--- title: "《大行》摩通列出人民币升值令盈利受负面影响较大的中资股名单 (表)" description: "摩根大通列出人民币升值对中资股盈利影响的名单，指出人民币兑美元每升值 5% 将对多家公司的纯利产生负面影响。受影响的公司包括申洲、超盈国际、中芯、环旭电子、高伟电子、龙佰集团、国瓷材料、浙江鼎力、三一重工、徐工机械、药明生物、药明合联、杰瑞股份和中石化油服，预计影响幅度在 7% 至 15% 之间。" type: "news" locale: "zh-CN" url: "https://longbridge.com/zh-CN/news/275404223.md" published_at: "2026-02-10T04:57:44.000Z" --- # 《大行》摩通列出人民币升值令盈利受负面影响较大的中资股名单 (表) > 摩根大通列出人民币升值对中资股盈利影响的名单，指出人民币兑美元每升值 5% 将对多家公司的纯利产生负面影响。受影响的公司包括申洲、超盈国际、中芯、环旭电子、高伟电子、龙佰集团、国瓷材料、浙江鼎力、三一重工、徐工机械、药明生物、药明合联、杰瑞股份和中石化油服，预计影响幅度在 7% 至 15% 之间。 股份│人民币兑美元每升值 5% 对纯利影响估算 申洲 (02313.HK)│高单位数字 超盈国际 (02111.HK)│高单位数字 中芯 (00981.HK)│高单位数字 环旭电子 (601231.SH)│约-10% 高伟电子 (01415.HK)│约-10% 龙佰集团 (002601.SZ)│约-15% 国瓷材料 (300285.SZ)│约-13% 浙江鼎力 (603338.SH)│约-7% 三一重工 (600031.SH)│约-8% 徐工机械 (000425.SZ)│约-9% 药明生物 (02269.HK)│约-10% 药明合联 (02268.HK)│约-10% 杰瑞股份 (002353.SZ)│约-12% 中石化油服 (01033.HK)│约-8% ### Related Stocks - [688981.CN - 中芯国际](https://longbridge.com/zh-CN/quote/688981.CN.md) - [83192.HK - A博时人民币-R](https://longbridge.com/zh-CN/quote/83192.HK.md) - [02313.HK - 申洲国际](https://longbridge.com/zh-CN/quote/02313.HK.md) - [600031.CN - 三一重工](https://longbridge.com/zh-CN/quote/600031.CN.md) - [03192.HK - A博时人民币](https://longbridge.com/zh-CN/quote/03192.HK.md) - [02268.HK - 药明合联](https://longbridge.com/zh-CN/quote/02268.HK.md) - [300285.CN - 国瓷材料](https://longbridge.com/zh-CN/quote/300285.CN.md) - [03420.HK - A惠理人民币](https://longbridge.com/zh-CN/quote/03420.HK.md) - [600871.CN - 石化油服](https://longbridge.com/zh-CN/quote/600871.CN.md) - [00981.HK - 中芯国际](https://longbridge.com/zh-CN/quote/00981.HK.md) ## Related News & Research | Title | Description | URL | |-------|-------------|-----| | China c.bank: to reduce foreign exchange risk reserve ratio for foreign exchange sales to 0% from 20% effective March 2 | China c.bank: to reduce foreign exchange risk reserve ratio for foreign exchange sales to 0% from 20% effective March 2 | [Link](https://longbridge.com/zh-CN/news/277121239.md) | | China's Top Chipmakers Race To Scale Advanced AI Chips Despite US Curbs As Demand Surges: Report | China's leading chipmakers are ramping up production of advanced semiconductors to meet rising domestic AI demand, despi | [Link](https://longbridge.com/zh-CN/news/276884142.md) | | 01:26 ETXCMG Drives National Standard for Crane Graphical Symbols, Strengthening Leadership in Industry Standardization | XCMG has played a significant role in the development of China's new national standard GB/T 25195.2-2025 for mobile cran | [Link](https://longbridge.com/zh-CN/news/276992437.md) | | SDI's Stock Pops as China's Sinocera Plans to Buy Australian Dental Materials Firm for USD110 Million | Shares of SDI surged over 45% to AUD1.28 after announcing its acquisition by China's Sinocera for AUD166 million (USD109 | [Link](https://longbridge.com/zh-CN/news/277428719.md) | | 19:31 ETSANY präsentiert auf der CONEXPO 2026 neue Maschinen, intelligente Technologien und Dienstleistungen | SANY will showcase its comprehensive North American portfolio, technologies, and services at CONEXPO-CON/AGG 2026 in Las | [Link](https://longbridge.com/zh-CN/news/276960728.md) | --- > **免责声明**：本文内容仅供参考，不构成任何投资建议。