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《神州金融》匯金公司首季斥4﹒7億元增持工行中行A股 @ 2012-04-10T11: Back Hot News
Keyword:匯金 中行 增持工行
Concept:增持工行5032萬股 , 一季度匯金增持中行8363萬股匯金增持
據中國證券報分析,中央匯金於今年第一季度再次出手增持內銀,據工行及中行(3988-HK)披露的股權變動情況公告,匯金於第一季度增持工行5,032萬股、中行8,363萬股,按兩行平均價計涉資4.7億元。
雖然獲得匯金增持,不過工行A股仍跌0.23%,至到4.29元,較匯金在首季增持的4.35元平均價,低1.38%;至於另一間獲匯金增持的中行,其A股則升0.67%,至3.02元,較匯金增持的平均價3.01元微漲0.33%。匯金增持工行及中行股份後,分別占持股比例維持在35.43%以及67.63%
【東方日報專訊】中央狠批內銀暴利的言論,震散周四內銀股價。不過,內地傳媒報道,四大行三月份新增信貸達2,946億元(人民幣.下同),以此推算,整體內銀三月新增信貸逾8,000億元,數據較市場預期為佳,加上中央匯金等「國家隊」於首季內斥資近30億元增持工行(01398)及中行(03988)A股。證券界指放寬銀根消息對內銀股價有一定支持。
匯金4.7億人幣增持工行中行
事實上,匯金對於中、工、建、農四大行A股的投資力度一直被視為「國家隊對A股的態度的縮影」。本報記者從四大行年報中發現,2011年四季度匯金增持農行達30963.25萬股,增持中行達14806.8萬股,而增持建行9049.6萬股,增持工行5305.32萬股。
工商銀行、中國銀行披露的股份變動情況公告顯示,一季度匯金公司在二級市場增持工行5032萬股、中行8363萬股,按照一季度兩家銀行的加權平均股價計算,匯金此次增持約耗資4.7億元。分析人士表示,在操作手法上,匯金維持了增持銀行股權的連續性,既說明匯金繼續看好銀行股的長期投資價值,也意味著匯金傾向於認為目前已處於A股市場的底部區域,通過增持提振市場信心。

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