花旗发表港股策略报告,列出「中国制造2025」落後股主题名单((Lagging H-share Stocks Related to "Made in China 2025" Theme):股份│投资评级│目标价紫金(02899.HK) +0.560 (+2.489%) 沽空 $4.20亿; 比率 43.846% │买入│21.9元中芯(0981.HK)│中性│47元联想集团(00992.HK) -0.120 (-1.076%) 沽空 $2.41亿; 比率 26.973% │买入│11.5元中国中车(01766.HK) +0.040 (+0.714%) 沽空 $1.88百万; 比率 3.150% │买入│6.9元中国中铁(00390.HK) +0.090 (+2.273%) 沽空 $1.58千万; 比率 16.488% │买入│5.1元赣锋锂业(01772.HK) +0.680 (+2.478%) 沽空 $4.30千万; 比率 7.119% │买入│26元天齐锂业(09696.HK) +1.260 (+3.169%) 沽空 $5.95百万; 比率 1.243% │买入│27元时代电气(03898.HK) +0.200 (+0.606%) 沽空 $4.17百万; 比率 7.737% │买入│42元中国通号(03969.HK) +0.020 (+0.570%) 沽空 $1.90百万; 比率 6.571% │买入│4.8元东方电气(01072.HK) +0.240 (+1.302%) 沽空 $2.20千万; 比率 4.459% │买入│11元信义光能(00968.HK) +0.050 (+1.608%) 沽空 $3.68千万; 比率 12.771% │中性│3.6元中集安瑞科(03899.HK) +0.100 (+1.497%) 沽空 $1.49百万; 比率 8.383% │买入│8元福莱特玻璃(06865.HK) -0.080 (-0.778%) 沽空 $7.31百万; 比率 10.191% │沽售│10元中航科工(02357.HK) -0.040 (-0.840%) 沽空 $1.26千万; 比率 10.630% │买入│5元(wl/u)(港股报价延迟最少十五分钟。沽空资料截至 2025-08-08 16:25。)