每日牛股追蹤 | 港股有5只股票創新高，中遠海能（01138）大漲10.54%，近一年漲幅達175.42%
截至9月21日收盤，港股有5只股票創新高，分別爲中遠海能（01138）、粵豐環保（01381）、國泰航空（00293）、太古股份公司A（00019）、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）
中遠海能（01138）盤中最高觸達8.2港元，創52周新高，近一年漲幅175.42%。該股收盤上漲10.54%，報8.18港元。消息面上，波羅的海幹散貨運價指數週二漲至逾一個半月高位，因航運需求堅挺，波羅的海整體幹散貨運價指數攀升176點，或11.3%，至1729點，創8月3日來最高水準。安信證券研報表示，當前經濟全球化由溫和、穩定的狀態轉向衝突、制裁的再平衡，資源價值凸顯，供應鏈重塑，航運大週期來臨。油運供需拐點已至，迎來上行週期，短期地緣政治、環保新規等多因素共振或進一步影響需求供給，推高油運景氣度，油運需求曲線陡峭，供需差下有望帶來運價顯著上漲。
粵豐環保（01381）盤中最高觸達5.3港元，創歷史新高，近一年漲幅34.5%。該股收盤上漲1.35%，報5.24港元。粵豐環保強調，公司正在推進戰略轉型，2022年全年業績增長持續。中信建投點評表示，在未來焚燒市場逐漸飽和前提下打造公司第二成長曲線，維持“買入”。
國泰航空（00293）盤中最高觸達9.2港元，創52周新高，近一年漲幅42.81%。該股收盤上漲1.25%，報8.94港元。匯豐研究發表研報表示，有指本港快將放寬旅行檢疫限制，時間上比之前報導更早，相信放鬆本地社交距離措施及自我監察要求，有助於推動商務及旅遊出行需求。匯豐研究相信國泰自7月起扭虧為盈，保守預測全年扣除優先股股息前虧損11億元，當中下半年料錄盈利約39億元；對比市場預測全年虧損達42億元，下半年盈利達8.3億元。匯豐研究重申國泰買入評級，維持目標價11元。
太古股份公司A（00019）盤中最高觸達61.3港元，創52周新高。該股收盤上漲1.1%，報59.75港元。大摩報告中稱，公司今年至今股價跑贏恒生指數同期表現47個百分點，目前0.32倍的追蹤市賬率和5.4%的預測2022年股息率仍然具有吸引力。而最近宣佈的40億元回購計畫也在進行中，自8月19日以來，公司購股相當於每日交易量20%-30%。
太古股份公司B（00087）盤中最高觸達9.45港元，創52周新高。該股收盤下跌0.11%，報9.26港元。
uSMART智能寫手的信息、數據均來自媒體公開報道，智能寫手不能保證其完全準確，內容僅供參考，不構成投資建議。
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