--- title: "《大行》摩通列出人民幣升值令盈利受負面影響較大的中資股名單 (表)" description: "摩根大通列出人民幣升值對中資股盈利影響的名單，指出人民幣兑美元每升值 5% 將對多家公司的純利產生負面影響。受影響的公司包括申洲、超盈國際、中芯、環旭電子、高偉電子、龍佰集團、國瓷材料、浙江鼎力、三一重工、徐工機械、藥明生物、藥明合聯、傑瑞股份和中石化油服，預計影響幅度在 7% 至 15% 之間。" type: "news" locale: "zh-HK" url: "https://longbridge.com/zh-HK/news/275404223.md" published_at: "2026-02-10T04:57:44.000Z" --- # 《大行》摩通列出人民幣升值令盈利受負面影響較大的中資股名單 (表) > 摩根大通列出人民幣升值對中資股盈利影響的名單，指出人民幣兑美元每升值 5% 將對多家公司的純利產生負面影響。受影響的公司包括申洲、超盈國際、中芯、環旭電子、高偉電子、龍佰集團、國瓷材料、浙江鼎力、三一重工、徐工機械、藥明生物、藥明合聯、傑瑞股份和中石化油服，預計影響幅度在 7% 至 15% 之間。 股份│人民幣兑美元每升值 5% 對純利影響估算 申洲 (02313.HK)│高單位數字 超盈國際 (02111.HK)│高單位數字 中芯 (00981.HK)│高單位數字 環旭電子 (601231.SH)│約-10% 高偉電子 (01415.HK)│約-10% 龍佰集團 (002601.SZ)│約-15% 國瓷材料 (300285.SZ)│約-13% 浙江鼎力 (603338.SH)│約-7% 三一重工 (600031.SH)│約-8% 徐工機械 (000425.SZ)│約-9% 藥明生物 (02269.HK)│約-10% 藥明合聯 (02268.HK)│約-10% 傑瑞股份 (002353.SZ)│約-12% 中石化油服 (01033.HK)│約-8% ### Related Stocks - [688981.CN - 中芯國際](https://longbridge.com/zh-HK/quote/688981.CN.md) - [83192.HK - A博時人民幣-R](https://longbridge.com/zh-HK/quote/83192.HK.md) - [02313.HK - 申洲國際](https://longbridge.com/zh-HK/quote/02313.HK.md) - [600031.CN - 三一重工](https://longbridge.com/zh-HK/quote/600031.CN.md) - [03192.HK - A博時人民幣](https://longbridge.com/zh-HK/quote/03192.HK.md) - [02268.HK - 藥明合聯](https://longbridge.com/zh-HK/quote/02268.HK.md) - [300285.CN - 國瓷材料](https://longbridge.com/zh-HK/quote/300285.CN.md) - [03420.HK - A惠理人民幣](https://longbridge.com/zh-HK/quote/03420.HK.md) - [600871.CN - 石化油服](https://longbridge.com/zh-HK/quote/600871.CN.md) - [00981.HK - 中芯國際](https://longbridge.com/zh-HK/quote/00981.HK.md) ## Related News & Research | Title | Description | URL | |-------|-------------|-----| | 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-HK/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-HK/news/277428719.md) | | 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-HK/news/277121239.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-HK/news/276960728.md) | | 04:34 ETSANY to Unveil New Machines, Smart Technology, and Service at CONEXPO 2026 | SANY will showcase its North American portfolio at CONEXPO-CON/AGG 2026 in Las Vegas, featuring 32 machines and 17 attac | [Link](https://longbridge.com/zh-HK/news/276864661.md) | --- > **免責聲明**：本文內容僅供參考，不構成任何投資建議。