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《大行報告》花旗:深圳及東莞等「封城」 料令科技硬件供應鏈受干擾
花旗發表研究報告,指近期內地疫情再度爆發,當局已將上海、深圳及東莞等封城一星期,進行強制檢測,鑑於上述三個地區均為電子科技硬件製造重鎮,如果部分封鎖措施延長,甚至似2020年首季一樣範圍擴大至全國,預期可能會進一步導致相關產品的全球供應鏈中斷。 該行續指,但若封城措施只持續較短時間,則對大部分企業影響有限,因為企業多數有足夠庫存應對。除製造業服務外,該行認為封城對建築業的影響亦更小,指出目前大型建築商的中國項目仍在正常推進,即使有項目暫停一段時間,公司亦會在復工後提高生產力以趕上進度。 至於對物流行業的影響,由於深圳部分地區公共交通停運一星期,對快遞公司經深圳派送包裹量及派送時間料造成一定影響。 選股方面,花旗依次揀選創科實業(00669.HK)、中國建築國際(03311.HK)、申洲國際(02313.HK)及中集安瑞科(03899.HK),予「買入」計級,而浙江鼎力(603338.SH)、匯川技術(300124.SZ)、時代電氣(03898.HK)、偉易達(00303.HK)及深南電路(002916.SZ)均予「沽售」評級。
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