Market Performance - The Hong Kong stock market showed resilience, with the Hang Seng Index and the Hang Seng Tech Index recovering from previous declines, closing up by 0.37% and 1.11% respectively [1][2] - The overall market remained stable despite a significant drop in US stocks overnight [1] Sector Performance - Major technology stocks saw gains, with notable increases in shares of Hua Hong Semiconductor (up over 5%) and SenseTime (up over 4%) [4][5] - Semiconductor stocks were active, driven by positive sentiment in the AI-driven storage cycle, with companies like Zhaoyi Innovation reaching new highs [2][7] - Gold stocks surged, led by Chifeng Jilong Gold (up over 9%) and Lingbao Gold (up over 8%), as spot gold prices broke through $4,880 [6][8] Individual Stock Movements - The stock of Skyworth Group soared over 37% after announcing a distribution of shares in Skyworth Photovoltaic and plans for a mainboard listing [16] - Southbound funds recorded a net inflow of HKD 13.93 billion, indicating strong investor interest [19] Future Outlook - Analysts predict that the Hang Seng Index could challenge the 30,000 to 31,000 point range by 2026, as current valuations remain below historical averages [21]

支持居民改善需求，销售环比回升 ——20260116 房地产行业周报 房地产 证券研究报告/行业定期报告 2026 年 01 月 20 日 | 评级： | 增持（维持） | 重点公司基本状况 | | | | | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | 简称 | 股价 | | | EPS | | | | | PE | | | 评级 | | 分析师：由子沛 | | | （元） | 2023A | 2024A | 2025E | 2026E | 2027E | 2023A | 2024A | 2025E | 2026E | 2027E | | | 执业证书编号：S0740523020005 | | 保利发展 | 6.53 | 1.01 | 0.42 | 0.46 | 0.51 | 0.54 | 6.5 | 15.5 | 14.2 | 12.8 | 12.1 | 买入 | | Email：youzp@zts.com.cn | | 招 ...

行情速览 A股：今日申万房地产指数+1.55%，涨幅排名3/31，涨幅前三个股为大悦城+10.17%、中华企业+10.14%、城投控 股+10.11%，跌幅前三个股为华联控股-9.95%、华夏幸福-9.88%、卧龙新能-5.05%。 H股：今日中华内房股指数+2.01%；涨幅前三个股分别为建发国际集团+6.22%、绿城中国+5.56%、中国海外宏洋 集团+4.93%，跌幅前三个股分别为融创中国-2.65%、龙光集团-2.03%、嘉里建设-0.46%。 【天风地产·今日简讯】2026年1月20日 行情速览 A股：今日申万房地产指数+1.55%，涨幅排名3/31，涨幅前三个股为大悦城+10.17%、中华企业+10.14%、城投控 股+10.11%，跌幅前三个股为华联控股-9.95%、华夏幸福-9.88%、卧龙新能-5.05%。 H股：今日中华内房股指数+2.01%；涨幅前三个股分别为建发国际集团+6.22%、绿城中国+5.56%、中国海外宏洋 集团+4.93%，跌幅前三个股分别为融创中国 【天风地产·今日简讯】2026年1月20日 【北京土拍】北京市规划自然资源委和市发展改革委近日联合印发了《北京市2026年度建 ...

平安证券研报指出，2025年楼市降幅收窄，2026年曙光渐行渐近。展望2026年，预计"好房子"凭借品 质/得房率等优势仍将成为提振新房销售的重要因素。 港股内房股逆势拉升，其中，绿城中国涨近6%，建发国际集团涨近5%，中国海外宏洋集团涨4.4%，华 润置地、中国金茂涨3%，越秀地产、融信中国、富力地产、融创中国、龙湖集团、美的置业均涨超1% 以上。 消息上，中国内地近期推出的针对性金融措施，例如人行近期下调再贷款利率25个基点，并将商业房地 产最低首付比例从50%降至30%。 申万宏源认为，我国房地产基本面已经历深度调整，考虑到近期中央要求"着力稳定房地产市场"，并今 年年初央媒《求是》为房地产重磅发声，其中强调地产金融属性、居民资产负债表及建议政策一次性给 足，房地产表态出现积极转变，后续行业政策值得期待。 | 代码 | 名称 | 最新价 | 涨跌幅 √ | | --- | --- | --- | --- | | 03900 | 绿城中国 | 9.310 | 5.68% | | 01908 | 建发国际集团 | 15.000 | 4.75% | | 00081 | 中国海外宏洋集 | 2.120 | 4. ...

智通财经APP讯，融创中国(01918)发布公告，于2026年1月19日根据强制可转换债券配发及发行13.66亿 股新股。 ...

融创中国(01918)发布公告，于2026年1月19日根据强制可转换债券配发及发行13.66亿股新股。 ...

FF305 | 3). 轉換可轉換債券/票據 - 涉及新股 | | 83,637,338 | 0.66 % | HKD | 6.8 | | | --- | --- | --- | --- | --- | --- | --- | | 根據強制可轉換債券1配發及發行新股 | | | | | | | | 變動日期 | 2026年1月14日 | | | | | | | 4). 轉換可轉換債券/票據 - 涉及新股 | | 1,365,520,551 | 10.82 % | HKD | 6.8 | | | 根據強制可轉換債券1配發及發行新股 | | | | | | | | 變動日期 | 2026年1月19日 | | | | | | | 於下列日期結束時的結存 (註5及6) | 2026年1月19日 | 14,334,136,758 | | 0 | | 14,334,136,758 | | B. 贖回/購回股份 (擬註銷但截至期終結存日期尚未註銷) (註5及6) | | | | | | | 翌日披露報表 (股份發行人 ── 已發行股份或庫存股份變動、股份購回及/或在場内出售庫存股份) 表格類別： 股票 狀態： 新提交 公司 ...

Core Insights - The top three companies with the highest short positions as of January 9 are Vanke Enterprises (02202), Dongfang Electric (01072), and COSCO Shipping Holdings (01919), with short ratios of 18.74%, 17.39%, and 16.49% respectively [1][2] - The companies with the largest absolute increase in short positions are Goldwind Technology (02208), Zhaoyan New Drug (06127), and Jingtai Holdings (02228), with increases of 6.84%, 2.14%, and 1.85% respectively [1][2] - The companies with the largest absolute decrease in short positions are COSCO Shipping Energy (01138), Sanhua Intelligent Control (02050), and Huahong Semiconductor (01347), with decreases of -1.77%, -0.80%, and -0.71% respectively [1][3] Top 10 Short Positions - Vanke Enterprises (02202) has a short position of 413 million shares, representing a short ratio of 18.74% [2] - Dongfang Electric (01072) has a short position of 70.93 million shares, with a short ratio of 17.39% [2] - COSCO Shipping Holdings (01919) has a short position of 475 million shares, with a short ratio of 16.49% [2] - Other notable companies in the top 10 include Heng Rui Medicine (01276) at 15.19% and Ping An Insurance (02318) at 14.74% [2] Largest Increases in Short Positions - Goldwind Technology (02208) saw its short ratio increase from 4.35% to 11.18%, an increase of 6.84% [2] - Zhaoyan New Drug (06127) increased from 6.65% to 8.79%, an increase of 2.14% [2] - Jingtai Holdings (02228) increased from 3.34% to 5.19%, an increase of 1.85% [2] Largest Decreases in Short Positions - COSCO Shipping Energy (01138) decreased from 7.11% to 5.34%, a decrease of -1.77% [3] - Sanhua Intelligent Control (02050) decreased from 6.52% to 5.72%, a decrease of -0.80% [3] - Huahong Semiconductor (01347) decreased from 4.85% to 4.13%, a decrease of -0.71% [3]

每经AI快讯，港股内房股涨幅居前，截至发稿，雅居乐集团(03383.HK)涨4.84%，报0.325港元；富力地 产(02777.HK)涨3.92%，报0.53港元；融创中国(01918.HK)涨3.45%，报1.2港元；万科企业(02202.HK)涨 2.98%，报3.46港元。 ...

值得注意的是，近日，《求是》杂志刊发《改善和稳定房地产市场预期》文章。国联民生证券发布研报 称，2025年末中央经济工作会议和2026年初《求是》杂志对房地产积极定调后，市场对于房地产政策持 续落地有预期，或带动板块的春季躁动行情。 智通财经APP获悉，内房股涨幅居前，截至发稿，雅居乐集团(03383)涨4.84%，报0.325港元；富力地产 (02777)涨3.92%，报0.53港元；融创中国(01918)涨3.45%，报1.2港元；万科企业(02202)涨2.98%，报3.46 港元。 消息面上，据第一财经报道，近日有消息称，监管部门对房地产融资协调机制下发最新的政策指导。核 心是对已经进入融资协调机制"白名单"的项目，符合一定条件和标准的，可在原贷款银行进行展期。第 一财经记者从多方消息源核实，该政策属实。 ...