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花旗:因具有强大定价权 看好创科实业(0669.HK)
格隆汇 04-09 14:12

花旗发表研究报告指,中国工业板块今年面临的主要逆风是原物料成本的激增,看好具有强大定价权的公司,如创科实业(0669.HK),指创科实业拥有自主品牌,并且能够控制新产品发布速度,以重置价格并转移成本上升

花旗表示,公司大部分DIY和户外工具等产品具有较短的销售周期,也是优势,股票看好顺序为创科实业、建滔积层板(1888.HK)、欧派家居、汇川技术等,又指在疫情冲击后,板块中各公司会面临长期订单可见性的问题,此前在疫情中能获得需求累积和供应紧张的支撑。

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