Market Overview - The Hong Kong stock market showed mixed performance with the Hang Seng Index and the Hang Seng China Enterprises Index reaching nearly four-year highs, while the Hang Seng Tech Index slightly declined [1] - The Hang Seng Index rose by 0.51% to 25,667.18 points with a total turnover of HKD 294.81 billion [1] - The outlook for the Hong Kong stock market remains positive, with expectations of continued strength in the second half of the year due to national support and increased capital inflow [1] Blue-Chip Stocks Performance - China Hongqiao (01378) reached a new high, closing up 6.28% at HKD 22, contributing 5.77 points to the Hang Seng Index [2] - Morgan Stanley upgraded its target price for China Hongqiao from HKD 18.50 to HKD 24.80, citing the company's cost competitiveness and integrated supply chain [2] - Other notable blue-chip performances include Xinyi Solar (00968) up 7.92% and Zhongsheng Group (00881) up 5.86% [2] Sector Highlights Technology Sector - Major tech stocks showed mixed results, with Alibaba down 0.5% while Tencent and Meituan both rose nearly 1% [3] - Semiconductor stocks saw gains, with ASMPT (00522) up 11.08% and Hua Hong Semiconductor (01347) up 6.99% [4] Lithium and Solar Sectors - Lithium stocks performed strongly, with Tianqi Lithium (09696) up 14.1% and Ganfeng Lithium (01772) up 10.39% [7] - The price of lithium carbonate futures reached a new high, reflecting strong market sentiment [7] - Solar stocks also saw significant gains, with New Special Energy (01799) up 9.02% and Xinyi Solar (00968) up 7.92% [5] Pharmaceutical Sector - Pharmaceutical stocks performed well, with notable increases in shares of CloudTop New Drug (01952) up 9.69% and Cansino Biologics (06185) up 9.03% [3][4] Economic and Policy Developments - The National Medical Insurance Administration announced the optimization of drug procurement rules, which may benefit companies with strong quality systems and cost advantages [4] - The semiconductor manufacturing equipment sales are projected to reach a record USD 125.5 billion by 2025, indicating a positive growth outlook for the sector [5] Notable Stock Movements - Western Cement (02233) surged 16.48% after announcing a significant profit increase for the first half of the year [9] - China Duty Free Group (01880) rose 15.21% following the announcement of the Hainan Free Trade Port's closure date [10] - Nine Dragons Paper (02689) increased by 9.27% due to multiple price hikes in corrugated paper [11] - E-Surfing (02550) fell 8.27% after announcing a share placement at a discount [12]
港股收盘(07.24) | 恒指收涨0.51% 医药、芯片股等涨幅居前 黄金股全天走软
智通财经网·2025-07-24 08:59