港股午评|恒生指数早盘涨0.18% 贵金属板块持续强势

Group 1: Market Overview - The Hang Seng Index rose by 0.18%, gaining 47 points to close at 25,848 points, while the Hang Seng Tech Index fell by 0.42%. The morning trading volume in Hong Kong stocks reached HKD 87.2 billion [1] - New listings saw significant movements, with Nobikang (02635) surging over 330% on its debut, while Light Health (02661) increased by over 140%. Conversely, Hansai Aitai-B (03378) dropped over 40% [1] Group 2: Commodity and Resource Stocks - Gold prices, both spot and futures, reached a historical high, with suggestions for the Federal Reserve to adopt a more dovish stance, highlighting the continued value of gold allocation. Shandong Gold (01787) rose by 6%, and Zhaojin Mining (01818) increased by 4% [1] - Lithium carbonate futures for the 2605 contract rose by 4%, peaking at CNY 118,580 per ton, with lithium stocks continuing their upward trend. Ganfeng Lithium (01772) increased by over 4%, and Tianqi Lithium (09696) rose by 4% [1] - Lykyn Resources (02245) also saw a rise of over 3%, as supply disruptions in Indonesia are expected to alleviate the oversupply situation in nickel [1] Group 3: Company-Specific Developments - Zhaoyan New Drug (06127) increased by over 5% due to tight supply of experimental monkeys, which is expected to contribute to profit through fair value changes [2] - Dongyue Group (00189) saw a nearly 4% increase, supported by the release of quotas for HFCs in 2026, which is likely to tighten supply and demand [3] - Longpan Technology (02465) rose by over 6% as the company plans to raise up to CNY 2 billion for expansion, having secured over CNY 67.5 billion in orders this year [4] - CIMC Anrui (03899) increased by over 7% as it plans to collaborate with Datang Hainan and other parties to implement a green methanol project in Danzhou, Hainan [5] - Zhenjiu Lidu (06979) rose by over 4%, with the company stating that it will temporarily halt large-scale招商 in certain regions to ensure healthy market operations [6] - Cathay Pacific (00293) increased by over 7%, expecting to achieve consecutive annual profit growth for the first time in a decade [7] Group 4: Stock Performance and Market Reactions - Huasheng Biotechnology-B (02396) fell over 17% on its second day of trading, having dropped more than 40% from its IPO price [8] - Yaojie Ankang-B (02617) decreased by over 15% as it faced a cornerstone lock-up release, with a total of 9.774 million shares being unlocked [9] - Yuejiang (02432) dropped by 13% as it reached the one-year mark since its listing, leading to a lock-up expiration [10]