农银国际证券：每天导读-20241117

Market Overview - The Hang Seng Index closed at 20,426.93, down 1.45% for the day and 0.68% over the past five days [2] - The H-share index closed at 7,355.57, down 1.42% for the day and 0.16% over the past five days [2] - The Shanghai Composite Index and Shenzhen Component Index both saw gains, with the Shenzhen Component showing a larger increase [5] Economic Indicators - China's total financing year-to-date reached 27,200 billion RMB in October, slightly below the previous month's 27,060 billion RMB [9] - The M2 money supply growth year-on-year was reported at 7.5% in October, up from 6.8% in the previous month [9] - New RMB loans for the year-to-date were 16,720.3 billion RMB, compared to 16,520.0 billion RMB in the previous month [9] International Developments - Japan's Prime Minister pledged 650 billion JPY (approximately 6.51 billion USD) to support the semiconductor and AI sectors, aiming to stimulate over 50 trillion JPY in public and private investment over the next decade [11][12] - Israel reported progress in ceasefire negotiations with Lebanon, facilitated by the U.S., although challenges remain [13][14] Real Estate Market - S&P has raised its forecast for Hong Kong's residential sales in 2025, expecting prices to stabilize after a nearly 30% drop since 2021 [23][24] - The anticipated sales volume for new homes in Hong Kong is projected to reach 20,000 units by 2025, supported by lower mortgage rates and government measures [23][24] Corporate News - HNA Group plans to purchase 40 aircraft from COMAC for a total amount not exceeding 1.52 billion USD [27] - Kose Corporation is shifting its focus from the Greater China region to global southern markets, aiming for growth through significant mergers and acquisitions [27]