新奥能源（02688.HK）依据香港《公司收购及合并守则》披露关联交易公告。作为要约方关联豁免主体，中金公司（601995.SH）近日对新奥股份（600803.SH）普通股实施操作。具体交易包括通过新建指数追踪ETF认购1000股，以及因赎回存量ETF减持2800股。
本次交易具有被动投资属性：中金公司作为ETF管理人，在新建指数产品时同步建仓；当投资者赎回ETF份额时，则被动减持对应成分股。此类操作属于金融机构常规资管行为，不涉及主动增减持意图。
新奥股份作为新奥能源旗下天然气分销平台，其股权变动备受市场关注。但本次微量交易（总规模不足4000股）对股权结构影响甚微。根据港交所披露机制，关联方任何持仓变动无论规模均需依法公告，投资者需理性看待此类程序性披露。
值得关注的是交易背后的指数投资动向。中金公司此次同步进行ETF创设与赎回操作，或反映市场对能源板块的配置调整。当前港股天然气板块估值处于历史低位，机构资金通过ETF工具进行波段操作的趋势日益显著。
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