回购增持再贷款持续发力，超200亿元额度已“花落”74家上市公司

银柿财经11-08

自10月18日股票回购增持再贷款细则落地以来，运用这一工具的上市公司在持续增多。据银柿财经不完全统计，截至11月8日12时，至少已有74家上市公司发布有关股票回购增持再贷款的相关公告，总额超过200亿元，回购方面，53家上市公司共申请到136.19亿元的贷款额度；增持方面，22家上市公司申请到70.91亿元的贷款额度。其中，中国石化（600028.SH）向中国银行申请了额度9亿元的回购资金贷款支持...

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companies","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"300498":1,"600026":1,"600028":1,"600036":1,"600867":1,"601168":1,"601398":1,"601939":1,"601988":0.9,"601998":1,"002714":1},"content_text":"自10月18日股票回购增持再贷款细则落地以来，运用这一工具的上市公司在持续增多。据银柿财经不完全统计，截至11月8日12时，至少已有74家上市公司发布有关股票回购增持再贷款的相关公告，总额超过200亿元，回购方面，53家上市公司共申请到136.19亿元的贷款额度；增持方面，22家上市公司申请到70.91亿元的贷款额度。其中，中国石化（600028.SH）向中国银行申请了额度9亿元的回购资金贷款支持，其控股股东中国石油化工集团有限公司还向中国银行申请了额度7亿元的增持资金贷款支持。目前，中国石化也是唯一一家两项贷款均参与的上市公司。银柿财经注意到，此次已参与再贷款事宜的74家上市公司，股息率高于“2.25%”借款利率的并非多数，按近12个月的股息率看，仅有27家上市公司符合这一情况。根据央行发布的信息，股票回购增持再贷款的贷款利率原则上不超过2.25%，因此，在业内看来，对于股息率较高且经营稳健的标的而言，公司可通过回购减少分红支出，大股东亦可通过“低息贷款增持高股息资产”的方式套利。从额度绝对值看，回购方面，牧原股份（002714.SZ）向中信银行南阳分行申请到了24亿元的贷款资金专项用于公司股份回购，排名第一，紧随其后的是温氏股份（300498.SZ），其与农业银行签署了《流动资金借款合同》，借款金额不超过10亿元。同时，公司还收到了中国银行出具的《贷款承诺函》，承诺贷款金额不超过10亿元用于回购公司股票。增持方面，中远海能（600026.SH）的间接控股股东中国远洋海运集团有限公司在中国银行上海分行取得了13.58亿元的增持贷款额度，排名第一。额度超过5亿元的还有中国石化控股股东、西部矿业（601168.SH）控股股东及一致行动人、通化东宝（600867.SH）控股股东，申请到的增持资金贷款支持各自达到7亿元、7亿元、5亿元。从企业类型看，参与回购增持再贷款的公司多为私人企业，数量达到48家，占比超过64%，国有企业数量则为24家。在业内看来，对于具有市值管理要求的央国企上市公司，以及持续破净的上市公司来说，可通过回购提振股价。从地域分布看，广东省上市公司参与回购增持再贷款最为积极，数量达到14家。其次是浙江省、山东省、安徽省、江苏省和北京市，各有9家、7家、6家、6家和5家。目前，尚有内蒙古自治区、湖南省、海南省、重庆市、云南省、西藏自治区、陕西省、甘肃省、宁夏回族自治区、新疆维吾尔自治区等10个省市，还暂无上市公司参与上述再贷款。从行业分布看，电力设备行业、交通运输行业参与回购增持再贷款的热情最为高涨，各有11家企业参与其中，紧随其后的是医药生物行业，参与上市公司有6家。此外，农林牧渔、汽车行业参与热情也较高，各有5家公司参与；基础化工、食品饮料、有色金属三个行业，各有4家上市公司参与；电子、房地产、机械设备、轻工制造等行业也各有3家上市公司参与了再贷款。上述12个行业，合计“贡献”了62家上市公司，占比高达84%。银行方面，共11家银行参与了上述上市公司的再贷款项目，参与数量最多的为中国银行（601988.SH）、建设银行（601939.SH）和工商银行（601398.SH），各自达到17家、13家、12家，之后是招商银行（600036.SH）、中信银行（601998.SH），数量各自为9家、7家。","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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