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花旗:因具有強大定價權 看好創科實業(0669.HK)
格隆匯 04-09 14:12

花旗發表研究報吿指,中國工業板塊今年面臨的主要逆風是原物料成本的激增,看好具有強大定價權的公司,如創科實業(0669.HK),指創科實業擁有自主品牌,並且能夠控制新產品發佈速度,以重置價格並轉移成本上升

花旗表示,公司大部分DIY和户外工具等產品具有較短的銷售週期,也是優勢,股票看好順序為創科實業、建滔積層板(1888.HK)、歐派家居、匯川技術等,又指在疫情衝擊後,板塊中各公司會面臨長期訂單可見性的問題,此前在疫情中能獲得需求累積和供應緊張的支撐。

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