中手遊(00302.HK)冼漢迪倡四大建議改善港股表現 中央宏觀調控及政策支持帶來關鍵作用
中手遊(00302.HK)聯合創始人冼漢迪在北京全國兩會中提出《激發港股市場活力,助力國家及灣區金融高質量發展,推進香港建設國際創新科技中心》等建議。在接受內媒訪問時,冼漢迪表示,恆指成分股企業市值均發生較大回撤,其中以中小市值企業受衝擊為甚,非自身經營問題導致的股價回撤幅度普遍超50%。通過政策支持,加強政府部門的預期管理,相信可以改變。
他指,早前推出包括下調印花稅、降準降息、鼓勵銀行擴大流動性等支持經濟增長的政策措施還處於陸續落地的過程,具體政策效果有待確認,故提出四大建議,分別為降低港股通稅率、靈活調整港股通標準、宏觀調控與政策支持及「一帶一路」宣傳。
他建議,將個人投資者通過港股通投資香港資本市場需繳納的跨境紅利稅從20%降低至10%,使其與境外投資者通過深滬股通投資境內資本市場的規定保持一致,以提高南下投資的積極性和動力,擴大港股投資者群體,進而刺激港股市場流動性。
冼漢迪認為,在港股市場中,國家的宏觀調控和政策支持起到了至關重要的作用。他建議,針對香港股市的實際情況,因時因勢因情施策,以鞏固香港金融地位,進而助力國家及灣區金融的高質量發展,促進香港建設國際創新科技中心。例如,吸引更多內地資金進入;吸引國內外企業到香港上市以及內地基金投資港股;盤活58.24萬億中國家庭存量資金;提升在港內地資金話語權,以更好地跟隨人民幣國際化的步伐,從而進一步強化人民幣資金的金融話語權。(ca/u)
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