港股异动 | 创科实业(00669)盘中涨超5% 花旗称关税裁决利好中国出口商 小摩看好电动工具行业重回增长

智通财经
Feb 23

智通财经APP获悉,创科实业(00669)盘中涨超5%,截至发稿,涨3.84%,报124.3港元,成交额9.12亿港元。

消息面上,美国最高法院宣布特朗普政府实施多项关税无效。随后特朗普将全球关税提高至15%,为期150天。花旗认为,这项裁决对大多数中国出口商而言总体上属于利好消息,因为其美国客户现需支付更高对等关税,并不是根据第122条款额外征收的15%关税,故在美国销售业务占更高的公司应该受益更多。该行较看好创科实业。

小摩此前发布研报称,电动工具行业正重新步入增长轨道,推动因素包括供应链及库存调整正常化、利率周期更有利,以及公司自身的催化剂。针对创科实业,该行预期Milwaukee品牌收入增长将重新加速,因总市场规模快速扩张。同时,在退出沃尔玛的HART品牌后,公司将重新聚焦消费业务,尤其是家得宝的Ryobi品牌。

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