Group 1: Market Overview - The Hang Seng Index closed up by 173 points, or 0.7%, at 25,562, while the Tech Index fell by 0.2% to 5,664 [3][4] - The total trading volume for the day was 250.3 billion, with net inflows from northbound trading reaching 9.25 billion [3] - Hong Kong's stock market showed resilience with a rebound after a previous decline, although it did not surpass the previous week's high of 25,735 [4] Group 2: Economic Indicators - Hong Kong's exports in June increased by 11.9% year-on-year, marking the 16th consecutive month of growth, but fell short of market expectations of 16.2% [7] - Imports also rose by 11.1% in June, below the anticipated 14.7%, resulting in a tangible trade deficit of 58.9 billion, equivalent to 12.4% of the import value [7] - For the first half of the year, total export value rose by 12.5%, while import value increased by 12.6%, leading to a trade deficit of 183.6 billion [7] Group 3: Company News - WuXi AppTec reported a 95% increase in net profit for the first half of the year, with earnings reaching 8.287 billion RMB, and raised its full-year revenue outlook to between 42.5 billion and 43.5 billion RMB [13] - SameSource Health announced a placement of 92.3 million new H shares at a discount of approximately 19%, aiming to raise about 1.57 billion for R&D and operational purposes [12] - AUB Holdings is acquiring a property in Hengqin for 724.2 million RMB, which will be converted into a three-star hotel to diversify its business and attract budget-conscious travelers [14] Group 4: Industry Developments - The Ministry of Industry and Information Technology emphasized the need to consolidate the results of competition regulation in the new energy vehicle sector and enhance management of battery recycling [10] - The Hong Kong Monetary Authority is working on enhancing data infrastructure and connectivity with customs to improve loan approvals related to imports and exports [8][9]
恒指收涨173点，科指连跌三日
Guodu Securities Hongkong·2025-07-29 02:25