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恆指公司:有條件納入同股不同權及第二上市股份 8月份指數檢討起生效
阿思達克 05-18 16:42
恆指公司於首季進行有關恆生指數及恆生中國企業指數應否納入同股不同權公司及第二上市公司之諮詢。該諮詢同時探討了有關恆生指數及恆生中國企業指數的各種其他事宜。

恆指公司指出,在逾九成回覆人士的大幅度支持下,來自大中華區域的同股不同權公司以及第二上市公司,將被納入恆指及國指的選股範疇,當中大中華的同股不同權公司所有一股多票的股份將被視為非流通股份,而第二上市的大中華公司,公司市值只根據香港股本部份計算,由存託人持有作為海外存託證券之相關香港股本將被視為非流通股份。由於有回覆人士傾向限制此等公司在恆指及國指中的比例,故在比重上此類公司在指數裡的個別成份股比重上限設定為5%。

另外,恆指公司將撤除對紅籌股及民營企業加入恆生中國企業指數的額外挑選準則,由於多數回覆人士贊成挑選恆生中國企業指數成份股時,應對所有股份類別採用統一的準則。因此,自2018年首度加入紅籌股及民營企業至恆生中國企業指數時開始套用的額外挑選準則(即上市歷史、股價波幅及財務表現)將被撤除。為將指數調整控制在一個可管理的水平,在實施此變動後之首次恆生中國企業指數檢討中,將最多變換三隻成份股。

而在恆生指數的定位及成份股組成方面,根據市場人士的回饋及經過顧問委員會的審慎考慮後,恆生指數公司決定對現時恆生指數的定位不作任何改變。恆生指數將繼續代表在香港上市的大中華公司。恆生指數公司同時亦不會對香港與內地成份股,及金融股在恆生指數裡的比例或比重作出限制。市場代表性將仍然是恆生指數成份股變動之主要考慮因素。

恆指公司將在2020年8月份之指數檢討開始,對恆指及國指實施上述變動。(el/u) ~

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