中信证券：中概回归仍是长期大势所趋

Gelonghui
2022.04.22 01:18
中信证券研报认为，美国《外国公司问责法案》出台引发市场担忧，但中概短期集中回归并不现实，面临流动性折价、集中抛售、市场偏好、政策风险等四重压力。预计对无重大信息安全隐患的企业开展跨境审计监管或是中方权宜之计，而有重大信息安全隐患的企业可能将加速回归。该情形下测算中概回归年均新增募资需求占比港股 IPO 总额 16%，流动性冲击可控。但中概回归仍是长期大势所趋，港股通和 A 股上市门槛等配套制度改革或是后续政策发力点。
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