港股異動丨中信股份(0267.HK)跌逾6%創近半年新低 暫錄周線九連跌
格隆匯11月2日丨中信股份(0267.HK)跌逾6%,報7.38港元創近半年新低,暫錄周線九連跌,區間跌幅逾25%,最新總市值2147億港元。中信股份84%業務來自中國,5大業務包括金融、商品、地產、製造和消費,當中最大貢獻來自金融業務,中信銀行已佔集團3分之1盈利。

高盛預期,中國房地產銷售面積明年、後年將分別跌15%和5%,房價分別跌5%和1%,會令中信銀行明年信貸收入放慢,盈利跌10%。而中信股份的大宗商品業務也會因房地產需求轉弱,盈利大跌30%。
集團層面,高盛料中信股份2022年、23年盈利會同比跌10%和4%。
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