瑞信:人行調高澳門居民人民幣匯款限額 對澳門影響中性
瑞信發表研究報告指,據人行指引,澳門居民獲准提升人民幣匯款限額,由5萬人民幣提高至8萬人民幣,便利滿足澳門居民人民幣結算需求,便利澳門與內地經貿和人員往來,對澳門影響屬中性。
該行指,有關新政策只是澳門居民匯款到內地,而非內地賭客帶錢出入澳門,而內地人的外匯管制仍然維持不變,即每人只可以帶不多於5,000美元,或2萬人民幣。
該行預期國家主席習近平訪澳會有支持性政策,例如人民幣計價的股票市場,主要針對債券交易、初創公司、葡語系國家公司等,不會與香港或深圳直接競爭;分配土地發展橫琴,支持澳門發展非博彩業;及將澳門發展成國際會議中心。
該行表示,雖然政策未有直接支持賭業,但相信可長遠支持旅遊業發展,及短期刺激市場情緒。而因應習近平訪澳,限制了當地簽證,對澳門短期造成影響,預期12月賭收跌15-20%,並對第四季盈利有下行風險,預期2020年賭收會正常化。
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