郭家耀: 人行降準港股料上試24,000 電子煙監管趨清晰利行業估值
安裏資產管理董事總經理郭家耀稱,美股週一(6日)大幅反彈,市場對新變種病毒憂慮舒緩,帶動大市輾轉向上,三大指數均錄得顯着升幅收市。美元持續走高,美國十年期債息回升至1.42釐水平,金價反覆偏軟,油價走勢向好。港股預託證券顯着向上,預料大市早段跟隨外圍高開。內地股市先升後跌,滬綜指高開低走,收市下跌0.5%,滬深兩市成交額繼續活躍。
港股近日走勢持續向下,指數再創一年新低水平,成交繼續活躍。人行宣佈下調存款準備金率,加上外圍中概股大幅反彈,有利大市表現轉好,預料指數可上試24,000點阻力,下方支持在23,000點附近。
另國家菸草專賣局就《電子煙管理辦法(徵求意見稿)》公開徵求意見,提出電子煙產品在中國境內上市銷售前,應經菸草專賣行政主管部門登記,對符合條件的準予登記並納入電子煙產品目錄。意見稿提出,設立電子煙生產企業、電子煙代加工企業、電子煙品牌持有企業和電子煙用煙礆生產企業,必須經國務院菸草專賣行政主管部門批準,取得菸草專賣生產企業許可證,並經市場監督管理部門覈準登記。至於電子煙生產企業、電子煙代加工企業和電子煙用煙礆生產企業爲擴大生產能力進行基本建設或者技術改造,必須經國務院菸草專賣行政主管部門批準。此外,國務院菸草專賣行政主管部門應當建立統一的電子煙產品追溯制度,以加強對電子煙的全流程管理。
意見稿又提出,國務院菸草專賣行政主管部門建立全國統一的電子煙交易管理平臺。依法取得菸草專賣許可證的電子煙生產企業、電子煙代加工企業、電子煙品牌持有企業、電子煙用煙礆生產企業、電子煙批發企業、電子煙零售企業和個人,應在電子煙交易管理平臺中進行交易。任何個人、法人或者其他組織不得通過規定的電子煙交易管理平臺以外的訊息網絡銷售電子煙產品和電子煙用煙礆。電子煙產品在進入統一的電子煙交易管理平臺銷售前,應按要求覈定計稅基價。電子煙監管日益清晰,將有利行業往後發展,帶動板塊估值修復。
(筆者爲證監會持牌人,沒持有上述股份)~
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