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《大行報告》花旗:內地出口板塊看好創科(00669.HK)、申洲(02313.HK)及敏華(01999.HK) 料不受出口限制
花旗發表報告指,國務院新聞辦公室發表中國首份出口控制白皮書,以保護國家安全及確保市場開放,促進全球合作。該行表示,出口管制是標準的國際慣例,涉及對兩用物品(民用和軍用)和與維護國家安全及利益等相關的技術和服務,採取禁止或限制措施。 花旗認為,在中國出口行業中,大部分產品是相對低檔的日用品,不大可能受到出口管制措施的影響。行業中,該行看好股份依次為創科實業(00669.HK)、申洲國際(02313.HK)及敏華控股(01999.HK),預期不會受出口限制。至於裕元集團(00551.HK)及偉易達(00303.HK)的股份評級為「沽售」。
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