香港2026年财政预算案出炉，100亿创科基金年内启动，人民币业务额度倍增至2000亿元

Core Viewpoint - The Hong Kong government presented the 2026-2027 budget focusing on "innovation-driven, finance-enabled; diversified development, and caring for the people," outlining the economic development path for the next phase [2]. Economic Growth and Forecast - Hong Kong's economy is projected to grow by 3.5% in 2025, marking three consecutive years of positive growth. The budget forecasts a growth rate of 2.5% to 3.5% for 2026, with basic and overall inflation rates at 1.7% and 1.8%, respectively. The average real growth rate from 2027 to 2030 is expected to be 3% [3]. Innovation and Technology Initiatives - The budget emphasizes the innovation sector, with the establishment of the "AI+ and Industry Development Strategy Committee" focusing on life health and embodied intelligence. A HKD 10 billion "Innovation and Technology Industry Guidance Fund" will be launched to attract market capital into strategic emerging fields like health technology, AI, and robotics. The Hong Kong Microelectronics Research Institute's third-generation semiconductor chip pilot line will commence operations within the year, and the "New Industrial Acceleration Program" has supported two semiconductor companies with over HKD 1.5 billion in total investment [3][4]. Financial Market Reforms - The budget outlines significant financial reforms, including increasing the total quota for RMB business funding to RMB 200 billion, issuing RMB bonds, and expanding the offshore RMB interest rate curve to promote RMB internationalization. The Hong Kong Stock Exchange will consult on revising "dual-class shares" listing requirements and plans to implement a T+1 settlement cycle. Additionally, a licensing system for fiat-backed stablecoin issuers has been established, with the first licenses expected to be issued next month [4]. Social Welfare and Housing Measures - Social welfare measures include property tax reductions, salary and profits tax cuts (capped at HKD 3,000 each), adjustments to various tax exemptions, and an additional month's allowance for eligible social security recipients. For the housing market, the stamp duty on residential properties valued over HKD 100 million will increase from 4.25% to 6.5%. The Northern Metropolis development will accelerate, with plans to sell nine residential land plots, potentially supplying around 22,000 units [4].