羅兵咸永道料不穩定因素消退後 香港新股市場可迎來特專科技企業上市
羅兵咸永道發表2023年上半年中國科技、媒體及通訊(TMT)行業IPO回顧及展望報告,指出上半年內地TMT企業IPO數量較去年下半年的124宗下跌至66宗,融資總額則由去年下半年的約1,335億元人民幣,下跌至約829億元人民幣。
期內16家內地TMT企業選擇在香港及海外上市,佔比達24%,合共融資約41億元人民幣,佔總融資額的5%。羅兵咸永道中國內地媒體行業主管合夥人蔡智鋒表示,上半年只有陸控(06623.HK)(LU.US)以介紹形式上市,二次上市宗數較預期少,相信是受到市況波動影響。
他表示,近期港府宣布成立促進股市流動性專責小組,預料可進一步推動港股市場可持續發展,提升市場競爭力,加上本港已實施第18C章特專科技公司上市框架,預期眾多不穩定因素消退後,香港新股市場將持續吸引到內地特專科技企業來港上市。
他又指出,上半年有4家零售消費類企業在港上市,合共集資66億元,平均融資額為16.42億元,平均首發市盈率亦達到25倍,均為期內上市行業中最高水平,反映市況波動下零售消費行業較受投資者追捧。
談及TMT企業估值或被低估,蔡智鋒指出低估情況並不罕見,但強調科技行業更為看重長期增長潛力,預期在數字化轉型趨勢下,長遠的技術創新發展機遇會得到市場認可。
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