《大行報告》里昂:可憧憬港交所(00388.HK)參與內地「碳市場」開放 對獲重估看法正面
里昂發表報告表示,中國已經啟動發展全國碳市場(實現碳達峰、碳中和目標),並已成為全球最大的碳市場,並指中國的碳定價格遠低於歐盟這個最成熟的碳市場。由於碳排放定價的價差問題及歐盟提議的進口價格調整,該行相信內地可利用港交所(00388.HK)以推動開放其碳市場。
該行估計港交所可藉制定互聯互通計劃,允許受批准的外國投資進入中國碳市場;第二是允許南向資金參與投資與歐盟碳定價掛鉤及在本港上市的ETF。該行表示未來需要更多合作細節來量化對港交所收益影響,但對港交所獲市場重估看法正面。
里昂重申對港交所「買入」投資評級,目標價460港元。
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