宝通证券：港股周报：港股大跌，港股涨跌？-20251211

Market Performance - The Hang Seng Index (HSI) rose by 106 points or 0.4%, closing at 25,540 points after a low of 25,257 points during the day[1] - The Shanghai Composite Index (SSE) fell by 9 points or 0.2%, closing at 3,900 points, with a total turnover of 7,304 billion yuan[1] - The Shenzhen Component Index increased by 39 points or 0.3%, closing at 13,316 points, with a turnover of 1.05 trillion yuan[1] Monetary Policy - The People's Bank of China conducted a reverse repurchase of 189.8 billion yuan, resulting in a net injection of 110.5 billion yuan for the day[1] - The Renminbi's central parity rate was adjusted up by 20 points to 7.0753 against the US dollar[1] - The Hong Kong Monetary Authority followed the US rate cut, lowering the discount window base rate by 0.25% to 4%[2] Corporate Updates - Hillstone Technology reported a total camera module sales of 41.755 million units in November, a month-on-month decrease of 11.9% but a year-on-year increase of 0.4%[3] - Sunny Optical Technology announced a smartphone lens shipment of 119 million units in November, a month-on-month decrease of 2.3% but a year-on-year increase of 7.5%[3] - The automotive lens shipment increased by 3.4% month-on-month and 69.4% year-on-year, totaling 12.634 million units[3]