中金发表港股策略报告，基于对该行行业分析员的内部调查，从自下而上的角度整理出了行业分析员认为未来业绩有可能超出或低于预期的个股名单。该行建议投资者在年报期间密切关注上述股票，业绩超出于预期可能会对股价产生影响。
根据中金行业分析员观点总结的去年业绩可能超出市场预期的个股：
潜在高于去年业绩一致预期10%以上的股份
股份│原因
海丰国际(01308.HK) │去年第四季度旺季超预期
京东物流(02618.HK) │得益于成本，四季度继续按年改善
泡泡玛特(09992.HK) │去年下半年开店、新品供应链放量速度高于市场预期，上季欧美旺季有望引领持续超预期
中信金融资产(02799.HK) │计划去年内完成中信股份(00267.HK) 4.88%股份受让，考虑该部分股权投资以权益法核算，测算此次受让可带来232.5亿元人民币一次性其他收入
(wl/da)(港股报价延迟最少十五分钟。沽空资料截至 2025-02-12 12:25。)
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