智通财经APP获悉,AMC概念股早盘回暖,截至发稿,中国信达(01359)涨6.14%,报1.21港元;中信金融资产(02799)涨3.51%,报0.59港元。
消息面上,国新办新闻发布会上公布一揽子增量财政政策,释放偏积极信号。国金证券研报指出,化债的优先级较高,AMC公司最直接受益。
此外,中国信达、中国东方和中国长城三大AMC的股权划转工作又有新进展。据报道,近日关于中投对三家AMC股权划转工作的相关前期尽调已告一段落,受委派参与工作的律所和会计师事务所已基本完成驻场工作。国海证券指出,四大AMC之一的华融被中信集团收购之后,已经完成了初步的脱胎换骨,业务模型持续转型,为其他三大AMC信达、东方及长城(划转至中投旗下)后续的转型发展提供了范本。
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