萬洲國際午後直線拉漲逾5% 國務院關税税則委員會開展部分豬肉等自美採購商品的排除工作
格隆匯12月6日丨豬肉板塊AH股午後走強,萬洲國際(0288.HK)直線拉昇,現報8.29港元,漲5.07%,暫成交4.5億港元,最新總市值1220億港元。A股中得利斯(002330.SZ)亦直線拉漲逾3%,雙匯發展(000895.SZ)拉漲逾2%。午後消息顯示,根據國內需要,我國企業自主通過市場化採購,自美進口一定數量商品。國務院關税税則委員會正在根據相關企業的申請,開展部分大豆、豬肉等商品排除工作,對排除範圍內商品,採取不加徵我對美301措施反制關税等排除措施;對排除範圍內商品採購,企業自主商談、自行進口、自負盈虧。野村今日發研報指,萬洲國際管理層對於公司今年第四季及明年的前景樂觀,主要因為美國業務持續復升,以及內地肉製品成本壓力依然可控。重申萬洲“買入”評級,目標價10港元,即較昨日收盤價(7.89港元)仍有約27%的潛在上升空間。
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