June 22, 2020

富時羅素納入中國A股 順利完成第一階段里程碑

 

  • 富時羅素順利完成將中國A股納入全球股票基準指數的第一階段
  • 納入後中國A股占富時新興市場指數約6%
  • 目前富時新興市場全盤指數包含1,051只大、中、小盤中國A股
  • 這一里程碑事件反映中國不斷深化市場改革,擴大全球投資者的投資管道

富時羅素是全球指數、數據和分析方案提供商,在2018年9月將中國A股分類為次級新興市場後,已經成功地完成了將中國A股納入其全球股票指數的第一階段。第一階段自2019年6月開始先後按4個單獨批次實施。此次納入完成後,富時新興市場全盤指數按25%的納入因子納入1,051只大、中、小盤中國A股。這是第一家國際指數提供商在納入過程中囊括不同規模的公司。

富時羅素首席執行官兼倫敦證券交易所集團信息服務部集團董事Waqas Samad說:
“今天我們圓滿完成了將中國A股納入富時全球股票基準指數的第一階段,這也是中國資本市場不斷發展,以及增加全球投資者投資管道的一個里程碑。二十年前,富時羅素就是第一家提供中國基準指數的國際指數提供商。未來我們希望通過與客戶攜手合作,繼續為投資者提供股票和債券投資的基準和分析解決方案。”

倫敦證券交易所集團信息服務部亞太區主管及富時羅素亞太區董事總經理白美蘭說:
“我們很高興順利完成了將中國A股納入富時新興市場指數的第一階段。該指數納入1,051只大、中、小盤的A股公司,令投資更加多樣化。富時羅素是第一家納入A股覆蓋不同公司規模的國際指數提供商。在整個納入過程中,指數用戶對於我們採取的方法給予了積極正面反饋。我們將繼續與客戶及監管方合作,評估未來增加A股納入計劃的時間表。”

中國A股目前約占富時新興市場指數的6%,約1,400億美元資金正在跟蹤富時新興市場指數。下一階段的納入計劃將基於未來市場的發展狀況。富時羅素採用透明、統一的方法審核富時全球股票指數系列所使用的國家分類體系。富時羅素對國家分類採取的是基於大量市場參與者反饋信息的綜合性方法,為投資者提供評估和投資全球股票資產的框架。指數審核根據富時羅素市場質量標準和富時羅素獨立外部顧問委員會的反饋,進行持續性國家分類研究,將市場分類為發達市場、先進新興市場、次級新興市場或前沿市場。

瞭解更多:富時羅素的市場質量標準和納入中國A股的常見問題(英文版本)

Global Media
Oliver Mann / Lucie Holloway
+44 (0)20 7797 1222
newsroom@lseg.com

Sophie Mou 
+852 2164 3267

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