Group 1: Market Overview - The Hang Seng Index rose by 0.67% to 23689.13 points, with the Hang Seng Technology Index increasing by 1.05% to 5187.01 points, and the Hang Seng China Enterprises Index up by 0.82% to 8597.36 points, indicating a positive market sentiment [1][2] - The total market turnover was HKD 1985.91 billion, showing a decrease compared to the previous trading day, while southbound funds recorded a net inflow of HKD 78.95 billion [1] Group 2: Pharmaceutical Sector - The pharmaceutical sector saw most stocks rise, with Tongyuan Kang Pharmaceutical-B increasing by 14.35% and BeiGene rising by 6.12% [3] - Citic Securities highlighted China's pharmaceutical industry advantages, including population and domestic demand, manufacturing and supply chain strengths, and rapid innovation capabilities [3] Group 3: Pop Mart - Pop Mart's stock rebounded, closing at HKD 244.80 per share, up 2.17% [4] - JPMorgan maintained an "overweight" rating on Pop Mart, citing its strong IP products and global expansion potential, with overseas sales expected to grow by 214% year-on-year by 2025 [4] Group 4: Semiconductor Sector - Semiconductor stocks experienced gains, with Hua Hong Semiconductor up by 3.97% and SMIC up by 4.18% [5] - Tianfeng Securities reported that Hua Hong Semiconductor's capacity utilization reached 102.7% in Q1, with strong demand expected in Q2 and Q3 [6] Group 5: Lao Pu Gold - Lao Pu Gold saw a significant rebound, rising by 6.81% to HKD 878.00 per share, with a year-to-date increase exceeding 200% [7] - Goldman Sachs projected strong sales and rapid store expansion for Lao Pu Gold, forecasting net profits of RMB 4.706 billion, RMB 6.56 billion, and RMB 7.925 billion for 2025, 2026, and 2027, respectively, with year-on-year growth rates of 219%, 39%, and 21% [9]
超级大牛股,暴涨
Zhong Guo Ji Jin Bao·2025-06-23 12:20