国家大基金拟再次减持芯片龙头超12亿

中证报2021-05-18

32万股东难眠！国家大基金抛出减持计划，目标是这只世界排名第三的芯片龙头股长电科技5月17日晚间公告，第一大股东、国家集成电路产业投资基金股份有限公司（简称“国家大基金”）拟减持公司股份不超过约3559万股，计划减持比例不超过2%。截至5月17日收盘，长电科技涨0.97%，报35.25元/股，最新市值为627亿元，截至一季度末共有32万股东。按最新股价计算，上述减持量对应市值为12.55亿元。来源...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

maigis
2021-05-18
maigis
国家大基金割韭菜，谁赞成，谁反对
小虎发财
2021-05-18
小虎发财
👀
- 十八顺:
  前景这么好，还减持 [惊讶] [惊讶] [惊讶]
- 小虎发财:
  👍
求金
2021-05-18
求金
[暗中观察]
LiuTian
2021-05-18
LiuTian
科技股差不多了吧，应该要反弹了吧
- 求金:
  [强]

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2136955208?lang=zh_CN&edition=full","thumbnail":"https://static.tigerbbs.com/6fbf01f7f05b8e19310c373e91afb92e","is_english":false,"pubTime":"2021-05-18 09:12","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2136955208","market":"hk","top_or_hot":-1,"title":"国家大基金拟再次减持芯片龙头超12亿","media":"中证报","content":"<div>\n<p>32万股东难眠！国家大基金抛出减持计划，目标是这只世界排名第三的芯片龙头股长电科技5月17日晚间公告，第一大股东、国家集成电路产业投资基金股份有限公司（简称“国家大基金”）拟减持公司股份不超过约3559万股，计划减持比例不超过2%。截至5月17日收盘，长电科技涨0.97%，报35.25元/股，最新市值为627亿元，截至一季度末共有32万股东。按最新股价计算，上述减持量对应市值为12.55亿元。来源...</p>\n\n<a href=\"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/s/2021-05-17/doc-ikmyaawc5894524.shtml\">网页链接</a>\n\n</div>\n","source":"sina_symbol","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>国家大基金拟再次减持芯片龙头超12亿</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n国家大基金拟再次减持芯片龙头超12亿\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-18 09:12 北京时间&nbsp;&nbsp;&nbsp;<a href=https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/s/2021-05-17/doc-ikmyaawc5894524.shtml><strong>中证报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>32万股东难眠！国家大基金抛出减持计划，目标是这只世界排名第三的芯片龙头股长电科技5月17日晚间公告，第一大股东、国家集成电路产业投资基金股份有限公司（简称“国家大基金”）拟减持公司股份不超过约3559万股，计划减持比例不超过2%。截至5月17日收盘，长电科技涨0.97%，报35.25元/股，最新市值为627亿元，截至一季度末共有32万股东。按最新股价计算，上述减持量对应市值为12.55亿元。来源...</p>\n\n<a href=\"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/s/2021-05-17/doc-ikmyaawc5894524.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"600584","symbol_name":"长电科技","start_time":0,"source_url":"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/s/2021-05-17/doc-ikmyaawc5894524.shtml","article_id":"2136955208","we_media_id":null,"thumbnails":["https://static.tigerbbs.com/6fbf01f7f05b8e19310c373e91afb92e"],"rights":{"source":"sina_symbol","url":"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/s/2021-05-17/doc-ikmyaawc5894524.shtml","rn_cache_url":null,"customStyle":"body{padding-top:10px;}.title{#titleStyle#}a{#lv2TextColor#}.extra-info, .source{#sourceStyle#;}","selectors":".module-article, article","filters":"header, .voice2, .tags, #norm_qrcode_link_auto, .unfold-box, .action","directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2136955208","pubTimestamp":1621300331,"columns":[],"sourceInfo":{"source_id":"sina_symbol","name":"新浪媒体新闻"},"weMediaInfo":null,"summary":"国家大基金抛出减持计划，目标是这只世界排名第三的芯片龙头股长电科技5月17日晚间公告，第一大股东、国家集成电路产业投资基金股份有限公司拟减持公司股份不超过约3559万股，计划减持比例不超过2%。2020年9月1日晚间，长电科技披露大基金减持计划，9月2日公司股价下跌8.43%，9月3日微跌0.24%，9月4日上涨1.06%。对于大基金新一轮减持计划，国家大基金目前持股数量2.72亿股，占公司总股本15.31%。","collect":0,"end_time":0,"defaultTopTitle":"sina.cn","property":[],"viewcount":null,"language":"zh","relate_stocks":{"159813":"芯片","600584":"长电科技"},"translate_title":"The National Large Fund plans to reduce its chip leader again by more than 1.2 billion","themeId":null,"isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/4d4c65b6b0e35d95bf1f5138c871b490","symbols_score_info":{"159813":0.9,"600584":0.9},"content_text":"32万股东难眠！国家大基金抛出减持计划，目标是这只世界排名第三的芯片龙头股长电科技5月17日晚间公告，第一大股东、国家集成电路产业投资基金股份有限公司（简称“国家大基金”）拟减持公司股份不超过约3559万股，计划减持比例不超过2%。截至5月17日收盘，长电科技涨0.97%，报35.25元/股，最新市值为627亿元，截至一季度末共有32万股东。按最新股价计算，上述减持量对应市值为12.55亿元。来源：公告大基金第二次减持长电科技国家大基金是在2017年长电科技发行股份购买资产以及2018年非公开发行股份过程中，取得长电科技的股份。其中1.3亿股股份已经在2020年6月19日解除限售。根据长电科技公告，在2020年10月至2021年1月，国家大基金已经减持了公司3205.73万股股份，占公司总股本2%，减持价格区间36.89-48.02元/股，减持总金额13.43亿元。国家大基金持股数量从3.05亿股下降到2.72亿股，持股比例从19%下降到17%。从2020年10月1日至2021年1月31日，长电科技股价表现尚可，累计涨了13.89%。不过，从短线来看，上一轮减持计划披露后，公司股价出现波动。2020年9月1日晚间，长电科技披露大基金减持计划，9月2日公司股价下跌8.43%，9月3日微跌0.24%，9月4日上涨1.06%。对于大基金新一轮减持计划，国家大基金目前持股数量2.72亿股，占公司总股本15.31%。拟自2021年5月18日起15个交易日后的180日内，以集中竞价交易方式减持不超过 3559.11万股，占公司总股本的2%，且在任意连续90日内，减持股份的总数不超过公司总股本1%。来源：Wind业绩增长超预期在芯片缺货季之中，长电科技所在芯片封测行业也充分受益于高景气周期。从收入规模来看，长电科技已成为世界排名第三、中国大陆排名第一的封装测试企业。长电科技近期发布的2020年年报和2021年一季报均显示出公司盈利能力持续提升。2020年，长电科技实现营收264.64亿元，同比增长12.49%；归母净利润13.04亿元，同比增长1371.17%。公司2021年一季度实现营收67.12亿元，同比增长17.59%；归母净利润3.86亿元，同比增长188.68%。公司在业绩说明会上表示，芯片短缺是产业循环正常的规律，也反映了集成电路产业正在蓬勃发展，在整个产业链中发挥越来越重要的作用。2018年，长电科技曾以14.89元/股价格非公开发行2.43亿股股票、募集资金36亿元，国家大基金曾参与认购1.75亿股，认购金额26亿元。当时参与认购的还有中芯国际旗下的芯电半导体。2021年4月，长电科技完成了新一轮非公开发行，发行价格为28.3元/股，发行规模1.77亿股，定增募资总额达50亿元。长电科技这一次定增，国家大基金没有参与，但是吸引了国内外多家的头部投资机构的踊跃参与， 超过一半的募资额是来自于诸如阿布扎比主权财富基金、JP摩根、广发基金、兴证全球基金、平安保险资管，新华保险资管、大家保险资管、正心谷等国内外的头部投资机构。长电科技在业绩说明会上表示，本次非公开发行成功引入了海外主权财富基金、公募基金、保险公司、证券公司、QFII、知名私募及高净值个人投资者等，体现了长电科技多元化的投资者结构，是公司在新管理层领导下持续兑现业绩的强劲基本面和行业龙头地位获市场高度认可的直接反映。国家大基金近期密集减持多家A股公司在大基金减持计划中国家大基金在2021年4月9日、4月12日共合计减持了中芯国际港股1亿股，持有权益股份数目占比从2021年初10.21%降至4月12日的8.93%，共套现约25.8亿港元。2021年上半年，国家大基金已连续减持了晶方科技、兆易创新，此外，安集科技、北斗星通、长川科技都已经在大基金的减持计划之中。据悉，2019至2024年是国家大基金一期的投资回收期，因此国家大基金对芯片股的减持、退出动作大概率仍将继续。目前大基金仍持有中芯国际、安集科技、兆易创新、晶方科技、长电科技、三安光电、长川科技、北方华创、通富微电、纳思达、太极实业、汇顶科技、国科微、景嘉微、芯朋微、华润微、瑞芯微、沪硅产业、赛微电子、雅克科技、芯原股份、北斗星通、万业企业等23家A股公司。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":195565113,"gmtCreate":1621302467032,"gmtModify":1634192629280,"author":{"id":"3574303298498844","authorId":"3574303298498844","name":"maigis","avatar":"https://static.tigerbbs.com/1d3cdf4124d95b8b66db647d3a424254","vip":1,"crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3574303298498844","idStr":"3574303298498844"},"htmlText":"国家大基金割韭菜，谁赞成，谁反对","listText":"国家大基金割韭菜，谁赞成，谁反对","text":"国家大基金割韭菜，谁赞成，谁反对","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/195565113","repostId":2136955208,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":195537093,"gmtCreate":1621301128312,"gmtModify":1634192650306,"author":{"id":"3580132759340438","authorId":"3580132759340438","name":"小虎发财","avatar":"https://static.tigerbbs.com/7758d82b7ce140a2a1274568eb8f1f6b","vip":1,"crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3580132759340438","idStr":"3580132759340438"},"htmlText":"👀","listText":"👀","text":"👀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/195537093","repostId":2136955208,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":4362237,"gmtCreate":1621304314422,"gmtModify":1635406838938,"authorId":3501998685270291,"author":{"id":3501998685270291,"idStr":"3501998685270291","authorId":3501998685270291,"name":"十八顺","avatar":"https://static.tigerbbs.com/65272cb112539122118d0010eda02867","vip":1,"crmLevel":6,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":195537093,"type":1,"supId":0,"prevId":0,"content":"前景这么好，还减持 [惊讶] [惊讶] [惊讶]","text":"前景这么好，还减持 [惊讶] [惊讶] [惊讶]","html":"前景这么好，还减持 [惊讶] [惊讶] [惊讶]"},{"id":4362897,"gmtCreate":1621307969120,"gmtModify":1635406782165,"authorId":3580132759340438,"author":{"id":3580132759340438,"idStr":"3580132759340438","authorId":3580132759340438,"name":"小虎发财","avatar":"https://static.tigerbbs.com/7758d82b7ce140a2a1274568eb8f1f6b","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":195537093,"type":1,"supId":4362237,"prevId":0,"content":"👍","text":"👍","html":"👍"}],"langContent":"EN"},{"id":195594335,"gmtCreate":1621300609227,"gmtModify":1634192658248,"author":{"id":"3573168884997306","authorId":"3573168884997306","name":"求金","avatar":"https://static.tigerbbs.com/869d585d3a198da2a97a46b697e6c522","vip":1,"crmLevel":5,"crmLevelSwitch":0,"authorIdStr":"3573168884997306","idStr":"3573168884997306"},"htmlText":"[暗中观察]&nbsp;","listText":"[暗中观察]&nbsp;","text":"[暗中观察]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/195594335","repostId":2136955208,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":195598740,"gmtCreate":1621300478480,"gmtModify":1634192660841,"author":{"id":"3581557349980222","authorId":"3581557349980222","name":"LiuTian","avatar":"https://static.tigerbbs.com/26e31c8a1ae031b5f4299991fffdd5b6","vip":1,"crmLevel":3,"crmLevelSwitch":0,"authorIdStr":"3581557349980222","idStr":"3581557349980222"},"htmlText":"科技股差不多了吧，应该要反弹了吧","listText":"科技股差不多了吧，应该要反弹了吧","text":"科技股差不多了吧，应该要反弹了吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/195598740","repostId":2136955208,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":4361300,"gmtCreate":1621300631026,"gmtModify":1635406927382,"authorId":3573168884997306,"author":{"id":3573168884997306,"idStr":"3573168884997306","authorId":3573168884997306,"name":"求金","avatar":"https://static.tigerbbs.com/869d585d3a198da2a97a46b697e6c522","vip":1,"crmLevel":5,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":195598740,"type":1,"supId":0,"prevId":0,"content":"[强]","text":"[强]","html":"[强]"}],"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":8,"commentSize":4,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.30.0","shortVersion":"4.30.0","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2136955208"}