港股午评|恒生指数早盘跌0.99% 电力设备股逆市走高

Group 1 - The Hang Seng Index fell by 0.99%, down 266 points, closing at 26,578 points, while the Hang Seng Tech Index dropped by 1.15% [1] - State Grid plans to invest 4 trillion yuan during the 14th Five-Year Plan, a 40% increase compared to the previous plan, leading to a rise in power equipment stocks such as Harbin Electric, which increased by 7.1%, and Dongfang Electric, which rose by 6% [1] - China Eastern Airlines saw an 8.81% increase in stock price, driven by improved passenger traffic, while China Southern Airlines and Air China rose by over 6% and 3.62%, respectively [1] Group 2 - COSCO Shipping Energy's stock rose over 6% due to rising risk premiums in the Strait of Hormuz amid escalating tensions in Iran [1] - Lin Qingxuan's stock surged over 8%, reaching a new high as the company focuses on oil-based skincare and accelerates product channel expansion [1] - Changfei Optical Fiber and Cable's stock increased by over 5%, benefiting from the AI-driven growth in the industry and the construction of AI data centers in North America [1] Group 3 - Chery Automobile's stock rose by 4.8%, with plans for the Lingxi Smart Cabin to be implemented across all major models by Q1 2026 [1] - Li Ning's stock increased by over 4%, with a narrowing decline in fourth-quarter revenue and improved inventory turnover [1] - Xixiangfeng Group's stock surged over 10% as the company plans to take a controlling stake in Kuangshi Technology, positioning itself in the millimeter-wave radar perception sector [1] Group 4 - Sai Jing Technology's stock rose by 5.9%, with an expected 40% year-on-year increase in revenue from its flexible transmission business [2] - Jiaxin International Resources' stock increased by over 11%, with a market capitalization exceeding 35 billion HKD, driven by rising prices of core products in the tungsten industry [3] - China Metallurgical Group's stock fell by 3.83%, with an expected decline of over 50% in net profit attributable to shareholders by 2025 [3]