中泰国际每日动态-20251229

Market Overview - On December 24, the Hang Seng Index rose by 44 points (0.2%) to close at 25,818 points, while the Hang Seng Tech Index increased by 10 points (0.2%) to 5,499 points, with a half-day turnover of HKD 952 billion[1] - Southbound capital recorded a net outflow of HKD 11.8 billion[1] - Semiconductor stocks strengthened, with SMIC (981 HK) raising prices on some production capacities by approximately 10%, leading to a peak intraday increase of 5%[1] - The US stock market showed minimal movement, with the Dow Jones down 20 points (0.01%) at 48,710 points, the Nasdaq down 20 points (0.1%) at 23,593 points, and the S&P 500 down 2 points at 6,929 points[1] Sector Insights - In the automotive sector, Hesai Technology (2525 HK) announced a strategic partnership with Meituan's drone division, benefiting from regulatory advancements in L2+/L3/L4, which may lead to rapid market share expansion[2] - The Hang Seng Healthcare Index slightly declined by 0.5%, with major companies experiencing minor dips; CSPC Pharmaceutical Group (1093 HK) saw its chairman purchase 6.706 million shares at an average price of HKD 8.85, totaling approximately HKD 59.35 million[2]