游资新猎场!11只转债罕见同日临停,波动远超正股…警惕:已有公司要求强赎,或致巨亏50%!

  今日超过10家上市公司可转债因价格异动而盘中临停,这种情况非常罕见!

  今日超过10家上市公司可转债因价格异动而盘中临停,这种情况非常罕见!

  1

  罕见!11只可转债同日临停

  8月10日,沪深两市出现11只可转债因涨幅过大被临时停牌。

  深交所的网站当天密密麻麻地发布了一系列可转债盘中临时停牌的公告,数量之多为近年罕见。

  据记者统计,深交所发布临停公告的可转债包括凯发转债、蓝盾转债、特发转债、同德转债、模塑转债、盛路转债、凯龙转债、横河转债、国城转债等9只,其中凯发转债、蓝盾转债、盛路转债、凯龙转债、横河转债等5只盘中被临时停牌2次。

游资新猎场!11只转债罕见同日临停,波动远超正股…警惕:已有公司要求强赎,或致巨亏50%!

  以被临停2次的凯发转债为例,早间,该可转债快速上涨,很快触及20%的临停阈值,深交所由此发布公告称,“凯发转债”盘中成交价较前收盘价首次上涨达到或超过20%,根据《深圳证券交易所交易规则》和《关于对可转换公司债券实施盘中临时停牌有关事项的通知》等有关规定,自今日10时17分20秒起对该债券实施临时停牌,于10时47分21秒复牌。

游资新猎场!11只转债罕见同日临停,波动远超正股…警惕:已有公司要求强赎,或致巨亏50%!

游资新猎场!11只转债罕见同日临停,波动远超正股…警惕:已有公司要求强赎,或致巨亏50%!

  临近尾盘,凯发转债又来新一轮上涨,很快又触及30%的临停阈值,深交所再度发布公告称,自14时56分30秒起对该债券实施临时停牌,于14时57分00秒复牌。

游资新猎场!11只转债罕见同日临停,波动远超正股…警惕:已有公司要求强赎,或致巨亏50%!

  实际上,除了深交所外,上交所今天也有广电转债和N沪工转(即沪工转债)两只可转债盘中临停,其中广电转债一天内被临停了两次。

游资新猎场!11只转债罕见同日临停,波动远超正股…警惕:已有公司要求强赎,或致巨亏50%!

  2

  新一轮可转债炒作又来?

  理论上来说,可转债兼具股性和债性,价格应该比较贴近其正股表现,波动幅度应该低于其正股。不过,现实中很多时候并非如此。

  和A股市场存在10%的涨跌幅限制相比,可转债交易机制较为灵活,尽管盘中存在临停阈值,但整体不设涨跌幅限制,且是T+0的交易,这样的特性为一部分激进资金提供了机会。

  此外,目前可转债相对股票交易成本较低,不收取印花税。记者此前以普通投资者身份向一些券商咨询,有工作人员称,可转债的交易佣金可以低到万分之一。总体来看,可转债如果进行短线交易,交易成本相对较低。

游资新猎场!11只转债罕见同日临停,波动远超正股…警惕:已有公司要求强赎,或致巨亏50%!

  行情数据显示,今天被临停的11只可转债表现均远远好于正股表现,炒作氛围浓厚。比如凯发转债今天涨幅高达33.07%,同日其正股凯发电气(300407,股吧)股价仅上涨6.67%。蓝盾转债和广电转债今天涨幅分别为72.18%和50.79%,其对应的正股蓝盾股份(300297,股吧)和广电网络(600831,股吧)分别上涨10.02%和9.95%,已经是上涨的“天花板”(因存在涨停限制)。这里面涨幅最小的特发转债也上涨6.17%,同日其正股特发信息(000070,股吧)不仅股价未涨,反而下跌0.69%。

游资新猎场!11只转债罕见同日临停,波动远超正股…警惕:已有公司要求强赎,或致巨亏50%!

  此番可转债集体临停,可能是由于爆炒的游资卷土重来。

  上述可转债中,不少可转债曾经受到交易所重点监控。比如3月16日~3月20日,深交所对涨跌幅和换手率异常的可转债进行重点监控,并采取了监管措施,其中就包括横河转债和模塑转债。

  3

  仍要当心强赎风险

  事实上,可转债作为一种比股票相对复杂的品种,有一些需要特别留意的地方,其中之一是其强制赎回可能带来的风险。

  比如今日晚间,东方财富(300059,股吧)就发布公告称,根据安排,截至2020年8月27日收市后仍未转股的“东财转2”将被强制赎回,本次赎回完成后,“东财转2”将在深圳证券交易所摘牌。

  东方财富提醒,本次可转债赎回价格可能与“东财转2”停止交易和转股前的市场价格存在较大差异,特别提醒持有人注意在限期内转股。如果投资者不能在2020年8月27日当日及之前自行完成转股,可能面临损失,请投资者注意投资风险。

  公告显示,东财转2的赎回登记日为2020 年 8 月 28 日,赎回价格为100.12元。东财转2当前二级市场价格为200元。假设投资者以200元价格买入该可转债,中途不卖出也不转股,最后接受赎回价格赎回的话,投资者将亏损接近50%。

游资新猎场!11只转债罕见同日临停,波动远超正股…警惕:已有公司要求强赎,或致巨亏50%!

  实际上,因盲目参与爆炒可能面临强制赎回的可转债遭遇巨大损失的案例已经不少。年内最为典型的例子是泰晶转债。今年5月7日,受到强制赎回消息的影响,泰晶转债当天开盘即因跌幅达到30%而“熔断”,收盘接近腰斩。至泰晶转债摘牌时,泰晶转债价格仅为125.47元,较前期最高价跌幅超过70%。

本文首发于微信公众号:证券时报网。文章内容属作者个人观点,不代表和讯网立场。投资者据此操作,风险请自担。

(责任编辑:张洋 HN080)
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