每日牛股追蹤 | 港股有6只股票創新高,上海復旦(01385)大漲4.95%,近一年漲幅達51.99%
截至8月23日收盤,港股有6只股票創新高,分別爲上海復旦(01385)、中船防務(00317)、兗礦能源(01171)、中國神華(01088)、中遠海能(01138)、太古股份公司B(00087)。(注:統計港股市場上市值>100億港元、成交額>1000萬港元,上市時間>1個月的股票)
上海復旦(01385)盤中最高觸達39.1港元,創歷史新高,近一年漲幅51.99%。該股收盤上漲4.95%,報38.2港元。光大強調,公司是國內最早推出億門級FPGA產品的廠商,近兩年處於加速放量階段,維持“買入”評級。中泰證券表示,考慮到公司作為國內FPGA領域龍頭廠商之一,下游訂單飽滿業績大幅增長,上調未來三年淨利潤。
中船防務(00317)盤中最高觸達8.55港元,創52周新高,近一年漲幅37.68%。該股收盤上漲4.4%,報8.54港元。
兗礦能源(01171)盤中最高觸達30港元,創歷史新高,近一年漲幅188.82%。該股收盤上漲2.62%,報29.35港元。興業證券評論指出,受極端天氣影響,動力煤日耗居高不下,旺季用能需求持續。西南地區水電出力不足預計帶動火電的調峰需求,產地強降雨導致產量釋放受到影響,產地價格普漲,預計近期煤價易漲難跌。國海證券表示,當前,動力煤供需格局預計逐漸向好,短期內煤炭需求端仍有支撐,維持行業“推薦”評級。
中國神華(01088)盤中最高觸達24.8港元,創歷史新高,近一年漲幅80.11%。該股收盤上漲2.08%,報24.5港元。
中遠海能(01138)盤中最高觸達6.99港元,創52周新高,近一年漲幅132.32%。該股收盤上漲1.02%,報6.9港元。招商證券發佈研報表示,俄烏衝突之下全球能源貿易重構,基於行業供需逐步改善,我們看好油運板塊景氣向上,維持看好中遠海能較強的業績彈性,維持“強烈推薦”評級。
太古股份公司B(00087)盤中最高觸達9.47港元,創52周新高。該股收盤下跌0.96%,報9.28港元。公司發佈公告,於2022年8月22日斥資約1825.04萬港元回購股份195萬股,每股回購價格為9.1-9.39港元。
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