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《大行報告》花旗料潛在受惠美元升值的中資股「贏家」(表)
花旗表示,美元兌人民幣匯價近期持續升值,並挑選潛在可受惠美元升值(成本主要以人民幣計,而銷售額與美元掛鉤)的中資股「贏家」股份名單: (1)電池類股份 億緯鋰能(300014.SZ) 當升科技(300073.SZ) 寧德時代(300750.SZ) (2)工業出口類股份 巨星科技(002444.SZ) 申洲國際(02313.HK) (3)石油類股份 中石油(00857.HK) 中石化(00386.HK) 中海油(00883.HK) (4)內地保險類股份(撇除中國太平(00966.HK)) -溫和受益於美元兌人民幣匯價升值,淨美元敞口爲2%至6% (5)設備供應商和光學元件/模塊供應商 -收入來自海外,其中大部分以美元計價 -但指中際旭創(300308.SZ)及博創科技(300548.SZ)美元債務佔比逾45%,反而會受到不利影響
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