港股异动 | 香港公用股彰显防御属性 香港中华煤气(00003)涨近2% 电能实业(00006)涨近1%

智通财经
Mar 03

智通财经APP获悉,香港公用股彰显防御属性,今日逆势上扬,截至发稿,香港中华煤气(00003)涨1.72%,报7.69港元;电能实业(00006)涨0.96%,报63.4港元;港灯-SS(02638)涨0.72%,报7.01港元;中电控股(00002)涨0.61%,报74.6港元;长江基建集团(01038)涨0.61%,报66.15港元。

消息面上,汇丰环球研究报告指,实证分析显示,香港公用事业板块在重大全球冲突期间始终如一展现其防御性特质。该板块在相关事件发生后,表现一贯地优于大市,在重大事件发生后的60天内,跑赢恒生指数7%。撇除典型的避险情绪,该行认为板块的核心基本面依然稳固,受到监管框架及长期合约的保护,得以抵御宏观不确定性与干扰。此外,随着伊朗关闭霍尔木兹海峡,燃料价格飙升。然而,该行预期对板块盈利的影响微乎其微,因为对于香港、英国及澳洲的受规管公用事业,燃料价格可完全转嫁至用户账单。

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