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《大行報告》大摩:疫情再蔓延 在假設歐美「封城」情境下選14隻中港市場受惠股
阿思達克 11-20 14:42
大摩發表的研究報告指,假如歐美「封城」持續並擴大,料有14隻中港股份將受惠於出口訂單市佔提升又或可跑贏,當中包括是家電、出口物流、汽車零件等。該行指出踏入冬季歐美疫情持續,而各地政府亦正收緊封城政策等,部分已發展市場或會有大規模、持久的封城措施,以下三個類別的企業將受惠。

受惠居家抗疫,消費者或會做更多家務包括煮食、清潔等,對家電需求將提升,有利包括JS Global(01691.HK)及海爾智家(600690.SH)。而中國出口物流商如中遠海運港口(01199.HK)、中遠海控(01919.HK)、嘉里物流(00636.HK)、招商局港口(00144.HK)及中國外運(00598.HK) 將受惠,主要因為海外出口市場份額提升,而整體而言出口增加亦會帶動航運、倉儲及物流的需求。

而在製造業方面,該行認為在歐美有競爭對手的企業將受惠,包括是濰柴動力(02338.HK)、三花智控(002050.SZ)及兆易創新(603986.SH),認為歐美封城將有助出口市場份額提升。

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