花旗:內地出口板塊看好創科實業等股,料不受出口限制
花旗發表報吿指,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。
花旗認為,在中國出口行業中,看好股份依次為創科實業(0669.HK)、申洲國際(2313.HK)及敏華控股(1999.HK),預期不會受出口限制。至於裕元集團(0551.HK)及偉易達(0303.HK) 的股份評級為“沽售”。
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