港股午评|恒生指数早盘跌0.13% 油气+航运股走强
智通财经网·2025-06-23 04:06

Group 1: Market Overview - The Hang Seng Index fell by 0.13%, down 31 points, while the Hang Seng Tech Index remained unchanged. The early trading volume in Hong Kong was HKD 108.2 billion [1] - Tensions in the Middle East have escalated, with the Iranian parliament approving the closure of the Strait of Hormuz, leading to a rise in oil and shipping stocks [1] Group 2: Shipping and Oil Sector - China National Offshore Oil Corporation (CNOOC) rose by 0.67%, Shandong Molong increased by 6.5%, and Sinopec Oilfield Services gained 2.5% amid rising oil prices [1] - Pacific Basin Shipping surged over 20%, becoming the largest operator of handy-sized bulk carriers globally [1] - China Merchants Energy rose by 2.68%, with oil shipping prices soaring to over USD 60,000 due to the conflict [1] Group 3: Semiconductor Industry - Dexion Shipping increased by over 5%, reaching new highs as the global shipping market experiences significant turbulence [2] - The U.S. Department of Commerce plans to revoke technology exemptions for chip manufacturers operating in China, drawing attention to the domestic semiconductor supply chain [2] - Hua Hong Semiconductor rose by 7%, while SMIC increased by 4.8% following the news [2] Group 4: Other Notable Companies - Lianlian Digital rose by 8.69%, with ongoing developments in the stablecoin sector, planning to apply for stablecoin issuance in Q4 this year [3] - Xiaocaiyuan surged over 10% as the company faced a lock-up expiration, with institutions claiming it is significantly undervalued [4] - Maogeping increased by 5%, showing strong performance during the 618 shopping festival, with Citigroup noting its competitive advantages [5] - Laopuyin Gold rose over 7% following the opening of a new store in Singapore, attracting market attention [6] - Baize Medical, a leader in full-cycle oncology services, debuted on the Hong Kong Stock Exchange with a 24.41% increase on its first day [7] - Haitian Flavor Industry fell over 7%, trading nearly 12% below its IPO price, despite being a leader in China's condiment industry [8]