研報掘金|中金:預計海外中資股上半年多賺逾6% 中車、攜程、比亞迪等業績或超預期
中金髮表港股策略報吿,8月中下旬進入企業公佈業績的高峯期。針對中報業績、尤其是可能超預期的領域,基於行業分析師的預測,分析對象為中金覆蓋範圍內的433家海外中資股。該行料今年上半年整體放緩,多數板塊回落,僅上游資源品、出口鏈相關、水電燃氣、教育服務等是亮點。整體看,以人民幣計價,自下而上彙總該行的行業分析師對個股預測,料2024年上半年盈利預計增長6.4%,較2023年全年13%下滑。個股層面,中金行業分析師認為中國中車、攜程集團、鄭煤機、安能物流、嘉裏物流、比亞迪、福耀玻璃、塗鴉智能等業績有望超出預期。
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