港股午评|恒生指数早盘跌1.21% 芯片板块跌幅居前

Group 1: Market Overview - The Hang Seng Index fell by 1.21%, down 305 points, closing at 25,037 points, while the Hang Seng Tech Index dropped by 1.66% [1] - The trading volume in the Hong Kong stock market reached 169.3 billion HKD in the morning session [1] Group 2: Solar and Renewable Energy Stocks - Solar stocks performed well, with several new energy operators receiving subsidy funds, which is expected to support domestic demand in the coming year [1] - GCL-Poly Energy (03800) rose by 2.33%, while Kaisa New Energy (01108) increased by 3.65%, and Fuyao Glass (06865) gained 1.98% [1] - October Rice Field (09676) surged over 8%, with adjusted net profit increasing by 97.7% year-on-year, indicating deepened channel penetration [1] - Haotian International Investment (01341) rose over 5%, with 35.75 million HKD from an unused placement being redirected to purchase Ethereum [1] - Jiaxin International Resources (03858) increased by over 3%, benefiting from the ongoing rise in tungsten prices, with rich resources at the Bakuta tungsten mine [1] Group 3: Semiconductor and Oil Stocks - Semiconductor stocks faced significant declines, with SMIC (00981) and Hua Hong Semiconductor (01347) both dropping over 6% [2] - Oil stocks collectively fell, with CNOOC Services (02883) down over 3%, Sinopec (00386) and Yanchang Petroleum dropping over 2%, and PetroChina (00857) and CNOOC (00883) decreasing by 1.36% [2]