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券商金股池,含“港”量上升!
Zhong Guo Ji Jin Bao· 2025-06-04 14:01
Core Viewpoint - The Hong Kong stock market has gained significant attention this year, with notable stocks such as Pop Mart, Mixue Ice Cream, and Laopu Gold reaching new highs as of June 4 [1] Group 1: Stock Performance - The stock prices of Pop Mart, Mixue Ice Cream, and Laopu Gold have all surged, achieving record highs in 2023 [1] - Tencent Holdings and Smoore International are among the popular Hong Kong stocks recommended by multiple brokerages [2][3] Group 2: Broker Recommendations - The number of Hong Kong stocks included in the broker's "golden stock" combinations has significantly increased compared to previous periods [3] - Tencent Holdings received recommendations from four brokerages: Huaxi Securities, Southwest Securities, Yongxing Securities, and Tianfeng Securities [3] - Xiaomi Group-W and Smoore International also received multiple recommendations from various brokerages [3][4] Group 3: Industry Recommendations - The pharmaceutical and biotechnology sector has reclaimed the top position in industry recommendation rankings after three years, with a recommendation rate of 10.2% [5] - The electronics and food and beverage sectors follow in second and third place, with recommendation rates of 9.3% and 6.58%, respectively [5] Group 4: Broker Performance - In May, 31 out of 46 brokerages reported positive returns from their golden stock combinations, with Guoyuan Securities leading with a monthly return of over 6% [6][7] - The top three performing brokerages in terms of golden stock returns for May were Guoyuan Securities, Caitong Securities, and China Galaxy Securities [6] Group 5: Market Outlook - The market outlook for June suggests a focus on large-cap growth stocks, with expectations of continued improvement in returns and win rates [7] - Historical trends indicate that large-cap growth stocks tend to outperform in June, while sectors like household appliances and power equipment remain undervalued [7]
南向资金今日净买入35.16亿港元,美团-W净买入14.14亿港元
Market Overview - On June 4, the Hang Seng Index rose by 0.60%, with southbound trading totaling HKD 1,063.30 billion, comprising buy transactions of HKD 549.23 billion and sell transactions of HKD 514.07 billion, resulting in a net buy of HKD 35.16 billion [2][4] Active Stocks - The most actively traded stock by southbound funds was Xiaomi Group-W, with a total transaction amount of HKD 54.40 billion. Meituan-W and Alibaba-W followed with transaction amounts of HKD 47.39 billion and HKD 43.75 billion, respectively [2][3] - In terms of net buying, Meituan-W led with a net buy of HKD 14.14 billion, followed by Alibaba-W with HKD 6.20 billion and BYD Company with HKD 3.94 billion [2][3] Net Selling Stocks - Tencent Holdings experienced the highest net selling amount at HKD 14.36 billion, despite its stock price increasing by 1.39%. Xiaomi Group-W and SMIC faced net selling amounts of HKD 13.75 billion and HKD 1.35 billion, respectively [2][4] Continuous Net Buying - Three stocks have seen continuous net buying for more than three days, with Meituan-W leading at 13 days, followed by CSPC Pharmaceutical Group at 4 days and Alibaba-W at 3 days. The total net buying amounts during this period were HKD 144.10 billion for Meituan-W, HKD 22.53 billion for CSPC, and HKD 16.49 billion for Alibaba-W [3]
智通港股通活跃成交|6月4日
Zhi Tong Cai Jing· 2025-06-04 11:48
智通财经APP获悉,2025年6月4日当天,小米集团-W(01810)、美团-W(03690)、阿里巴巴-W(09988)位 居沪港通(南向)成交额前3位,成交额分别为34.44 亿元、24.70 亿元、23.71 亿元;美团-W(03690)、阿 里巴巴-W(09988)、小米集团-W(01810) 位居深港通(南向)成交额前3位,成交额分别为22.69 亿元、 20.04 亿元、19.96 亿元。 深港通(南向)十大活跃成交公司 公司名称 成交金额 净买入额 美团-W(03690) 22.69 亿元 +8.59 亿元 阿里巴巴-W(09988) 20.04 亿元 +6.58 亿元 小米集团-W(01810) 19.96 亿元 -5.72 亿元 腾讯控股(00700) 19.52 亿元 -7.59 亿元 信达生物(01801) 13.52 亿元 +7053.74 万元 泡泡玛特(09992) 9.42 亿元 +1.55 亿元 中芯国际(00981) 8.49 亿元 -3.25 亿元 比 亚迪股份(01211) 8.46 亿元 +3.94 亿元 石药集团(01093) 7.97 亿元 +3.31 亿元 思摩尔 ...
多股涨停!消费赛道,全线爆发!
Zheng Quan Shi Bao· 2025-06-04 09:03
食品饮料板块盘中强势拉升,截至收盘,品渥食品涨近13%,香飘飘、有友食品、西麦食品等涨停;盐 津铺子涨近6%,盘中一度涨超8%逼近百元大关,创出历史新高。 | 代码 | 名称 | | 涨幅% | 现价 | 沿线走 | 采价 | 卖价 | 总量 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 300741 华宝股份 | | | R 20.02 | 20.56 | 3.43 | 20.56 | | 207805 | | 300892 | 品渥食品 | R | 12.84 | 38.40 | 4.37 | 38.40 | 38.42 | 162601 | | 603711 | 香飘飘 | | 10.04 | 15.02 | 1.37 | 15.02 | l | 139192 | | 603697 有友食品 | | . | 10.01 | 15.93 | 1.45 | 15.93 | l | 368377 | | 002956 | 四菱食品 | | 10.00 | 24.31 | 2.21 | 24.31 | - | 87492 | | 6004 ...
GloHilo登陆日本市场在即,核心供应商思摩尔国际成长空间广阔
Changjiang Securities· 2025-06-04 02:11
Investment Rating - The industry investment rating is "Positive" and maintained [11] Core Insights - Japan is the largest single market for HNB globally, with expectations that Glo Hilo's performance in Japan will reflect on the global market [2][8] - The market size for HNB in Japan is projected to reach 64.5 billion units in 2024, accounting for 36% of global sales [2][23] - The penetration rate of HNB in Japan is expected to increase by 4.6 percentage points to 43% in 2024, as traditional cigarette sales decline [2][23] - The competitive landscape in Japan mirrors that of the global market, with IQOS holding over 70% market share, indicating significant growth potential for Glo Hilo [2][8] Summary by Sections Market Size - The HNB market in Japan is projected to sell 64.5 billion units in 2024, representing 36% of global sales [2][23] - The global HNB market is expected to grow at a CAGR of 19.7%, reaching 178.6 billion units by 2024 [18] Penetration Rate - HNB penetration in Japan is anticipated to rise to 43% in 2024, reflecting a shift from traditional cigarettes [2][23] - The current global HNB penetration rate is approximately 6%, indicating substantial room for growth [8][34] Competitive Landscape - The competitive dynamics in Japan are similar to the global market, with major players like PMI, British American Tobacco, and Japan Tobacco setting ambitious growth targets for HNB products [6][18] - PMI leads the market with a 72% share, followed by British American Tobacco at 12% and Japan Tobacco at 6% [18][22] Growth Potential - Glo Hilo's entry into the Japanese market is expected to enhance its market share significantly, given the anticipated positive feedback and the established competitive landscape [2][8] - The overall HNB industry is projected to experience annual growth rates of 10%-20% as penetration rates increase [34]
日本HNB市场研究:HNB行业专题:寡头垄断优质市场,新品迭代驱动持续增长
Guohai Securities· 2025-06-03 15:06
Investment Rating - The report maintains a "Buy" rating for the HNB industry, indicating a positive outlook based on favorable market conditions and consumer preferences [1][45]. Core Insights - The Japanese HNB market is one of the largest globally, reaching a scale of 10 billion USD in 2023, driven by stable policies and changing consumer habits [6][9]. - The market exhibits an oligopolistic structure dominated by key players such as PMI, JT, and BAT, with a CR2 exceeding 70% [30][29]. - Continuous product iteration among major manufacturers is expected to sustain growth, with new product launches anticipated to create additional market opportunities [38][34]. Summary by Sections Japanese HNB Market Overview - The Japanese HNB market is the largest globally, with a market size of 10 billion USD in 2023, reflecting a growth rate of over 10% from 2020 to 2023 [9][6]. - A stable policy environment supports HNB product growth, with favorable regulations and lower tax rates compared to traditional cigarettes [13][14]. - HNB penetration rates have surpassed 40% overall and 50% in major cities by 2024, indicating significant growth potential [22][27]. Market Structure - The Japanese HNB market is characterized by an oligopolistic structure, with PMI holding over 60% market share, followed by JT and BAT [30][34]. - Each major player has core products that drive growth through continuous innovation, with differences in heating technology and user experience [34][38]. - A new product iteration cycle is expected in 2025, with BAT's Glo Hilo set to launch, potentially enhancing market penetration and competitive positioning [38][39]. Consumer Preferences and Trends - Japanese consumers show a strong preference for innovative and healthier smoking alternatives, which aligns with the characteristics of HNB products [17][19]. - The demand for low-tar and low-nicotine products is increasing, and HNB products are gaining acceptance in various social settings [17][18]. - The trend towards stylish and technologically advanced products is driving the growth of HNB consumption among urban consumers [19][20].
6月金股大数据揭晓,时隔三年,医药生物重回推荐度第一
Xin Lang Cai Jing· 2025-06-03 10:09
Summary of Key Points Core Viewpoint - The June stock recommendations from 42 brokerage firms show a significant increase in the number of recommended stocks, with the pharmaceutical and biotechnology sector returning to the top of the industry recommendation rankings after three years, indicating a renewed market interest in cyclical industries [1][3]. Stock Recommendations - A total of 332 stocks received 457 recommendations, with 42 stocks from the ChiNext gaining 53 recommendations, 45 stocks from the STAR Market receiving 59 recommendations, and 43 Hong Kong stocks getting 62 recommendations, marking an increase of 6 and 7 stocks respectively compared to the previous month [1]. - Six stocks received recommendations from five brokerage firms: China Merchants Bank, Yara International, Smoore International, SF Holding, Qingdao Beer, and Haida Group [1]. - Six stocks received recommendations from four brokerage firms: Zijin Mining, China Mobile, Zhenhua Heavy Industries, Tencent Holdings, Hangzhou Bank, and Dongpeng Beverage [1]. Industry Rankings - The pharmaceutical and biotechnology sector achieved a recommendation rate of 10.2%, reclaiming the top position, while the electronics sector fell to second place with a recommendation rate of 9.3% [3]. - The food and beverage sector ranked third with a recommendation rate of 6.58%, and the machinery equipment sector ranked fourth with a rate of 6.35% [3]. - The coal industry saw a significant increase in recommendation rate by 59.6%, while the transportation sector increased by 52.1%, indicating a positive outlook for these industries [3]. Declining Industry Interest - The retail trade sector experienced a notable decline in recommendation rate by 43.17%, attributed to renewed trade tensions and previous excessive price increases [4]. - The defense and military industry saw a decrease of 34.77%, mainly due to the easing of the Russia-Ukraine situation [4]. - The automotive sector's recommendation rate dropped by 30.99%, reflecting concerns over industry competition [4]. Performance of Brokerage Recommendations - In May, 30 out of 45 brokerage firms reported positive returns, with the top performers being Guoyuan Securities (6.28%) and Caitong Securities (5.93%) [5][6]. - As of May 30, 36 out of 45 brokerage firms had positive returns for the year, with 16 firms achieving returns close to or exceeding 10% [6]. Market Outlook - Analysts suggest that June will see continued improvement in returns and win rates, with a focus on large-cap growth stocks, although the market is expected to remain volatile [7]. - The market sentiment has been affected by fluctuating U.S. tariff policies and slow progress in U.S.-China trade negotiations, which are key factors influencing market risk appetite [7].
思摩尔国际(06969)股价新高的背后:是春天已至还是阶段性反弹?
智通财经网· 2025-05-25 07:29
Core Viewpoint - The electronic cigarette sector has regained market attention, with stocks like Smoore International experiencing significant price increases, indicating a potential recovery in the industry [1][9]. Industry Overview - The global tobacco market remains dominated by traditional cigarettes, which account for over 80% of the market, while new tobacco products, including heated not burned (HNB) and electronic cigarettes, represent a growing segment valued at $76.9 billion, approximately 8% of the market [1]. - The number of smokers aged 15 and above globally is around 1.25 billion, with a penetration rate of about 15.6%, indicating substantial room for growth in new tobacco product adoption [1]. Market Segmentation - Electronic cigarettes and HNB products are the two main categories of new tobacco, with global market shares of 28% and 45%, respectively [2]. - The global market for e-vapour products is valued at $21.2 billion, with a compound annual growth rate (CAGR) of 6.6% from 2018 to 2023, while HNB products have a market size of $34.5 billion and a CAGR of 23.3% during the same period [2][3]. Company Performance - Smoore International has shown rapid revenue growth from 2016 to 2021, increasing from 710 million to 13.76 billion yuan, with a CAGR of 81%. However, the company faced challenges in 2022 due to regulatory pressures in China and the U.S. [5]. - The company is expected to achieve a revenue of 11.799 billion yuan in 2024, reflecting a year-on-year growth of 5.56% [5]. Strategic Initiatives - Smoore has been proactive in developing HNB products since 2010 and has established a dedicated division for HNB, acquiring multiple patents and technological capabilities [6]. - The collaboration with British American Tobacco to launch the Glo Hilo series is anticipated to enhance Smoore's HNB business and overall market position [7]. Future Outlook - The Glo Hilo product is set to launch in Japan and expand into European markets, with expectations of significant profit growth starting in 2025 [8]. - The regulatory environment for electronic cigarettes is stabilizing, which may benefit compliant companies like Smoore, enhancing their market share [8][9].
思摩尔国际盘中最高价触及18.820港元,创近一年新高
Sou Hu Cai Jing· 2025-05-23 08:52
Group 1 - SMOORE International (06969.HK) closed at HKD 18.120 on May 23, marking a 2.49% increase from the previous trading day, with an intraday high of HKD 18.820, the highest in nearly a year [1] - The net capital inflow for the day was HKD 87.0088 million, with a total of HKD 39,232.538 million flowing in and HKD 30,531.660 million flowing out [1] Group 2 - SMOORE International Holdings Limited was established in 2009 and is a global leader in providing atomization technology solutions, owning one proprietary brand (VAPORESSO) and three technology brands (FEELM, CCELL, METEX) [2] - The company is headquartered in Bao'an District, Shenzhen, with nearly 20,000 employees [2] - SMOORE was officially listed on the Hong Kong Stock Exchange on July 10, 2020, under the stock code HK6969 [2] - The company places a strong emphasis on technological innovation and research and development, with a total of 9 research institutes globally and a research team of over 1,000, accounting for nearly half of its non-production staff [2] - As of June 30, 2021, SMOORE had applied for a total of 2,612 patents and 566 trademarks, with 1,272 patents and 360 trademarks granted [2] - The company has received various certifications and honors, including "National CNAS Laboratory Certification," "International UL Safety Laboratory Certification," "National High-tech Enterprise Certification," and "ISO9001 Quality System Certification" [2]
港股午评|恒生指数早盘跌0.55% 机器人概念股活跃
智通财经网· 2025-05-22 04:05
Group 1 - The Hang Seng Index fell by 0.55%, down 131 points, closing at 23,695 points, while the Hang Seng Tech Index decreased by 0.66% [1] - The early trading volume in Hong Kong stocks reached HKD 1,076 million [1] - Robot-related stocks were active, with DCH Holdings (00179) rising nearly 6% and SUTENG (02498) increasing over 2% due to the upcoming CMG World Robot Competition [1] Group 2 - Eucan Vision Bio-B (01477) surged over 18% after OT-703 was approved for real-world research in Boao, Hainan [2] Group 3 - Smoore International (06969) rose over 5% as Glo Hilo is set to launch in Japan, with positive feedback from the trial market for heated non-combustible products [3] - Youjia Innovation (02431) increased over 5% after its L4 autonomous driving minibus received project designation, following a series of product showcases at the Shanghai Auto Show [3] Group 4 - Maanshan Iron & Steel (00323) saw a rise of over 7% as the steel industry showed improving performance in Q1, with institutions noting a marginal improvement in the sector's fundamentals [4] - InnoCare Pharma (02577) surged over 15% due to a partnership with NVIDIA for the next-generation 800V power architecture, drawing attention to third-generation semiconductors [4] Group 5 - Gu Ming (01364) increased by 4.5%, reaching a new high, with expectations of being included in the Hong Kong Stock Connect next month and a projected net increase of over 2,000 stores for the year [5] Group 6 - Dekang Agriculture and Animal Husbandry (02419) rose over 7%, with stock prices hitting a new high as institutions are optimistic about the company's valuation recovery potential [6] Group 7 - Gome Retail (06808) saw an early rise of nearly 7%, reporting a turnaround with a profit of RMB 410 million for the year, while Dehong Capital will promote the development of various store formats [7] - New Town Development (01030) fell over 3% amid reports of plans to issue guaranteed bonds domestically, aiming to raise RMB 1.5 to 2 billion [7] - Alibaba Health (00241) dropped over 4%, despite a year-on-year profit increase of over 62%, with analysts stating that profits did not meet expectations [7]