郭家耀: 外圍波動港股或下試27,500 美團(03690.HK)外賣騎手成本受關注
正榮金融業務部副總裁郭家耀稱,美股周三(12日)顯著急挫,美國4月通脹數據遠高於預期,市場憂慮通脹升溫,拖累大市向下,科技股沽壓最大,三大指數均錄得2%跌幅。美元走勢轉強,美國十年期債息急升至1.69厘水平,油價走勢向好,金價反覆偏軟。港股預託證券普遍向下,預料大市早段跟隨低開。
內地股市低開高走,滬綜指收市上升0.6%,滬深兩市成交額進一步縮減。
港股昨日止跌回升,大市跟隨內地A股反彈,但成交未算配合。外圍走勢波動,市場憂慮未來通脹及息口去向,短期不利大市表現。預料指數或進一步下試27,500點支持,上方阻力在28,500點水平。
另南京市人社局會同市場監管、公安、司法部門,率先出台《關於規範新就業形態下餐飲網約配送員勞動用工的指導意見(試行)》,對餐飲網約配送員勞動用工予以規範指導。《指導意見》對「外賣騎手」中的「專送騎手」和「眾包騎手」等用工類別進行界定,規定用人單位應當與「專送騎手」訂立書面或口頭形式的勞動合同。並明確,用人單位應當為建立勞動關係的「外賣騎手」依法參加社會保險,雙方協商確定勞動報酬、休息休假、職業安全保障等事項。「非全日制騎手」可以按規定以靈活就業人員身份依法參加社會保險。「專送騎手」因工負傷或患職業病的,用人單位應當依法承擔相應的工傷保險責任,讓「外賣騎手」可以依法獲得工傷保險賠償。
文件還鼓勵用人單位為「外賣騎手」投保商業保險,加大職業傷害風險防範力度。據悉,下一步南京市還將研究制定針對「外賣騎手」的就業指導和職業技能培訓補貼方面的扶持性政策措施,同時進一步探索建立行業集體協商和跨部門協作聯動機制,促進靈活就業健康發展。今次南京的試行辦法,日後有機會在全國推行。目前,美團(03690.HK)的騎手通常使用外包合同而無需支付全部的社會保障金。有投行估計,在最壞情況下,規則的全面實施可能導致單位騎手成本增加約10%。不過,美團通過優化騎手組合,轉嫁成本給商戶及用戶,並削減交易補貼,相關影響有望減輕。
(筆者為證監會持牌人,沒持有上述股份)~
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