恒生指数早盘涨0.58% 内银股回暖

Market Overview - The Hang Seng Index rose by 0.58%, gaining 150 points to close at 26,057 points, while the Hang Seng Tech Index fell by 0.24%. The morning trading volume was HKD 132.1 billion [1] Banking Sector - The banking sector showed signs of recovery, with third-quarter earnings indicating a stabilization trend. This is favorable for long-term capital allocation as the year-end approaches. Notable performers include Huishang Bank (03698) up 4.79%, China Construction Bank (00939) up 3.12%, and Bank of China (03988) up 2.27% [1] Coal Sector - Most coal stocks experienced gains due to the onset of the heating season and increased regulatory enforcement. Institutions are optimistic about coal prices maintaining an upward trend. Key gainers include Yanzhou Coal Mining (600188) up 5.62%, China Qinfa (00866) up 4%, and China Coal Energy (601898) up 3.5% [1] Oil Sector - CNOOC (00883) saw a rise of over 3% as its third-quarter net profit exceeded market expectations, with key projects progressing smoothly [2] Biotechnology Sector - Kangfang Bio (09926) increased by over 5% following the recognition of its fourth breakthrough therapy, which is expected to accelerate clinical development and market entry [3] Medical Sector - Spring Medical (01858) surged over 7%, with overseas business becoming a significant revenue source and third-quarter performance showing rapid year-on-year growth [4] Dairy Sector - Modern Dairy (01117) rose by 5% after acquiring China Shengmu, triggering a comprehensive offer with a total price exceeding HKD 2 billion [5] Entertainment Sector - Giant Star Legend (06683) increased by over 8% after becoming a strategic shareholder of Galaxy, actively building a global IP ecosystem [6] Gold Sector - Gold mining and jewelry stocks faced significant declines due to new tax policies potentially impacting short-term physical demand, although long-term demand remains unaffected. Notable declines include Laopuhuangjin (06181) down 8% and Chow Tai Fook (01929) down over 7% [6] Company Management - Jieli Yongci (300748) (06680) fell by over 7% as some directors and senior management plan to reduce their shareholdings [7]