《大行》瑞银:衡量中东冲突中联重科(01157.HK)最受负面影响 中国船舶(600150.HS)则受惠

阿斯达克财经
Mar 16

瑞银发表报告,认为若中东冲突持续,对中国工业板块的直接负面影响将相对有限,大多数公司在该地区的收入占比不超过10%。虽然冲突的直接影响主要体现在财务层面(例如,收入变化及运输成本增加),但其间接影响——有时会被投资者忽略——则需要密切关注,因为冲突可能会影响产品/行业需求的展望。油气价格上涨对该行所覆盖的工业公司影响甚微,但由此导致的煤炭价格上升可能会推高电价,略微增加生产成本,并可能导致产品组合...

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