《大行報告》中金挑選今年上半年業績可能超預期的中資股名單(表)
中金髮表報告,結合旗下各行業分析員自下而上疏理了上半年業績可能超預期的中資股,具體來看,該行認爲上遊能源與原材料價格上漲等影響,石油天然氣、煤炭及鋼鐵等板塊均有多家企業盈利有望超預期。中下遊行業中,汽車與零件板塊中份企業受益於外需強勁也有望超預期,部份偏消費板塊如紡織服裝行業中偏運動板塊受益於「國貨崛起」及東京奧運等因素。
下列該行挑選今年中期業績可能超預期的中資股名單:
股份
馬鋼(00323.HK)
天工國際(00826.HK)
首鋼資源(00639.HK)
兗煤(01171.HK)
伊泰煤炭(03948.HK)
中海油(00883.HK)
新天綠色能源(00956.HK)
思摩爾國際(06969.HK)
華潤電力(00836.HK)
中國中冶(01618.HK)
廣匯寶信(01293.HK)
永達汽車(03669.HK)
小米集團(01810.HK)
越秀地產(00123.HK)
融創中國(01918.HK)
雅居樂集團(03383.HK)
VESYNC(02148.HK)
超盈國際(02111.HK)
維珍妮(02199.HK)
天虹紡織(2678.HK)
農夫山泉(09633.HK)
中海物業(02669.HK)
郵儲銀行(01658.HK)
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