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这一板块,大涨
Zhong Guo Ji Jin Bao· 2025-07-29 11:30
Market Overview - The Hong Kong stock market saw declines in its three major indices, with the Hang Seng Index down 0.15% to close at 25,524.45 points, the Hang Seng Tech Index down 0.35%, and the Hang Seng China Enterprises Index down 0.34% [2][3] - The pharmaceutical sector showed resilience, with Chinese brokerage stocks rebounding and semiconductor stocks attracting investment [2] Pharmaceutical Sector - The pharmaceutical sector was boosted by strong earnings, particularly in innovative drug stocks, with WuXi AppTec (603259) rising over 11% [4] - WuXi AppTec reported a revenue of 20.8 billion yuan for the first half of 2025, a year-on-year increase of 20.64%, and a net profit surge of 101.92% [4] - Other notable gainers included Kelun-Bio, InnoCare Pharma, BeiGene, and Kintor Pharma, all of which experienced significant stock price increases [4] Brokerage Sector - Chinese brokerage stocks saw a recovery in the afternoon, with notable increases in shares of CICC, China Merchants Securities, and China Galaxy, all rising over 1% [6] - The regulatory environment for the securities industry has tightened, with over 30 fines issued to brokerage firms for various violations, indicating a push for compliance and improved market order [6] Semiconductor Sector - Semiconductor stocks gained attention from investors, with Shanghai Fudan rising nearly 10% and other companies like SMIC and Hua Hong Semiconductor also seeing stock price increases [7] Banking Sector - The banking sector experienced widespread declines, with Chongqing Rural Commercial Bank falling over 3% and other major banks like China Merchants Bank and China Construction Bank also reporting losses [8] - Despite the current downturn, analysts suggest that the banking sector may benefit from a low-interest-rate environment and increasing long-term capital inflows, indicating potential for future recovery [8][9] Technology Sector - Major tech stocks, including NetEase and Bilibili, saw declines of over 1% [10] - Tencent Holdings and other tech companies also reported slight decreases in their stock prices [11] Gold Sector - Gold stocks continued to retreat, with China Silver Group dropping over 6% [11] - Fidelity International predicts that gold prices could rise to $4,000 per ounce by the end of next year due to factors such as U.S. interest rate cuts and increased central bank gold reserves [12] Market Regulation Changes - The Hong Kong stock exchange announced a reduction in the minimum price fluctuation for stocks, effective August 1, which aims to lower trading costs and enhance market efficiency [12][13]