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) +0.300 (+1.351%) 沽空 $2.08亿; 比率 28.346% │买入│21.9元中芯(0981.HK)│中性│47元联想集团(00992.HK) +0.110 (+0.996%) 沽空 $2.23亿; 比率 24.881% │买入│11.5元中国中车(01766.HK) +0.060 (+1.083%) 沽空 $1.07千万; 比率 9.540% │买入│6.9元中国中铁(00390.HK) +0.030 (+0.763%) 沽空 $8.25百万; 比率 14.924% │买入│5.1元赣锋锂业(01772.HK) +1.080 (+4.097%) 沽空 $5.39千万; 比率 9.704% │买入│26元天齐锂业(09696.HK) +2.800 (+7.576%) 沽空 $1.61千万; 比率 3.814% │买入│27元时代电气(03898.HK) +0.260 (+0.794%) 沽空 $8.36百万; 比率 10.731% │买入│42元中国通号(03969.HK) +0.070 (+2.035%) 沽空 $1.27百万; 比率 3.157% │买入│4.8元东方电气(01072.HK) +0.030 (+0.163%) 沽空 $6.29百万; 比率 2.921% │买入│11元信义光能(00968.HK) -0.010 (-0.321%) 沽空 $5.24千万; 比率 25.493% │中性│3.6元中集安瑞科(03899.HK) +0.030 (+0.451%) 沽空 $58.81万; 比率 2.868% │买入│8元福莱特玻璃(06865.HK) -0.100 (-0.963%) 沽空 $3.08百万; 比率 6.693% │沽售│10元中航科工(02357.HK) -0.100 (-2.058%) 沽空 $8.35百万; 比率 5.218% │买入│5元(wl/u)(港股报价延迟最少十五分钟。沽空资料截至 2025-08-07 16:25。)