近段时间以来,上市公司整体上市、定向增发浪潮此起彼伏,自5月份开闸以来,定向增发规模已超过1000亿。在这汹涌的注“资”(资产)大潮中,既快速“催肥”了瘦弱的资本市场,但也给资金面带来沉重的压力。市场吃了这么多资产,是否会消化不良?资金池里的水,是否会被抽干?上市公司注入的资产,是金子?银子?还是往猪肉里注水?这都值得我们仔细考量。 Recently, the overall listing of listed companies, private placement wave one after another, since the gate opening in May, the private placement size has more than 100 billion. In this tumultuous “capital” (asset) tide, it quickly “fattened” the thin capital markets, but it also put tremendous pressure on the funds. Market eat so much assets, will indigestion? Water in the pool will be drained? Listed companies into the assets, is the gold? Silver? Or to the pork in the water? This is worth our careful consideration.