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《大行》申萬宏源料20隻股份潛在9月納入港股通 包括IFBH及周六福等
申萬宏源近日發表報告,恆生指數公司將在8月22日公佈其2025年第二季度的恆生指數系列成分股檢討結果,其結果將9月8日起生效。由於恆生綜合指數的成分股可能將發生變化,這一檢討亦將影響港股通標的。該行預計本輪將有20個標的有望獲得港股通資格,但同時可能有13個標的喪失港股通資格。此外,由於A+H上市架構公司的H股納入港股通享有快速通道,因此近期密集上市的此類公司入通時間無需受到恆生綜合指數調整時間的制約,其中該行預計海天味業(03288.HK)和三花智控(02050.HK)將會在7月被納入港股通。 恆生綜指入選條件,經過計算,該行預計以下20個標的可能在今年9月獲得港股通的交易資格。鑑於過去三個季度市場表現強勁,入選恆生綜指的過去十二個月平均市值的最低要求也上升至約79億港幣。另外根據目前的港股通標準,第二上市公司仍未被納入港股通中。同時該行預計本輪將有13個標的可能被踢出港股通名單。若公司被踢出港股通,現有的港股通持有人可以選擇繼續持有或賣出,但在下一次重新被納入港股通範圍之前不得進一步買入相關證券。 該行料9月潛在獲納入港股通標的預測名單包括映恩生物-B(09606.HK)、南山鋁業國際(2610.HK)、藍月亮集團(06993.HK)、曹操出行(02643.HK)、康耐特光學(02276.HK)、匯聚科技(01729.HK)、正力新能(03677.HK)、雲知聲(09678.HK)、IFBH (06603.HK)、晉景新能(01783.HK)、藥捷安康-B(02617.HK)、周六福(06168.HK)、MIRXES-B(02629.HK)、中國食品(00506.HK)、威勝控股(03393.HK)、佰澤醫療(02609.HK)、喜相逢集團(02473.HK)、滬上阿姨(02589.HK)、腦動極光-B(06681.HK)及博雷頓(01333.HK)。
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