股市资讯 | 中国铁塔(0788)昨日路演, 拟融资至多681亿港元

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美股

截至北京时间7月24日凌晨,美国股市周一小幅走高,金融类股上涨,投资者消化了企业盈利的利好消息。

截止收盘,标普500指数收盘上涨5.15点,涨幅0.18%,报2806.98点;纳斯达克指数收盘上涨21.70点,涨幅0.28%,报7841.87点;道琼斯指数收盘下跌13.80点,跌幅0.06%,报25044.29点。

特斯拉(TSLA)公司成为人们关注的焦点,在报道称该公司要求供应商退款后,股价也陷入了沉重的打击。

宏观基本面:

周末举行的20国集团财长与央行行长会议在贸易开放方面未能取得大的进展,因为美国与欧盟官员均坚持各自的立场。投资者一直担心,美国和其他主要贸易伙伴之间的争端可能演变成一场全面的贸易战,损害经济增长和投资。

焦点股关注:

谷歌(GOOG)母公司Alphabet收涨1.22%,该公司将在周一收盘后发布财报。

特斯拉(TSLA)收跌3.18%。据报道该公司竟要求供应商退还部分产品销售款。特斯拉将在8月1日公布业绩。今年迄今该股已累计下跌3.2%,7月累计下跌了12%。

金融股成为市场亮点,整个板块涨幅为1.02%。摩根大通(JPM) 上涨1.86%,美国银行 (BAC) 上涨2.06%,富国银行 (WFC) 上涨2.82%。

   

港股

北京时间7月23日,恒指周一高开0.26%,报28298点;大市早盘高开后快速掉头向下,随即再次逐步拉升,盘中最低见28091点,最高报28391点。

截至收盘,恒指涨0.11%,报28256点;国企指数涨0.46%,报10731点;红筹指数涨0.56%,报4244点;大市全天成交839亿港元。

沪港通资金流向方面,沪股通净流出2.8亿,港股通(沪)净流入为16.4亿;

深港通资金流向方面,深股通净流入3.35亿,港股通(深)净流入为11.83亿。

焦点股关注:

受内地疫苗事件影响,生物医药股多数下跌,截至收盘,中国生物制药(1177)跌2.4%;复星医药(2196)跌2.69%;上海医药(2607)跌1.9%;金斯瑞生物科技(1548)报20.2港元;药明生物(2269)逆市涨2.23%,报80.15港元。

水泥基建板块大幅上涨,截至收盘,华润水泥(1313)涨6.56%;海螺水泥(0914)涨3.54%;中国建材(3323)涨2.66%;中国铁建(1186)涨6.72%;中国交通建设(1800)涨4.62%。

中国铁塔(0788):昨日路演,8月8日上市

中国铁塔昨日举行路演,一共发售约431.15亿H股,集资最多约681亿港元,上市时间为8月8日。中国铁塔95%为国际发售,5%是公开发售,每股招股价由1.26港元至1.58港元,一手2000股入场费为3191.84港元,中金及高盛为联合保荐人。

据初步招股文件显示,中国铁塔表明上市后将采纳派息比率最少五成的政策。以中国铁塔去年的每股盈利0.015元人民币(约0.017港元)以及招股价下限1.26港元计,其股息率约不足1厘。派息亦远低过市场上众多「高息股」,翻查多只公用股或信託的股息率,股息率普遍都有3厘到4厘,若与其大股东中移动相比,情况更为悬殊,中移动去年派息3次,共6.405港元,用昨日收市价69.15港元计算,股息率高达9.26厘。

中国铁塔募资最多681亿港元,将会成为全球近4年的募资最多的新股。公司今次上市引入10位基础投资者,一共认购14.24亿美元(约111.1亿港元)。其中高瓴资本认购4亿美元(约31.2亿港元),OZ Funds认购3亿美元(约23.4亿港元),阿里巴巴的旗下淘宝中国、中石油及Invus Public Equity各自认购1亿美元(约7.8亿港元)。

另外,内地三大电信运营商中移动、中国联通以及中电信作为主要股东兼公司主要客户,在公司上市后将分别佔股权约28.5%、21.1%及20.9%.
 

中国A股

北京时间7月23日,周一两市低开后,一路震荡上行,午后基建板块成上涨主力军,沪指重回2850点,市场做多氛围持续回升。

截止收盘,沪指报2859.54点,涨1.07%,深成指报9314.30点,涨0.68%。

从盘面上,国防军工、水泥、钢铁居板块涨幅榜前列,生物制品、化学制药、医药商业居板块跌幅榜前列。

宏观基本面:

离岸人民币兑美元急跌,半小时跌超150点,报6.8306。

中国央行:向金融机构投放5020亿为期一年的中期贷款(MLF),利率不变

中国央行周一表示,将通过一年期中期贷款安排(MLF)向金融机构发放人民币5020亿元(合743.6亿美元),利率不变。一年期人民币存款基准利率为3.30%,与此前一年期人民币存款基准利率持平。

这一举措出乎市场人士的意料,因为没有MLF贷款将于周一到期。在现有贷款到期的当天,央行通常会通过MLF贷款注入流动性。

热点板块:

因受到军工企业入围第三批混改试点消息影响,国防军工板块一路高走,全天领涨两市,航天动力(600343)、雷科防务(002413)、天海防务(300008)涨停,中航电子(600372)、中航电机、中航高科(600862)、中直股份(600038)、中航飞机(000768)等个股均有不俗表现。

水泥板块持续走强,表现活跃,华新水泥(600801)涨停,万年青(000789)、福建水泥(600802)、冀东水泥(000401)、上峰水泥(000672)、天山股份(000877)、四川双马(000935)等个股均有不同程度上涨。

钢铁股快速走强,板块个股全线拉升,新钢股份(600782)一度触及涨停,柳钢股份(601003)、三钢闽光(002110)、华菱钢铁(000932)、安阳钢铁(600569)、八一钢铁(600581)等个股均有不俗表现。
来源:东方财富网,新浪财经,同花顺,21世纪经济报道,彭博,华尔街见闻,辉立证券

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