Group 1: Hong Kong Stocks - Giant Bio (02367) fell over 4% due to controversy over collagen content, with Goldman Sachs lowering earnings estimates for 2025-2027 by 9-12% and Tmall ranking dropping to 16th place [1] - Little Garden (00999) rose over 9% as 75.34 million shares were unlocked, with a market value of HKD 648 million, and Dongwu Securities initiating a "Buy" rating, anticipating a 19% annual store growth and supply chain advantages [1] - Xiansheng Pharmaceutical (02096) increased over 3% after revising the BCMA antibody licensing agreement, raising regulatory milestone payments and reducing royalty rates [1] - Huahong Semiconductor (01347) rose 5% as Tianfeng Securities reaffirmed price increase logic, with capacity utilization at 102.7% and potential revenue contribution of USD 1.28 billion from the 9th factory [1] - Dexion Shipping (02510) surged 10% to a new high amid escalating Red Sea crisis, with freight rates on the Persian Gulf-Europe route increasing 2.5 times in one week [1] - Meizhong Jiahe (02453) plummeted 10% after the controlling shareholder sold 32.8 million shares for HKD 200 million, leading to liquidity pressure [1] Group 2: Energy and Pharmaceutical Stocks - COSCO Shipping Energy (01138) rose over 7% due to increased geopolitical risk premiums, with VLCC freight rates soaring 156% to USD 64,000 amid expectations of the Strait of Hormuz closure [2] - Oil and gas stocks generally rose, with MI Energy up 40% and Shandong Molong up 13%, driven by expectations of oil supply disruptions due to escalating Middle East conflicts [2] - Heptares Therapeutics-B (02142) increased over 4% after reaching a BCMAxCD3 dual antibody licensing agreement, receiving an upfront payment of USD 47 million and potential milestone payments of USD 623 million [2] - Jiayuan Pharmaceutical-B (02617) debuted with a 65% surge, driven by its core product Tinengotinib's key clinical trials in the US and China for cholangiocarcinoma treatment [2] - Jingtai Holdings (02228) rose over 3% after signing an AI drug development letter of intent with a Harvard professor, with potential upfront payments of USD 100 million and additional milestone payments in oncology and autoimmune fields [2] Group 3: Other Notable Stocks - Baize Medical (02609) debuted with a 24% increase, covering a network of tumor specialty hospitals with a projected outpatient/inpatient volume CAGR of 23.3%/22.8% from 2022 to 2024 [3] - China Tianrui Cement (01252) resumed trading with a 63% surge, projecting a net profit of HKD 279 million for 2024 after a previous loss of HKD 630 million [3] - Sanhua Intelligent Control (02050) fell 7% after its IPO, facing cooling demand despite being a leading global refrigeration component manufacturer with a 45.5% market share [3] - Laopu Gold (06181) rose over 7% as its new store in Singapore officially opened, attracting market attention [4]
异动盘点0623｜三花智控首挂破发跌7%；药捷安康-B首挂暴涨65%；佰泽医疗涨24%；Circle涨超 20%