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Market Overview - The Hong Kong stock market is currently lacking direction, with the Hang Seng Index slightly rising by 36 points or 0.2%, closing at 22,008 points, and has been fluctuating around the 22,000 point mark for five consecutive trading days [1] - The Hang Seng Tech Index also saw a minor increase of 0.6%, closing at 5,019 points, maintaining a similar narrow trading range [1] - Recent trading volumes have decreased, with net outflows from the Hong Kong Stock Connect amounting to 6.42 billion HKD, indicating a cautious approach from domestic investors [1] Industry Dynamics Automotive Sector - The automotive sector has reacted positively to news that the U.S. will take measures to alleviate the impact of tariffs on foreign-made cars, leading to a rise in Hong Kong's new energy vehicle stocks [2] - NIO (9866 HK) and Li Auto (2015 HK) saw increases of 2%-5%, while Leap Motor (9863 HK) surged by 8.1% following share purchases by its chairman and existing shareholders [2] - However, XPeng Motors (9868 HK) experienced a decline of 4.4% on the same day [2] Healthcare Sector - The Hang Seng Healthcare Index rose by 1.2%, with WuXi AppTec (2359 HK) reporting a strong first quarter, with revenue and net profit increasing by 21.0% and 89.1% year-on-year, respectively [2] - The company’s core business profitability, reflected in adjusted net profit, saw a 40% year-on-year increase, driven by robust demand for its services from global pharmaceutical companies [2] Energy Sector - The natural gas sector remained stable or slightly increased, benefiting from a decline in overseas natural gas supply prices [3] - Conversely, companies like Longyuan Power (916 HK) and Huaneng International (902 HK) reported disappointing first-quarter results, with declines in power generation and on-grid electricity prices, leading to a drop in their stock prices [3] Real Estate Sector - The new home transaction volume in 30 major cities fell by 23.3% year-on-year, indicating a continued downturn in the real estate market [8] - The Central Political Bureau meeting emphasized the need for timely monetary easing and support for the real estate market, although the effectiveness of such measures remains uncertain [12][14] - The overall performance of Hong Kong-listed property stocks lagged behind the broader market, with the Hang Seng China Mainland Property Index rising only 0.4% [13]