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全面股改开闸第一周,深沪两市40家公司股改方案接踵出炉,在管理层的全力策动下,股改正以出乎市场预料的速度,全速挺进。机构认为首轮40家方案,在试点基础上进一步向纵深发展,有多处突破与创新,对价水平虽与前期相近,但蓝筹公司超出平均水平对价,给市场很好的示范;超越合理对价的公司提供了股改中静态获益的机会;实际减持价格相对净资产折价程度高和补偿率高的公司蕴涵更多的投资机会;短线可以把握从预案复牌日至股权登记日的盈利时机。
In the first week of the comprehensive share reform and opening and closing, the shareholding reform plan of 40 companies in Shenzhen and Shanghai stock exchanges was unveiled one after another. With the full support of the management, the share reform was carried out at full speed beyond the expectation of the market. Institutions believe that the first round of 40 programs, based on the pilot to further development in depth, there are many breakthroughs and innovations, though the price level is similar to the previous period, but the blue chip companies exceed the average price, the market a good demonstration; beyond the reasonable price The Company provided the opportunity of static profit-taking in the share reform; the actual reduction price is higher than the discount of net assets and the company with higher compensation rate implies more investment opportunities; and the short-term can grasp the profit opportunity from the date of resumption of the plan to the record date.