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大和:中國運輸工業正復甦 推薦中銀航空租賃(2588.HK)等
格隆匯 09-07 13:54

大和發表研究報告指,根據中國運輸及工業行業今年下半年的表現,認為相關行業正在從疫情的打擊中復甦,尤其是物流業及貨運業,相信客運量亦會追上,當國際客運量仍然維持疲軟時,預期客運量將會有所復甦,特別是在國內,亦料國慶日旅客量僅錄單位數跌幅。

大和表示,受疫情影響,電商平台及電子產品的使用率上升,新常態已經形成,儘管疫情退去後亦不一定消失,長遠將對有利於物流業增長,又指中美貿易摩擦持續,促使全球生產商多樣化其生產鏈,料長遠將對地區的物流業提供長遠增長機會。

大和續指,旅遊復甦是今年餘下時間的主要主題,推薦中銀航空租賃(2588.HK)、中國民航信息網絡(0696.HK)、上海機場(600009.SH)和中國東方航空股份(0670.HK)。在電商物流方面,推薦中聯重科(1157.HK),另外亦推薦嘉裏物流(0636.HK)和海豐國際(1308.HK)。

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