郭家耀: 港股超賣料23,000有初步支持 電子煙納監管料利好
安里資產管理董事總經理郭家耀稱,美股周二(11月30日)表現向下,美國聯儲局主席鮑威爾在國會聽證會上表示,通脹情況將會持續,並考慮提前數月結束縮減買債計劃,鷹派言論令市場相信當局加快收水進度,拖累三大指數急跌收市。美元反覆偏軟,金價先升後回,油價持續受壓,美國十年期債息回落至1.45厘水平。港股預託證券大致偏軟,預料大市早段跟隨外圍低開。內地股市反覆,指數高開低走,收市微升1點,滬深兩市成交額進一步增加。
港股持續弱勢,指數跌至年內低位,尾市跌幅稍為收窄,大市成交因指數換馬而增加。整體大市氣氛仍然偏淡,不過考慮到指數月內跌幅近2,000點,有超賣跡象,預料在23,000點水平有初步支持,後市有望反彈至24,000點附近。
國務院日前發布關於修改《中華人民共和國煙草專賣法實施條例》的決定,據悉為加強電子煙等新型煙草製品監管,院決定對《中華人民共和國煙草專賣法實施條例》作修改,增加一條「電子煙等新型煙草製品參照本條例捲菸的有關規定執行」。今年3月,為加強對電子煙等新型煙草製品的監管,工信部、國家煙草專賣局研究起草《關於修改〈中華人民共和國煙草專賣法實施條例〉的決定(徵求意見稿)》。工信部當時指出,此次修改將在附則中增加一條,推進電子煙監管法治化。
近年來電子煙等新型煙草製品市場監管領域出現了一些新情況、新問題,社會各方面非常關注。此次修改主要是落實中央推進電子煙監管法治化的要求,明確電子煙等新型煙草製品的監管法律依據,並做好與《中華人民共和國未成年人保護法》等法律法規的銜接。鑑於電子煙等新型煙草製品與傳統捲菸在核心成分、產品功能、消費方式等方面具有同質性,對電子煙等新型煙草製品應當參照《中華人民共和國煙草專賣法實施條例》中關於捲菸的有關規定執行。
這也與國際上主要國家和地區對於電子煙等新型煙草製品的監管方式一致。將電子煙等新型煙草製品參照《中華人民共和國煙草專賣法實施條例》中關於捲菸的有關規定執行,將大幅度提升電子煙監管效能,有效規範電子煙生產經營活動,解決電子煙存在的產品質量安全風險、虛假廣告等問題,切實保障消費者合法權益。將電子煙納入監管,可望消除市場對政策不明的憂慮,利好行業長遠發展。
(筆者為證監會持牌人,沒持有上述股份)~
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