星展发表报告,列出自上而下筛选高收益国有企业,根据新关键绩效指标改善的指标股份名单(Top-down screening for high-yield SOEs with improving metrics under new KPIs ),现只列出其中港股:股份│投资评级│预测今年股息率中石化(00386.HK) +0.010 (+0.251%) 沽空 $1.15亿; 比率 21.799% │持有│7.43厘中远海控(01919.HK) 0.000 (0.000%) 沽空 $5.72千万; 比率 13.292% │持有│7.14厘中远海能(01138.HK) +0.260 (+4.370%) 沽空 $2.72千万; 比率 7.557% │买入│9.72厘中国电力(02380.HK) +0.030 (+0.984%) 沽空 $1.61千万; 比率 19.290% │无│6.5厘中交(01800.HK) +0.070 (+1.434%) 沽空 $21.70万; 比率 0.772% │无│7.03厘华润电力(00836.HK) 0.000 (0.000%) 沽空 $4.16千万; 比率 23.660% │买入│6.35厘中石油(00857.HK) -0.030 (-0.505%) 沽空 $1.27亿; 比率 16.653% │买入│7.66厘中银香港(02388.HK) +0.850 (+2.673%) 沽空 $9.23千万; 比率 17.109% │买入│6.72厘华能(00902.HK) 0.000 (0.000%) 沽空 $2.47千万; 比率 11.318% │买入│6.7厘中海油(00883.HK) -0.200 (-1.192%) 沽空 $8.90千万; 比率 4.016% │买入│7.99厘中国建筑(03311.HK) -0.100 (-0.871%) 沽空 $1.67千万; 比率 27.588% │无│6.04厘建行(0939.HK)│买入│6.3厘中移动(00941.HK) +0.950 (+1.162%) 沽空 $1.62亿; 比率 9.472% │买入│6.53厘(wl/u)(港股报价延迟最少十五分钟。沽空资料截至 2025-05-06 16:25。)