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) +0.340 (+1.570%) 沽空 $1.33亿; 比率 40.268% │买入│21.9元中芯(0981.HK)│中性│47元联想集团(00992.HK) +0.410 (+3.868%) 沽空 $2.77亿; 比率 29.132% │买入│11.5元中国中车(01766.HK) +0.080 (+1.484%) 沽空 $4.81百万; 比率 30.696% │买入│6.9元中国中铁(00390.HK) +0.030 (+0.767%) 沽空 $2.74百万; 比率 19.145% │买入│5.1元赣锋锂业(01772.HK) +0.020 (+0.076%) 沽空 $2.21千万; 比率 23.345% │买入│26元天齐锂业(09696.HK) +0.320 (+0.890%) 沽空 $91.34万; 比率 1.691% │买入│27元时代电气(03898.HK) +0.280 (+0.881%) 沽空 $2.28百万; 比率 9.306% │买入│42元中国通号(03969.HK) +0.030 (+0.877%) 沽空 $1.03百万; 比率 17.338% │买入│4.8元东方电气(01072.HK) +0.140 (+0.762%) 沽空 $6.03百万; 比率 3.282% │买入│11元信义光能(00968.HK) +0.070 (+2.273%) 沽空 $4.13千万; 比率 44.125% │中性│3.6元中集安瑞科(03899.HK) -0.030 (-0.451%) 沽空 $22.54万; 比率 12.784% │买入│8元福莱特玻璃(06865.HK) +0.040 (+0.384%) 沽空 $2.30百万; 比率 6.864% │沽售│10元中航科工(02357.HK) -0.010 (-0.207%) 沽空 $1.24千万; 比率 7.610% │买入│5元(wl/u)(港股报价延迟最少十五分钟。沽空资料截至 2025-08-05 12:25。)