《大行報告》華泰證券料29隻股份可能獲調入「港股通」
華泰證券發表研究報告指,恆生指數公司在2月24日收市後公布了半年度恆生綜合指數(HSCI)成分股檢討結果,並將於3月13日生效。通過恆指檢討結果,該行初步鎖定港股通調入調出名單。該行認為,或有29隻標的會被納入是次港股通名單。此外,有36隻標的可能被調出港股通。
該行表示,29隻預計被納入港股通的標的分行業來看,12間為醫療保健,分別為巨子生物(02367.HK)、思派健康(00314.HK)、叮噹健康(09886.HK)、艾美疫苗(06660.HK)、微創腦科學(02172.HK)、3DMEDICINES-B(01244.HK)、博安生物(06955.HK)-B、智雲健康(09955.HK)、心泰醫療(02291.HK)、高視醫療(02407.HK)、業聚醫療(06929.HK)、健世科技-B(09877.HK);4間資訊科技公司,分別為嗶哩嗶哩-W(09626.HK)、京東方精電(00710.HK)、金山雲(03896.HK)、飛天雲動(06610.HK);5間非必需性消費品牌,分別是華晨中國(01114.HK)、星空華文(06698.HK)、檸萌影視(09857.HK)、名創優品(09896.HK)、上美股份(02145.HK);2間公用事業公司,分別是山高新能源(01250.HK)和新特能源(01799.HK);2間必需性消費公司,分別是衛龍(09985.HK)和洪九果品(06689.HK);1間金融業公司,為渣打集團(02888.HK),1間綜合企業類公司,為太古股份公司B(00087.HK)及1間地產建築業的龍光集團(03380.HK)以及1間工業的高偉電子(01415.HK)。
該行又認為,有36隻標的可能被調出港股通。由於港股通調整依據恆生綜合指數的納入標準而變化,本輪調出名單將包括14隻原屬港股通但本次已被調出恆生綜合指數的公司。其他22隻標的流通市值不符合港股通要求,是次亦有可能被調出。目前,12個月平均流通市值要求為50億元。
該行提到,去年中國證監會及香港證監會發布將港股通的標的範圍擴充至恆生綜合指數內滿足市值等納入標準的在港上市外國公司的公告。而今年1月上交所及深交所針對擬修訂港股通業務的實施辦法徵求意見,通知中將屬於恆生綜合小型股指數成份股,且不屬於A+H股的港股通股票的調出門檻從50億元降低至40億元。若兩項條例均在3月13日的港股通定期調整中落地生效,將影響本輪調入調出名單。具體影響為,目前已在恆生綜合指數的6間外國公司或被允許納入港股通,本輪調入公司名單將擴大至為35間;另外,本輪調出公司名單將縮短為16間。
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