东方早报记者 杜琴庆
本周(8月22日-8月28日)解禁压力再度缓解。据Wind资讯统计,本周解禁股份数总额为55.84亿股,较上周下降41.4%;以上周五收盘价计,解禁市值为511.66亿元,较上周下降53.1%。
从解禁股份数和解禁市值来看,本周排名前三位的为本钢板材(7.46,0.00,0.00%)、民生银行(7.36,0.00,0.00%)和新兴铸管(12.69,0.00,0.00%)。本钢板材本期解禁数为20亿股,市值约为149亿元;民生银行的解禁数为9.28亿股,市值约为68亿元,并实现全流通;新兴铸管本周解禁数为3亿股,解禁市值约为38亿元。
除民生银行外,本周实现全流通的还有津劝业(4.52,0.00,0.00%)、刚泰控股、郑州煤电(8.90,0.00,0.00%)、太龙药业(6.64,0.00,0.00%)、ST梅雁(3.16,0.00,0.00%)、福日电子(5.68,0.00,0.00%)、福建水泥(6.68,0.00,0.00%)、英力特(17.73,0.00,0.00%)、上海三毛(7.51,0.00,0.00%)和中远航运(11.17,0.00,0.00%)这10家公司。
虽然限售股解禁压力大为缓解,但市场资金压力仍难言乐观。基金追踪机构EPFR Global发布的最新报告指出,截至8月19日的当周,全球新兴市场股票基金共流出资金9.46亿美元,是自2008年12月第二周以来资金流出规模最大的一周。其中,中国股票基金的表现是自2008年第一季度以来最糟糕的一周。
EPFR称,全球投资者对所持中国概念股进行获利回吐的原因,是担心中国银行(4.07,0.00,0.00%)业上半年大量发放的贷款的质量问题。
所谓中国股票基金,是指投向中国概念股的全球基金,而非A股股票型基金。