Zhang Zhibin
The steel sector, which entered the turbulent period of exercise, became one of the few sectors with strong growth yesterday, and the overall growth rate was the highest in the industry. Market analysts believe that the rise of the steel plate is mainly supported by fundamental factors. The technical factor of warrant exercise will only affect the stock price fluctuation in the short term, and will not affect the long-term operating trend of the stock price.
Yesterday was Hangang JTB1 On the last trading day of (580003. SH), it finally closed at 3.702 yuan, up 5.26%, with a turnover rate of 137.95%. The latest exercise price of Hangang JTB1 is 2.73 yuan, and the exercise ratio is 1. The sum of its closing price and exercise price is 6.432 yuan, compared with yesterday Handan Steel The closing price of (60000 1. SH) was 6.81 yuan, which was 0.378 yuan, with a discount rate of 5.55%, which was higher than the discount rate of 4.18% on Tuesday. Handan Iron and Steel Corporation shares rose 4.45% yesterday.
Generally speaking shares The price is hard to show, but yesterday Baotou Steel (600010. SH) was quite unexpected. Baotou Iron and Steel Co., Ltd., which just entered the exercise period on Monday, rose 5.01% yesterday, becoming the leading variety in the whole steel sector, and finally closed at 5.87 yuan, 0.17 yuan higher than the closing price of 5.70 yuan last Friday, which also means that Baotou Steel JTB1 (580002. SH) The arbitrage space of investors rose to 0.477 yuan from 0.307 yuan last Friday. The final vesting period of Baotou Steel JTB1 will be March 30.
However, some investors may be very optimistic about Baotou Steel, because even if they have a profit margin of 0.477 yuan, they do not choose to sell. Judging from the trading volume of Baotou Steel on Tuesday and Wednesday, only about 622 million shares were traded in the two days, lower than the total of 722.9 million warrants.
In the steel sector, the other two individual shares issued warrants Masteel (600808. SH) and New steel vanadium (000629. SZ) rose 2.99% and 0.43% respectively yesterday, Maanshan Steel CWB1 (580010. SH) rose 2.14%, and Steel Vanadium GFC1 (031002. SZ) fell 1.91%, Steel Vanadium PGP1 (038001. SZ) increased by 2.51%.
In addition, those who are about to issue 7.5 billion yuan of separable convertible bonds Wuhan Iron & Steel (600005. SH) rose 1.98% yesterday. WISCO will also become the first listed company to issue warrants again after the delisting of warrants in the A-share market.
A researcher in the iron and steel industry of the securities firm said in an interview with the First Financial Daily yesterday that the rise of the steel sector was mainly supported by fundamental factors. For example, the newly released data that the profit of the national iron and steel industry in January and February increased by 3.6 times year-on-year made the market have high expectations for the performance of iron and steel stocks in the first quarter, stimulating the rise of steel shares.
