中信證券：中概迴歸仍是長期大勢所趨

格隆匯
2022.04.22 01:18
中信證券研報認為，美國《外國公司問責法案》出台引發市場擔憂，但中概短期集中迴歸並不現實，面臨流動性折價、集中拋售、市場偏好、政策風險等四重壓力。預計對無重大信息安全隱患的企業開展跨境審計監管或是中方權宜之計，而有重大信息安全隱患的企業可能將加速回歸。該情形下測算中概迴歸年均新增募資需求佔比港股 IPO 總額 16%，流動性衝擊可控。但中概迴歸仍是長期大勢所趨，港股通和 A 股上市門檻等配套制度改革或是後續政策發力點。
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