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《大行》瑞銀列出潛在受惠「反內卷」政策的中資首選股名單(表)
瑞銀髮表報告,列出潛在受惠「反內卷」政策的中資首選股名單、該行認爲相關板塊股價是否已反映相關因素。
行業│首選股│該板塊股價是否已反映受惠「反內卷」
水泥│中國建材(03323.HK)│大部份已反映
鋰│鹽湖股份(000792.SZ)│輕微反映
化工│華魯恆升(600426.SH)及恆力石化(600346.SH)│未反映
汽車│比亞迪(01211.HK)、理想(LI.US)及長汽(02333.HK)│未反映
保險│平安(02318.HK)及太保(02601.HK)│部份已反映
太陽能供應鏈│協鑫(03800.HK)、通威(600438.SH)及隆基綠能(601012.SH)│輕微反映
豬肉│牧原股份(002714.SZ)及溫氏股份(300498.SZ)│部份已反映
醫療│三生製藥(01530.HK)及威高(01066.HK)│大部份已反映
餐飲外賣│阿里巴巴(BABA.US)│輕微反映
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