不过，大和发布研报称，相信市场对潜在新关税担忧可能过度，因为创科已分散全球生产布局，根据该行估计，明年中国产能只占其整体产能的三分之一，并相信公司具议价能力，重申“买入”评级。大和下调创科今明两年盈利预测1至2%，基于更务实的利润率扩张预测，将目标价由120港元上调至127港元。Chuangke Industrial (00669) fell more than 3%, and fell by more than 5% yesterday afternoon. As of press release, it decreased by 3.27% to HK$106.5, with a turnover of HK$0.231 billion.
The Zhitong Finance App learned that Chuangke Industrial (00669) fell by more than 3%, and fell by more than 5% yesterday afternoon. As of press release, it decreased by 3.27% to HK$106.5, with a turnover of HK$0.231 billion.
According to the news, the market is worried that Trump's election will impose tariffs, and the export stock Chuangke Industrial will be under pressure for two consecutive days. Nanhua Futures pointed out that after Trump's election, according to the information released in his speech, he is likely to continue the “America First” concept and continue to implement protectionist trade policies, such as imposing tariffs. This will have a direct impact on the profitability and market share of Chinese exporters.
However, Yamato released a research report saying that it is believed that the market's concerns about potential new tariffs may be excessive because Chuangke has scattered the global production layout. According to the bank's estimates, China's production capacity will only account for one-third of its total production capacity next year, and believes that the company has bargaining power, and reaffirms the “buy” rating. Daiwa lowered I&T's profit forecast for this year and next two years by 1 to 2%, and raised the target price from HK$120 to HK$127 based on a more realistic profit margin expansion forecast.
