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每日投资策略:清明节假期前夕,港股料交投淡静-2025-04-03
Guodu Securities Hongkong·2025-04-03 02:03

Group 1: Market Overview - The Hong Kong stock market is expected to experience low trading activity ahead of the Qingming Festival, with investors adopting a wait-and-see approach following the announcement of reciprocal tariff measures by the U.S. President [2][3] - The Hang Seng Index opened lower and fluctuated throughout the day, ultimately closing at 23,202, a slight decrease of 4 points, with total market turnover reaching 216.598 billion [3] Group 2: Macro & Industry Dynamics - Hong Kong is reportedly considering establishing an over-the-counter trading market for delisted stocks, providing investors with an opportunity to recover losses from nearly worthless securities [6] - Deloitte forecasts that Hong Kong's IPO market will remain strong, with expectations of 80 new listings and a fundraising scale of 130 to 150 billion, following a significant increase in new listings and capital raised in the first quarter [7] Group 3: Company News - Dongfeng and Changan Automobile are in the final stages of merger negotiations, which would create the largest automotive company in mainland China, focusing on electric vehicle development [9] - BYD has announced a price reduction for its electric vehicles in Japan, marking its first price cut in the country, aimed at boosting sales amid stagnant demand [10] - Postal Savings Bank of China plans to raise 130 billion RMB through A-share placement, which is expected to enhance its core Tier 1 capital ratio by 1.5 percentage points [11]