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根据对已经通过方案的第二批26家公司的统计,前10大流通股东集中度在1季度末之后增幅高达30%,QFII、保险等机构投资者大幅增仓G股。与第一批G股自然除权完全不同,第二批试点G股复牌后纷纷大幅填权,据统计15家新G股平均填权幅度达到19.41%,我们认为新G股大幅填权有三大原因。
According to the statistics of the second batch of 26 companies that have passed the scheme, the concentration of the top 10 tradable shareholders increased by 30% after the end of the first quarter, while QFII, insurance and other institutional investors sharply increased G shares. The natural ex-dividend of the first G shares is totally different from that of the second G shares. After the second batch of pilot G shares resumed trading, they all have substantially filled their rights. According to the statistics, the average share rights of 15 new G shares reached 19.41%. We think there are three major reasons for the new G shares being heavily weighted.