《大行報告》花旗下調中國明年經濟增長預測至4.9%
花旗發表研究報告,指在預期中國恆大(03333.HK)需要重組的情況下,當中包括政府將介入以確保公司交付預售單位並滿足其他社會義務,國企、國資委將有注資行動等,且債務將重組,包括延期或削減等方面,故該行下調內地明年GDP增長預期,由5.5%降至4.9%,經濟增長壓力可能會引發部分政策放寬,包括明年降息25個基點。
該行同時降恆指年底目標至26,800點,國企指數亦降10%至9,633點,而滬深300降至5,410點。
該行看好部份行業可受惠內地通脹上升、疫情後復甦、共富概念等,建議增持油氣股、保險股、交通股、硬件股及清潔能源股,首選比亞迪股份(01211.HK)、中國石油化工股份(00386.HK)、友邦保險(01299.HK)、中國南方航空股份(01055.HK)、滔搏(06110.HK)、信義光能(00968.HK)。
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