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) +0.060 (+1.478%) 沽空 $1.30亿; 比率 23.463% │持有│7.43厘中远海控(01919.HK) +0.280 (+1.950%) 沽空 $8.56千万; 比率 14.203% │持有│7.14厘中远海能(01138.HK) -0.030 (-0.485%) 沽空 $1.10千万; 比率 19.881% │买入│9.72厘中国电力(02380.HK) +0.040 (+1.250%) 沽空 $9.34百万; 比率 13.298% │无│6.5厘中交(01800.HK) 0.000 (0.000%) 沽空 $2.06百万; 比率 4.601% │无│7.03厘华润电力(00836.HK) +0.570 (+2.911%) 沽空 $3.53千万; 比率 15.653% │买入│6.35厘中石油(00857.HK) +0.110 (+1.766%) 沽空 $9.07千万; 比率 13.950% │买入│7.66厘中银香港(02388.HK) +0.250 (+0.753%) 沽空 $7.60千万; 比率 13.989% │买入│6.72厘华能(00902.HK) +0.060 (+1.215%) 沽空 $9.74百万; 比率 10.962% │买入│6.7厘中海油(00883.HK) +0.180 (+1.033%) 沽空 $4.73千万; 比率 3.679% │买入│7.99厘中国建筑(03311.HK) +0.020 (+0.182%) 沽空 $7.45百万; 比率 19.085% │无│6.04厘建行(0939.HK)│买入│6.3厘中移动(00941.HK) +1.500 (+1.732%) 沽空 $1.51亿; 比率 7.813% │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 2025-05-20 16:25。)