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《大行報告》中金:滬深港通納入範圍擴大 料提升未錄盈利生科企業流動性
阿思達克 12-03 11:53
就上海證券交易所、深圳證券交易所和港交所(00388.HK)共同發布公告為進一步完善互聯互通機制,三所已就同步擴大滬深港通股票範圍的相關措施安排達成共識,其中包括在港上市的生物科技公司納入港股通標的範圍的安排,中金發表報告表示,滬深港三所經協商一致同意,主要針對以下措施安排達成共識為科創版股票納入滬深港通標的範圍的安排、在港上市的生物科技公司納入港股通標的範圍的安排。

該行指,納入滬深港通標準不變,但適用的股票範圍擴大到此前不涉及的未盈利生物科技公司。據現尚未修改的港股通安排,恆生綜合大、中型指數成分股、A+H上市股份均可成為滬港通可買賣的標的,深港通則另外納入恆生綜合小型股指數成分股,上海及深圳交易所再根據相關恆生綜合指數的成分股,編制相應標的名單;此前,港股通的主要覆蓋範圍並不涉及根據18A標準在港交所掛牌上市的未盈利生物科技公司。

據中金統計,截至今年12月1日已有26家生物科技公司,根據18A標準在港交所掛牌上市;並且,截至今年本月1日,恆指公司目前已將其中8家未盈利的生物科技股納入相關恆生綜合指數。該行認為,上述提到的8家未盈利生物科技股有望在此次擴大範圍中實現率先納入,並且本次滬深港通股票覆蓋範圍的擴大,或有助於將更多符合條件未盈利生物科技公司納入滬深港通。

中金預計一個月後有望納入港股通的公司,包括康希諾生物B(06185.HK)、啟明醫療B(02500.HK)、康寧傑瑞制藥B(09966.HK)、亞盛醫藥B(06855.HK)、諾誠健華B(09969.HK)、康方生物B(09926.HK)、沛嘉醫療B(9996.HK)、再鼎醫藥SB(09688.HK)。

該行指,中資生物科技股流動性有望得到提升,助力擴大優質標的市場影響力。該行認為,本次對於滬深港通納入股票範圍的擴大,有助於對未盈利生物科技公司股票注入流動性,並有望助力科創版及港股資質優異的生物科技股擴大市場影響力;適用範圍的擴大也有望為整體H股和A股市場進一步注入流動性,並且滿足兩地投資者對投資生物科技等新經濟板塊的需求。(wl/u)

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