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《大行報告》中金:香港需強化現有互聯互通機制 要推進港股通人民幣計價盡快落地
阿思達克 07-08 15:18
中金以香港特區為主題發表報告,指香港回歸祖國已二十五周年,香港在「一國兩制」方針下取得了矚目的成就,認為香港未來需要充分並最大化發揮其區位優勢與稟賦,例如強化現有互聯互通機制、推動人民幣計價資產、吸引更多南向流入與海外資金沉澱;優化上市制度,吸引更多優質中國和海外公司上市;推動粵港澳大灣區深度融合,強化全球貿易和人民幣國際化橋頭堡作用。 該行指,香港也需要盡快補足其當前短板增強其競爭力,例如吸引人才打造創新中心並發揮創新資源優勢、通過北部都會區發展推動產業升級、改善產業空心化問題;推動發展無風險資產供給、提升市場流動性和活躍度。 中金稱,香港要強化現有互聯互通機制,推動人民幣計價,吸引更多南向資金,探索滬深港通進一步向港股二次上市公司開放。受現行制度限制,在港二次上市公司暫還無法加入港股通。該行認為港股通允許買賣香港雙重主要公司的實踐經驗已探索出穩定可行的路徑,若未來進一步納入二次上市的優質公司,則可有效提升相關股票以及港股市場整體流動性。 該行指亦要推進港股通人民幣計價盡快落地,今年4月,港股通引入人民幣計價可行性研究已經完成,兩地監管機構或已進入協商籌備階段。中金認為港股通人民幣計價在中長期將有利於吸引更多內地資金流入和沉澱,也將促進人民幣國際化、鞏固香港離岸人民幣理財中心的地位。 此外,城市建設方面,《北部都會區發展策略》中明確提出了開發覆蓋由西至東的深港口岸經濟帶及更縱深的腹地,盡享港深優勢互補、融合發展紅利,幫助香港更好融入國家發展大局。實現這一目標的最重要一點便是開拓港深兩地融通的通道。在都會區建設中多個已規劃或規劃中的發展項目中,香港特區政府預計可提供約35萬個住宅單位。整個北部都會區發展完成後,預計可容納250萬人居住,不但將會成為香港第二個「經濟引擎」,更將成為市民宜居宜業的優質社區。
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