首次公開發行限售股,共計萬股也同日上市流通,占其股本總數的%。

For example, the A-share listed in circulation on December 31 last year, the restricted stock listed in circulation is the initial public offering restricted stock of the company held by Hongshi Holdings Ltd., a total of 100 million shares, or% of the total share capital of the company, with a lock-in period of five years from the date of completion of registration of its shares in Zhejiang Stock Trust Service Co., Ltd. A total of 10,000 shares were listed on the same day, or% of the total share capital.

  隨后,就在元旦當日,央行降準釋放8000億元禮包維護市場流動性,引導融資成本下行。此次降準,有助于推動銀行資金成本下行,也有助于滿足1月繳稅、專項債發行、春節等因素帶來的流動性需求。銀河證券投資顧問段智超分析認為,短期來說降準會直接利好銀行股,間接利好券商板塊。

Subsequently, on New Year's Day, the central bank reduced the release of 800 billion yuan gift package to maintain market liquidity, leading the downward financing costs. The cut will help drive down the cost of bank capital and help meet liquidity needs from january taxes, special debt issuance and the spring festival. Yinhe Securities Investment Advisor Duan Zhichao analysis that the short-term decline will be directly good banking stocks, indirectly good brokerage sector.

  此外,首席策略師張玉龍認為,元旦期間央行降準存在四重方面意義。具體來看,第一是對沖銀行存量貸款換錨的影響,降低銀行的成本,保證銀行業和金融體系穩定;第二補充春節的流動性,保證流動性充裕穩定;第三配合專項債等逆周期調節工具的發行,促進逆周期調節;第四A股將繼續大幅度上漲,地產、建材、建筑和券商、銀行等“周期 金融”是最占優的品種。

In addition, chief strategist Zhang Yulong believes that during the New Year's Day, the central bank cut has four aspects of significance. In particular, the first is to hedge the impact of bank stock loans to change anchors, reduce the cost of banks to ensure the stability of the banking and financial system; the second is to replenish the liquidity of the Spring Festival to ensure sufficient and stable liquidity; the third is to cooperate with the issuance of counter-cyclical adjustment tools such as special debt to promote counter-cyclical adjustment; and the fourth A shares will continue to rise substantially, with \"cyclical finance\" such as real estate, building materials, construction and brokerages and banks being the most dominant variety.

  記者統計上市銀行公告發現,2020年將超過15家銀行面臨解禁壓力,市值近2000億元。諸如、、等股份行,、、、等城農商行,以及的解禁日期臨近,解禁股數約為74億。

Reporters statistics listed bank announcement found that in 2020, more than 15 banks will face release pressure, market value of nearly 200 billion yuan. Such as,, and other joint-stock banks, such as,,, and other urban agricultural firms, as well as the release date is approaching, the number of shares released is about 7.4 billion.

  自2019年以來,已有多家上市銀行啟動了穩定股價的相關措施,包括、渝農商行、浙商銀行等銀行大股東或高管紛紛出手增持。

Since 2019, a number of listed banks have launched measures to stabilize their share prices, including major shareholders or executives of banks such as Yunong Commercial Bank and Zhejiang Commercial Bank.

  2019年12月31日晚間,浙商銀行穩定股價方案出爐,董事、高管履行增持義務,再度“加持”股價。公告稱,自2020年1月1日起6個月內,公司13名高管將以不少于上一年度自公司領取薪酬(稅后)15%的自有資金,增持公司A股股份,增持金額合計不低于萬元。

On the evening of december 31,2019, zhejiang bank's plan to stabilize its share price came out, with directors and executives fulfilling their obligations to increase their holdings and \"boost\" their shares again. The announcement said that within six months from January 1,2020, the company's 13 executives would increase their A-share of the company by not less than 15 per cent of their own capital from the company in the previous year (after tax), to a total of not less than 10,000 yuan.

  值得注意的是,在當年12月20日,浙商銀行尚未觸發穩定股價條件,就率先披露了高管自愿增持計劃,該行11名高管擬以自有資金不少于1200萬元自愿增持公司A股股份,目前正在實施過程中。對于此番增持,浙商銀行相關人士表示,“基于對本公司未來發展前景的信心和對本公司成長價值的認可,積極穩定本公司A股股價”。

It is worth noting that on december 20th, before triggering stable stock price conditions, zhejiang bank took the lead in disclosing its voluntary increase in senior executives'plans, and 11 of the bank's executives intend to voluntarily increase their shares of the company's a-share with their own capital of not less than 12 million yuan, which is now being implemented. In response to the increase, the bank said that \"based on confidence in the company's future prospects and recognition of the company's growth value, actively stabilize the company's A-share price.\"

  1月2日,重慶農村商業銀行公布,本行部分總行管理人員擬自愿增持本行股份。截至2019年12月31日,共61位管理人員已自愿增持本行股份。本次增持實施期間,上述人員通過上交所交易系統以集中競價交易方式累計增持本行A股股份萬股,成交價格區間為每股人民幣元至元,增持總金額萬元,資金來源均為自有資金。

On January 2, the Chongqing Rural Commercial Bank announced that some of the bank's head office managers were willing to increase their shares. As of December 31,2019, a total of 61 managers had voluntarily increased their holdings. During the implementation of the increase, the above-mentioned personnel through the Shanghai Stock Exchange trading system in the form of centralized bidding to increase the bank's A-share total of 10,000 shares, the transaction price range of RMB yuan to yuan per share, the total amount of 10,000 yuan, the source of funds are own funds.

  以過去一年的統計數據分析,2019年集中增持自家銀行股份的高管大約有12家銀行。包括招行、浦發、平安、上海、杭州、成都、貴陽、吳江等銀行。若以高管增持金額排名來看,高管合計增持萬股,金額接近4000萬元,位居上市銀行首位。

According to statistics from the past year, there are roughly 12 banks that focused on increasing their stakes in their banks in 2019. including China Merchants Bank, Pudong Development, Ping an, Shanghai, Hangzhou, Chengdu, Guiyang, Wu Jiang and other banks. In terms of the number of senior executives added to the ranking, the total number of senior executives added 10,000 shares, the amount of nearly 40 million yuan, ranked first listed banks.

  一方面銀行業績不斷回暖,高管增持顯示對行業發展的信心外,其次的原因還在于銀行股股價處于破凈狀況。據記者不完全統計,目前、成都銀行、、、吳江銀行等10余家上市銀行因為破凈觸發了穩定股價條件,超過20家上市銀行已經破凈,多家股價處于凈資產附近。上述分析人士認為其中一個原因在于監管對銀行業充實資本金的要求,在提升抗風險能力的背景下,資本金積累在資產負債表上,從而導致每股凈資產的抬升。

On the one hand, the bank's performance has been warming up, and the increase of senior executives shows confidence in the development of the industry, and the second reason is that the bank share price is in a broken position. According to the reporter's incomplete statistics, at present, the Bank of Chengdu, , Wujiang Bank and so on more than 10 listed banks because of breaking net trigger stable share price conditions, more than 20 listed banks have broken down, Many share prices are near net assets. One of the reasons that analysts believe is the regulatory requirement for the full capital fund of the banking industry. In the background of improving the anti-risk ability, the capital fund accumulates on the balance sheet, which leads to the rise of net assets per share.

  “在國內經濟持續下行的背景下,銀行板塊估值缺乏向上彈性,但目前板塊估值較低。此外,海外資金持續流入銀行板塊也是對長期確定性配置價值的肯定!币晃蝗A東銀行業分析師說。

``In the context of continuous downturn of domestic economy, the bank sector valuation lacks upward elasticity, but the current sector valuation is relatively low. In addition, the continuous inflow of overseas funds into the banking sector is also a recognition of the value of long-term deterministic allocation. ``An East China banking analyst said.


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