Group 1 - The Hang Seng Index rose by 0.93%, gaining 212 points to close at 23,079 points, while the Hang Seng Tech Index increased by 1.91% with a trading volume of HKD 130.2 billion in the morning session [1] - Military stocks continued their strong performance, with AVIC (02357) rising over 9% and China Shipbuilding Defense (00317) increasing over 6%, driven by global military power rebalancing and potential valuation reassessment of defense stocks [1] - Apple-related stocks surged due to progress in US-China trade negotiations, with Sunny Optical Technology (02382) up over 10%, AAC Technologies (02018) rising 9%, and Q Tech (01478) increasing over 7% [1] Group 2 - Longpan Technology (02465) saw a significant increase of over 40% after signing a lithium iron phosphate cathode material sales contract, with expected total sales exceeding RMB 5 billion [2] - Hong Teng Precision (06088) rose by 5.85%, reporting a 14% year-on-year revenue growth driven by AI infrastructure boosting network infrastructure business [3] - China Investment Financing (01226) experienced a dramatic rise of over 30%, with discussions on a new share placement of HKD 1 billion and the appointment of a new director [3] Group 3 - Xiaomi Group-W (01810) faced a decline of over 3% amid negative public sentiment regarding vehicle returns [4] - Gold stocks fell across the board due to easing tariffs and geopolitical tensions, with Lingbao Gold (03330) down 6% and Shandong Gold (01787) decreasing by 2.97% [4] - Pharmaceutical stocks plummeted following Trump's announcement to enforce drug price reductions, with ConvaTec-B (02162) down 4.76% and Innovent Biologics (09969) falling 2.8% [4]
港股午评|恒生指数早盘涨0.93% 军工板块延续强势