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渣打:內地多項措施出台確認深圳仍是改革重要試點
阿思達克 10-12 15:47
國家主席習近平本周三(14日)將會出席深圳特區建立40周年慶祝大會。渣打香港大中華區高級經濟師劉健恆表示,是次習近平南巡之際有很多相應通告及政府支持措施出台,包括深圳先行示範區綜合改革試點實施方案,確認深圳仍是改革及金融開放的重要試點,在大灣區內得到的支持料會快過其他區內城市,政府未來亦期望將深圳的經驗複製至周邊城市,估計香港及廣州等地區會有相應配套措施。

對於國務院重提以試點形式讓創新企業在深圳發行股票或存託憑證(CDR)上市,會否影響香港的金融中心地位,他認為香港在股票集資方面有優勢,深圳股市亦有很大的集資功能,相信若有更多跨境互聯互通,兩地市場可有互補。

另外,人民銀行宣布將遠期售匯業務的外匯風險準備金率從20%下調為零,劉健恆指人行於兩三年前將該準備金率調升,以應對人民幣當時的貶值壓力,希望加大企業買美元的成本。而最近數月人行則擔心人民幣升值速度較快,期望升值預期降溫,因此將準備金率再降至零,重返至中性設定,相信人行背後發放出的政策設定是不太擔心人民幣貶值。

他提到,歷史上外匯風險準備金率降至零後人民幣會短暫貶值,不過由於準備金率政策已存在多年,市場亦知道其政策目的,估計市場不會出現太過大反應。短期而言,他認為人行處理人民幣走勢會較為靈活,對匯率波動的可接受程度有所提高。中長期則料人行仍希望避免市場對人民幣匯率有持續的單邊預期,整體跨境資金走向可較為平衡。

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