Incident " deep harbor connects relevant preparation to work basic already be in order, the State Council already was approved " deep harbor opens executive program " . " the State Council on August 16 makes clear Premier Li Kejiang on standing conference express.
Comment on: Deep harbor is connected win decision-making layer approval, deep harbor is connected open day drawing near formally. Although at present the State Council has approved the plan that deep harbor tells, but the detailed rules in the center and advance time to had not disclosed temporarily. Attention invests an opportunity 3 kinds:
1. certificate business the increment that deep harbor bandpass comes to direct benefit from benefit from trades;
The stock that 2. appears on the market in deep city and Hong Kong at the same time will be benefited;
3. deep harbor understands deep disease 100 indexes composition the probability that brings into what deep harbor opens bid is big, underestimate a cost choicely blue chip.
One, the definition that deep harbor understands
Deep harbor is connected, it is deep harbor stock market trades the abbreviation that interconnection each other understands a mechanism, show Shenzhen stock exchange and limited company of exchange of Hong Kong combination build a technology to join, make inland and Hong Kong investor can pass local stockjobber or broker business business to provide the share that the bourse of the other side inside limits appears on the market.
2, deep harbor tells enlightened time
Deep harbor is connected anticipate in 9, will open those who bring capital to flow into to anticipate in October. Shanghai harbor connects enlightened eve two ground have online test, first online test time came on August 11, 2014 enlightened time on November 17, 2014, cycle is 3-4 month. With this analogize, deep harbor is connected first online test time on June 27, 2016, deep harbor connects enlightened time to be in by September at the beginning of October.
3, is deep harbor connected can you bring capital to be flowed into completely?
Graph one: AH excessive price and Shanghai harbor connect remaining sum
Shanghai harbor connects the forehead to spend 550 billion yuan, among them Shanghai connect 300 billion yuan, harbor connect 250 billion yuan, card inspect can flow into inland to increase partial specified amount to spend to capital. Capital borrows harbor since this year project the capital increase to Hong Kong stock market, bring about capital to pour out of outback pressure to be more than flow into. We consider as main factor AH excessive price rate is exorbitant, reduce capital to pour out of dimensions to will be reduced completely as what excessive price leads. Value of two ground appraise is the core factor that affects capital flow direction forever.
Connect photograph comparing with Shanghai harbor, deep harbor connects deep city to grow or will be worth an advantage because of opposite appraise (end on June 30) , and flow into what bring capital completely. Shenzhen advocate board dynamic appraise is worth 47.56 times, than harbor do poineering work board dynamic appraise is worth (59.25 times) low, have faint relative advantage, capital flows into dimensions not to sign up for too big anticipate.
Graph 2: Inland and appraise of Hong Kong stock market are worth
4, deep harbor connects be benefited
1. certificate business the increment that deep harbor bandpass comes to direct benefit from benefit from trades.
The stock that 2. appears on the market in deep city and Hong Kong at the same time will be benefited.
3. deep harbor understands deep disease 100 indexes composition the probability that brings into what deep harbor opens bid is big, underestimate a cost choicely blue chip.
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