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中信證券:時代天使(6699.HK)、奈雪的茶(2150.HK)等有望新納入港股通

中信券發表研究報吿指,隨着半年度節點到來,恆生綜指成份股迎來新一輪檢討,“港股通”股票池也將隨之調整,受關注度較高的時代天使(6699.HK)、奈雪的茶(2150.HK)等有望新納入港股通,正式調整預計將於9月6日生效。

中信券預期,本次檢討中將有近20支標的新納入港股通,潛在被新納入的標的主要集中在醫療健保和消費板塊,包括時代天使、和黃醫藥(0013.HK)、奈雪的茶等。快手公司(1024.HK)預計將於9月初滿足交易所對於同股不同權公司納入標準後被納入港股通。另外,部分主營業務在非大中華地區但註冊地及主要辦公地均在大中華地區的公司,同樣有機會在此次檢討中被納入港股通,包括阜博集團(3738.HK)等。

該行預計,此次包括阿里巴巴(9988.HK)、網易(9999.HK)、京東(9618.HK)在內的二次上市公司不會被納入港股通。

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