Group 1 - The Hang Seng Index rose by 1.95%, gaining 461 points to reach 24,150 points, while the Hang Seng Tech Index increased by 2.28%. The early trading volume in Hong Kong stocks was HKD 131.9 billion [1] - Automotive stocks showed a collective rebound, with production and sales in the first five months experiencing double-digit year-on-year growth. Daiwa stated that market sentiment may recover by the end of Q3. Li Auto (02015) rose by 4.74%, Leapmotor (09863) increased by 5.72%, Xpeng Motors (09868) gained 3.8%, and BYD (01211) rose by 3.4% [1] - Gaming stocks saw broad gains, with Macau's June gaming revenue breaking seasonal lows and expected to achieve double-digit growth. MGM China (02282) rose by 4%, and Melco International Development (00200) increased by 4.35% [1] - Chinese brokerage stocks surged, driven by market recovery and favorable policies leading to valuation restoration, with renewed expectations for mergers in the securities industry. China Galaxy (06881) rose by 7.50%, CICC (03908) increased by 5.69%, and CITIC Securities (06066) gained 5.26% [1] - Jingyou Pharmaceutical (00858) soared over 70%, expecting annual profit of at least HKD 215 million, turning from loss to profit [1] - Yiming Anke-B (01541) rose over 8% after receiving approval from the National Medical Products Administration for clinical trials of IMC-003/IMM72 for pulmonary arterial hypertension [1] - Yuejiang (02432) increased by over 7%, with significant potential market space for humanoid robots, positioning the company to benefit from industry trends [1] Group 2 - Rongchang Biologics (09995) rose over 5.8% after receiving a five-year patent compensation for Taitasip, with institutions optimistic about its overseas market prospects [2] - Oil and gas stocks fell sharply following Trump's statement about a potential ceasefire agreement with Iran. Jixing New Energy (03395) dropped by 34%, Baijin Oil Services (02178) fell by 30%, MI Energy (01555) decreased by 31%, Shandong Molong (00568) declined by 19%, and Sinopec Oilfield Services (01033) fell by 13% [2]
港股午评|恒生指数早盘涨1.95% 汽车股集体回暖