摩通发表报告指出,若中国在控制产能过剩的政策上执行得当,有可能会对股市及全球贸易产生正面影响,预计一些新能源汽车及房地产的龙头公司将较为受惠。报告称,中国的产能过剩已经损害企业的利润率及估值,目前中国的产能利用率约为74%,落后于美国及欧盟,预计中国控制产能过剩的政策或能缓解通缩压力、提高利润率,以及抑制中国廉价出口,这将有助于减少贸易摩擦。随着产出减少,汽车、化学、建筑材料、金属以及采矿相关行业...
Source Link摩通发表报告指出,若中国在控制产能过剩的政策上执行得当,有可能会对股市及全球贸易产生正面影响,预计一些新能源汽车及房地产的龙头公司将较为受惠。报告称,中国的产能过剩已经损害企业的利润率及估值,目前中国的产能利用率约为74%,落后于美国及欧盟,预计中国控制产能过剩的政策或能缓解通缩压力、提高利润率,以及抑制中国廉价出口,这将有助于减少贸易摩擦。随着产出减少,汽车、化学、建筑材料、金属以及采矿相关行业...
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