港股午评 恒生指数早盘跌0.25% 中广核矿业逆市大涨7%

Group 1 - The Hang Seng Index fell by 0.25%, down 63 points, closing at 25,872 points, while the Hang Seng Tech Index decreased by 0.20% [1] - The non-ferrous metals sector showed strong performance, with expectations of rising industry prosperity due to increasing Fed rate cut expectations. Jiangxi Copper (00358) rose over 5%, Minmetals Resources (01208) increased by 4%, China Aluminum (02600) gained 4.3%, and Liken Resources (02245) surged over 5% [1] - CGN Mining (01164) saw a rise of over 7%, driven by a significant increase in uranium prices in the US stock market, with Morgan Stanley optimistic about the company's stock price rising within 15 days [1] - Reformed Energy (02570) jumped over 9% ahead of a stock unlock next Monday, focusing on hydrogen fuel cell systems [1] Group 2 - InnoCare Pharma (02577) increased by over 6% after reaching a strategic cooperation with Onsemi, with institutions optimistic about GaN as a new direction for robotics [2] - Goldwind Technology (02208) rose over 6% during the session, with expectations of high growth in installations during the peak season, and domestic wind power installations expected to reach new heights during the 14th Five-Year Plan [2] Group 3 - Nanjing Panda Electronics (00553) rose by 6% as the 2025 Brain-Computer Interface Conference opened, marking a critical stage for domestic clinical transformation [3] Group 4 - China Oriental Group (00581) increased by 5% after investing approximately 52 million yuan to increase its stake in Jiangsu Shentong [4] Group 5 - Shenzhou International (02313) fell over 4% as institutions lowered the company's sales growth forecast for the second half of the year, with production release expected to continue reflecting in the following year [5] Group 6 - The related stocks of Moore Threads saw a decline, with Dazhong Public Utilities (01635) dropping over 7% [6] - Innovent Biologics (01801) fell over 2% after completing a global strategic cooperation with Takeda Pharmaceutical, raising approximately 777 million HKD through the issuance of 6.9138 million shares [6]