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国证国际港股晨报-2025-03-25
国证国际·2025-03-25 05:56

Group 1 - The report indicates that the recent wave of placements is temporarily suppressing investor sentiment, but the fundamentals support a potential new high in the market [2][5] - The Hang Seng Index closed at 23,905 points, up 215 points or 0.91%, while the Hang Seng Tech Index rose by 1.72% [2] - The report highlights that 9 out of 12 Hang Seng Composite Industry Indices increased, with the materials, conglomerates, information technology, and consumer discretionary sectors leading the gains [2] Group 2 - The report provides a positive outlook on Geely Automobile (175.HK), stating that its performance met expectations and is in a strong product cycle [6][7] - For 2024, Geely's total revenue is projected to reach 240.19 billion yuan, a year-on-year increase of 34.0%, with net profit expected to grow by 213.3% to 16.63 billion yuan [7] - Geely is set to launch several new models in 2025, including the Galaxy brand and multiple new energy vehicles, which are expected to enhance its product matrix [7][8]