港股異動丨敏華控股漲近4% 美國或延長部分中國商品關税豁免
格隆匯10月29日丨敏華控股(1999.HK)漲近4%,報5.28港元,股價創逾一年來新高,總市值202億港元。美國貿易代表辦公室週一表示正在考慮是否延長給予價值340億美元中國商品的關税豁免。這項暫停關税措施將於今年12月28日到期。美國貿易代表辦公室於去年7月6日啟動301條款,針對中國進口商品加徵25%懲罰性關税。去年12月28日,該辦公室宣佈給予984項中國進口商品享有關税豁免,為期一年。大和此前發佈研報認為集團未來三年基本面會逐步改善,2020年將進入第三度增長期,出口市場市佔率持續復甦,尤其來自美國的訂單,估計2022年其派息比率會恢復至60%。因越南生產設備增加,帶動經營利潤走強,目標價由3.7港元上調至5港元,評級升至“跑贏大市”。
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