The first Saudi Arabian ETF is listed on the Hong Kong Stock Exchange! “The largest in the world”

China Funds · Nov 29, 2023 16:39

来源：中国基金报
作者：郭玟君

11月29日，亚太区首只追踪沙特阿拉伯股票的交易所买卖基金（ETF）——$南方沙特 (02830.HK)$/$南方沙特-R (82830.HK)$上市。截至收盘，该ETF成交额为1918.63万港元，报77.56港元，涨0.83%。

据香港交易及结算所有限公司（香港交易所）透露，2023年初至今，香港上市交易所买卖产品（ETP，包括ETF和杠杆及反向产品）的日均交易额达140亿港元，按年增长超过20%。

上市初始投资额超10亿美元，为全球最大的沙特阿拉伯ETF

据南方东英资产管理有限公司（南方东英）介绍，该ETF追踪富时沙特阿拉伯指数，为投资者提供追踪沙特交易所上市的50多家领先大中型公司表现的机会。该ETF全面覆盖了沙特的金融、基础材料、能源和电信等行业，捕捉沙特阿拉伯经济的驱动力，同时提供多样化的投资机会。富时沙特阿拉伯指数在过去3年中取得了45.3%的可观回报。

据悉，南方东英沙特阿拉伯ETF是一个实物ETF，采用实物代表性抽样策略和合成代表性抽样策略的组合，将其资产净值的最多100%投资于与富时沙特阿拉伯指数高度相关的代表性证券组合，以实现其投资目标。南方东英沙特阿拉伯ETF将以超过10亿美元的初始投资额上市，根据富时数据，该ETF是全球最大的沙特阿拉伯ETF。其上市价格约为每单位78港元，每手交易为10个单位，年管理费为0.99%。

香港交易所表示，该ETF追踪富时沙特阿拉伯指数，为投资者提供透过香港上市ETF连接沙特阿拉伯资本市场的投资新机遇，进一步加强香港ETF市场的全球联系性。作为全球最大的沙特阿拉伯ETF，这只新ETF将目前拥有丰富的主题式和特定市场产品的香港ETF市场更臻完善。

港交所ETP今年首十个月，市值超3500亿港元

香港交易所联席营运总监及股本证券主管姚嘉仁表示：“我们很高兴成为亚太区首家透过ETF为投资者提供沙特阿拉伯资本市场相关投资机遇的交易所，反映我们致力‘连接资本与机遇’、推动产品和投资机遇多元发展的承诺。作为亚洲领先的ETF市场，香港交易所将继续进一步提升市场吸引力，并期待不久的将来迎来更多新产品，加强香港ETF生态圈的发展，巩固香港作为国际金融中心的重要地位。”

据香港交易所透露，ETF是香港交易所旗下市场增长最快的业务之一，ETP于今年首十个月的市值达3,554.3亿港元，按年上升约20%。

去年，ETF获纳入沪深港通以及首批加密资产ETF在香港上市，进一步推动了香港ETP市场的强劲增长和产品多元化。今年首十个月，ETP的日均成交额达140亿港元，较去年同期增长超过20%。截至2023年10月31日，于香港交易所上市的ETP共有175只；此外，约三分之一的ETP发行商已于年内在香港市场推出新产品。

陈茂波：南方东英沙特ETF推出，具重要里程碑意义

香港特别行政区财政司司长陈茂波先生表示：“推出南方东英沙特阿拉伯ETF是一个重要的里程碑。它让世界上的大众市场投资者有机会投资和参与沙特阿拉伯的经济发展，让他们从沙特蓬勃和充满希望的未来所带来的巨大机遇中获益。在‘一国两制’框架下，香港拥有完善的金融和司法基础设施，资本、商品、人才和信息自由流动，税制简单。在沙特阿拉伯奔赴‘2030愿景’，特别是实现其第二大支柱‘成为全球投资强国’愿景的过程中，香港处于独特的战略地位，是沙特阿拉伯的重要合作伙伴。我们可以预见到，香港和沙特市场将为各自的投资者群体提供更多产品。”

沙特公共投资基金副行长兼中东以及北非地区投资主管Yazeed A. Al-Humied说：“随着我们继续深化跨地域合作关系，南方东英沙特阿拉伯ETF的推出是公共投资基金的一个重要里程碑。这将在香港这个重要的资本市场枢纽，与当今世界最具吸引力的资本流入目的地之一——沙特股票市场之间开启前所未有的机遇。该ETF的推出也反映出沙特公共投资基金对持续发展沙特资本市场以及向国际投资者开放的承诺，同时履行其使命及2030年愿景目标。”

“我们很高兴也很荣幸能在香港推出亚洲首个沙特阿拉伯ETF，迈出连接香港与沙特资本市场的第一步，”南方东英首席执行官丁晨表示。“南方东英一直致力于丰富香港的ETF生态系统，我们将继续努力为我们在该地区的客户带来有趣和与众不同的产品。我衷心感谢沙特公共投资基金委托南方东英作为其合作伙伴，将沙特投资机会引入亚洲。我还要感谢我们可信赖的合作伙伴–香港证监会、香港交易所及汇丰，一直以来对香港ETF发展的支持和承诺。”

证券及期货事务监察委员会行政总裁梁凤仪女士表示：“香港推出沙特ETF，标志着历史悠久的中沙友谊以及亚洲市场互联互通的新起点。我们相信，随着双方在互挂上市、可持续发展、金融科技、资产管理和其他领域共同探索更多机遇，沙特与香港的伙伴关系将再创高峰。”

汇丰香港区行政总裁林慧虹表示：“汇丰很荣幸能参与促成南方东英资产管理有限公司与沙特公共投资基金的合作。我们凭借庞大的环球网络和行业专才等优势，成为连接客户与资本的桥梁，在当今瞬息万变的投资环境中，持续推动产品创新，配合客户的发展所需。”

编辑/tolk

Source: China Fund News
Author: Guo Wenjun

On November 29, the first exchange traded fund (ETF) in Asia Pacific to track Saudi stocks —$CSOP Saudi Arabia ETF (02830.HK)$/$CSOP Saudi Arabia ETF (82830.HK)$Listed. At the close, the ETF had a turnover of HK$19.1863 million to HK$77.56, an increase of 0.83%.

According to Hong Kong Exchanges and Clearing Limited (HKEx), since the beginning of 2023, the average daily trading volume of Hong Kong-listed exchange-traded products (ETPs, including ETFs and leveraged and inverse products) has reached HK$14 billion, an increase of more than 20% year-on-year.

The initial investment volume of the listing exceeded 1 billion US dollars, making it the world's largest Saudi Arabian ETF

According to Southern East Asset Management Co., Ltd. (Southern East), the ETF tracks the FTSE Saudi Arabia Index, providing investors with an opportunity to track the performance of more than 50 leading large and medium-sized companies listed on the Saudi Stock Exchange. The ETF fully covers Saudi finance, basic materials, energy, and telecommunications industries, capturing the driving forces of the Saudi Arabian economy while providing diversified investment opportunities. The FTSE Saudi Arabia Index has yielded impressive returns of 45.3% over the past 3 years.

According to reports, the South East, England, and Saudi Arabia ETF is a physical ETF. It uses a combination of a physical representative sampling strategy and a synthetic representative sampling strategy to invest up to 100% of its net asset value in representative securities portfolios that are highly related to the FTSE Saudi Arabia Index to achieve its investment goals. The South East UK Saudi Arabia ETF will be listed with an initial investment of more than 1 billion US dollars. According to FTSE data, the ETF is the world's largest Saudi Arabian ETF. Its listing price is approximately HK$78 per unit, 10 units per lot, and an annual management fee of 0.99%.

HKEx said that the ETF tracks the FTSE Saudi Arabia Index, provides investors with new investment opportunities to connect to Saudi Arabia's capital market through Hong Kong-listed ETFs, and further strengthens the global connectivity of the Hong Kong ETF market. As the world's largest Saudi Arabian ETF, this new ETF will improve the Hong Kong ETF market, which currently has a wealth of themed and market-specific products.

The market value of the Hong Kong Stock Exchange ETP exceeded HK$350 billion in the first ten months of this year

“We are delighted to be the first exchange in the Asia-Pacific region to provide investors with investment opportunities related to Saudi Arabia's capital markets through ETFs, reflecting our commitment to 'connecting capital and opportunity' and promoting diversified development of products and investment opportunities,” said Yao Ka-ren, Co-Director of Operations and Head of Equity and Securities at HKEx. As Asia's leading ETF market, HKEx will continue to further enhance its market appeal, and we look forward to welcoming more new products in the near future, strengthening the development of Hong Kong's ETF ecosystem and consolidating Hong Kong's important position as an international financial center.”

According to HKEx, ETFs are one of the fastest-growing businesses in the HKEx market. The market value of ETP in the first ten months of this year reached HK$355.43 billion, up about 20% year over year.

Last year, ETFs were included in the Shanghai-Shenzhen-Hong Kong Stock Exchange and the first batch of crypto-asset ETFs were listed in Hong Kong, further promoting the strong growth and product diversification of the Hong Kong ETP market. In the first ten months of this year, the average daily turnover of ETP reached HK$14 billion, an increase of more than 20% over the same period last year. As of October 31, 2023, there are 175 ETPs listed on the Hong Kong Stock Exchange; in addition, about one-third of ETP issuers have launched new products in the Hong Kong market within the year.

Chen Maobo: The launch of the South, East England, and Saudi ETF is an important milestone

The Financial Secretary of the Hong Kong Special Administrative Region, Mr Chan Mao-po, said, “The launch of the South East, England, and Saudi Arabia ETF is an important milestone. It gives mass market investors around the world an opportunity to invest in and participate in Saudi Arabia's economic development, allowing them to benefit from the enormous opportunities presented by Saudi Arabia's thriving and promising future. Under the 'one country, two systems' framework, Hong Kong has a complete financial and judicial infrastructure, free flow of capital, commodities, talents and information, and a simple tax system. Hong Kong is in a unique strategic position and is an important partner for Saudi Arabia as it moves towards 'Vision 2030', and in particular to achieve its second pillar of 'becoming a global investment power'. We can anticipate that the Hong Kong and Saudi markets will provide more products for their respective investor groups.”

Yazeed A. Al-Humied, Deputy Governor of Saudi Public Investment Funds and Head of Investment in the Middle East and North Africa region, said, “As we continue to deepen our cross-regional partnerships, the launch of the South East UK Saudi Arabia ETF is an important milestone for public investment funds. This will open up unprecedented opportunities between Hong Kong, an important capital market hub, and the Saudi stock market, one of the most attractive capital inflow destinations in the world today. The launch of the ETF also reflects the Saudi Public Investment Fund's commitment to continue to develop the Saudi capital market and open it up to international investors while fulfilling its mission and vision for 2030.”

“We are very happy and honored to launch Asia's first Saudi Arabian ETF in Hong Kong, taking the first step in connecting Hong Kong and Saudi capital markets,” said Ding Chen, CEO of Southern East England. “Southern East England has always been committed to enriching Hong Kong's ETF ecosystem, and we will continue to work to bring interesting and unique products to our clients in the region. I sincerely thank the Saudi Public Investment Fund for entrusting South East England as its partner to bring Saudi investment opportunities to Asia. I would also like to thank our trusted partners — the Hong Kong Securities Regulatory Commission, HKEx and HSBC — for their continued support and commitment to the development of Hong Kong ETFs.”

Ms Leung Fung-yee, Chief Executive of the Securities and Futures Commission, said, “Hong Kong's launch of the Saudi ETF marks a new starting point for the long-standing friendship between China and Saudi Arabia and the connectivity of Asian markets. We believe the partnership between Saudi Arabia and Hong Kong will reach a new peak as the two sides explore more opportunities in mutual listings, sustainable development, fintech, asset management and other fields.”

Lin Huihong, CEO of HSBC Hong Kong, said, “HSBC is honored to participate in facilitating the cooperation between Southern East England Asset Management Co., Ltd. and the Saudi Public Investment Fund. With our advantages such as our huge global network and industry expertise, we have become a bridge connecting customers and capital. In today's rapidly changing investment environment, we continue to promote product innovation to meet the development needs of our customers.”

editor/tolk

The translation is provided by third-party software.

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首只沙特阿拉伯ETF在港交所上市！“全球规模最大”