恒指公司:恒指成份股最终将增至100只 放宽上市历史要求并采8%权重上限
恒生指数公司早前为恒生指数进行了为期一个月的市场谘询,收到来自不同界别市场人士的意见,经过仔细分析及恒生指数顾问委员会审视後,以下为所得的总结。
首先是增加成份股数目至100,恒生指数公司目标於2022年中前透过定期指数检讨将成份股数目增加至80只,而最终数目将固定为100只。
另外为了使恒生指数能够更均衡地反映香港股票市场,恒生指数成份股将从七个行业组别选出,目标是使每个行业组别的市值覆盖率不低於50%,行业组别的构成会至少每两年检讨一次。
此外谘询建议放宽上市历史要求,上市历史要求将缩短至三个月,认为此举能为指数适时纳入新上市股份提供灵活性。另外亦希望保留香港公司的代表性,恒生指数公司将维持香港公司成份股的数目为20至25只。指数内的香港公司成份股数目会至少每两年评估一次。
最後,谘询建议对所有恒生指数成份股采用8%的权重上限,所有恒生指数成份股,包括同股不同权/第二上市成份股,将划一权重上限为8%,此权重上限将同时适用於恒生中国企业指数。
上述变动将於2021年5月份之指数检讨开始实施,并於2021年6月份之指数调整中生效。恒生指数公司行政总裁巫婉雯表示,优化後的恒生指数将进一步提升其代表性,并使指数变得更均衡及多样化。建基於恒生指数超过五十年的市场历史,这次的优化将保持恒生指数为香港股票市场最重要的指标,并继续与市场同步成长及演变。
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