Group 1: Market Overview - The Hang Seng Index fell by 0.18%, down 47 points, closing at 26,860 points, while the Hang Seng Tech Index rose by 1.04% [1] - The trading volume in the Hong Kong stock market reached HKD 2,047 million in the morning session [1] Group 2: Hydrogen Energy Sector - Hydrogen energy stocks surged, with the industry entering a phase of rapid growth; Yihuatong (02402) saw a peak increase of over 84%, closing up 33% at noon [1] - Other notable gains included Reshaping Energy (02570) up 17%, Beijing Machinery (00187) up 12%, and Guofu Hydrogen Energy (02582) up 13% [1] Group 3: Semiconductor Industry - Domestic computing chips are gradually replacing Nvidia, indicating a decoupling of China's AI development from Western semiconductor ecosystems; chip stocks continued their strong performance [1] - Notable stock movements included Huahong Semiconductor (01347) up 10%, SMIC (00981) up 6.5%, and Shanghai Fudan (01385) up 2.45% [1] Group 4: Autonomous Driving Sector - Stocks related to intelligent driving rose as L2-level assisted driving is set to receive mandatory national standards, benefiting the automotive intelligence supply chain [1] - Key performers included Hezhima Intelligent (02533) up 6%, Horizon Robotics-W (09660) up 6.7%, and Sutech (02498) up 6.99% [1] Group 5: Wind Power Industry - The wind power industry chain has shown significant results in reducing internal competition, with many wind power stocks becoming active [1] - Jin Feng Technology (02208) rose by 2%, and Longyuan Power (00916) increased by over 3% [1] Group 6: Company-Specific Movements - Blue Moon Group (06993) rose over 6% after being included in the Hong Kong Stock Connect, indicating a strengthening brand moat [2] - Baidu Biotechnology-B (02315) increased by over 10% as its IPO is set to be reviewed, and it recently entered into an antibody licensing agreement with Merck [3] - Hong Kong Broadband (01310) surged over 54% as the share offer deadline approached, with the offeror China Mobile Hong Kong and its concert parties holding 78.08% of the shares [4] - Shoucheng Holdings (00697) rose over 8% after its subsidiary Beijing Shouda Xingye Fund made additional investments in Weifen Zhifei [5]
港股午评|恒生指数早盘跌0.18% 氢能板块大涨