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10月16日晚間，截至記者(zhe)發(fa)稿，已有10家(jia)央企集中(zhong)披露(lu)增持(chi)(chi)、回購公告。披露(lu)回購公告的(de)有寶(bao)鋼股(gu)份、中(zhong)遠海(hai)控、中(zhong)國石(shi)化，披露(lu)增持(chi)(chi)計(ji)劃的(de)有海(hai)康威視、中(zhong)煤能(neng)源(yuan)、中(zhong)國電建(jian)、中(zhong)國鐵建(jian)、三峽能(neng)源(yuan)、中(zhong)國移(yi)動、華潤(run)微。

其中(zhong)，9家為(wei)(wei)滬(hu)市(shi)(shi)上(shang)(shang)市(shi)(shi)公(gong)司，1家為(wei)(wei)深市(shi)(shi)上(shang)(shang)市(shi)(shi)公(gong)司。十大(da)(da)央企大(da)(da)多為(wei)(wei)各自(zi)領域的(de)龍(long)(long)(long)頭，比如鋼鐵龍(long)(long)(long)頭寶鋼股份、石化龍(long)(long)(long)頭中(zhong)國(guo)石化、海運龍(long)(long)(long)頭中(zhong)遠(yuan)海控，以及安(an)防龍(long)(long)(long)頭海康威視、通信龍(long)(long)(long)頭中(zhong)國(guo)移動(dong)等。

寶鋼股(gu)(gu)(gu)份披露(lu)的回購方案顯示，公司擬用(yong)不超(chao)過(guo)(guo)30億(yi)(yi)(yi)元的自有資金，以不超(chao)過(guo)(guo)8.86元/股(gu)(gu)(gu)的價格(ge)，通過(guo)(guo)集(ji)中競(jing)價方式回購A股(gu)(gu)(gu)股(gu)(gu)(gu)份，回購股(gu)(gu)(gu)份數量不低于(yu)3.3億(yi)(yi)(yi)股(gu)(gu)(gu)，不超(chao)過(guo)(guo)5億(yi)(yi)(yi)股(gu)(gu)(gu)，占公司回購前(qian)總股(gu)(gu)(gu)本約(yue)1.48%~2.25%。回購股(gu)(gu)(gu)份用(yong)于(yu)未來實施股(gu)(gu)(gu)權激(ji)勵(li)計劃。

除(chu)了(le)披露(lu)回購(gou)方案，也有披露(lu)回購(gou)進(jin)展公告，比如中(zhong)(zhong)(zhong)國(guo)(guo)石(shi)化。當日(ri)，中(zhong)(zhong)(zhong)國(guo)(guo)石(shi)化通過集中(zhong)(zhong)(zhong)競(jing)價交易方式(shi)繼續回購(gou)A股(gu)(gu)股(gu)(gu)份500.00萬股(gu)(gu)，回購(gou)金額為2925.41萬元(yuan)（不(bu)含交易費用(yong)(yong)）。自2023年(nian)9月(yue)21日(ri)中(zhong)(zhong)(zhong)國(guo)(guo)石(shi)化首次實施本(ben)輪A股(gu)(gu)回購(gou)以來，公司(si)(si)已(yi)累計回購(gou)A股(gu)(gu)股(gu)(gu)份4470.01萬股(gu)(gu)，占公司(si)(si)總(zong)股(gu)(gu)本(ben)的比例為0.04%，已(yi)支付的總(zong)金額為2.67億元(yuan)。據悉，回購(gou)的股(gu)(gu)份將全部用(yong)(yong)于注(zhu)銷(xiao)并(bing)減少(shao)公司(si)(si)注(zhu)冊資本(ben)。

增(zeng)持(chi)(chi)方面(mian)，海康威視(shi)公告稱(cheng)，控股(gu)(gu)股(gu)(gu)東(dong)中電海康基于(yu)對公司未來持(chi)(chi)續(xu)穩定發展的信心和長期(qi)投資價值的認可，計劃自(zi)本公告之日起(qi)6個月內，增(zeng)持(chi)(chi)公司A股(gu)(gu)股(gu)(gu)票(piao)，合計增(zeng)持(chi)(chi)金額將不(bu)低于(yu)2億(yi)元，不(bu)超過3億(yi)元，擬(ni)增(zeng)持(chi)(chi)價格不(bu)高(gao)于(yu)40元/股(gu)(gu)（含），具體根(gen)據(ju)海康威視(shi)股(gu)(gu)票(piao)價格波動情況及資本市(shi)場整(zheng)體趨勢，擇機實施(shi)增(zeng)持(chi)(chi)計劃。

除了(le)海康威(wei)視外，還有三峽能源、中國移動、華潤微等6家央(yang)企(qi)披露(lu)增(zeng)持計劃。

值得一提(ti)的是，除了(le)十大(da)央企拋(pao)出“大(da)手筆(bi)”，也有細(xi)分(fen)領域民營龍頭上市公(gong)司在行動。

比(bi)如“醬油茅(mao)”海(hai)天(tian)味業便拋出回(hui)購公(gong)(gong)告(gao)。10月16日晚，海(hai)天(tian)味業公(gong)(gong)告(gao)稱，基于對公(gong)(gong)司(si)(si)(si)未來(lai)持(chi)續穩(wen)定(ding)發展的(de)信(xin)心和對公(gong)(gong)司(si)(si)(si)價(jia)值(zhi)的(de)認可(ke)，結合公(gong)(gong)司(si)(si)(si)經營(ying)情(qing)況、財務狀況，根據相關(guan)法律法規，公(gong)(gong)司(si)(si)(si)董事長龐康(kang)提議公(gong)(gong)司(si)(si)(si)以(yi)集中競價(jia)交(jiao)易方式回(hui)購部分社會公(gong)(gong)眾股(gu)份(fen)，回(hui)購資金總額不低于5億(yi)元(yuan)（含(han)），不超過8億(yi)元(yuan)（含(han)），回(hui)購股(gu)份(fen)將用于員工持(chi)股(gu)計劃或者股(gu)權(quan)激勵。