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 (+0.252%) 沽空 $1.27亿; 比率 22.350% │持有│7.43厘中远海控(01919.HK) +0.260 (+2.131%) 沽空 $6.55千万; 比率 20.649% │持有│7.14厘中远海能(01138.HK) -0.160 (-2.653%) 沽空 $1.08千万; 比率 11.926% │买入│9.72厘中国电力(02380.HK) +0.020 (+0.645%) 沽空 $1.05千万; 比率 13.780% │无│6.5厘中交(01800.HK) +0.010 (+0.200%) 沽空 $2.01百万; 比率 6.862% │无│7.03厘华润电力(00836.HK) +0.100 (+0.519%) 沽空 $2.12千万; 比率 13.064% │买入│6.35厘中石油(00857.HK) +0.090 (+1.500%) 沽空 $1.46亿; 比率 24.933% │买入│7.66厘中银香港(02388.HK) +0.500 (+1.560%) 沽空 $1.70亿; 比率 22.927% │买入│6.72厘华能(00902.HK) +0.090 (+1.826%) 沽空 $6.27百万; 比率 6.495% │买入│6.7厘中海油(00883.HK) +0.200 (+1.198%) 沽空 $5.87千万; 比率 6.482% │买入│7.99厘中国建筑(03311.HK) -0.060 (-0.528%) 沽空 $1.35千万; 比率 16.517% │无│6.04厘建行(0939.HK)│买入│6.3厘中移动(00941.HK) -0.250 (-0.299%) 沽空 $1.37亿; 比率 12.483% │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 2025-05-08 16:25。)