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每日投资策略：恒指收涨129点，连升五日共 1168 点-20250725
Guodu Securities Hongkong·2025-07-25 05:05

Market Overview - The Hang Seng Index rose by 129 points or 0.5%, closing at 25,667, marking its fifth consecutive day of gains, totaling 1,168 points or 4.8% over this period [2][3] - The trading volume for the day was 294.81 billion HKD, with net inflow from northbound trading amounting to 3.72 billion HKD [2] Company Highlights - HSBC Holdings (00005) increased by 2.2%, closing at 102.2 HKD; Hong Kong Exchanges and Clearing (00388) rose by 1.9% to 448.2 HKD; Tencent (00700) gained 0.9% to 557 HKD; Meituan (03690) also increased by 0.9% to 134.4 HKD [3] - WuXi Biologics (02269) saw a significant rise of 3.8%, closing at 29.85 HKD; however, Alibaba (09988) and JD.com (09618) experienced slight declines of 0.5% and 0.6%, closing at 120.3 HKD and 133.3 HKD respectively [3] Industry Developments - The Hong Kong Trade Development Council Chairman met with the Chairman of Bank of China to enhance cooperation, aiming to strengthen Hong Kong's role as an international financial, shipping, and trade center [6] - The State Development and Reform Commission announced that 735 billion RMB of central budget investment has been allocated, focusing on modern industrial systems, infrastructure, and green development [8] - The State-owned Assets Supervision and Administration Commission emphasized the need to optimize the allocation of state-owned assets and promote technological innovation and industry upgrades [9] Corporate Actions - Pop Mart (09992) is in discussions with Hollywood companies to potentially produce a movie based on its Labubu character, indicating a strategic direction towards media collaboration [11] - XPeng Motors (09868) announced the delivery of its first locally produced XPeng X9 in Indonesia, marking a significant milestone in its global localization strategy [12] - SenseTime's smart automotive business is nearing completion of a significant financing round, with six ecosystem companies reportedly raising a total of 1.8 billion RMB [13] - Genting New Year (01952) announced a share placement to raise approximately 1.573 billion HKD, with proceeds allocated for global R&D and commercialization efforts [14]