1月3日,上市一周年的迎来首发限售股份解禁,因部分股东自愿锁定,实际解禁股份合计为亿股,占总股本的%,波及市值超70亿元。

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.

  除了紫金银行外,记者统计上市银行公告发现,2020年将超过15家银行面临解禁压力,市值近2000亿元。这意味着今年银行板块的解禁潮或将成为影响股价的另一重大因素。在面临银行股破净的压力下,上市银行高管和股东是否会再次自掏腰包出手,传递积极信号,以及公司股价能否稳定仍待观察。

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.

  其实,按照紫金银行最初的公告,该行解禁的股数为亿股,占总股本的六成,涉及股东数量达到387家,总计解禁市值超过百亿元。相较而言,最新公告显示紫金银行解禁规模缩水近38%,但因其基数过大,1月3日开盘股价低开%。截至收盘,紫金银行跌幅为%。

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.

  除紫金银行外,2019年12月底,多家银行已经渡过一轮解禁压力。一位银行业分析人士告诉记者,对于上市银行股价影响最为深刻的是在于首发限售股解禁和定向增发限售股解禁,主要是看解禁股数占盘子的份额,从股市反馈来看尚属“有惊无险”,市场心理包袱不大。

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,上市流通的限售股为红狮控股集团有限公司持有的公司首次公开发行限售股,共计亿股,占公司股本总数的%,锁定期为其股份在浙江股权托管服务有限公司完成登记之日起5年。的首次公开发行限售股,共计万股也同日上市流通,占其股本总数的%。

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.

  随后,就在元旦当日,央行降准释放8000亿元礼包维护市场流动性,引导融资成本下行。此次降准,有助于推动银行资金成本下行,也有助于满足1月缴税、专项债发行、春节等因素带来的流动性需求。银河证券投资顾问段智超分析认为,短期来说降准会直接利好银行股,间接利好券商板块。

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,首席策略师张玉龙认为,元旦期间央行降准存在四重方面意义。具体来看,第一是对冲银行存量贷款换锚的影响,降低银行的成本,保证银行业和金融体系稳定;第二补充春节的流动性,保证流动性充裕稳定;第三配合专项债等逆周期调节工具的发行,促进逆周期调节;第四A股将继续大幅度上涨,地产、建材、建筑和券商、银行等“周期 金融”是最占优的品种。

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.

  记者统计上市银行公告发现,2020年将超过15家银行面临解禁压力,市值近2000亿元。诸如、、等股份行,、、、等城农商行,以及的解禁日期临近,解禁股数约为74亿。

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年以来,已有多家上市银行启动了稳定股价的相关措施,包括、渝农商行、浙商银行等银行大股东或高管纷纷出手增持。

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日晚间,浙商银行稳定股价方案出炉,董事、高管履行增持义务,再度“加持”股价。公告称,自2020年1月1日起6个月内,公司13名高管将以不少于上一年度自公司领取薪酬(税后)15%的自有资金,增持公司A股股份,增持金额合计不低于万元。

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,在当年12月20日,浙商银行尚未触发稳定股价条件,就率先披露了高管自愿增持计划,该行11名高管拟以自有资金不少于1200万元自愿增持公司A股股份,目前正在实施过程中。对于此番增持,浙商银行相关人士表示,“基于对本公司未来发展前景的信心和对本公司成长价值的认可,积极稳定本公司A股股价”。

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,重庆农村商业银行公布,本行部分总行管理人员拟自愿增持本行股份。截至2019年12月31日,共61位管理人员已自愿增持本行股份。本次增持实施期间,上述人员通过上交所交易系统以集中竞价交易方式累计增持本行A股股份万股,成交价格区间为每股人民币元至元,增持总金额万元,资金来源均为自有资金。

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.

  以过去一年的统计数据分析,2019年集中增持自家银行股份的高管大约有12家银行。包括招行、浦发、平安、上海、杭州、成都、贵阳、吴江等银行。若以高管增持金额排名来看,高管合计增持万股,金额接近4000万元,位居上市银行首位。

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.

  一方面银行业绩不断回暖,高管增持显示对行业发展的信心外,其次的原因还在于银行股股价处于破净状况。据记者不完全统计,目前、成都银行、、、吴江银行等10余家上市银行因为破净触发了稳定股价条件,超过20家上市银行已经破净,多家股价处于净资产附近。上述分析人士认为其中一个原因在于监管对银行业充实资本金的要求,在提升抗风险能力的背景下,资本金积累在资产负债表上,从而导致每股净资产的抬升。

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.

  “在国内经济持续下行的背景下,银行板块估值缺乏向上弹性,但目前板块估值较低。此外,海外资金持续流入银行板块也是对长期确定性配置价值的肯定。”一位华东银行业分析师说。

``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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