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港股内房股持续走强,金辉控股(09993.HK)涨超30%,融信中国(03301.HK)涨近7%,中梁控股(02772.HK)涨近6%,世茂集团(00813.HK)、绿城中国(03900.HK)、融创中国(01918.HK)均涨超4%,富力地产(02777.HK)、碧桂园(02007.HK)均涨超3%。
快讯· 2025-05-07 02:01
港股内房股持续走强,金辉控股(09993.HK)涨超30%,融信中国(03301.HK)涨近7%,中梁控股 (02772.HK)涨近6%,世茂集团(00813.HK)、绿城中国(03900.HK)、融创中国(01918.HK)均涨超4%,富 力地产(02777.HK)、碧桂园(02007.HK)均涨超3%。 ...
港股互联网医疗股盘中回暖,京东健康(06618.HK)涨超3%,阿里健康(00241.HK)涨超2.5%,平安好医生(01833.HK)、叮当健康(09886.HK)均涨1.5%。
快讯· 2025-05-07 02:01
港股互联网医疗股盘中回暖,京东健康(06618.HK)涨超3%,阿里健康(00241.HK)涨超2.5%,平安好医 生(01833.HK)、叮当健康(09886.HK)均涨1.5%。 ...
央行将设立5000亿元服务消费与养老再贷款,港股消费ETF(159735)涨逾2.3%,美团-W涨超4%
Group 1 - The Hong Kong stock market opened higher on May 7, with the China Securities Hong Kong Stock Connect Consumer Theme Index rising over 2%, driven by significant gains in stocks such as Zhongsheng Holdings and Shenzhou International, which both increased by over 6% [1] - The Hong Kong Consumer ETF (159735) also saw a substantial increase, rising by 2.32% with a trading volume nearing 10 million yuan, ranking first among similar products, and a real-time premium rate of 0.23% [1] - The ETF tracks the China Securities Hong Kong Stock Connect Consumer Theme Index, which consists of 50 large-cap, liquid consumer-related stocks within the Hong Kong Stock Connect framework, reflecting the overall performance of consumer stocks [1] Group 2 - According to Shenwan Hongyuan, policies should focus on developing service consumption while maintaining strong growth in goods consumption, emphasizing structural optimization [2] - The National Bureau of Statistics reported that the manufacturing purchasing managers' index (PMI) for April was 49.0%, a decrease of 1.5 percentage points from the previous month, while the non-manufacturing business activity index and composite PMI output index were 50.4% and 50.2%, respectively, indicating continued expansion [2] - Guosen Securities noted that the service sector showed resilience in April, particularly in non-construction services, which countered the downturn in the construction industry, with consumer services demonstrating strong performance [2]
港股影视娱乐股震荡走强,腾讯音乐(01698.HK)涨近5%,网易云音乐(09899.HK)涨超2%,IMAX中国(01970.HK)涨1.5%,中国儒意(00136.HK)等跟涨。
快讯· 2025-05-07 01:53
Group 1 - Hong Kong's film and entertainment stocks are experiencing a strong rebound, with Tencent Music (01698.HK) rising nearly 5% [1] - NetEase Cloud Music (09899.HK) has increased by over 2% [1] - IMAX China (01970.HK) has seen a rise of 1.5% [1] - Other companies such as China Ruyi (00136.HK) are also following the upward trend [1]
成本骤降19%引爆Q1业绩,中国宏桥全产业链发力利润持续井喷,机构给予“买入”评级
Quan Jing Wang· 2025-05-07 01:51
Core Viewpoint - The aluminum industry continues to experience high prosperity, with leading companies like China Hongqiao reporting significant performance improvements, leading to a surge in stock prices [1][2]. Financial Performance - In Q1 2025, Shandong Hongqiao achieved total revenue of 40.173 billion yuan, a year-on-year increase of 15.56%, and a net profit of 6.357 billion yuan, reflecting a substantial growth of 46.46% [2]. - For the full year 2024, China Hongqiao reported a net profit of 22.37 billion yuan, a remarkable year-on-year increase of 95%, setting a new historical record [3]. Market Conditions - The high demand for aluminum products, particularly in sectors like new energy vehicles and renewable energy, has contributed to the robust performance of Shandong Hongqiao [5][6]. - As of the end of 2024, China Hongqiao's electrolytic aluminum production capacity accounted for approximately 14% of the national total, leading the industry [6]. Strategic Advantages - China Hongqiao has established a complete industrial chain from mining to aluminum processing, enhancing its risk resistance and cost control capabilities [4][5]. - The company has been optimizing its production capacity and has made significant investments in green aluminum projects, which are expected to further reduce costs [6][8]. Market Outlook - Analysts are optimistic about China Hongqiao's future performance, citing ongoing cost reductions and favorable market conditions as key drivers for growth [9][13]. - The company is expected to benefit from the completion of its Yunnan electrolytic aluminum base, which will likely lead to further decreases in production costs [9].
港股机械股走强 博雷顿涨50%
快讯· 2025-05-07 01:46
智通财经5月7日电,截至发稿,博雷顿(01333.HK)涨50%、森松国际(02155.HK)涨3.48%、三一国际 (00631.HK)涨2.10%。消息方面,博雷顿涨幅居前,该公司在公开发售阶段获198.72倍认购。 港股机械股走强 博雷顿涨50% ...
港股内房股盘初拉升,融信中国(03301.HK)、金辉控股(09993.HK)均涨超13%,世茂集团(00813.HK)涨超9%,融创中国(01918.HK)涨超6%,中梁控股(02772.HK)、新城发展控股(01030.HK)等多股涨超5%。
快讯· 2025-05-07 01:40
港股内房股盘初拉升,融信中国(03301.HK)、金辉控股(09993.HK)均涨超13%,世茂集团(00813.HK)涨 超9%,融创中国(01918.HK)涨超6%,中梁控股(02772.HK)、新城发展控股(01030.HK)等多股涨超5%。 ...
48家港股公司回购 中国宏桥回购4796.84万港元
Summary of Key Points Core Viewpoint - On May 6, 48 Hong Kong-listed companies conducted share buybacks, totaling 56.32 million shares and an amount of HKD 231 million [1]. Group 1: Buyback Details - China Hongqiao repurchased 3.44 million shares for HKD 47.97 million, with a highest price of HKD 14.10 and a lowest price of HKD 13.78, accumulating HKD 21.22 billion in buybacks this year [1][2]. - COSCO Shipping Holdings repurchased 3.57 million shares for HKD 42.92 million, with a highest price of HKD 12.16 and a lowest price of HKD 11.78, accumulating HKD 33.42 billion in buybacks this year [1][2]. - Times Electric repurchased 0.98 million shares for HKD 31.26 million, with a highest price of HKD 32.00 and a lowest price of HKD 31.40, accumulating HKD 10.79 billion in buybacks this year [1][2]. Group 2: Top Buyback Companies - The highest buyback amount on May 6 was by China Hongqiao at HKD 47.97 million, followed by COSCO Shipping Holdings at HKD 42.92 million [1][2]. - The largest number of shares repurchased on May 6 was by Sihuan Pharmaceutical, with a buyback of 20 million shares, followed by Ying Group and COSCO Shipping Development with 8 million shares and 3.61 million shares, respectively [1][2]. Group 3: Additional Buyback Information - IMAX China conducted its first buyback of the year, while COSCO Shipping Holdings has performed multiple buybacks totaling HKD 33.42 billion this year [2]. - A detailed table of buybacks includes various companies, their respective buyback shares, amounts, highest and lowest prices, and cumulative buyback amounts for the year [2][3].
核心带疱疫苗或在明年上市,能否将绿竹生物-B(02480)拖出“流动性陷阱”?
智通财经网· 2025-05-07 01:36
4月20日晚间,百克生物(688276)发布了其2024年年报。财报显示,报告期内,公司实现的营业收入约为12.29亿元,同比下降32.64%;对应实现的归属净利润 约为2.32亿元,同比下降53.67%。 对此,百克生物表示,主要系本报告期带状疱疹疫苗销量减少所致。这一业绩也预示着国内"带疱一哥"在其核心品种商业化的第二年便遭遇滑铁卢。然而, 受到百克生物此次年报业绩表现打击最大的似乎并非百克本身,而是尚未实现产品收入且核心带疱疫苗即将上市的绿竹生物-B(02480)。 陷入流动性陷阱,亟待被"拯救" 今年5月2日,绿竹生物股价在结束了长达1个半月的横盘后,出现大幅收跌9.09%,引发了场内持筹者的大幅抛售,当日成交量达到180.36万股,打破了绿竹 生物股票2024年以来的单日成交量新高。 智通财经APP观察到,2024年以来,绿竹生物股票流动性出现了断崖式下跌,截至目前的17个月内,单月成交量不超过20万股的月份有10个,单月成交量最 低的月份为今年1月,整月成交量仅22800股。从成交量来看,绿竹生物显然已滑落至被市场遗忘的边缘,亟待被"拯救"。 对于绿竹生物而言,此前最合适的捷径自然是"入通",但" ...
中金:维持海丰国际(01308)“跑赢行业”评级 目标价24.3港元
智通财经网· 2025-05-07 01:23
公司实现收入6.39亿美元,同比+43.8%,环比-21.3%,实现集装箱运输量795,387TEU,同比+6.8%,环 比-22.0%,实现平均运费(不包括互换舱位费收入)803.5美元,同比+34.7%,环比+0.9%。较高的长协价 格支撑公司运价:一季度亚洲区域内即期运价有所下行,但长协价格保持高位。1Q25CCF东南亚/日本/ 韩国航线运价指数分别同比+51.1%/+26.0%/+2.7%,环比-4.7%/+9.3%/+0.3%。 公司所在的小型船舶市场供给有望进一步紧张 根据Clarksons,2025/2026年3,000TEU以下小船运力增速为1.2%/-2.0%,新增供给有限。目前市场主要 担心若后续关税导致美线货量及运价下滑,部分运力会流入亚洲区域内市场,根据Alphaliner数据,目 前3,000TEU以下小型船舶主要分布在亚洲区域内(占比42%),与2023年年底相比,小船在非亚洲区域外 运力净增加40万ETU,占当前亚洲区域内小型船运力18%,但该行认为亚洲区域内新增运力流入的影响 相对有限,亚洲区域外对小船的刚性需求已有提升:1)美国USTR对4,000TEU以下的小型船舶港口收费 ...