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渣打:内地多项措施出台确认深圳仍是改革重要试点
阿思达克 10-12 15:47
国家主席习近平本周三(14日)将会出席深圳特区建立40周年庆祝大会。渣打香港大中华区高级经济师刘健恒表示,是次习近平南巡之际有很多相应通告及政府支持措施出台,包括深圳先行示范区综合改革试点实施方案,确认深圳仍是改革及金融开放的重要试点,在大湾区内得到的支持料会快过其他区内城市,政府未来亦期望将深圳的经验复制至周边城市,估计香港及广州等地区会有相应配套措施。

对於国务院重提以试点形式让创新企业在深圳发行股票或存托凭证(CDR)上市,会否影响香港的金融中心地位,他认为香港在股票集资方面有优势,深圳股市亦有很大的集资功能,相信若有更多跨境互联互通,两地市场可有互补。

另外,人民银行宣布将远期售汇业务的外汇风险准备金率从20%下调为零,刘健恒指人行於两三年前将该准备金率调升,以应对人民币当时的贬值压力,希望加大企业买美元的成本。而最近数月人行则担心人民币升值速度较快,期望升值预期降温,因此将准备金率再降至零,重返至中性设定,相信人行背後发放出的政策设定是不太担心人民币贬值。

他提到,历史上外汇风险准备金率降至零後人民币会短暂贬值,不过由於准备金率政策已存在多年,市场亦知道其政策目的,估计市场不会出现太过大反应。短期而言,他认为人行处理人民币走势会较为灵活,对汇率波动的可接受程度有所提高。中长期则料人行仍希望避免市场对人民币汇率有持续的单边预期,整体跨境资金走向可较为平衡。

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