近日,蘇州(zhou)銀行(xing)、紅塔證券(quan)獲得IPO批文,上市銀行(xing)和上市券(quan)商隊伍將再迎新成(cheng)員,年內IPO金融股將增(zeng)至7只。其(qi)中,5只為銀行(xing)股,占比七成(cheng)。
年內(nei),A股已(yi)有50家新(xin)股上(shang)市(shi),券(quan)(quan)商(shang)承(cheng)(cheng)銷保薦費(fei)“落袋(dai)為安”,25家券(quan)(quan)商(shang)共計收入22億元(yuan),與去(qu)年同期相比基本持平(ping)。其(qi)中,中信證(zheng)(zheng)券(quan)(quan)以5.3億元(yuan)居首。年內(nei)已(yi)上(shang)市(shi)的5家金融機構中,中信證(zheng)(zheng)券(quan)(quan)、招商(shang)證(zheng)(zheng)券(quan)(quan)分別為2家公司擔任(ren)承(cheng)(cheng)銷商(shang),算上(shang)即(ji)將上(shang)市(shi)的蘇(su)州銀行,那(nei)么招商(shang)證(zheng)(zheng)券(quan)(quan)“獨攬(lan)”3單項目(mu)。
上市銀行、上市券商
各迎一名新成員
5月(yue)17日,證監(jian)會核(he)發3家(jia)企業IPO批(pi)文(wen),3家(jia)企業分(fen)別是紅塔(ta)證券股(gu)份(fen)(fen)有限公(gong)司(si)(si),蘇州(zhou)銀行(xing)股(gu)份(fen)(fen)有限公(gong)司(si)(si),廣東(dong)因(yin)賽品牌營銷集(ji)團股(gu)份(fen)(fen)有限公(gong)司(si)(si)。
其(qi)中,蘇(su)州銀(yin)行(xing)即(ji)將成為A股(gu)(gu)(gu)(gu)(gu)第33家上市(shi)(shi)銀(yin)行(xing);紅(hong)塔(ta)證券(quan)(quan)將成為今年首(shou)家過會且發行(xing)的證券(quan)(quan)公司,也是第36家A股(gu)(gu)(gu)(gu)(gu)上市(shi)(shi)券(quan)(quan)商。根(gen)據招股(gu)(gu)(gu)(gu)(gu)說明書,蘇(su)州銀(yin)行(xing)此(ci)次(ci)擬登陸深交(jiao)所中小板,首(shou)次(ci)公開發行(xing)人(ren)民幣(bi)(bi)普(pu)通股(gu)(gu)(gu)(gu)(gu)股(gu)(gu)(gu)(gu)(gu)票不超過10億股(gu)(gu)(gu)(gu)(gu);紅(hong)塔(ta)證券(quan)(quan)此(ci)次(ci)擬登陸上交(jiao)所主(zhu)板,首(shou)次(ci)公開發行(xing)人(ren)民幣(bi)(bi)普(pu)通股(gu)(gu)(gu)(gu)(gu)股(gu)(gu)(gu)(gu)(gu)票不超過3.64億股(gu)(gu)(gu)(gu)(gu)。值得關注的是,蘇(su)州銀(yin)行(xing)此(ci)次(ci)A股(gu)(gu)(gu)(gu)(gu)IPO由(you)招商證券(quan)(quan)、東吳證券(quan)(quan)聯合(he)保薦。如果算上年內已經上市(shi)(shi)的5只(zhi)金融(rong)股(gu)(gu)(gu)(gu)(gu),招商證券(quan)(quan)已參與3只(zhi)金融(rong)股(gu)(gu)(gu)(gu)(gu)的IPO承(cheng)銷保薦。
此次(ci)獲IPO批(pi)文的(de)3家企業當(dang)中有2家是金(jin)融(rong)(rong)股,而今年(nian)以來已經(jing)有青(qing)農商行(xing)(xing)、西(xi)安銀行(xing)(xing)、華(hua)林證券、青(qing)島(dao)銀行(xing)(xing)、紫(zi)金(jin)銀行(xing)(xing)相繼上(shang)(shang)市,金(jin)融(rong)(rong)股上(shang)(shang)市步(bu)伐加(jia)快(kuai)。以今年(nian)一季度為區間來看(kan),A股募(mu)資規(gui)模(mo)排在(zai)前五的(de)大部分都是金(jin)融(rong)(rong)股,其中包括(kuo)青(qing)農商行(xing)(xing)、西(xi)安銀行(xing)(xing)、青(qing)島(dao)銀行(xing)(xing),募(mu)資額分別(bie)為22億元、20.8億元、20.38億元。與去年(nian)同期相比,行(xing)(xing)業分布變化不大,但在(zai)募(mu)資規(gui)模(mo)上(shang)(shang)縮水。
紅塔證(zheng)(zheng)(zheng)券(quan)2018年年報(bao)顯示,報(bao)告期內,公司實(shi)現營(ying)業收(shou)入12.01億(yi)元,同(tong)(tong)比(bi)增(zeng)(zeng)加7.83%;利潤總額5.15億(yi)元,同(tong)(tong)比(bi)增(zeng)(zeng)加5.87%;凈利潤3.92億(yi)元,同(tong)(tong)比(bi)增(zeng)(zeng)加6.52%,逆勢(shi)實(shi)現營(ying)收(shou)凈利雙雙微增(zeng)(zeng)。目前還有4家券(quan)商正在IPO審核狀態(tai)中(zhong),分別是中(zhong)泰證(zheng)(zheng)(zheng)券(quan)、國聯(lian)證(zheng)(zheng)(zheng)券(quan)、中(zhong)銀國際、東(dong)莞證(zheng)(zheng)(zheng)券(quan)。其中(zhong),國聯(lian)證(zheng)(zheng)(zheng)券(quan)和(he)東(dong)莞證(zheng)(zheng)(zheng)券(quan)處(chu)于(yu)“中(zhong)止審查”階段。
券商獲IPO承銷費22億元
中信證券居首
同花(hua)順iFinD數據顯示,截至(zhi)5月17日(ri),共有(you)(you)50家(jia)新(xin)股上市(shi),承(cheng)銷商募資規模為473億元。其中,中信(xin)證券(quan)承(cheng)銷保薦(jian)9單(dan)IPO項(xiang)目(mu)居首位,其次(ci)是中信(xin)建(jian)投證券(quan)持(chi)有(you)(you)4單(dan)。招商證券(quan)、中金公司、東興證券(quan)、長江證券(quan),分別(bie)持(chi)有(you)(you)3單(dan)。
從(cong)首(shou)發項(xiang)目承銷(xiao)保薦收入方(fang)面來看,中信證券、長江證券、中信建投依(yi)次位居前三(san),分(fen)別為5.3億(yi)元(yuan)(yuan)(yuan)、2.1億(yi)元(yuan)(yuan)(yuan)、1.7億(yi)元(yuan)(yuan)(yuan)。另(ling)外,招(zhao)商證券年(nian)內首(shou)發項(xiang)目承銷(xiao)收入也突破1億(yi)元(yuan)(yuan)(yuan)。25家券商共計收入22億(yi)元(yuan)(yuan)(yuan),與去年(nian)同期相比(bi)基本持平。
從數據來看,中(zhong)信證(zheng)券(quan)投行業(ye)務優勢穩(wen)固(gu)。值得(de)關(guan)注的(de)是(shi),一季度(du)上市(shi)的(de)募資(zi)規模較大的(de)新(xin)股,其(qi)中(zhong)有3家(jia)為(wei)(wei)(wei)(wei)中(zhong)信證(zheng)券(quan)保薦的(de)項目(mu),包括青島銀行、青島港、西安銀行。以(yi)中(zhong)信證(zheng)券(quan)一季度(du)業(ye)績表現為(wei)(wei)(wei)(wei)例,今年一季度(du),公(gong)司投行業(ye)務凈收(shou)入為(wei)(wei)(wei)(wei)9.89億(yi)(yi)元(yuan)(yuan),同比增(zeng)長34.38%。一季度(du),其(qi)股債承(cheng)銷規模為(wei)(wei)(wei)(wei)2240億(yi)(yi)元(yuan)(yuan),同比增(zeng)長35.63%。其(qi)中(zhong),IPO承(cheng)銷金額(e)為(wei)(wei)(wei)(wei)53億(yi)(yi)元(yuan)(yuan),排名行業(ye)第一。
除(chu)了(le)自(zi)營業(ye)(ye)(ye)務(wu)之外(wai)(wai),投行(xing)(xing)(xing)業(ye)(ye)(ye)務(wu)也是今年一季(ji)度(du)(du)券商(shang)業(ye)(ye)(ye)績的(de)一大亮(liang)點(dian)。中信(xin)證券、申(shen)萬宏(hong)源、廣發證券、國(guo)泰君安(an)等券商(shang)均(jun)在(zai)(zai)投行(xing)(xing)(xing)業(ye)(ye)(ye)務(wu)上(shang)有出(chu)色表現(xian)。今年一季(ji)度(du)(du),上(shang)市券商(shang)實現(xian)投行(xing)(xing)(xing)業(ye)(ye)(ye)務(wu)收(shou)(shou)(shou)(shou)入(ru)(ru)63億元,同比(bi)增(zeng)長9%,占總收(shou)(shou)(shou)(shou)入(ru)(ru)比(bi)例(li)為7%。總體來看(kan),受一季(ji)度(du)(du)自(zi)營收(shou)(shou)(shou)(shou)入(ru)(ru)大幅提升的(de)影響,投行(xing)(xing)(xing)收(shou)(shou)(shou)(shou)入(ru)(ru)占比(bi)有顯著下滑。從單個券商(shang)投行(xing)(xing)(xing)業(ye)(ye)(ye)務(wu)占比(bi)的(de)角(jiao)度(du)(du)來看(kan),中信(xin)建(jian)投投行(xing)(xing)(xing)收(shou)(shou)(shou)(shou)入(ru)(ru)占比(bi)保持上(shang)市券商(shang)領(ling)先,一季(ji)度(du)(du)達(da)到21%。另外(wai)(wai),從項目儲備的(de)角(jiao)度(du)(du)來看(kan),截至今年一季(ji)度(du)(du)末,中信(xin)建(jian)投在(zai)(zai)審IPO數目位于行(xing)(xing)(xing)業(ye)(ye)(ye)第一,項目儲備豐富。
今(jin)年(nian)一級市場的(de)重(zhong)(zhong)頭戲在(zai)科(ke)創(chuang)板(ban)(ban)(ban)。科(ke)創(chuang)板(ban)(ban)(ban)開(kai)板(ban)(ban)(ban)之(zhi)際,不少(shao)附(fu)合科(ke)創(chuang)板(ban)(ban)(ban)上市標準的(de)公司轉道科(ke)創(chuang)板(ban)(ban)(ban)上市,投中集(ji)團研究預計,科(ke)創(chuang)板(ban)(ban)(ban)今(jin)年(nian)將貢獻100家上市公司,幾乎是(shi)(shi)2018年(nian)全年(nian)A股IPO數量。東方證券(quan)(quan)分析師(shi)唐(tang)子佩認為,科(ke)創(chuang)板(ban)(ban)(ban)是(shi)(shi)2019年(nian)的(de)市場焦點,也是(shi)(shi)券(quan)(quan)商板(ban)(ban)(ban)塊重(zhong)(zhong)要催化劑(ji)。金融業供給側(ce)改革的(de)浪潮之(zhi)下,直(zhi)接融資面(mian)臨(lin)更加廣闊的(de)發展機(ji)遇,券(quan)(quan)商投行作為直(zhi)接融資的(de)重(zhong)(zhong)要中介方,有望獲得更多的(de)業務機(ji)遇。
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