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中国资产大爆发 恒生科技指数一度涨超3% 新能源汽车板块大涨
XPENGXPENG(HK:09868) Zhong Guo Ji Jin Bao·2025-05-02 04:14

Market Overview - The Hong Kong stock market opened higher on May 2, with significant gains in the new energy vehicle and AI sectors, leading the Hang Seng Technology Index to rise over 3% at one point [2] - As of the report, the Hang Seng Index increased by 1.33%, while the Hang Seng Technology Index rose by 2.71% [2] AI Sector Developments - On April 30, Xiaomi launched its first open-source inference model, Xiaomi MiMo, which has 7 billion parameters and surpassed OpenAI's closed-source model o1-mini and Alibaba's Qwen model in mathematical reasoning and coding competitions [4] - Following this announcement, Xiaomi Group's stock rose over 4%, and Kingsoft's stock increased by nearly 5% [4] - The AI sector remained active, with Alibaba-W rising over 3%, and SenseTime-W, JD Group-W, and Tencent Holdings all gaining over 2% [4] New Energy Vehicle Sales - The new energy vehicle sector experienced a significant surge, with the Hang Seng Technology Index climbing over 3%, led by XPeng Motors, whose stock rose over 7% [5] - XPeng Motors reported delivering 35,000 new vehicles in April, a year-on-year increase of 273% and a month-on-month increase of 5.5%, marking six consecutive months of deliveries exceeding 30,000 units [8] - Li Auto delivered 33,900 new vehicles in April, reflecting a year-on-year growth of 31.6% [8] - Leap Motor achieved a record high with 41,000 deliveries in April, representing a year-on-year increase of 173% [8] Notable Stock Movements - On May 2, the stock of CanSino Biologics surged over 21% following positive interim results from a clinical study of its HER2 bispecific antibody KN026 for treating HER2-positive gastric cancer [9][11] - The study showed significant improvement in progression-free survival (PFS) compared to existing standard treatments, with a trend towards overall survival (OS) benefits [11] - The product's domestic rights have been sold to CSPC Pharmaceutical Group, with a total upfront and milestone payment of 1 billion yuan and a double-digit sales share [11]