《大行报告》中金:沪深港通纳入范围扩大 料提升未录盈利生科企业流动性
就上海证券交易所、深圳证券交易所和港交所(00388.HK)共同发布公告为进一步完善互联互通机制,三所已就同步扩大沪深港通股票范围的相关措施安排达成共识,其中包括在港上市的生物科技公司纳入港股通标的范围的安排,中金发表报告表示,沪深港三所经协商一致同意,主要针对以下措施安排达成共识为科创版股票纳入沪深港通标的范围的安排、在港上市的生物科技公司纳入港股通标的范围的安排。
该行指,纳入沪深港通标准不变,但适用的股票范围扩大到此前不涉及的未盈利生物科技公司。据现尚未修改的港股通安排,恒生综合大、中型指数成分股、A+H上市股份均可成为沪港通可买卖的标的,深港通则另外纳入恒生综合小型股指数成分股,上海及深圳交易所再根据相关恒生综合指数的成分股,编制相应标的名单;此前,港股通的主要覆盖范围并不涉及根据18A标准在港交所挂牌上市的未盈利生物科技公司。
据中金统计,截至今年12月1日已有26家生物科技公司,根据18A标准在港交所挂牌上市;并且,截至今年本月1日,恒指公司目前已将其中8家未盈利的生物科技股纳入相关恒生综合指数。该行认为,上述提到的8家未盈利生物科技股有望在此次扩大范围中实现率先纳入,并且本次沪深港通股票覆盖范围的扩大,或有助於将更多符合条件未盈利生物科技公司纳入沪深港通。
中金预计一个月後有望纳入港股通的公司,包括康希诺生物B(06185.HK)、启明医疗B(02500.HK)、康宁杰瑞制药B(09966.HK)、亚盛医药B(06855.HK)、诺诚健华B(09969.HK)、康方生物B(09926.HK)、沛嘉医疗B(9996.HK)、再鼎医药SB(09688.HK)。
该行指,中资生物科技股流动性有望得到提升,助力扩大优质标的市场影响力。该行认为,本次对於沪深港通纳入股票范围的扩大,有助於对未盈利生物科技公司股票注入流动性,并有望助力科创版及港股资质优异的生物科技股扩大市场影响力;适用范围的扩大也有望为整体H股和A股市场进一步注入流动性,并且满足两地投资者对投资生物科技等新经济板块的需求。(wl/u)
~
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.