港股異動 | 鞍鋼股份跌逾3% 遭瑞銀減持74.4萬股
格隆匯9月25日丨鞍鋼股份(0347.HK)現報2.79港元,跌3.13%,暫成交3003萬港元,最新總市值262億港元。根據港交所權益資料顯示,鞍鋼被瑞銀於9月18日在場內以每股均價3.2港元減持74.4萬股,涉資約238.08萬港元。減持後的最新持股比例由6.04%降至5.99%。麥格理今日發研報指,相較該行所覆蓋其他鋼企,鞍鋼股份對鋼及原材料市場價格走勢更為敏感,主因其對白色家電參與度最大,美國新一輪關税措施後,出口間接減少,料白色家電銷售將面對更大壓力。料鞍鋼第三季毛利會進一步降至每噸260元(人民幣,下同),考慮利潤率下滑,降鞍鋼2019至2021年每股盈測介乎2%至28%,目標價由3港元降至2.5港元,評級“跑輸大市”。
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