孙悟空
发表于 2015-6-1 21:22:00
<p class="detailPic" style="margin: 0px auto 10px; padding: 0px; text-indent: 28px; text-align: center; color: rgb(43, 43, 43); font-family: simsun, arial, helvetica, clean, sans-serif; line-height: 24px;"><img src="http://y3.ifengimg.com/a/2015_23/138cdcdbb225cd9.jpg" width="440" height="408" alt="" style="border: 0px; vertical-align: bottom; display: block; margin: 0px auto;"/></p><p class="picIntro" style="margin: 0px 0px 25px; padding: 0px; text-indent: 28px; text-align: center; font-family: 楷体_gb2312, 楷体; color: rgb(43, 43, 43); line-height: 24px;">中国商务部部长高虎城与朴槿惠在青瓦台</p><p style="margin: 0px 0px 25px; padding: 0px; text-indent: 28px; color: rgb(43, 43, 43); font-family: simsun, arial, helvetica, clean, sans-serif; line-height: 24px;">【中韩自贸协定签署：超9成产品有望进入零关税时代】据央视，中韩两国政府今天正式签署中韩自由贸易协定：①开放水平方面，双方货物贸易自由化比例均超过税目90%、贸易额85%；②协定范围涵盖货物贸易、服务贸易、投资和规则等17个领域；③双方将以负面清单模式继续开展服务贸易谈判。</p><p style="margin: 0px 0px 25px; padding: 0px; text-indent: 28px; color: rgb(43, 43, 43); font-family: simsun, arial, helvetica, clean, sans-serif; line-height: 24px;">受此消息影响，中韩自贸区概念股<a href="http://finance.ifeng.com/app/hq/stock/sh601880/" target="_blank" title="大连港 601880" style="text-decoration: none; color: rgb(0, 66, 118); font-weight: bold;">大连港</a><span id="sh601880_hq">[<span class="Ared" style="color: rgb(255, 0, 0);">10.00%</span> <a href="http://app.finance.ifeng.com/data/stock/tab_zjlx.php?code=sh601880" target="_blank" style="text-decoration: none; color: rgb(0, 66, 118);">资金</a> <a href="http://star.finance.ifeng.com/stock/sh601880" target="_blank" style="text-decoration: none; color: rgb(0, 66, 118);">研报</a>]</span>、<a href="http://finance.ifeng.com/app/hq/stock/sz002094/" target="_blank" title="青岛金王 002094" style="text-decoration: none; color: rgb(0, 66, 118); font-weight: bold;">青岛金王</a><span id="sz002094_hq">[<span class="Ared" style="color: rgb(255, 0, 0);">9.99%</span> <a href="http://app.finance.ifeng.com/data/stock/tab_zjlx.php?code=sz002094" target="_blank" style="text-decoration: none; color: rgb(0, 66, 118);">资金</a> <a href="http://star.finance.ifeng.com/stock/sz002094" target="_blank" style="text-decoration: none; color: rgb(0, 66, 118);">研报</a>]</span>、<a href="http://finance.ifeng.com/app/hq/stock/sh600017/" target="_blank" title="日照港 600017" style="text-decoration: none; color: rgb(0, 66, 118); font-weight: bold;">日照港</a><span id="sh600017_hq">[<span class="Ared" style="color: rgb(255, 0, 0);">10.00%</span> <a href="http://app.finance.ifeng.com/data/stock/tab_zjlx.php?code=sh600017" target="_blank" style="text-decoration: none; color: rgb(0, 66, 118);">资金</a> <a href="http://star.finance.ifeng.com/stock/sh600017" target="_blank" style="text-decoration: none; color: rgb(0, 66, 118);">研报</a>]</span>纷纷涨停。</p><p style="margin: 0px 0px 25px; padding: 0px; text-indent: 28px; color: rgb(43, 43, 43); font-family: simsun, arial, helvetica, clean, sans-serif; line-height: 24px;">今天，中国商务部部长高虎城和韩国通商产业资源部部长尹相直，在韩国首尔分别代表两国政府正式签署《<a href="http://car.auto.ifeng.com/brand/10070/" target="_blank" style="text-decoration: none; color: rgb(0, 66, 118); font-weight: bold;">中华</a>人民共和国政府和大韩民国政府自由贸易协定》。</p><p style="margin: 0px 0px 25px; padding: 0px; text-indent: 28px; color: rgb(43, 43, 43); font-family: simsun, arial, helvetica, clean, sans-serif; line-height: 24px;">据了解，中韩自贸协定亮点颇多，这是迄今为止中国对外签署的涉及国别贸易额最大的自贸协定，同时也是中国迄今为止涉及领域最多的自贸协定。中韩自贸协定草签文本有22章，覆盖17个领域，不仅涉及货物贸易，而且包括服务贸易和投资。目前中韩双边贸易规模已经达到3000亿<a href="http://app.finance.ifeng.com/hq/rmb/quote.php?symbol=USD" target="_blank" style="text-decoration: none; color: rgb(0, 66, 118); font-weight: bold;">美元</a>。中韩自贸区的建立将会极大刺激双边贸易，专家预计五年内贸易规模就会突破4000亿美元。</p><div id="embed_hzh_div" class="embedHzh" style="margin: 10px 20px 10px 0px; padding: 4px; color: rgb(43, 43, 43); font-family: simsun, arial, helvetica, clean, sans-serif; line-height: 24px; width: 200px; height: 300px; float: left; display: inline; overflow: hidden; clear: both; border: 1px solid rgb(205, 205, 205);"><iframe id="ifm_embed_hzh_div" frameborder="0" scrolling="no" width="200" height="300" src="http://www.ifeng.com/ssi-incs/demo/140102-taobao-neiqianHZH01-sucai-V3.html"></iframe></div><p style="margin: 0px 0px 25px; padding: 0px; text-indent: 28px; color: rgb(43, 43, 43); font-family: simsun, arial, helvetica, clean, sans-serif; line-height: 24px;">有分析指出，随着中韩自贸协定6月1日正式签署，这将给中韩间的贸易、海运、<a href="http://travel.ifeng.com/" target="_blank" style="text-decoration: none; color: rgb(0, 66, 118); font-weight: bold;">旅游</a>等领域注入强大活力，在概念股布局方面，<a href="http://finance.ifeng.com/app/hq/stock/sh601688/" target="_blank" title="华泰证券 601688" style="text-decoration: none; color: rgb(0, 66, 118); font-weight: bold;">华泰证券</a><span id="sh601688_hq">[<span class="Ared" style="color: rgb(255, 0, 0);">4.07%</span> <a href="http://app.finance.ifeng.com/data/stock/tab_zjlx.php?code=sh601688" target="_blank" style="text-decoration: none; color: rgb(0, 66, 118);">资金</a> <a href="http://star.finance.ifeng.com/stock/sh601688" target="_blank" style="text-decoration: none; color: rgb(0, 66, 118);">研报</a>]</span>建议关注港口、海运、纺织品以及<a href="http://finance.ifeng.com/app/hq/stock/sz000061/" target="_blank" title="农产品 000061" style="text-decoration: none; color: rgb(0, 66, 118); font-weight: bold;">农产品</a><span id="sz000061_hq">[<span class="Ared" style="color: rgb(255, 0, 0);">4.36%</span> <a href="http://app.finance.ifeng.com/data/stock/tab_zjlx.php?code=sz000061" target="_blank" style="text-decoration: none; color: rgb(0, 66, 118);">资金</a> <a href="http://star.finance.ifeng.com/stock/sz000061" target="_blank" style="text-decoration: none; color: rgb(0, 66, 118);">研报</a>]</span>等四类个股。具体来看，中韩自贸区的建立将使得港口和海运<a href="http://auto.ifeng.com/hangye/" target="_blank" style="text-decoration: none; color: rgb(0, 66, 118); font-weight: bold;">行业</a>首先受益，逻辑在于：一方面，自贸区协定生效后，贸易规模有望显著增加，同时中韩货物贸易大多以海运为主，从而带来港口吞吐量和海上货物运输量的相应提高。另一方面，中韩自由贸易协定中大概率将包括通关便利化和检疫负面清单等优惠政策，此项互惠政策将大幅度节约港口和海运环节的时间成本。建议重点关注北方地区重要港口的运营公司和海运公司，包括<a href="http://app.travel.ifeng.com/city_detail_286" target="_blank" style="text-decoration: none; color: rgb(0, 66, 118); font-weight: bold;">大连</a>港、<a href="http://finance.ifeng.com/app/hq/stock/sh600717/" target="_blank" title="天津港 600717" style="text-decoration: none; color: rgb(0, 66, 118); font-weight: bold;">天津港</a><span id="sh600717_hq">[<span class="Ared" style="color: rgb(255, 0, 0);">7.60%</span> <a href="http://app.finance.ifeng.com/data/stock/tab_zjlx.php?code=sh600717" target="_blank" style="text-decoration: none; color: rgb(0, 66, 118);">资金</a> <a href="http://star.finance.ifeng.com/stock/sh600717" target="_blank" style="text-decoration: none; color: rgb(0, 66, 118);">研报</a>]</span>、<a href="http://finance.ifeng.com/app/hq/stock/sh601008/" target="_blank" title="连云港 601008" style="text-decoration: none; color: rgb(0, 66, 118); font-weight: bold;">连云港</a><span id="sh601008_hq">[<span class="Ared" style="color: rgb(255, 0, 0);">7.22%</span> <a href="http://app.finance.ifeng.com/data/stock/tab_zjlx.php?code=sh601008" target="_blank" style="text-decoration: none; color: rgb(0, 66, 118);">资金</a> <a href="http://star.finance.ifeng.com/stock/sh601008" target="_blank" style="text-decoration: none; color: rgb(0, 66, 118);">研报</a>]</span>等港口公司以及<a href="http://finance.ifeng.com/app/hq/stock/sh603167/" target="_blank" title="渤海轮渡 603167" style="text-decoration: none; color: rgb(0, 66, 118); font-weight: bold;">渤海轮渡</a><span id="sh603167_hq">[<span class="Ared" style="color: rgb(255, 0, 0);">10.01%</span> <a href="http://app.finance.ifeng.com/data/stock/tab_zjlx.php?code=sh603167" target="_blank" style="text-decoration: none; color: rgb(0, 66, 118);">资金</a> <a href="http://star.finance.ifeng.com/stock/sh603167" target="_blank" style="text-decoration: none; color: rgb(0, 66, 118);">研报</a>]</span>、天津海运、<a href="http://finance.ifeng.com/app/hq/stock/sh601919/" target="_blank" title="中国远洋 601919" style="text-decoration: none; color: rgb(0, 66, 118); font-weight: bold;">中国远洋</a><span id="sh601919_hq">[<span class="Ared" style="color: rgb(255, 0, 0);">3.51%</span> <a href="http://app.finance.ifeng.com/data/stock/tab_zjlx.php?code=sh601919" target="_blank" style="text-decoration: none; color: rgb(0, 66, 118);">资金</a> <a href="http://star.finance.ifeng.com/stock/sh601919" target="_blank" style="text-decoration: none; color: rgb(0, 66, 118);">研报</a>]</span>、<a href="http://finance.ifeng.com/app/hq/stock/sh601866/" target="_blank" title="中海集运 601866" style="text-decoration: none; color: rgb(0, 66, 118); font-weight: bold;">中海集运</a><span id="sh601866_hq">[<span class="Ared" style="color: rgb(255, 0, 0);">4.18%</span> <a href="http://app.finance.ifeng.com/data/stock/tab_zjlx.php?code=sh601866" target="_blank" style="text-decoration: none; color: rgb(0, 66, 118);">资金</a> <a href="http://star.finance.ifeng.com/stock/sh601866" target="_blank" style="text-decoration: none; color: rgb(0, 66, 118);">研报</a>]</span>等海运公司。</p><p style="margin: 0px 0px 25px; padding: 0px; text-indent: 28px; color: rgb(43, 43, 43); font-family: simsun, arial, helvetica, clean, sans-serif; line-height: 24px;">此外，中韩两国在货物贸易上都分别具有较强的比较优势，因此货物贸易的关税减让是中韩双边自由贸易协定的主要谈判焦点所在。中韩自贸区的设立，将有利于我国纺织品和农产品贸易公司从韩国市场获得更多市场份额。个股方面建议重点关注以下公司：1.国内纺织品出口贸易公司：<a href="http://finance.ifeng.com/app/hq/stock/sh600287/" target="_blank" title="江苏舜天 600287" style="text-decoration: none; color: rgb(0, 66, 118); font-weight: bold;">江苏舜天</a><span id="sh600287_hq">[<span class="Ared" style="color: rgb(255, 0, 0);">4.52%</span> <a href="http://app.finance.ifeng.com/data/stock/tab_zjlx.php?code=sh600287" target="_blank" style="text-decoration: none; color: rgb(0, 66, 118);">资金</a> <a href="http://star.finance.ifeng.com/stock/sh600287" target="_blank" style="text-decoration: none; color: rgb(0, 66, 118);">研报</a>]</span>、<a href="http://finance.ifeng.com/app/hq/stock/sh600735/" target="_blank" title="新华锦 600735" style="text-decoration: none; color: rgb(0, 66, 118); font-weight: bold;">新华锦</a><span id="sh600735_hq">[<span class="Ared" style="color: rgb(255, 0, 0);">4.77%</span> <a href="http://app.finance.ifeng.com/data/stock/tab_zjlx.php?code=sh600735" target="_blank" style="text-decoration: none; color: rgb(0, 66, 118);">资金</a> <a href="http://star.finance.ifeng.com/stock/sh600735" target="_blank" style="text-decoration: none; color: rgb(0, 66, 118);">研报</a>]</span>、<a href="http://finance.ifeng.com/app/hq/stock/sz000726/" target="_blank" title="鲁泰A 000726" style="text-decoration: none; color: rgb(0, 66, 118); font-weight: bold;">鲁泰A</a><span id="sz000726_hq">[<span class="Ared" style="color: rgb(255, 0, 0);">7.41%</span> <a href="http://app.finance.ifeng.com/data/stock/tab_zjlx.php?code=sz000726" target="_blank" style="text-decoration: none; color: rgb(0, 66, 118);">资金</a> <a href="http://star.finance.ifeng.com/stock/sz000726" target="_blank" style="text-decoration: none; color: rgb(0, 66, 118);">研报</a>]</span>等;2.国内农产品出口贸易公司：<a href="http://finance.ifeng.com/app/hq/stock/sz300175/" target="_blank" title="朗源股份 300175" style="text-decoration: none; color: rgb(0, 66, 118); font-weight: bold;">朗源股份</a><span id="sz300175_hq">[<span class="Ared" style="color: rgb(255, 0, 0);">10.01%</span> <a href="http://app.finance.ifeng.com/data/stock/tab_zjlx.php?code=sz300175" target="_blank" style="text-decoration: none; color: rgb(0, 66, 118);">资金</a> <a href="http://star.finance.ifeng.com/stock/sz300175" target="_blank" style="text-decoration: none; color: rgb(0, 66, 118);">研报</a>]</span>、<a href="http://finance.ifeng.com/app/hq/stock/sh600251/" target="_blank" title="冠农股份 600251" style="text-decoration: none; color: rgb(0, 66, 118); font-weight: bold;">冠农股份</a><span id="sh600251_hq">[<span class="Ared" style="color: rgb(255, 0, 0);">6.27%</span> <a href="http://app.finance.ifeng.com/data/stock/tab_zjlx.php?code=sh600251" target="_blank" style="text-decoration: none; color: rgb(0, 66, 118);">资金</a> <a href="http://star.finance.ifeng.com/stock/sh600251" target="_blank" style="text-decoration: none; color: rgb(0, 66, 118);">研报</a>]</span>。<span class="ifengLogo"><a href="http://www.ifeng.com/" target="_blank" style="text-decoration: none; color: rgb(0, 66, 118); font-weight: bold;"><img src="http://y1.ifengimg.com/e01ed39fc2da5d4a/2013/1122/Logo.gif" width="15" height="17" style="border: 0px; vertical-align: top; display: inline; margin: 0px; padding-top: 3px;" alt=""/></a></span></p>
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