海通國際建議香港可向人民幣國際化、ESG投資及數字資產交易發展
海通國際(00665.HK)與一國兩制研究中心發表《香港:面向未來的國際金融中心》報告,指香港具有獨特優勢的一些領域,人民幣國際化、ESG投資及數字資產交易,有望在今後十年成為全球性的趨勢。
報告指,隨著中國從全球第二大經濟體逐步邁向第一大經濟體,人民幣有望在計價、交易、結算、清算和儲備等國際貿易與金融交易中發揮更加重要的作用,人民幣國際化將是大勢所趨。不過人民幣實現資本帳戶下的完全可兌換,將是一個長期漸進的過程,需要多年穩步有序地推進,正為香港發展離岸人民幣市場提供了「長期賽道」,香港可抓住這一時間窗口,發揮連接內地與國際資本的管道功能,培育並積累離岸人民幣業務樞紐的網絡效應和競爭優勢,積極發展香港人民幣債券市場、鼓勵港股以人民幣計價、交易與融資、豐富人民幣風險管理工具、發揮連接國內國際雙循環重環銜接作用、打造數字人民幣全球跨境支付網絡重要節點。
海通國際又指,近年來,隨著全球各界對氣候變化風險,社會可持續發展等問題日益關注,ESG投資,綠色金融,可持續發展等理念在金融領域掀起熱潮。香港憑藉其金融市場的深度與廣度,金融基礎設施的成熟度,獨特的地理區位,高質量的專業服務能力,高素質的人力資源與教育水平等條件,在ESG投資與實踐領域擁有得天獨厚的優勢,有望成為面向全球的可持續金融中心和ESG投資樞紐,成立本地負責任投資倡議、建議資產所有者、資產管理者設立與氣候變化風險及碳中和相關的投資目標、支持ESG相關金融產品的創新與發行、建立本地碳交易平台、加強ESG教育,培養專業人才。
另外,報告指,伴隨人工智能、雲計算、物聯網、區塊鏈等技術的迅速推廣,人類社會正愈益趨向數字化與虛擬化。虛擬資產、去中心化金融(DeFi)、非同質化代幣(NFT)、元宇宙(Metaverse)等概念逐漸進入主流機構的視野,也日益成為投資者青睞的新興資產類別或投資方向,香港可憑藉其高度自由的市場環境,對全球資金與人才的匯聚能力,完善的金融基礎設施以及法律體系,通過完善對數字資產市場的監管政策與監管體系,培育本地的數字資產生態體系,將自身打造成亞洲乃至全球的數字資產交易中心與資產管理中心,制定清晰的監管框架和法律指引、明確監管目標,建立階段性發展規劃、逐步降低投資者准入門檻、促進人才教育、交流與宣傳。
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