恆指公司:恆指成份股最終將增至100隻 放寬上市歷史要求並採8%權重上限
恆生指數公司早前為恆生指數進行了為期一個月的市場諮詢,收到來自不同界別市場人士的意見,經過仔細分析及恆生指數顧問委員會審視後,以下為所得的總結。
首先是增加成份股數目至100,恆生指數公司目標於2022年中前透過定期指數檢討將成份股數目增加至80隻,而最終數目將固定為100隻。
另外為了使恆生指數能夠更均衡地反映香港股票市場,恆生指數成份股將從七個行業組別選出,目標是使每個行業組別的市值覆蓋率不低於50%,行業組別的構成會至少每兩年檢討一次。
此外諮詢建議放寬上市歷史要求,上市歷史要求將縮短至三個月,認為此舉能為指數適時納入新上市股份提供靈活性。另外亦希望保留香港公司的代表性,恆生指數公司將維持香港公司成份股的數目為20至25隻。指數內的香港公司成份股數目會至少每兩年評估一次。
最後,諮詢建議對所有恆生指數成份股採用8%的權重上限,所有恆生指數成份股,包括同股不同權/第二上市成份股,將劃一權重上限為8%,此權重上限將同時適用於恆生中國企業指數。
上述變動將於2021年5月份之指數檢討開始實施,並於2021年6月份之指數調整中生效。恆生指數公司行政總裁巫婉雯表示,優化後的恆生指數將進一步提升其代表性,並使指數變得更均衡及多樣化。建基於恆生指數超過五十年的市場歷史,這次的優化將保持恆生指數為香港股票市場最重要的指標,並繼續與市場同步成長及演變。
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