摩罗星 发表于 2009-8-12 19:23

<P class=MsoNormal style="MARGIN: 0cm 0cm 0pt"><B style="mso-bidi-font-weight: normal"><SPAN style="FONT-FAMILY: 宋体; mso-ascii-font-family: ''Times New Roman''; mso-hansi-font-family: ''Times New Roman''">宏图高科(</SPAN><SPAN lang=EN-US><FONT face="Times New Roman">600122</FONT></SPAN></B><B style="mso-bidi-font-weight: normal"><SPAN style="FONT-FAMILY: 宋体; mso-ascii-font-family: ''Times New Roman''; mso-hansi-font-family: ''Times New Roman''">):参股金融</SPAN><SPAN lang=EN-US><FONT face="Times New Roman">+</FONT></SPAN></B><B style="mso-bidi-font-weight: normal"><SPAN style="FONT-FAMILY: 宋体; mso-ascii-font-family: ''Times New Roman''; mso-hansi-font-family: ''Times New Roman''">资产注入</SPAN></B></P>
<P class=MsoNormal style="MARGIN: 0cm 0cm 0pt"><B style="mso-bidi-font-weight: normal"><SPAN style="FONT-FAMILY: 宋体; mso-ascii-font-family: ''Times New Roman''; mso-hansi-font-family: ''Times New Roman''">导火线:</SPAN></B><SPAN style="FONT-FAMILY: 宋体; mso-ascii-font-family: ''Times New Roman''; mso-hansi-font-family: ''Times New Roman''">近日来,沪深两市在冲高之后步入调整,而受益于光大证券</SPAN><SPAN lang=EN-US><FONT face="Times New Roman">IPO</FONT></SPAN><SPAN style="FONT-FAMILY: 宋体; mso-ascii-font-family: ''Times New Roman''; mso-hansi-font-family: ''Times New Roman''">带来的估值提升,近期参股券商相关个股的市场表现持续活跃,纷纷逆势上扬,后市该类个股的市场表现值得期待,如宏图高科(</SPAN><SPAN lang=EN-US><FONT face="Times New Roman">600122</FONT></SPAN><SPAN style="FONT-FAMILY: 宋体; mso-ascii-font-family: ''Times New Roman''; mso-hansi-font-family: ''Times New Roman''">)。</SPAN></P>
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<P class=MsoNormal style="MARGIN: 0cm 0cm 0pt"><B style="mso-bidi-font-weight: normal"><SPAN style="FONT-FAMILY: 宋体; mso-ascii-font-family: ''Times New Roman''; mso-hansi-font-family: ''Times New Roman''">投资亮点:</SPAN><SPAN lang=EN-US><o:p></o:p></SPAN></B></P>
<P class=MsoNormal style="MARGIN: 0cm 0cm 0pt"><SPAN lang=EN-US><FONT face="Times New Roman">1</FONT></SPAN><SPAN style="FONT-FAMILY: 宋体; mso-ascii-font-family: ''Times New Roman''; mso-hansi-font-family: ''Times New Roman''">、<B style="mso-bidi-font-weight: normal">参股券商:</B>公司持有华泰证券股份有限公司</SPAN><SPAN lang=EN-US><FONT face="Times New Roman">3.28%</FONT></SPAN><SPAN style="FONT-FAMILY: 宋体; mso-ascii-font-family: ''Times New Roman''; mso-hansi-font-family: ''Times New Roman''">的股权,初始投资金额</SPAN><SPAN lang=EN-US><FONT face="Times New Roman">9844.53</FONT></SPAN><SPAN style="FONT-FAMILY: 宋体; mso-ascii-font-family: ''Times New Roman''; mso-hansi-font-family: ''Times New Roman''">万元,</SPAN><SPAN lang=EN-US><FONT face="Times New Roman">08</FONT></SPAN><SPAN style="FONT-FAMILY: 宋体; mso-ascii-font-family: ''Times New Roman''; mso-hansi-font-family: ''Times New Roman''">年获得投资收益</SPAN><SPAN lang=EN-US><FONT face="Times New Roman">3291.90</FONT></SPAN><SPAN style="FONT-FAMILY: 宋体; mso-ascii-font-family: ''Times New Roman''; mso-hansi-font-family: ''Times New Roman''">万元,华泰证券有很大的希望上市。而光大证券最迟将于</SPAN><SPAN lang=EN-US><FONT face="Times New Roman">8</FONT></SPAN><SPAN style="FONT-FAMILY: 宋体; mso-ascii-font-family: ''Times New Roman''; mso-hansi-font-family: ''Times New Roman''">月</SPAN><SPAN lang=EN-US><FONT face="Times New Roman">19</FONT></SPAN><SPAN style="FONT-FAMILY: 宋体; mso-ascii-font-family: ''Times New Roman''; mso-hansi-font-family: ''Times New Roman''">日上市,其发行价格远高于市场的普遍预期,这说明现在的券商股估值不高,还没有被充分挖掘,这将直接提升券商股的估值水平,券商股估值的提升将极大提升公司的股权投资收益水平。</SPAN></P>
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<P class=MsoNormal style="MARGIN: 0cm 0cm 0pt"><SPAN lang=EN-US><FONT face="Times New Roman">2</FONT></SPAN><SPAN style="FONT-FAMILY: 宋体; mso-ascii-font-family: ''Times New Roman''; mso-hansi-font-family: ''Times New Roman''">、<B style="mso-bidi-font-weight: normal">资产注入:</B>今年,公司以</SPAN><SPAN lang=EN-US><FONT face="Times New Roman">7.14</FONT></SPAN><SPAN style="FONT-FAMILY: 宋体; mso-ascii-font-family: ''Times New Roman''; mso-hansi-font-family: ''Times New Roman''">元</SPAN><SPAN lang=EN-US><FONT face="Times New Roman">/</FONT></SPAN><SPAN style="FONT-FAMILY: 宋体; mso-ascii-font-family: ''Times New Roman''; mso-hansi-font-family: ''Times New Roman''">股非公开发行</SPAN><SPAN lang=EN-US><FONT face="Times New Roman">1.25</FONT></SPAN><SPAN style="FONT-FAMILY: 宋体; mso-ascii-font-family: ''Times New Roman''; mso-hansi-font-family: ''Times New Roman''">亿股完成。公司向三胞集团、南京盛亚、江苏苏豪和银威利等四家发行</SPAN><SPAN lang=EN-US><FONT face="Times New Roman">8040.2</FONT></SPAN><SPAN style="FONT-FAMILY: 宋体; mso-ascii-font-family: ''Times New Roman''; mso-hansi-font-family: ''Times New Roman''">万股股票,募资总额</SPAN><SPAN lang=EN-US><FONT face="Times New Roman">89250</FONT></SPAN><SPAN style="FONT-FAMILY: 宋体; mso-ascii-font-family: ''Times New Roman''; mso-hansi-font-family: ''Times New Roman''">万元。通过非公开发行股票,控股股东三胞集团所从事的</SPAN><SPAN lang=EN-US><FONT face="Times New Roman"> IT </FONT></SPAN><SPAN style="FONT-FAMILY: 宋体; mso-ascii-font-family: ''Times New Roman''; mso-hansi-font-family: ''Times New Roman''">连锁业务全部注入上市公司,有利于公司将</SPAN><SPAN lang=EN-US><FONT face="Times New Roman">IT </FONT></SPAN><SPAN style="FONT-FAMILY: 宋体; mso-ascii-font-family: ''Times New Roman'';
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