宝通证券港股每日策略-20260209

Market Performance - The Hang Seng Index (HSI) fell by 325 points or 1.2%, closing at 26,559 points[1] - The Shanghai Composite Index decreased by 10 points or 0.3%, ending at 4,065 points[1] - The total market turnover in Hong Kong was 247.865 billion HKD[1] Monetary Policy - The People's Bank of China conducted a 31.5 billion CNY seven-day reverse repurchase operation at a rate of 1.4%[1] - A total of 4,775 billion CNY in reverse repos matured, resulting in a net withdrawal of 146 billion CNY for the day[1] - The RMB/USD central parity rate was adjusted down by 20 points to 6.9590[1] Economic Indicators - As of the end of January 2026, China's foreign exchange reserves reached approximately 3.4 trillion USD, an increase of 41.2 billion USD or 1.23% from December 2025[3] - Hong Kong's official foreign exchange reserves were reported at 435.6 billion USD, up from 427.9 billion USD at the end of December 2025[3] Corporate Developments - Zijin Mining Group aims to rank among the top three globally in copper and gold production by 2028, with gold production targets of 90 tons in 2025, 105 tons in 2026, and 130-140 tons in 2028[4] - Meitu Inc. expects a 60%-66% increase in adjusted net profit for the fiscal year 2025, driven by rapid growth in its core business of imaging and design products[4]